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Get 3000+ Documents in The Smart Sales Kit

Marketing SOPs
Press Release & PR
Influencer Collaboration
Marketing Policies
Social Media Content Calendar
Marketing ROI & Budget Tracker
LinkedIn Sales Toolkit
SEO Document Pack

Marketing

  • SOP For A Marketing Calendar
  • SOP for Social Media Engagement
  • SOP for Content Marketing Strategy
  • SOP for Trade Show Participation and Follow-up
  • SOP for Networking and Building Relationships
  • SOP for Community Engagement and Management
  • SOP for E-commerce Sales Management
  • SOP for Managing Negative Reviews and Feedback
  • SOP for Updating and Managing Website Content
  • SOP for Conducting Market Research
  • SOP for Competitive Analysis
  • SOP for Crisis and Reputation Management
  • SOP for Aligning Sales and Marketing Teams
  • SOP for Partner and Reseller Management
  • SOP for Implementing Sales Promotions and Campaigns
  • SOP for Managing Affiliate Partnerships
  • SOP for Communication Between Sales and Other Departments

Sales

  • SOP For Addressing Customer Complaints
  • SOP For Client Followup
  • SOP For Collecting Customer Feedback
  • SOP For Conducting A Client Meeting
  • SOP For Creating Quotation
  • SOP For Email Communication
  • SOP For Increasing Sales In Person
  • SOP For Sales Phone Call
  • SOP For Sales Projection
  • SOP For Sending Invoice
  • SOP To Deal With Rude Customers
  • SOP To Enhance Service Quality
  • SOP To Greet Arriving Customers
  • SOP To Map Your Online Sales Funnel
  • SOP for Lead Generation and Management
  • SOP for Pricing Strategy and Management
  • SOP for Handling Sales Returns and Refunds
  • SOP for Sales Reporting and Analytics
  • SOP for Renewing Customer Contracts
  • SOP for Managing and Monitoring Sales Territories
  • SOP for Upselling and Cross-selling
  • SOP for Discount Approval and Management
  • SOP for Preparing for Sales Meetings/Conferences
  • SOP for Managing Seasonal Sales
  • SOP for Tracking and Managing Sales KPIs
  • SOP for Inventory Management in Sales
  • SOP for Compliance with Sales Regulations and Laws
  • SOP for Post-Sales Follow Up and Engagement
  • SOP for Handling and Resolving Sales Disputes
  • SOP for Updating and Maintaining Product Knowledge
  • SOP for Evaluating and Adjusting Sales Goals
  • SOP for Personal Data Protection and GDPR Compliance in Sales
  • SOP for Remote Sales Team Management
  • SOP for Vendor Selection and Management
  • SOP for Managing Customer Loyalty Programs
  • SOP for Managing Outsourced Sales Teams
  • SOP for Customer Churn Analysis and Prevention
  • SOP for Using and Updating Point of Sale (POS) Systems
  • SOP for Transitioning a Sales Lead Between Team Members
  • SOP for End-of-Day Sales Reconciliation
  • SOP for Use of Company Vehicles by Sales Team
  • SOP for Re-engaging Dormant Accounts
  • SOP for Conducting Employee Exit Interviews in Sales
  • SOP for Tracking and Managing Customer Referrals

Finance

  • SOP For Calculating Commission
  • SOP For Collecting Payments
  • SOP For Cost Analysis
  • SOP For Creating Department Budget
  • SOP For Managing Company Finance
  • SOP For Creating A Customer Database
  • SOP For Recording Salesman Travel Mileage
  • SOP For Setting Incentives
  • SOP for Managing and Reporting Employee Expenses
  • SOP for Renewing and Updating Business Licenses and Permits

HR

  • SOP For Handling Sensitive Information
  • SOP For Improving Employee Performance
  • SOP For Onboarding An Employee
  • SOP For Training New Employees
  • SOP For Recruiting And Hiring
  • SOP for Decommissioning and Offboarding an Employee
  • SOP for Implementing and Managing Employee Wellness Programs
  • SOP for Recruitment and Selection Process
  • SOP for Payroll Processing and Management
  • SOP for Attendance and Leave Management
  • SOP for Employee Disciplinary Action and Termination
  • SOP for Handling Workplace Harassment and Discrimination Claims
  • SOP for Employee Recognition and Rewards Program
  • SOP for Conducting Employee Satisfaction Surveys
  • SOP for Succession Planning
  • SOP for Managing Workplace Conflicts
  • SOP for Employee Counselling and Mental Health Support
  • SOP for Employee Engagement Activities and Programs
  • SOP for Administering and Managing Remote Work Policies
  • SOP for Conducting Regular HR Audits
  • SOP for Workplace Security and Emergency Procedures
  • SOP for Diversity, Equity, and Inclusion Initiatives
  • SOP for Employee Relocation and Travel Management
  • SOP for Managing Interns and Temporary Employees
  • SOP for Employee Referral Program
  • SOP for Workforce Planning and Staffing Levels
  • SOP for Handling and Protecting Sensitive Employee Data
Sales SOPs
WhatsApp Sales
Telecalling & Cold Calling Scripts
Sales Objection Handling Guide
Sales Planning & Target Setting
LinkedIn Sales and Marketing
Sales KRA, KPI
Sales Email
Sales Channel Management
Lead Qualification Framework
Sales Team Management
Sales Incentives & Commission Systems
Sales Policy
Follow up
Customer Retention & Win-Back Systems
Sales Conversion Dashboard
Sales Training
Sales and Marketing Plans
AMC Agreements
Customer Complaint Tracker
Client Onboarding & Welcome
Shipping Info
Customer Support SOPs
Service Renewal Reminder
Customer Support messages
Handover, Warranty, and Installation Checklists
Customer Support Policies
Quick Auto Replies
Legally Compliant Agreements
GDPR + Indian IT Policy Templates
Internal Policy Acknowledgement
Copyright and Trademark
Company Policy GST/TDS/ROC Filing
E-Invoicing & GST Compliance Sheets
Forms Vendor KYC & Onboarding
Board/Investor Update Formats
MSME/Startup India Subsidy Docs
Internal Audit Checklists
Companies Act
IEC & Government Registrations
Customs CHA & DGFT
Incoterms & Shipment Planning
Agreements
Import Compliance & Documentation
Handling Importing from China / Other countries
RBI, FEMA & Post-Shipment Banking Compliance
Guide to Import/Export
Export Compliance & Documentation
Exporting to Europe Exporting to USA
Export Incentives & Schemes
Visa documentation
Procurement SOPs
Purchase Emails
Inventory Management Excel
Purchase Agreements
Purchase Trackers
Vendor Onboarding & Evaluation
Purchase Documents
Inventory Management Forms
Purchase and Vendor Management Policy
Inventory Management Emails
Inventory Management Policies
HR SOPs
JD Templates
Employee Appraisals & Incentives
POSH HR
Employee Onboarding & Offboarding
Learning & Development Tracker
Policies Interview Scorecards
Workplace Policy Handbook

Marketing SOPs

Planning & Strategy

  • Marketing Project Planner
  • Creating a Marketing Brochure
  • Guideline for Creating a Marketing Plan
  • Implementing A Marketing System
  • List of Marketing Channels
  • Possible Marketing Strategies
  • Marketing Department Organizational Chart
  • Marketing Strategies Checklist
  • SOP for Creating a Marketing Calendar
  • SOP for Content Marketing Strategy
  • SOP for Annual Marketing Plan Creation
  • SOP for Conducting Market Research
  • SOP for Competitive Analysis
  • SOP for Product Launch Planning
  • SOP for Brand Positioning & Messaging
  • SOP for Go-to-Market (GTM) Strategy
  • SOP for Creating Buyer Personas
  • SOP for Customer Journey Mapping

Ecommerce

  • SOP for E-commerce Sales Management
  • SOP for Managing Affiliate Partnerships
  • SOP for Conversion Rate Optimization (CRO)
  • SOP for Cart Abandonment Email Sequence
  • SOP for Running Flash Sales & Deal Days

Analytics & Reporting

  • Marketing Sales Lead Goal Calculator
  • SOP for Building Marketing Reports & Dashboards
  • SOP for A/B Testing Campaigns
  • SOP for Measuring Campaign ROI

Team & Workflow

  • SOP for Creative Brief Creation
  • SOP for Approvals & Asset Handover Process
  • SOP for Onboarding a New Marketing Hire

Digital & Social Media

  • SOP for Social Media Engagement
  • SOP for Blog/Content Calendar Planning
  • SOP for Paid Ad Campaign Setup (Google, Meta)
  • SOP for Influencer Marketing Campaigns
  • SOP for Managing Negative Reviews and Feedback
  • SOP for Community Engagement and Management
  • SOP for Social Listening & Monitoring
  • SOP for Newsletter/Email Campaign Execution
  • SOP for SEO Basics (On-page/Off-page Checklist)
  • SOP for UTM Tracking & Link Attribution
  • SOP for Annual Marketing Plan Creation
  • SOP for Conducting Market Research
  • SOP for Competitive Analysis
  • SOP for Product Launch Planning
  • SOP for Brand Positioning & Messaging
  • SOP for Go-to-Market (GTM) Strategy
  • SOP for Creating Buyer Personas
  • SOP for Customer Journey Mapping

Relationship & B2B Marketing

  • SOP for Networking and Building Relationships
  • SOP for Partner and Reseller Management
  • SOP for Aligning Sales and Marketing Teams
  • SOP for Communication Between Sales and Other Depts
  • SOP for Co-Branded Campaigns
  • SOP for Channel Partner Enablement

Crisis & Compliance

  • SOP for Crisis & Reputation Management
  • SOP for Marketing Approval Workflow
  • SOP for Brand Guidelines & Trademark Use
  • SOP for Public Apology / PR Damage Control

Localization & Regional

  • SOP for Translating & Localizing Campaigns
  • SOP for Regional Influencer Collaborations

Press Release & PR Documents

Press Release Templates
(Traditional PR formats)

  • New Product/Service Launch
  • Product/Service Certification
  • Add-on or Upgrade Announcement
  • Company Milestone or Achievement
  • Merger or Acquisition
  • Funding Round / Financing
  • Quarter/Year-End Financial Results
  • New Hire / Executive Appointment
  • Promotion of Employee
  • Award or Recognition
  • Facility Expansion / New Office
  • Sustainability or CSR Initiative
  • Regulatory Approval
  • R&D Breakthrough / Patent
  • Event, Webinar, Conference
  • Podcast or Media Coverage
  • Rebrand or Strategic Vision
  • Response to Crisis / Negative News
  • PR Announcement – New shipping
    or delivery service
  • PR Announcement – New software
    or app update (slightly overlaps
    but not exact wording)
  • PR Announcement – New testimonial
    or review
  • PR Announcement – New chat or
    support service
  • PR Announcement – New community
    or user group
  • PR Announcement – New forum
    or discussion board
  • Announcement On The Agreement
    Of Partnership Buyout
  • Notice Of Private Sale Of Collateral
    Template
  • Business Hours Extended
    (only “Business Hours Change”
    existed before)

