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.
-
Marketing plan
Define your marketing strategy and plan marketing programs with your team.
-
Marketing campaign
Plan and track your marketing campaign tasks and deadlines through to execution.
-
Content strategy
Create a content strategy plan and organize your editorial calendar.
-
Product launch
Prepare your product launch, document strategy, and plan launch activities.
-
Sales account planning
Develop a unique sales strategy for your accounts to close more deals.
-
Sales portal
Create a one-stop shop for all your sales information and collateral.
-
Competitive analysis
Keep up with competitors by documenting their offerings and strategies.
-
Persona
Create personas to represent different user types of your product or service.
-
SWOT analysis
Use this template to assess how your business is performing and how it can improve.
-
Creative brief
Use this template to share creative project requirements and goals with your team.
-
Elevator pitch
Use this template to create an elevator pitch that communicates the value of a project.
-
Marketing blog post
Draft your blog content, assign your reviewers, and plan your distribution strategy.
-
Message house
Keep your message consistent by aligning everyone with a message house.
-
Email drip campaign
Keep the details of your email sends organized and the results clear for your team.
-
Customer interview report
Turn customer interviews into insights with the customer interview report.
-
Experiment plan and results
Document the details of your experiment including your hypothesis, variations, and results.
-
Marketing united
A weekly blog post from your leaders and peers is just what you need to keep everyone informed.
-
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.
