Marketing & sales templates
Write a creative brief, craft user personas, coordinate campaigns, and a whole lot more. Check out our top marketing and sales templates here.
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Marketing plan
Define your marketing strategy and plan marketing programs with your team.
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Marketing campaign
Plan and track your marketing campaign tasks and deadlines through to execution.
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Content strategy
Create a content strategy plan and organize your editorial calendar.
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Product launch
Prepare your product launch, document strategy, and plan launch activities.
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Sales account planning
Develop a unique sales strategy for your accounts to close more deals.
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Sales portal
Create a one-stop shop for all your sales information and collateral.
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Competitive analysis
Keep up with competitors by documenting their offerings and strategies.
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Persona
Create personas to represent different user types of your product or service.
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SWOT analysis
Use this template to assess how your business is performing and how it can improve.
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Creative brief
Use this template to share creative project requirements and goals with your team.
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Elevator pitch
Use this template to create an elevator pitch that communicates the value of a project.
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Marketing blog post
Draft your blog content, assign your reviewers, and plan your distribution strategy.
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Message house
Keep your message consistent by aligning everyone with a message house.
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Email drip campaign
Keep the details of your email sends organized and the results clear for your team.
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Customer interview report
Turn customer interviews into insights with the customer interview report.
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Experiment plan and results
Document the details of your experiment including your hypothesis, variations, and results.
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Marketing united
A weekly blog post from your leaders and peers is just what you need to keep everyone informed.
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QTC acquisition
Assist the accounts receivable and revenue teams regarding quote-to-cash during an acquisition.
Learn from industry leaders
Team poster
Invite your organization at large to get to know your team.
Job description
Finding the right talent starts here.
Experiment plan and results
Streamline your process and improve your business.
Design sprint
Run a well-planned print, understand design problems and brainstorm solutions.
Customer impact assessment
Make a change with zero pain with the right process.
Project status
Easily update your teams on project status using Confluence and Jira data.
Brainstorming
Lead a super productive brainstorming session.
Business plan one pager
Set your strategy (and stick to it) with a short and simple plan.
AWS architecture diagram
Visualize your AWS network with this guide from Lucidchart’s.
Risk assessment
Identify, prioritize, plan for (and avoid) worst-case scenarios.