PR Announcements & Marketing
Aligned Updates (Shorter, more casual
company updates)

  • Case Study or Customer Success Story
  • New App/Game Launch
  • New Website, Feature, or UX Update
  • Product/Service Bundle
  • New Service Line or Product Line
  • Virtual/AR Experience
  • Referral / Loyalty Program
  • Warranty or Return Policy
  • New Survey or Research Report
  • Social Media or Digital Campaign
  • Company Blog Announcement
  • Seasonal Promotion or Sale
  • Holiday Promotion or Sale
  • Limited-Time Offer Announcement
  • Giveaway or Contest Announcement
  • Sponsorship Announcement
  • Collaborations or Partnerships
  • Software Integration Announcement
  • Beta Testing Program Launch
  • Knowledge-Base or Help-Center Launch
  • Podcast Launch Announcement
  • Newsletter Launch Announcement
  • YouTube Channel Launch Announcement

Corporate & Stakeholder Relations

  • Board of Directors Meeting Summary
  • Shareholder Letter
  • Corporate Social Responsibility Report
  • Sustainability Report
  • Annual Report Highlights
  • Corporate Governance Update
  • Executive Compensation Announcement
  • Dividend Declaration
  • Share Buyback Announcement
  • Legal Settlement Announcement
  • Government Contract Award

Events, Speaking, and Exhibitions

  • Conference Participation Announcement
  • Trade Show Exhibition Announcement
  • Keynote Speaking Engagement
  • Panel Discussion Participation
  • Awards Ceremony Participation
  • Webinar Hosting Announcement
  • Workshop or Training Session
  • Product Roadshow Announcement
  • Virtual Event Participation

Cause, Community & CSR

  • Charitable Donation Announcement
  • Community Service Initiative
  • Non-Profit Partnership Announcement
  • Employee Volunteer Program
  • Scholarship Program Launch
  • Environmental Sustainability Initiative
  • Diversity & Inclusion Initiative

Crisis Management & Corrections

  • Product Recall Announcement
  • Data Breach Notification
  • Service Outage Explanation
  • Corrective Action Statement
  • Executive Misconduct Response
  • Customer Apology Statement
  • Regulatory Non-Compliance Correction

Internal PR Tools & Requests

  • Press Release Request Form
  • Media Interview Request Form
  • Speaker Request Form
  • Event Participation Request Form
  • Internal Announcement Template

Strategy, Compliance & Planning

  • PR Strategy Framework
  • PR Calendar Template
  • Media List Template
  • Stakeholder Mapping Template
  • PR Risk Assessment Checklist
  • Regulatory Compliance Checklist
  • PR Budget Template
  • PR Campaign Brief Template

Media Distribution & Outreach

  • Press Release Distribution Checklist
  • Media Pitch Email Template
  • Follow-Up Email Template
  • Media Contact List Template
  • Press Kit Checklist
  • Media Advisory Template
  • Embargoed Press Release Template
  • Exclusive Story Pitch Template
  • Guest Article Pitch Template

Training & Executive Resources

  • Media Training Guide
  • Executive Messaging Framework
  • Spokesperson Prep Checklist
  • Press Conference Preparation Checklist
  • Interview Q&A Brief
  • Company Fact Sheet Template
  • Executive Bio Template

Influencer Collaboration

1. Influencer Strategy & Planning

  • Influencer Collaboration Brief Template
  • Influencer Campaign Planner (Quarter/Launch-wise)
  • Target Persona Sheet (for influencer fit)
  • Influencer Goals & KPIs Sheet

2. Influencer Discovery & Vetting

  • Influencer Research Tracker (with tags, links, notes)
  • Vetting Checklist (engagement rate, audience match, etc.)
  • Past Campaign Performance Tracker
  • Influencer Persona Card Template

3. Outreach & Negotiation

  • Cold DM/Email Templates (1st message, follow-up, close)
  • Barter vs Paid Outreach Scripts
  • Influencer Offer Email Template
  • Influencer Negotiation Notes Sheet

4. Contracts & Approvals

  • Influencer Agreement Template (Paid + Barter)
  • Influencer NDA Template
  • Usage Rights & Licensing Clauses (as separate template)
  • Creative Approval Checklist

5. Content Guidelines & Execution

  • Influencer Creative Brief Template
  • Do’s and Don’ts Sheet
  • Platform-specific Guidelines (Instagram, YouTube, etc.)
  • Sample Scripts / Caption Templates
  • Product Seeding Tracker

6. Tracking, Reporting & ROI

  • Influencer Performance Tracker
  • Coupon Code Tracker (if used)
  • UTM Sheet for Influencer Links
  • Post-Campaign Summary Report Template
  • ROI Calculator (Reach, CPM, CAC etc.)

7. Follow-up, Gifting & Relationship Building

  • Influencer Thank You Note Templates
  • Gifting Tracker
  • Feedback Collection Form (from influencer)
  • Long-Term Collaboration Proposal Template

Marketing Policy

Digital & Marketing

  • Email Marketing Policy
  • Social Media Policy
  • Paid Advertising Policy
  • Retargeting & Remarketing Policy
  • SEO Content Publishing Policy
  • Influencer Marketing Policy

Field & Outreach Marketing

  • Trade Show Policy
  • Telemarketing Policy
  • Event Marketing Policy
  • Direct Mail Policy

Content & Brand

  • Brand Usage & Visual Identity Policy
  • Content Approval Policy
  • Marketing Asset Management Policy

 

 

Advanced Topics

  • AI-Generated Content Usage Policy
  • Third-Party Content Usage Policy
  • UGC (User-Generated Content) Policy
  • Crisis Communication Policy for Marketing
  • Hashtag Usage & Moderation Policy
  • Campaign Budgeting & Approval Policy
  • Event Sponsorship & Co-Marketing Policy
  • Review & Testimonial Policy
  • Contest, Giveaway & Sweepstakes Policy
  • Influencer Whitelisting & Paid Ad Extension Policy

Data, Compliance & Ethics

  • Marketing Data Protection Policy
  • Cookie & Consent Policy
  • Marketing Vendor/Tool Use Policy
  • Marketing Ethics & Compliance Policy

Internal/Team Governance

  • Employee Advocacy Policy
  • Marketing Team Conduct Policy
  • Remote Marketing Operations Policy

Social Media Content Calendar

Month-Wise Content Calendar

  • January Social Media Content Calendar
  • February Social Media Content Calendar
  • March Social Media Content Calendar
  • April Social Media Content Calendar
  • May Social Media Content Calendar
  • June Social Media Content Calendar
  • July Social Media Content Calendar
  • August Social Media Content Calendar
  • September Social Media Content Calendar
  • October Social Media Content Calendar
  • November Social Media Content Calendar
  • December Social Media Content Calendar

Creative Planning Docs

  • Social Media Brief Template (for designers/writers)
  • Monthly Content Theme Sheet (Motivation, Education, Promo, etc.)
  • Caption Writing Framework (HOOK – VALUE – CTA)
  • Carousel & Reels Format Cheat Sheet
  • Personal Branding Theme Wheel (for founders, execs)
  • Template Bank – Quotes, Tips, FAQs, etc.

Performance & Reporting Templates

  • Social Media Post Tracker (date, platform, reach, saves, etc.)
  • Weekly/Monthly Social Report Template
  • Engagement Rate Calculator
  • Viral Content Log (track top performers by format & type)
  • UTM Tag Generator for Campaigns

Scheduling & Workflow Tools

  • Content Status Tracker (To Write → Ready → Scheduled → Live)
  • Content Approval Sheet (for founders/clients to review)
  • Social Media Asset Checklist (caption, image, tags, URL, CTA)
  • Scheduling Tools SOP (Meta, Buffer, Later, etc.)

Policy, Guidelines & Brand Alignment

  • Social Media Style Guide (Tone, colors, hashtags)
  • Platform-wise Do’s & Don’ts
  • Meme/Reel Risk Filter Checklist
  • SOP for Crisis Handling (Comments, Backlash)

Bonus Utilities

  • Social Media Bio Generator Template
  • Influencer Shoutout Tracker
  • Testimonial/UGC Reposting Plan
  • Lead Magnet/Freebie Promotion Calendar
  • Hashtag Vault by Industry
  • Holiday Offers Posting Grid (Diwali, Eid, Holi, Christmas, etc.)

Marketing ROI & Budget Tracker

Budget Planning & Allocation

  • Annual Marketing Budget Planner
  • Quarterly Budget Breakdown Sheet
  • Monthly Expense Tracker
  • Budget vs Actual Report Template
  • Budget Allocation Template – Small Business (Organic, Paid, Referral)
  • Budget Split by Funnel Stage (Awareness → Conversion)

Channel-Wise ROI Tracking

  • Paid Campaign ROI Tracker (Google, Meta, YouTube)
  • Organic Growth Tracker (Traffic, Leads, Conversion Value)
  • Influencer Campaign ROI Sheet
  • SEO Investment vs Return Sheet
  • Email Marketing ROI Calculator
  • WhatsApp Campaign Cost Tracker
  • Social Media Management Cost Tracker

CAC, LTV & Cost Metrics

  • CAC Calculator (Blended + Channel-specific)
  • Customer LTV Estimation Sheet
  • CAC vs LTV Comparison Tracker
  • Cost per Lead (CPL) Tracker
  • Conversion Rate Tracker (per channel + funnel stage)
  • Break-even Calculator for Acquisition Campaigns

Attribution & Performance Dashboards

  • Marketing Performance Dashboard (excel/Google Sheets)
  • First-Touch vs Last-Touch Attribution Sheet
  • Channel Contribution Sheet (multi-channel lead sources)
  • Top Performing Campaigns Tracker
  • UTM Performance Tracker (with auto-sorting)
  • Funnel Drop-Off Dashboard (Impression → Lead → Sale)

Reporting & Insights

  • Weekly Marketing Snapshot Report
  • Monthly Marketing ROI Report Template (Auto Charts)
  • Marketing Spend Justification Sheet (for leadership/clients)

