Sales templates

Facebook Ad Creation

This blueprint defines the process of creating a Facebook Ad. With a few edits, you can use this blueprint to map ad cre...

New Email Campaign

Use this blueprint to create and track a new email campaign. This process will help you in tracking approvals and change...

Product Survey Form

Request for Quotation Form

Sales Lead Qualification

Social Media Posting

Active Funnels

Run this process everytime you want to give a basic structure for a "Active Funnels" Subject to employees...

Archived Advertisements

Run this process everytime you want to give a basic structure for a "Archived Advertisements" Subject to employees...

Asking For Referrals

Run this process everytime you want to give a basic structure for a "Asking For Referrals" Subject to employees...

Client Personas

Run this process everytime you want to give a basic structure for a "Client Personas" Subject to employees...

Current Advertisements

Run this process everytime you want to give a basic structure for a "Current Advertisements" Subject to employees...

Customer Relationships

Run this process every time you want to take employees through customer relationships subject...

Customer Testimonials

Run this process everytime you want to give a basic structure for "Customer Testimonials" Subject to employees...

Direct Mail Campaigns

Run this process everytime you want to give a basic structure for a "Direct Mail Campaigns" Subject to employees...

Follow-up Procedures

Run this process everytime you want to give a basic structure for a "Follow-up Procedures" Subject to employees...

Inbound Sales

Run this process everytime you want to give a basic structure for "Inbound Sales" Subject to employees...

Keyword Research

Run this process everytime you want to give a basic structure for "Keyword Research" Subject to employees...

Outbound Sales

Run this process everytime you want to give a basic structure for "Outbound Sales" Subject to employees...

Paid Ad Strategy

Run this process everytime you want to give a basic structure for "Paid Ad Strategy" Subject to employees...

Promotional Materials

Run this process everytime you want to give a basic structure for "Promotional Materials" Subject to employees...

Sales Decks

Run this process everytime you want to give a basic structure for a "Sales Decks" Subject to employees...

Sales Meetings

Run this process everytime you want to give a basic structure for a "Sales Meetings" Subject to employees...

Social Media Channels

Run this process to provide a description of how the different company social media channels are used....

Social Media Policy

Run this process every time an employee is taken through our social media policy and given guidelines for using it effec...

Up-sells and Down-sells

Run this process everytime you want to give a basic structure for a "Up-sells and Down-sells" Subject to employees...

Using Our CRM

Run this process everytime you want to give a basic structure for a "Using Our CRM" Subject to employees...