Sales
Practical sales documents for small teams: track leads, quote accurately, follow up on time, and hand work over cleanly.
9 designsSales Lead Tracker
A tracker for recording, qualifying, and following up sales leads.
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9 designsSales Call Log
A log for recording sales calls, outcomes, and callbacks.
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9 designsSales Proposal Template
A proposal template covering needs, scope, pricing, and acceptance.
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9 designsSales Quotation Template
A quotation form with priced line items, totals, and terms.
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9 designsSales Follow-Up Plan
A plan for following up an opportunity through to close.
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9 designsMonthly Sales Target Tracker
A tracker for monthly sales targets, weekly sales, and deals in progress.
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9 designsSales Pipeline Review Sheet
A sheet for reviewing the pipeline by stage, forecast, and stuck deals.
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9 designsSales Meeting Preparation Sheet
A preparation sheet for sales meetings: background, questions, and outcomes.
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9 designsSales Objection Handling Sheet
A sheet for recording objections, approved responses, and follow-up.
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9 designsSales-to-Delivery Handover Form
A handover form from sales to delivery: what was sold and promised.
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9 designsSponsorship Proposal
Pitch sponsorship packages with audience data, tiers and benefits.
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