Linkedin Sales Toolkit

Messages & DMs

  • Simple LinkedIn connection message
  • Connection request to a decision-maker
  • We share a mutual connection
  • Thanking prospect for accepting your invitation
  • First message after connection (within 24 hours)
  • Messaging someone in the same group as you
  • Message to CEO who’s busy
  • Messaging to find the right person to talk to
  • Befriending a prospect
  • Messaging CEO after networking event to give more info
  • Messaging after offline demo
  • Messaging after demo event (online)
  • Prospecting message after event webinar
  • Invitation to an event / webinar
  • Networking with CXOs
  • Talking to CEO about a post their company made
  • After lead makes a new LinkedIn post
  • Congratulating CXO-level individuals
  • Admiring their work
  • Flattering CEO on LinkedIn
  • Flattering a Senior Executive
  • Offering a quick resource
  • Sharing a relevant article or blog post
  • Sharing an infographic
  • Sharing case studies
  • Congratulating on promotion
  • Congratulating on award or recognition
  • Congratulating on fundraising round
  • Congratulating on new office/opening
  • Congratulating on company anniversary
  • Congratulating on work anniversary
  • Congratulating on job change
  • Referral request message
  • Reconnecting with an old contact
  • Messaging a dormant lead
  • Follow-up after no response
  • Requesting product feedback
  • Thank-you for product feedback
  • Requesting testimonial
  • Asking for case-study permission
  • Asking for video testimonial permission
  • Initial sales pitch teaser
  • Simple sales pitch to upper management
  • Indirect sales pitch
  • Direct sales pitch
  • Personalized sales pitch
  • Mentioning product benefits
  • Pitching using case studies
  • Messaging using a reference
  • Compare competitor’s product
  • Qualifying the LinkedIn lead
  • Requesting a meeting
  • Request a phone call
  • Reminder follow-up message
  • Follow-up after demo
  • Follow-up after meeting (demo/trial)
  • Follow-up with free trial after meeting
  • Following up with CEO
  • Follow-up after appointment
  • I’ll follow up in a few months
  • Offering a free trial
  • After free-trial sample
  • After demo free trial
  • Product beta testing opportunities
  • We would like to know about your experience
  • Thank you for positive feedback
  • Thank you for valuable feedback

Advanced Execution Tools

  • LinkedIn Influencer Collaboration SOP
  • Personal Brand Building Guide (for Founders & CXOs)
  • LinkedIn Engagement SOP
  • LinkedIn Live/Event Checklist
  • LinkedIn Company Page Growth Playbook
  • LinkedIn Sales Navigator Playbook
  • Employee Advocacy Toolkit
  • B2B Content Mix Ratio Template
  • Content Repurposing Grid for LinkedIn
  • LinkedIn Influencer Outreach SOP

Posts & Content Sharing

  • Please fill this 30-sec survey
  • Highlighting product features and benefits
  • Sharing product demos and tutorials
  • Providing product comparison charts and infographics
  • Sharing product roadmap updates
  • Introducing a new product or service
  • New feature releases
  • Performance improvements
  • Revealing product pricing and packaging options
  • Sharing product-related industry news and trends
  • Highlighting customer wins
  • Highlighting customer stories of cost savings
  • Highlighting positive customer feedback
  • Customer testimonials of how the company went above and beyond
  • Sharing case studies or testimonials
  • Sharing client testimonials
  • Showcasing customer success stories
  • Showcasing customer-generated content (photos/videos)
  • Sharing customer quotes or reviews
  • Sharing customer usage statistics or metrics
  • Sharing customer success stories of cross-selling or upselling
  • Highlighting customer achievements
  • Highlighting customer awards
  • Highlighting customer loyalty
  • Improved customer service
  • Sharing data insights and trends
  • Sharing ebooks and guides
  • Sharing whitepapers
  • Sharing checklists and templates
  • Thought-leadership articles
  • Employee-centric posts
  • Culture-centric posts
  • Behind-the-scenes posts
  • Polls and questions
  • Interactive quizzes
  • Curated third-party content
  • UGC reshares
  • Job-opening posts
  • Event announcements
  • Webinar announcements
  • Monthly LinkedIn Content Calendar
  • LinkedIn Carousel Post Templates
  • LinkedIn Video Script Framework
  • Personal Branding Post Template Pack
  • Employee Advocacy Post Guidelines & Templates
  • Case Study Post Format

Strategy & Planning

  • LinkedIn Marketing Objectives Framework
  • Buyer-Persona Worksheet
  • LinkedIn ICP Definition Template
  • Content Pillar Strategy Worksheet
  • Editorial Calendar Template
  • Campaign Planning Template
  • Quarterly OKR Template
  • Monthly KPI Sheet
  • Weekly Activity Tracker
  • Competitor Benchmarking Sheet
  • SWOT Analysis Template
  • LinkedIn Ad Budget Planner
  • Lead Scoring Matrix
  • SEO Goal-Setting Framework (SMART + OKRs)

Performance Tracking & Analytics

  • Poll Creation Guide
  • LinkedIn Post Performance Tracker
  • LinkedIn Lead Tracker
  • Campaign-Level ROI Calculator
  • LinkedIn Follower Growth Tracker
  • Competitor Engagement Tracker

Operations & SOPs

  • UTM Generator Sheet for Post Links
  • LinkedIn Profile Optimization SOP
  • SOP for Setting up LinkedIn Ads
  • SOP for Daily LinkedIn Engagement Tasks
  • SOP for LinkedIn CRM Integration
  • LinkedIn Lead Qualification Criteria Sheet
  • Lead Handoff to Sales Team Workflow
  • LinkedIn DM Follow-up Sequence Flowchart
  • Internal Checklist: LinkedIn Planning & Review
  • LinkedIn Usage & Conduct Policy
  • Brand Guidelines for LinkedIn Visuals

SEO Document Pack

Strategy & Planning Documents

  • SEO Strategy Template (Quarterly/Annual)
  • SEO Goal-Setting Framework (SMART + OKRs)
  • SEO Content Calendar (Blog + Web + Landing Pages)
  • SEO Campaign Brief Template
  • SEO Competitive Benchmarking Sheet
  • Keyword Mapping & Intent Matrix
  • Search Intent Categorization Guide
  • Keyword Cannibalization Audit Sheet

Implementation Checklists & SOPs

  • SOP for SEO Optimization
  • On-Page SEO Checklist
  • Technical SEO Checklist
  • Off-Page SEO Checklist
  • E-E-A-T Checklist (Expertise, Experience, Authoritativeness, Trustworthiness)
  • Structured Data / Schema Markup SOP
  • Core Web Vitals Optimization SOP
  • Mobile SEO Optimization SOP
  • SOP for Image SEO (Alt, Title, Compression)
  • Blog SEO SOP (URL, tags, categories, metadata)
  • Internal Linking Strategy Checklist

Tracking, KPIs & Reporting

  • KPI for SEO Specialist
  • KRA for SEO Specialist
  • Weekly SEO Progress Tracker
  • SEO Traffic Performance Dashboard (Google Sheets)
  • Monthly SEO Report Template
  • Backlink Growth Tracker
  • Google Search Console Audit Log
  • Site Audit Tracker (Broken links, crawl errors, issues)

Team Hiring & Roles

  • JD for SEO Specialist
  • JD for SEO Analyst
  • JD for SEO Manager
  • JD for SEO Content Writer
  • JD for Technical SEO Specialist
  • SEO Team Org Chart (Starter + Growth Version)
  • SEO Freelancer Vetting Checklist

Client/Stakeholder Communication

  • SEO Onboarding Questionnaire (for agencies or new clients)
  • SEO Audit Report Template
  • SEO ROI Estimation Sheet

Tools, Integrations & Governance

  • SEO Tool Stack Guide (Ahrefs, SEMrush, GSC, Screaming Frog, etc.)
  • SOP for Integrating SEO with Google Analytics GA4
  • SOP for SEO Tool Access Permissions (Team Roles)
  • Robots.txt & Sitemap SOP
  • HTTP Status Code Reference Sheet

Local SEO (Google Business)

  • Local SEO Strategy Template
  • Local SEO Audit Checklist
  • Competitor Local SEO Benchmark Sheet
  • Local Keyword Research Template
  • Regional Language SEO Plan

Strategy & Audit Tools

  • Google Business Profile (GBP) Setup SOP
  • Google Business Profile (GBP) Optimization Checklist
  • Google Business Profile (GBP) Post Ideas Bank
  • Monthly Google Business Profile (GBP) Maintenance Checklist

Listings & Citations Management

  • Local Listings Tracker (Justdial, Indiamart etc)
  • Citation Submission Tracker
  • Business Directory Submission SOP

On-Page + Location Pages Optimization

  • On-Page Local SEO Checklist
  • Schema Markup Template for Local Business
  • Service Area Page Builder Template

Review, Testimonial & Reputation Systems

  • Review Request Message Templates (SMS, WhatsApp, Email)
  • Online Reputation Tracker Sheet

Reporting & KPIs

  • Local SEO KPI Sheet (GMB views, direction clicks, calls, etc.)
  • GBP Insights Tracker (Weekly/Monthly)
  • Review Growth Tracker

Sales SOPs

1. Sales Process Foundations

  • SOP for Setting Up a Sales Process From Scratch (NEW)
  • SOP for Creating a Sales Playbook (NEW)
  • SOP to Map Your Online Sales Funnel (OLD)
  • SOP for Sales Projection (OLD)
  • SOP for Evaluating and Adjusting Sales Goals (OLD)

2. Lead Management & Outreach

  • SOP for Lead Generation and Management (OLD)
  • SOP For Client Follow-up (OLD)
  • SOP for Transitioning a Sales Lead Between Team Members (OLD)
  • SOP for Managing Leads from Exhibitions or Events (NEW)
  • SOP for Email Communication (OLD)
  • SOP for Sales Phone Call (OLD)

3. Sales Execution (In-Person & Remote)

  • SOP For Increasing Sales In Person (OLD)
  • SOP for Conducting a Client Meeting (OLD)
  • SOP for Field Sales Reps (NEW)
  • SOP for Online Demo Call (NEW)
  • SOP for Virtual Sales Presentation (NEW)
  • SOP for Product Walk-through (OLD)
  • SOP for Handling Objections (OLD)
  • SOP for Closing Sales (OLD)

4. CRM & Data Management

  • SOP for CRM Data Entry (OLD)
  • SOP for Updating Deal Stages (OLD)
  • SOP for Sales Pipeline Review (NEW)
  • SOP for Reporting & Dashboards (NEW)
  • SOP for Data Cleanup (OLD)

5. Sales Enablement & Collateral

  • SOP for Managing Sales Collateral (NEW)
  • SOP for Requesting Sales Collateral or Custom Offers (NEW)
  • SOP for Gathering Sales Enablement Content from Customers (NEW)
  • SOP For Creating Quotation (OLD)

6. Order Processing & Invoicing

  • SOP For Sending Invoice (OLD)
  • SOP for Inventory Management in Sales (OLD)
  • SOP for End-of-Day Sales Reconciliation (OLD)

7. Pricing, Offers & Incentives

  • SOP for Pricing Strategy and Management (OLD)
  • SOP for Discount Approval and Management (OLD)
  • SOP for Commission & Incentive Payouts (NEW)
  • SOP for Sales Contests or Target Drives (NEW)

8. Post-Sales & Retention

  • SOP for Renewing Customer Contracts
  • SOP for Post-Sales Follow Up and Engagement
  • SOP for Customer Churn Analysis and Prevention
  • SOP for Managing Customer Loyalty Programs

9. Sales Team Management

  • SOP for New Sales Rep Onboarding
  • SOP for Remote Sales Team Management
  • SOP for Managing Outsourced Sales Teams
  • SOP for Sales Onboarding of New Clients
  • SOP for Handing Off Sales to Account Management
  • SOP for Preparing for Sales Meetings/Conferences
  • SOP for Managing Internal Sales Disputes

10. Channel & Marketplace Sales

  • SOP for Managing and Monitoring Sales Territories
  • SOP for Managing Distributor & Dealer Networks
  • SOP for Vendor Selection and Management
  • SOP for Marketplace Sales (Amazon, IndiaMART, etc.)

11. Customer Interaction Protocols

  • SOP To Greet Arriving Customers
  • SOP To Deal With Rude Customers
  • SOP For Addressing Customer Complaints
  • SOP To Enhance Service Quality
  • SOP For Collecting Customer Feedback

12. Governance, Compliance & Reporting

  • SOP for Sales Reporting and Analytics
  • SOP for Compliance with Sales Regulations and Laws
  • SOP for Personal Data Protection and GDPR Compliance in Sales

WhatsApp Sales

1. Sales Engagement

  • Sales – When someone doesn’t pick up the phone
  • Sales – Welcome back as a customer
  • Sales – We regret losing you as a customer
  • Sales – We have a new website
  • Sales – We don’t make that product service
  • Sales – We don’t make that product anymore
  • Sales – We don’t have the product you ordered but have [substitute] product
  • Sales – Valued customer award status
  • Sales – Upsell Message after packing order
  • Sales – Updates on what [Company name] is doing
  • Sales – Understanding [pain point]
  • Sales – Steal customers from Competition
  • Sales – Special rate for long time customers
  • Sales – Sorry we can’t fulfill order
  • Sales – Solving pain points
  • Sales – Solving [Pain Point] for customers
  • Sales – Solution to the leads problem
  • Sales – Short Company Introduction
  • Sales – Set appointment with customer
  • Sales – Set appointment with customer who is busy
  • Sales – Sales Ending reminder
  • Sales – Response to inquiry with catalogue
  • Sales – Recommending product after buying another product
  • Sales – Renewal of contract
  • Sales – Renew expiring contract with customer
  • Sales – Refund processed correctly
  • Sales – Quote only valid for a few days
  • Sales – Quotation cover message
  • Sales – Quick improvement for your company
  • Sales – Purchase notification
  • Sales – Providing catalog to Clients
  • Sales – Product perfect for resale
  • Sales – Product Launch
  • Sales – Product intro_
  • Sales – Please talk to our distributor for product
  • Sales – Pitch by solving lead_s problem
  • Sales – Pitch by Solving a problem for the client
  • Sales – Pitch by problem-solving for client
  • Sales – Parts you requested are now available
  • Sales – Order conformation
  • Sales – No orders from a long time customer
  • Sales – New way to solve [Problem].docx”
  • Sales – New service launch
  • Sales – New Product Launch
  • Sales – New product announcement
  • Sales – New Pricing Policy
  • Sales – New Location opening
  • Sales – New incentive program
  • Sales – New discount
  • Sales – New area representative
  • Sales – New account welcome and terms
  • Sales – Message to customer who hasn’t ordered in a while
  • Sales – Meeting Conformation
  • Sales – Long company introduction
  • Sales – let’s discuss [PROBLEM]
  • Sales – Keep customer by giving discount
  • Sales – Invitation to demonstrate new product
  • Sales – Introducing new products
  • Sales – Introducing myself as the new sales rep
  • Sales – Interested lead asking questions
  • Sales – Harsh message for customer rejecting goods
  • Sales – Giving value by solving [PAIN POINT]
  • Sales – Final reminder of current pricing is only valid for a few days
  • Sales – Feature List
  • Sales – End of Month sales message
  • Sales – Discount for new companies
  • Sales – Customer wants to know more about a product
  • Sales – Couldn’t reach Lead message
  • Sales – Confirmation of order cancellation
  • Sales – Confirmation of order and delivery dates
  • Sales – Cold lead pitch
  • Sales – Clarify if the customer wants to understand the product
  • Sales – Cart Abandonment Message
  • Sales – Autoreply for setting up call
  • Sales – Asking a customer if they need help deciding
  • Sales – Ask customer to try different products
  • Sales – Announcement of a price increase
  • Sales – Accepting purchase order
  • Sales – 10 Min Pitch
  • Sale – let’s solve [PROBLEM]

2. Follow-Up Messages

  • Follow up – With special discount
  • Follow up – Thank you for repeat business
  • Follow up – Sending brochure after call
  • Follow up – Resubmitting proposal
  • Follow up – Reconnecting with lead
  • Follow up – Quotation valid only for a few days
  • Follow up – Pls review the proposal
  • Follow up – Message after no response
  • Follow up – Message after event
  • Follow up – Customer asked to contact them later
  • Follow up – Asking for more information
  • Follow up – After setting up meeting on the phone
  • Follow up – After sending proposal
  • Follow up – After lead read your message

3. Networking & Relationship Messages

  • Networking – We are moving to a bigger office
  • Networking – Thanks for being our customer
  • Networking – Talking about [pain point] with potential clients
  • Networking – Setting appointment after meeting at an event
  • Networking – New venture congratulations
  • Networking – New job congratulations
  • Networking – let’s catch up
  • Networking – Invitation to event
  • Networking – Haven’t spoken to you in a while
  • Networking – Expanding company congratulations
  • Networking – Employee no longer working with 
  • Networking – Congratulations
  • Networking – Congratulations on the article
  • Networking – Congrats on event
  • Networking – Asking for a review
  • Networking – A friend said you needed 
  • Networking – Thinking about your company

4. CEO Messages

  • CEO messages – Increased sales by employee congratulations

5. Autoreplies & Out-of-Office

  • Autoreply – Our Office hours are
  • Autoreply – Please leave your email and phone number
  • Autoreply – Thank you for your interest in [COMPANY NAME].docx”
  • Autoreply – Welcome to our family
  • Autoreply – Welcome, have a look at our portfolio
  • Out of Office – Business closed for few days
  • Out of Office – Medical leave, please contact office
  • Out of office – On business trip, contact colleague
  • Out of office – On leave for a few days
  • Out of office – On vacation, please contact colleague
  • Will get back to you in 24 hours

6. Customer Support, Info & Notifications

  • Sending account or billing information
  • Sending account or subscription updates
  • Sending appointment reminders
  • Sending customer service inquiries and support
  • Sending Discounts
  • Sending event invitations
  • Sending holiday greetings
  • Sending job or career opportunities
  • Sending location
  • Sending loyalty program information
  • Sending order confirmations and tracking information
  • Sending password reset instructions
  • Sending payment reminders
  • Sending product best practices
  • Sending product catalogs
  • Sending product updates
  • Sending repair instructions
  • Sending thank-you messages
  • Sending training invitations
  • Sending website or app updates
  • Feedback requests
  • Requesting information from client
  • Sending compliance information
  • Sending environmental sustainability information
  • Sending exchange instructions
  • Sending guides
  • Sending industry standards compliance information
  • Sending legal information
  • Sending product demonstrations
  • Sending product or service comparison charts
  • Sending product Renewal notifications
  • Sending product safety information
  • Sending testimonials
  • Sending tutorials
  • Sending warranty information
  • Shipping notifications
  • Sending Accreditation
  • Sending best practices
  • Sending client testimonials
  • Sending Company information
  • Sending exchange information
  • Sending financing options
  • Sending new feature updates
  • Sending personalized recommendations
  • Sending product certification
  • Sending product FAQs
  • Sending product recalls
  • Sending product sustainability information
  • Sending regulatory information
  • Sending renewal information
  • Sending setup instructions
  • Sending support awards
  • Sending support contact number
  • Sending case studies
  • Sending guarantee information
  • Sending integration information
  • Sending launch notifications
  • Sending messaging information
  • Sending product reviews
  • Sending product safety
  • Sending Recognition information
  • Sending Repair information
  • Sending setup information
  • Sending support email
  • Sending support FAQs
  • Sending support hours

Telecalling & Cold Calling Scripts

1. Cold Calling & Outreach Scripts

  • Basic Cold Calling Scripts
  • Simple Cold Call Script
  • First Call Script
  • Script to bypass the receptionist
  • Script to learn more about the customer before sales
  • Calling with an offer
  • Calling to set up a meeting
  • Calling for renewal of contract reselling to the same customer
  • Calling when recommended by a mutual friend
  • Asking for a connection call script
  • Connecting Through a Referral
  • Appointment Setting Script
  • Referencing an Event News
  • Call to Offer Options

2. Sales Scripts – Structured Scenarios

  • Sales Script – BANT sales script
  • Sales Script – Closing a sale script
  • Sales Script – Cross-selling script
  • Sales Script – Inbound sales script
  • Sales Script – Intro to the company and the salesman
  • Sales Script – Objection Handling script
  • Sales Script – Outbound sales script
  • Sales Script – Selling a product or service
  • Sales Script – Upselling script

3. Post-Call Follow-Up Emails

  • After Call email – About the last call
  • After Call Email – Brief Follow up
  • After Call Email – Checking in
  • After Call email – Clarifying what was said on the phone
  • After call Email – Immediately after the call synopsis
  • After Call Email – Phone Meeting followup
  • After Call Email – Thank you for your time
  • After Call Email – Thanks for the call
  • After Call Email – Will follow up on [Date]
  • After Call Email – Just wanted to follow up

4. Telemarketing Tools & Agreements

  • Call Centre and Telemarketing Agreement
  • Telemarketing Report
  • Promoting Special Offer Script
  • Promotional offer call script
  • How to Develop a telemarketing Script

5. IVR (Interactive Voice Response) Scripts

  • IVR – After-hours messages
  • IVR – Callback Message
  • IVR – Closed for holidays
  • IVR – Leave a voicemail
  • IVR – Max wait reached
  • IVR – Waiting on Hold
  • IVR Options
  • IVR Scripts – Greeting customers

6. Pre-Call & Call Management SOPs

  • Pre Call Standard Operating Procedure
  • Lead Qualification Script
  • Clarification Call
  • Incoming calls – Customer has issue with product
  • Incoming calls – Customer Issue script

7. Call Tracking & Analytics

  • Cold call Tracking sheet Day wise with graph
  • Customer service call tracking
  • Daily Call tracking

Sales Objection Handling Guide

  • Training for Sales Objection Handling
  • Training on Handling Sales Objections or Rejections
  • Objection Handling – Not sure if product fits company
  • Objection Handling – Concerned about implementation and support
  • Objection Handling – Concerned about vendor reliability_reputation
  • Objection Handling – Concerned about vendor_s compliance with regulations
  • Objection Handling – Concerned about vendor_s cost-effectiveness_sustainability
  • Objection Handling – Concerned about vendor_s customization ability
  • Objection Handling – Concerned about vendor_s support_maintenance
  • Objection Handling – Concerned about vendor_s system integration capability
  • Objection Handling – Consulting with other decision makers
  • Objection Handling – Product doesn_t meet specific needs
  • Objection Handling – Product lacks certain features capabilities
  • Objection handling – Request for case studies_references
  • Objection Handling – Request for more info_demonstration
  • Objection Handling – Concerned about compatibility with existing systems
  • Objection Handling – Concerned about vendor_s scalability for growth
  • Objection Handling – Cost is too high
  • Objection Handling – Evaluating other options
  • Objection Handling – Existing solution in place
  • Objection handling – Lack of resources for product implementation_maintenance
  • Objection Handling – No budget available
  • Objection Handling – No perceived ROI for product
  • Objection Handling – Not ready to make purchase
  • Budget is used for something else – Response
  • I can just buy from someone cheaper – Response
  • I don’t see how [PRODUCT] can help me – Response
  • I’ve never heard of your company – Response
  • Lack of Urgency – [X problem] isn’t important for me right now – Response
  • There’s no money – Response
  • Too Expensive – Response
  • We don’t have capacity for Implementation – Reply
  • _Your product doesn_t have X feature, and we need it – Response
  • I can’t sell this internally – Response
  • I don’t want to sign a contract – Response
  • I’m locked into a contract with a competitor – Response
  • I’m not authorized to sign off on this purchase – Response
  • I’ve heard complaints about [company] – Response
  • There’s too much going on right now – Response
  • We’re already working with [Vendor X] – Response
  • Your product is too complicated – Response

Sales Planning & Target Setting

1. Sales Target Planning

  • Annual Sales Target Planner
  • Quarterly Sales Breakdown Template
  • Monthly Target Allocation Sheet
  • Daily Sales Goal Sheet (for reps or store teams)
  • Revenue Target vs Unit Sales Planner
  • Target Setting by Region/Product/Channel
  • Stretch Goal Planning Template

2. Sales Activity Planning

  • Sales Activity Tracker (Calls, Demos, Emails, Meetings)
  • Daily Sales Productivity Log
  • Weekly Sales Cadence Plan
  • SDR/BDR Daily Action Sheet
  • Sales Engagement Scorecard (Outbound teams)

3. Forecasting & Projections

  • Sales Forecast Template (Weekly, Monthly, Quarterly)
  • Historical Sales Analysis Sheet
  • Conversion Rate Tracker (Lead → Deal)
  • Seasonal Sales Projection Template
  • Project-Based Sales Forecast Template (for agencies, consultants)

4. Commission & Incentives Alignment

  • Sales Commission Calculator
  • Slab-Based Incentive Plan Template
  • Performance-Based Bonus Tracker
  • Team Contest Tracker
  • Goal vs Commission Report Sheet

5. Team-Wise Planning & Reporting

  • Sales Team Target Sheet (with split per rep)
  • Region-Wise Sales Planner
  • Team Sales Scoreboard (public tracker format)
  • Monthly Review Meeting Format
  • Team Target Achievement Summary Template

6. Tools for Managers & Founders

  • Sales Budget Allocation Planner
  • Lead Capacity vs Revenue Projection Tool
  • Headcount vs Sales Target Planning Tool
  • Product-Wise Revenue Share Planner
  • Pricing Strategy vs Target Impact Calculator

7. Review & Adjustment

  • Mid-Quarter Target Recalibration Sheet
  • Sales Target Deviation Analysis Template
  • Feedback Sheet for Sales Reps (targets too high/low)
  • Missed Target Root Cause Analysis Template
  • Monthly Adjustment & Retargeting SOP

LinkedIn Sales and Marketing

1. Survey & Feedback

  • Survey – Survey Invitation Email
  • Survey – Sharing Survey Results with participants
  • Survey – Select an option in the message
  • Survey – Retail Store Visit
  • Survey – Market survey
  • Survey – Market research survey
  • Survey – Customer Support Survey
  • Survey – [FREE PRIZE] for answering our survey
  • Feedback – Sorry for negative experience
  • Feedback – Prefered Customer
  • Feedback – Old customer
  • Feedback – How did we do
  • Feedback – After customer has used the product
  • Feedback – [FREE GIFT] for providing feedback
  • Survey – One-question pulse poll
  • Feedback – NPS follow-up asking for score reasoning
  • Feedback – Asking for a video review
  • Feedback – Quick customer feedback via LinkedIn poll
  • Feedback – Customer feedback on a specific feature
  • Survey – Post-demo quick opinion poll

2. Sales Outreach (LinkedIn, Email, Direct)

  • Sales – We are better than [your current solution]
  • Sales – Simple market survey message
  • Sales – Promoting your product_services
  • Sales – Messaging the decision-maker
  • Sales – Flattering a CXO-level lead
  • Sales – Post-connection “What are your goals this quarter?”
  • Sales – Mentioning awards or press coverage
  • Sales – Reconnecting with old lead via LinkedIn
  • Sales – “Why now?” urgency message
  • Sales – Sharing a personalized Loom video pitch
  • Sales – Leveraging mutual group connections
  • Sales – Complimenting recent company announcement
  • Sales – Asking to invite others in their team
  • Sales – Getting introduced to a CXO via mutual
  • Sales – “What’s your biggest challenge in [domain]?”

3. Networking & Relationship Building

  • Networking – Inviting the prospect to an event
  • Networking – Connection request
  • Networking – Referencing their podcast/blog/book
  • Networking – Sharing a relevant article with a short comment
  • Networking – “What’s keeping you busy these days?”
  • Networking – Congratulating on funding/news feature
  • Networking – Commenting on their team’s LinkedIn hiring push
  • Networking – Friendly check-in 6 months after connecting
  • Networking – Invite to join your Slack/WhatsApp founder group

4. Follow-Up Messages

  • Follow up – Follow up for appointment
  • Follow up – Example of a case study
  • Follow up – “Have you had a chance to review this?”
  • Follow up – Re-engagement after ghosting
  • Follow up – Asking if there’s a better time
  • Follow up – “Just bumping this in your inbox”
  • Follow up – Sending a short case study 1 week later

5. Product Marketing & Feature Announcements

  • Announcing product integrations with other tools or platforms
  • Providing product training resources
  • Sharing user-generated content featuring the product
  • Additional customization options
  • Bug fixes
  • Conducting product Q_A sessions
  • Enhanced compliance with industry regulations
  • Enhanced user experience
  • Expanded language support
  • Increased scalability
  • Security updates
  • Showcasing customer-driven product development
  • Support for new platforms or devices
  • User interface improvements
  • Announcing product upgrades
  • Increased automation or efficiency
  • Integration with other tools or software
  • Improved data analytics
  • Product – “Coming soon” teaser message
  • Product – “What’s new this month?” round-up post
  • Product – Share upcoming roadmap event invite
  • Product – Early-access invite for loyal customers
  • Product – Message about new mobile app launch
  • Product – Industry comparison benchmark chart
  • Product – New YouTube playlist or tutorial library
  • Product – Use case specific message
  • Product – Showcase how another team used the product

Sales KRA & KPI

1. Core Sales Roles

  • KRA For Sales Manager
  • KRA For Sales Director
  • KRA For Sales Team Lead
  • KRA For Territory Sales Representative
  • KRA For Inside Sales Representative
  • KRA For Outside Sales Representative
  • KRA For Sales Support Specialist
  • KRA For Telesales Representative
  • KPI for Inside Sales Representative
  • KPI for Sales Support Specialist
  • KPI for Telesales Executive

2. Strategic & Specialized Sales

  • KRA For Business Development Manager
  • KRA For Key Account Manager
  • KRA For Sales Operations Manager
  • KRA For Regional Sales Manager
  • KRA For Channel Sales Manager
  • KRA For Enterprise Sales Manager
  • KPI for Regional/Area Sales Manager
  • KPI for Channel Sales Manager
  • KPI for Enterprise Sales Manager
  • KPI for Business Development Executive

3. Pre & Post Sales

  • KRA For Pre-Sales Consultant
  • KRA For Post-Sales Support Specialist
  • KPI for Pre-Sales Consultant

4. Support & Success

  • KRA For Support Team Lead
  • KRA for Customer Onboarding Specialist
  • KPI for Customer Support Specialist
  • KPI for Complaint Resolution Manager
  • KPI for Customer Success Manager (CSM)
  • KPI for Technical Support Engineer

5. Retail & E-Commerce

  • KRA For Retail Sales Associate
  • KPI for Retail Store Manager
  • KPI for E-Commerce Manager
  • KRA for E-Commerce Catalog Manager
  • KPI for E-Commerce Merchandiser

6. Product & Marketing

  • KPI for Product Owner (Scrum)
  • KPI for Scrum Master
  • KPI for Product Marketing Manager

7. Analytics & Coordination

  • KRA For Sales Analyst
  • KRA For Sales Coordinator

8. Training & Development

  • KRA For Sales Trainer

9. Operations, Logistics & Supply Chain

  • KRA for Operations Executive
  • KPI for Logistics & Fulfillment Executive
  • KPI for Supply Chain Manager

Sales Emails

1. Company Introduction & Positioning

  • Company intro – Leading provider in [industry]
  • Company Intro – Company proud of exceptional service
  • Company Intro – Company with reputation for excellence in [industry]
  • Company Intro – Company with strong track record of success
  • Company intro – Customer-centric company prioritizing client needs
  • Company Intro – Passionate about what we do
  • Company Intro – All about providing value to our clients
  • Company Intro – Always looking for ways to improve and stay ahead of the curve
  • Company Intro – Committed to growth and development
  • Company Intro – Committed to making a positive impact
  • Company Intro – Dedicated to delivering the best possible customer experience
  • Company Intro – Dedicated to helping our clients achieve their goals
  • Company Intro – Focused on delivering results and exceeding expectations
  • Company Intro – Focused on delivering results
  • Company Intro – Forward-thinking company
  • Company Intro – Respected in the industry for our expertise
  • Company Intro – Been in business for [X] years
  • Company Intro – Always looking for new and innovative ways to improve our products
  • Company Intro – Always looking for new opportunities
  • Company Intro – Built on a foundation of integrity and trust
  • Company Intro – Committed to fostering a positive and inclusive environment
  • Company Intro – Committed to making a difference in the world
  • Company Intro – Committed to sustainability and eco-friendliness
  • Company Intro – Constantly evolving to meet the changing needs of our clients
  • Company Intro – Constantly striving for improvement
  • Company Intro – Dedicated to delivering high-quality products and services at competitive prices
  • Company Intro – Dedicated to providing high-quality products and services
  • Company Intro – Dedicated to providing our clients with the resources they need to succeed
  • Company Intro – Dedicated to providing the best possible service to our clients
  • Company Intro – Driven by a desire to be the best in the industry
  • Company Intro – Driven by a desire to succeed
  • Company Intro – Focused on building lasting relationships with our clients
  • Company Intro – Focused on creating a culture of excellence
  • Company Intro – Known for our innovation and creativity
  • Company Intro – Led by a team of experienced professionals
  • Company Intro – Passionate about helping our clients succeed
  • Company Intro – Constantly pushing the boundaries of what is possible
  • Company Intro – Known for our attention to detail and commitment to quality
  • Company Intro – We_re a team of experts in [field]
  • Company Introduction letter
  • Business to Customer Introduction Letter

2. Objection Handling

  • Objection Handing – Not sure if product fits company
  • Objection Handling – Concerned about implementation and support
  • Objection Handling – Concerned about vendor_s reliability_reputation
  • Objection Handling – Concerned about vendor_s compliance with regulations
  • Objection Handling – Concerned about vendor_s cost-effectiveness_sustainability
  • Objection Handling – Concerned about vendor_s customization ability
  • Objection Handling – Concerned about vendor_s support_maintenance
  • Objection Handling – Concerned about vendor_s system integration capability
  • Objection Handling – Consulting with other decision makers
  • Objection Handling – Product doesn_t meet specific needs
  • Objection Handling – Product lacks certain features capabilities
  • Objection handling – Request for case studies_references
  • Objection Handling – Request for more info_demonstration
  • Objection Handling – Concerned about compatibility with existing systems
  • Objection Handling – Concerned about vendor_s scalability for growth
  • Objection Handling – Cost is too high
  • Objection Handling – Evaluating other options
  • Objection Handling – Existing solution in place
  • Objection handling – Lack of resources for product implementation_maintenance
  • Objection Handling – No budget available
  • Objection Handling – No perceived ROI for product
  • Objection Handling – Not ready to make purchase

3. Cold Outreach & Prospecting

  • A Mutual Friend Suggested I contact you
  • Asking a cold lead what the next step should be
  • Cold pitch email
  • Available for a chat
  • First contact email
  • Inquiry to collaborate
  • Intro email after meeting at event
  • Is this you, {{first_name}}
  • Meet Relevant person
  • Quick call to understand case study
  • Quick meeting Pitch email
  • Quick question about {{company}}
  • Quick win for {{company}}
  • Trying to connect with [First name]
  • Email when someone doesn’t pick up the phone
  • Email to set an appointment when the client didn’t give you too much information

4. Proposal & Quotation Communication

  • Email with Proposal (long).docx”
  • Email with Proposal (short)..docx”
  • Proposal follow-up email
  • Proposal Resubmission
  • Email after providing Quotation
  • Confirming a Quotation
  • Cost Quotation cover email
  • Cover email Responding to Inquiry
  • Review Enclosed Proposal
  • Letter Invitation for Price Quote
  • Pricing Good for a Limited Time Final Reminder

5. Product Launch & Feature Updates

  • Email Announcing New Product
  • Email Announcing New Service
  • Introducing new product email
  • Product introduction email
  • Product Launch Email
  • Product Pitch [Problem] solution
  • Product pitch to solve [Pain point]
  • New feature to solve [[XYZ]]
  • New Pricing Policy Announcement
  • New opportunities
  • New Area Representative Announcement

7. Customer Lifecycle (Welcome, Renewal, Win-back)

  • Welcome Email –1
  • Welcome Email –2
  • Welcome Email –3
  • New Account Welcome and Terms Letter
  • Win Back – Giving customers a reason to stay
  • Win Back – Offering a discount
  • Notification of Expiration of Service Contract
  • Reminder of renewal of Annual maintenance contract
  • Renewal – A benefit-focused renewal reminder email
  • Renewal – Early membership renewal reminder email (90 days before the renewal date)
  • Renewal – Follow-up email after the membership expired
  • Renewal – Last call membership renewal reminder email (24 hours before the renewal date)
  • Renewal – Membership expiration day email
  • Renewal – Membership expires soon reminder email (15 days before the renewal date)
  • Renewal – Special renewal offer email

8. Order, Shipping & Delivery Communication

  • Your Order has Reached Us
  • Shipment is being Traced
  • Shipment Schedule Acknowledgement of Purchase Order
  • Delivery of Substituted Goods
  • Late Return Authorisation
  • Notice of Dispatch
  • Requesting Pickup of Repaired Product
  • Reshipping of a product that hasn’t arrived yet
  • Part Arrival Notice With Request to Schedule Service
  • Parts Arrival Notification
  • Acknowledgment of Merchandise Returned for Repair
  • Letter Acknowledging Receipt of Goods
  • Demand for Acknowledgement of Shipping Dates
  • Demand for Shipping Instructions
  • Inability to Fill Purchase Order
  • Letter to Customer Invoice Attached
  • Invoice Received after Payment

9. Apologies, Issues & Error Handling

  • Sorry – Client received wrong items
  • Sorry – Clients previous emails didn’t get a response
  • Sorry – Shipping delay
  • Sorry – Delivery Issues
  • Sorry – Unsatisfactory product apology
  • Sorry About the Invoice Mistake
  • Sorry for Error in Order
  • Sorry you are Dissatisfied with the Product
  • Sorry – Customer Dissatisfied with purchase
  • Poor Service Rating Apology
  • Apology and Replacement of Damaged Goods
  • Apology and Request for Extension of Time to Deliver Goods
  • Explanation for Delay of Partial Shipment
  • Inability to Offer Substitute
  • We Are Taking your Annoyances Seriously
  • Notice for Unexpected Delay in Shipment
  • Letter Cancellation of Purchase Order for Late Delivery
  • Letter Cancellation of Unfulfilled Order
  • Notice of Back-Ordered Item
  • Notice to Stop Goods in Transit
  • Notice to Suspend Deliveries and Contract Release
  • Notice to Cancel Shipment of Back-ordered Goods
  • Refusal of Rejection of Goods
  • Refusal to Accept Late Return of Merchandise
  • Rejected Goods Return Instructions
  • Letter Rejection Part of Delivery
  • Letter Return of Goods on Approval
  • Letter Return of Rejected Goods
  • Notice of Reclamation
  • Notice of Rejection of Goods
  • Notice of Buyer’s Disposition of Rightfully Rejected Goods
  • We Regret Losing your Business

10. Refunds & Returns

  • Refund – Accepting a refund request
  • Refund – Asking for customer feedback following a refund request
  • Refund – Basic refund request response
  • Refund – Casual refund status update
  • Refund – Negotiating a refund request
  • Refund – Refund not received
  • Refund – Refund status follow-up email
  • Refund – Rejecting a refund request
  • Refund – Responding to an angry customer who demands a refund
  • Letter Request Refund on Undelivered Goods
  • Request for Proof of Merchandise Return email
  • Replacing Rejected Goods
  • Letter Return of Product on Free Trial
  • Request to fill warranty form
  • Claim Form for Damage on Shipped Goods
  • Recommendation for care of Repaired Product

11. Discounts & Promotions

  • Discount – Casual Discount
  • Discount – Everything is on sale
  • Discount – For Ecommerce
  • Discount – For SaaS
  • Discount – For signing up for the newsletter
  • Discount – Formal Discount
  • Discount – General Discount
  • Discount – Limited Time Offer
  • Discount for New Clients
  • Special Rate for Loyal Customers
  • Last Chance – Everything is on clearance
  • Last Chance – Only x Hours before sale ends
  • Last Chance – Sale ends at Midnight
  • Last Chance – Sale ends today
  • Pre Sales – Sale begins in x days
  • Price Increase – Benefits are increasing
  • Price Increase – Loyal Customers
  • Price Increase – Pre Announcement of featured products
  • Price Increase – Quick Announcement
  • Price Increase – Special Deal
  • Price Increase
  • New Discount Offer Announcement

12. Customer Retention, Loyalty & Value Add

  • Customer email for departed employee
  • Customer incentive program annoucement
  • Customer problem-solving pitch
  • Customer Revival of Sales
  • Thank you for Praise of Employee
  • Thank you for the Offer to Help our Campaign
  • Thank You for Visiting our Exhibit
  • Thank you for your Confidence
  • Thanks for Customer Referral
  • Thanks for the Good Product Review
  • Thanks for the Recommendation
  • Thanks for the Suggestions
  • Thanks for the Tour
  • Thanks for your Payment After Reminder
  • Tips for achieving [[results]]
  • Tips for dealing with [problem] – Email
  • Suggestions on [[topic]]
  • Valued Customer Award Status
  • Welcome the customer back

13. Testimonials, Referrals & Reviews

  • Requesting Testimonials from Clients
  • Permission to Use Unsolicited Testimonial
  • Positive Feedback on an Article
  • Sending product reviews
  • Sending client testimonials
  • Sending guarantee information

14. Legal, Contracts & Acknowledgments

  • Acceptance of Order With Delivery in Lots
  • Acknowledgment and Acceptance of Order
  • Acknowledgment of Notification of Lease Transfer
  • Letter of Intent for Purchase of Computer Equipment
  • Letter Proposal Acceptance
  • Letter Conditional Payment for Goods
  • Letter Adjustment to Discount for Delayed Delivery
  • Letter Information in Advance of Purchase Order
  • Notice Delivery Rejection
  • Notice of Withholding Future Deliveries
  • Notice to Disregard Letter Indicating Inability to Ship
  • Notification of Returned Merchandise Credit

15. Events, Invitations & Networking

  • Asking for RSVP for awards event
  • Asking for RSVP for conference_webinar
  • Invitation for Demonstrate New Product Line
  • Invitation to Business Event
  • Venue Collaboration Email
  • New role
  • Expansion Congratulations
  • Congratulations on company expansion
  • Congratulations on Increased Sales
  • Congratulations on the New Company
  • Congrats on [[event]]
  • Congrats on [[new role]]
  • Congrats on the [[achievement]] Email
  • Moved to a Bigger Office
  • May I Introduce our New Employee to You
  • Let’s catch up
  • I Look Forward to Meeting with You
  • I Must Reschedule our Meeting
  • Nice meeting you {{first_name}}
  • Hope you are doing well
  • I’ve been thinking of {{company}}.docx”

16. Miscellaneous & Utility Emails

  • Password Reset – [customer portal] password reset
  • Password Reset – [name], this email will help you reset your password
  • Password reset – Changing your [customer portal] password
  • Password Reset – Need to reset your password
  • Password reset – Your password reset link
  • Reminder Packing List Requirement
  • Reminder The Prices in This Quotation Are Good for a Limited A4
  • Resource on [[topic]]
  • How do you acquire customers
  • How you handle [[problem]]
  • Meet Relevant person
  • Request for Information Regarding Advertising Rates
  • Request to customer for Input on Product Development
  • Show you can easily solve customers painpoints
  • Sell by _Solve [[problem]]
  • Sell by helping your customers with Painpoints for free
  • Solution for [common challenge in your industry]
  • Solve [pain point] with low risk [[offer]]
  • Using statistics to show your product is better
  • Talk to our distributor to purchase our product_service
  • We Have Credited Your Account To the Right Amount
  • We Have Followed The Warranty In Full Accordance
  • We Accept Your Event Invitation
  • We are Taking your Annoyances Seriously
  • We want to work with you

Sales Channel Management

1. Agreements

  • Distributor Agreement
  • Reseller Agreement
  • Vendor Partnership Agreement

2. Direct-to-Consumer (D2C)

  • D2C Sales Strategy Template
  • Website Sales Funnel Optimization Checklist
  • SOP for Processing Online Orders
  • WhatsApp Sales Funnel SOP
  • SOP for Handling D2C Returns
  • Direct Customer Support Escalation Flow
  • D2C Order Tracking Format (Website + Marketplaces)
  • Product Warranty & Service Escalation Template

3. B2B Sales

  • B2B Sales Playbook Template
  • SOP for B2B Quotation & Proposal Handling
  • Pricing Negotiation Guidelines
  • Credit Terms Agreement Template
  • Commercial Offer Format (B2B)
  • Customer Data Sheet (for corporate onboarding)

4. Distributor & Dealer Network

  • Distributor Agreement
  • Dealer Agreement
  • SOP for Distributor Order Fulfillment
  • Stock Replenishment Cycle Sheet
  • Incentive Slab Template (Volume Based)
  • SOP for Handling Channel Returns
  • Sales Target Allocation Sheet
  • Distributor Credit Limit Management SOP
  • Territory Assignment Planner
  • Quarterly Distributor Performance Review Template

5. Resellers / Value-Added Resellers (VARs)

  • Reseller Agreement
  • SOP for Reseller Pricing & Margin Communication
  • Co-Branded Campaign Proposal Template
  • Reseller Onboarding Checklist
  • Monthly Sales Report Format (from reseller)
  • Reseller Support Escalation SOP

6. Channel Partners & Vendors

  • Vendor Partnership Agreement
  • Partner Profile Template
  • SOP for Partner Account Management
  • Joint Sales Planning Sheet
  • Partner Relationship Management SOP
  • Termination Template (Exit Process for Vendors)
  • Partner Loyalty Scorecard Template
  • Partner Enablement Kit Checklist

7. Franchising (Optional Advanced Channel)

  • Franchise Agreement Template
  • Franchise Onboarding SOP
  • Franchisee Performance Tracker
  • SOP for Royalties Collection & Payment
  • Brand Compliance Checklist (Franchise Locations)

8. Marketplace Sales (India-Specific)

  • Marketplace Onboarding Tracker (Amazon, IndiaMART, Flipkart, etc.)
  • Marketplace Listing SOP
  • SOP for Managing Ratings & Reviews
  • Returns & Replacement Handling Flow
  • Commission Calculation Sheet
  • SOP for Responding to Customer Queries via Marketplaces

Lead Qualification Framework

1. Frameworks & Scoring Systems

  • Lead Qualification Framework
  • BANT Scoring Sheet (Budget, Authority, Need, Timeline)
  • CHAMP Scorecard (Challenges, Authority, Money, Priority)
  • MEDDIC Scorecard (for high-value enterprise leads)
  • Lead Fit vs Intent Matrix Template
  • Qualification Criteria Sheet by Industry
  • Inbound vs Outbound Lead Assessment Template

2. Scripts & Interview Questions

  • Lead Qualification Script
  • Discovery Call Script Template
  • Lead Disqualification Script (how to end politely)
  • Needs-Based Qualification Questions Cheat Sheet
  • Email & WhatsApp Pre-Qualification Templates

3. Lead Tracking & Movement

  • Lead Tracker
  • Sales Lead Tracking Excel Template
  • CRM Lead Status & Stage Definitions Sheet
  • Weekly Lead Movement Summary Template
  • High-Priority Lead Watchlist Sheet

4. Roles & Handoffs

  • Employee Sales Lead Flowchart
  • SOP for SDR to Sales Handoff
  • Sales Coordinator Lead Assignment SOP
  • Lead Ownership Transfer Template (e.g., between reps)
  • Internal Notes Format for Lead Handover

5. Lead Source & Channel Tracking

  • Lead Source Attribution Sheet
  • Lead Channel Quality Scorecard (Meta, WhatsApp, IndiaMART, etc.)
  • Marketplace Lead Qualification Template (India-specific)
  • Offline Event/Expo Lead Tracker
  • Lead Tagging SOP (by source, urgency, product)

6. Follow-Up, Nurturing & Disqualification

  • Lead Nurturing Cadence Template
  • Disqualified Lead Archive Sheet
  • Cold Lead Re-Engagement Tracker
  • SOP for Re-qualifying Dormant Leads
  • Lead Retargeting Plan (ads + email + WhatsApp)

Sales Team Management

1. Sales Team Planning & Management

  • Sales Plan
  • Sales Seminar Memorandum
  • Sales Training Calendar Template
  • Letter of Encouragement to Sales Staff
  • Sales Staff- Encouragement
  • Congratulations on Increased Sales
  • Evaluation Sales Representative
  • Salesman Performance Evaluation
  • New Area Representative Announcement
  • Introducing Myself as Your New Sales Rep
  • Sales Territory Planning Worksheet
  • Daily Sales Stand-Up Meeting Template
  • Weekly Sales Review & Reflection Sheet
  • Sales Team SWOT Analysis Template
  • Sales Goals Alignment Sheet (Individual & Team)

2. Sales Performance Tracking & Tools

  • Sales Performance Dashboard
  • Sales Representative Performance Calculator
  • Sales Tracking Template focused on Sales rep performance
  • Activity Scorecard
  • Sales Lead Tracking Excel Template
  • Sales report
  • Sales invoice
  • Sales Receipt
  • Monthly Sales Target vs. Actual Tracker
  • Sales Funnel Drop-Off Analysis Template
  • Sales Incentive Tracker
  • Call-to-Close Ratio Calculator
  • Win/Loss Analysis Template

3. CRM & Customer Management

  • CRM Template
  • Basic CRM
  • Response to Phone Query – Product Literature
  • World Meeting Planner
  • CRM Usage Guidelines for Sales Reps
  • Customer Data Update Log
  • Key Account Mapping Sheet
  • Customer Touchpoint Tracker

4. Sales Compensation, Agreements & Policies

  • Sales Commission Compensation Calculator
  • Sales Compensation Plan
  • Policy for Commissions on Sales
  • Reimbursement Policy for Sales Expenses
  • Commission Sales Agreement
  • Commission Summary
  • Sales Addendum
  • Sales Representative Agreement
  • Sales Representative Employment Agreement
  • Quarterly Sales Bonus Eligibility Sheet
  • Incentive Plan Overview One-Pager
  • Sales Expense Reimbursement Form Template
  • Territory Reassignment Notice Template

5. Recruitment & Interview Material

  • Sales representative interview questions
  • Interview Confirmation
  • Confirmation of Interview Appointment
  • Supervisor Manager of Retail Sales Workers Job Description
  • Sales Candidate Evaluation Scorecard
  • Reference Check Template for Sales Hires
  • 30-60-90 Day Plan Template for New Sales Reps
  • Sales Role Offer Letter Template

6. Legal & Commercial Sales Docs

  • Commercial Sales Invoice
  • Bill of Sale
  • Bill of Sale With Encumbrances
  • Bulk Sale Notice
  • Announcing Our Recent Acquisition
  • Board Resolution in Recognition of Distinguished Service
  • Sales Confidentiality & Non-Solicitation Agreement
  • Territory Exclusivity Clause Template
  • Template for Sales Dispute Resolution Protocol
  • Notice of Termination of Sales Agreement

7. Bonus: Internal Systems & Culture

  • Sales Team Communication Charter
  • Sales Team Internal Newsletter Template
  • Salesperson Self-Review Form
  • Recognition Nomination Form for Top Performers
  • Annual Sales Kickoff Meeting Agenda Template

Sales Incentives & Commission Systems

1. Incentive Plan Design

  • Commission Plan Template (Fixed %, Tiered Slab, or Hybrid)
  • Incentive Program Design Sheet (Monthly, Quarterly, Campaign-based)
  • Target-Based Bonus Plan (Goal → Reward structure)
  • Multi-Product Incentive Design Template
  • Slab-Based Commission Matrix (e.g., 0–10 units = 2%, 11–20 = 4%)
  • Team vs Individual Commission Split Planner
  • Channel Partner/Distributor Incentive Plan

2. Commission Calculators

  • Sales Commission Calculator (Excel, Auto-fill)
  • Commission by Revenue Bracket Calculator
  • Monthly Commission Report Sheet
  • Target Achievement vs Incentive Calculator
  • Incentive Payout Summary Dashboard

3. Incentive Tracking & Reporting

  • Sales Incentive Tracker (per Rep/Team)
  • Quarterly Bonus Tracker
  • Incentive Contest Scoreboard
  • Incentive Claim Form
  • Payout Schedule Sheet (monthly, split-based)

4. Communication & Transparency

  • Incentive Plan Announcement Template
  • Monthly Incentive Summary Letter Template
  • Individual Performance + Incentive Breakdown Format
  • Sales Motivation Email Template (Leaderboard + Recognition)

5. Special Campaigns

  • Festival Sales Contest Tracker
  • Limited-Time Campaign Bonus Plan
  • “Most Improved” Incentive Tracker
  • Region/Branch-wise Challenge Format
  • Team Performance Battle Sheet (Gamified)

Sales Policy

Pricing, Discounts & Payment

  • Volume Discount Policy
  • Price Matching Policy
  • Payment Policy
  • Early Payment Discount Policy
  • Financing Policy
  • Cash Discount Policy
  • Discounted Shipping Policy
  • Discount Policy
  • Rent-to-Own Policy
  • Customer Data Privacy Policy (Sales use-case)
  • Multi-Currency / International Sales Policy

Shipping, Delivery & Handling

  • Shipping Insurance Policy
  • Shipping and Handling Policy
  • Satisfaction Guaranteed Policy
  • Handling Fee Policy
  • Free Shipping Policy
  • Drop Shipping Policy
  • Backorder Policy

Returns, Exchanges & Warranty

  • Product Recall Policy
  • Returns and Exchanges Policy
  • Return Authorization Policy
  • Refund Policy
  • Product Warranty Policy
  • Product Return Policy
  • Product Replacement Policy
  • Product Exchange Policy
  • No-Hassle Return Policy
  • Limited Warranty Policy
  • Damaged Goods Policy

Marketing & Communication

  • Publicity Policy
  • Public Relations Policy
  • Online Advertising Policy
  • Branding Policy
  • Sales Collateral Usage Policy (New)
  • Demo Unit Policy (New)
  • Sales Territory Policy (New)
  • Lead Ownership Policy (New)
  • Channel Conflict Resolution Policy (New)

Product Assurance & Lifecycle

  • Product Verification Policy
  • Product Upgrade Policy
  • Product Traceability Policy
  • Product Testing Policy
  • Product Support Policy
  • Product Safety Policy
  • Product Registration Policy
  • Product Quality Policy
  • Product Packaging Policy
  • Product Maintenance Policy
  • Product Liability Policy
  • Product Insurance Policy
  • Product Disposal Policy
  • Product Development Policy
  • Product Design Policy
  • Product Compliance Policy
  • Product Certification Policy
  • Product Authenticity Policy

Sales & Promotional Programs

  • Trade-In Policy
  • Special Order Policy
  • Sale Policy
  • Referral Program Policy
  • Promotions Policy
  • Product Promotion Policy
  • Loyalty Program Policy
  • Closeout Policy
  • Clearance Policy
  • Affiliate Program Policy
  • Consignment Policy
  • Liquidation Policy

Gift & Incentives

  • Gift Wrapping Policy
  • Gift Voucher Policy
  • Gift Registry Policy
  • Gift Card Policy
  • Contests and Giveaways Policy

Follow up

1. Follow-Up Emails

  • Follow up – Are you still interested in our product service
  • Follow up – Benefits of our product_service
  • Follow up – Chance to increase productivity
  • Follow up – Follow-up on our recent conversation
  • Follow up – Follow-up on our recent email
  • Follow up – Missed our meeting, let_s reschedule
  • Follow up – Opportunity to automate your processes
  • Follow up – Opportunity to improve your business
  • Follow up – [Client_s name], let_s reschedule our missed meeting
  • Follow up – [Client_s name], we missed you at our meeting
  • Follow up – Chance to optimize your resources
  • Follow up – Improve customer satisfaction
  • Follow up – Need your input on [product_service]
  • Follow up – Opportunity to boost your sales
  • Follow up – Opportunity to streamline your operations
  • Follow up – Urgent follow-up regarding [project_order]
  • Follow up – Chance to improve your workflow
  • Sales – Providing more information
  • Sales – Reply with info requested
  • Sales – Simple follow up

2. Lead Nurturing

  • Lead Nurturing – Email to senior management
  • Lead Nurturing – Free Trial Sample
  • Lead Nurturing – More information about [Company Name]
  • Lead Nurturing a CEO – Showing value of solution of [COMPANY NAME]
  • Non- Responding Lead – Follow up with [VALUE OF PRODUCT]
  • Non-responding lead – Not a priority

3. Pre-Sales Follow-Up

  • Presales – Can you lead me to the person in charge of [PRODUCT]
  • Presales – Email to senior management about solving [PAIN POINT]
  • Presales – Follow up after meeting
  • Presales – Follow up for meeting after phone call
  • Presales – Simple Follow up
  • Presales – What do you think

4. Re-Engagement

  • Re-engagement – New feature to solve [PAIN POINT]
  • Re-engagement – Suggestion to solve [PAIN POINT]
  • Re-engagement _ Networking – Tool to help with [PAIN POINT] after networking event
  • Re-Engagement for Saas – Lead was a previous user

5. Post-Meeting Sales Communication

  • Sales – After meeting adding value
  • Sales – After meeting
  • Sales – Follow up to help with [PAIN POINT] by [OFFER]
  • Sales – Get more [BENEFITS]
  • Sales – Ideas to tackle [ISSUE OF LEAD]
  • Sales – More information about [Company Name]

6. Networking Follow-Ups

  • Networking – Follow up after meeting at networking event
  • Networking Lead Nurturing – Follow up after meeting

7. Re-engagement

  • Follow up after client asked to contact them later
  • No answer follow-up email
  • Email to send to a client when they say they are busy
  • Hi {{first_name}} closing the loop
  • Continuing a dialogue with a prospective client
  • When a client says I’ll keep your information
  • Email reply to someone asking for more information and an appointment
  • Email to build trust with your client
  • Email to capture customers when competition is giving bad service
  • Email to get connected to decision maker
  • What’s your strategy for this quarter
  • We want to work with you

Customer Retention & Win-Back Systems

1. Customer Retention & Win-Back Systems

  • Customer Service Retention Policy
  • Customer Retention Email
  • Brand Loyalty Survey
  • Customer Experience and Brand Loyalty Survey

2. Retention Strategy & Setup

  • Customer Retention Strategy Template
  • Customer Segmentation for Retention Sheet
  • SOP for Proactive Retention (before customer churns)
  • At-Risk Customer Flagging SOP

3. Win-Back Campaigns

  • Win-Back Email Sequence (3–5 templates)
  • WhatsApp Win-Back Script Template
  • Win-Back Incentive Plan Template (Discounts, Upgrades, Bundles)
  • Last Call Template (“Are we still friends?” campaign)
  • Case Study Template: How we helped a returning customer

4. Loyalty Programs & Community Engagement

  • Referral + Loyalty Program Blueprint
  • Points-Based Rewards Plan Template
  • Milestone Email Templates (1 year with us, 3rd order, etc.)
  • Customer Anniversary Offer Template
  • Brand Ambassador Invitation Template

5. Feedback, Insights & Continuous Improvement

  • Churn Reason Capture Form
  • Monthly Retention Report Template
  • NPS Survey Template + Follow-Up Email
  • Re-engagement Survey Template
  • Product Exit Interview Guide (for major customers leaving)

6. Retention Performance Tracking

  • Customer Retention Dashboard (Excel/Google Sheets)
  • Win-Back Campaign Performance Sheet
  • Loyalty Member Activity Tracker
  • At-Risk Customers Watchlist Template
  • Monthly Customer Touchpoint Calendar

Sales Conversion Dashboard

Business Plan
Financial Projection
Invoice Tracker
Leads And Opportunities 

Tracker
Marketing Budget
Revenue Analysis

Sales Training

1. Sales Fundamentals & Process Training

  • Training On Sales Methodologies
  • Training On Sales Funnel
  • Training To Help You Improve Your Sales Strategy
  • Training On How To Sell Anything To Anybody
  • Training For Start Up Sales
  • Training For Inside Sales Metrics
  • Training On How To Prioritise Sales Leads
  • Training For Performance Management

2. Sales Communication & Pitching

  • Training On How To Perfect Your Sales Pitch
  • Training For Getting Customers To Buy Your Product
  • Training On How To Persuade And Influence Your Customers
  • Training On How To Position Against A Competitor
  • Training On Email Etiquette
  • Training To Introduce Yourself Over Email
  • Training On Business Conversation Starters
  • Training On Winning Back A Customer

3. Prospecting & Lead Generation

  • Training On How To Find Leads Online
  • Training On How To Find Prospects For Sales
  • Training On How To Use Networking For More Sales
  • Training On Growth Hacking
  • Training On Creating A Buyer Persona
  • Training On How To Contact CEOs
  • Training On How To Follow Up Correctly
  • Training On Cold Calling
  • Training On Finding And Dealing With Decision-Makers

4. Negotiation, Objection Handling & Closing

  • Training On Basic Negotiation
  • Training On Stalled Negotiations
  • Training On How To Ask For A Sale
  • Training On How To Close A Sale On The Phone
  • Training On How To Close A Sale Professionally
  • Training To Avoid Sales Mistakes While Closing

5. Sales Meetings & Presentations

  • Training For A Successful Sales Meeting
  • Training On Making A Great Sales Presentation
  • Training For Ending Sales Presentations
  • Training To Creating A Positive B2B Sales Experience
  • Training In How To Build Rapport In Person
  • Training On How To Build Rapport

6. Listening, Understanding & Discovery

  • Training On How To Improve Sales Listening Skills
  • Training To Analyze Customer Needs
  • Training To Understand Your Clients Needs
  • Training To Conduct Customer Research
  • Training On Making All Customers Feel Important

7. Account Management & Retention

  • Training To Manage Key Accounts
  • Training On Cross-Selling And Upselling
  • Training On Sales Via Whatsapp

8. Competitive & Internal Strategy

  • Training On Evaluating Your Competition
  • Training On How To Evaluate Your Competition
  • Training On Checking The Effectiveness Of A Team
  • Training For Business Development
  • Training For Business Relationship Building
  • Training On Sales Closing

Sales and Marketing Plans

  • Business Development Strategy
  • Business Growth Plan Template
  • Characteristics Of Competitive Strategies
  • Checklist Launching A Successful Direct Mail Campaign
  • Checklist Service Strategy
  • Conducting A Brainstorming Session Checklist
  • Considerations For Benchmarking Checklist
  • Creating A Marketing Brochure
  • Customer Support Strategy Planning Template
  • General Marketing Manager Interview Questions
  • Go-To-Market Plan
  • Guideline For Creating A Marketing Plan
  • How To Do A Marketing Campaign
  • Implementing A Marketing System
  • Information Systems Strategies Checklist
  • Interview Guide Marketing Assistant
  • List Of Marketing Channels
  • Management Audit
  • Manufacture Analysis
  • Market Study
  • Market Survey Business
  • Market Survey General
  • Marketing Assistant Job Description
  • Off-Page Seo Checklist
  • On-Page Seo Checklist
  • Organizational Chart
  • Organizational Communication Map
  • Pain Points Survey
  • Possible Business Growth Strategies
  • Possible Financial Accounting Strategies
  • Possible Human Resource Management Strategies
  • Possible Marketing Strategies
  • Possible Production Operations Management Strategies
  • Possible Research And Development Strategies
  • Pricing Strategy Roadmap
  • Product Sales Sheet Template
  • Profit-Sharing Plan
  • Promotional Campaign Evaluation
  • Sales Action Plan
  • Smart Sales Goals Template
  • Social Media Strategy
  • Strategic Planning Checklist
  • Strategic Planning
  • Technical Seo Checklist
  • Sales And Marketing And Marketing Manager Jd
  • Digital Marketing Flowchart
  • Employee Sales Lead Flowchart
  • Marketing Department Organizational Chart
  • Sales Management Cross-Functional Flowchart
  • Sales Organizational Chart
  • Sales Process Flowchart
  • Sales Return Process Flowchart
  • Sales Strategy Mind Map
  • Sample Sales Flowchart
  • Simple Sales Flowchart
  • Staff Training Flowchart
  • University Marketing Plan
  • Marketing Strategies Checklist
  • Marketing Proposal
  • Marketing Plan
  • Marketing plan template
  • Invitation as Keynote Speaker
  • Indepth Business Proposal
  • Hospital Marketing Plan Template
  • Guideline for Creating a Marketing plan
  • Growth Strategy For Business Development
  • Go-to-Market Plan Template
  • Digital Marketing Plan
  • Communication Plan
  • Basic Strategic Plan
  • Business Growth Plan Template
  • Business Growth White Paper
  • Guidelines Service Strategy
  • How to Develop a telemarketing Script
  • Phone selling Script Sample
  • Promotional Campaign Evaluation
  • Sales Prospecting Sheet
  • Sales tracker Planner Template
  • Sample Sales Budget Template
  • Simple Sales Mind Map
  • Telemarketing Guidelines
  • Trade Show Checklist
  • Social Media report
  • sales-forecast
  • Real Estate Goal Setting Worksheet Template
  • Project Checklist
  • New Business Checklist
  • Business Concepts Swot Analysis Infographic