Free Sales Strategy Templates

538
total templates

What Is Sales Strategy? 

Sales Strategy can be defined as the approach the company takes when planning and organizing its sales process in order to differentiate themselves from their competitors and generate more revenue.  In our guide, you will learn how to introduce new selling strategies to your business, expand it, and create better selling methodologies for your sales team.

How to Develop a Sales Strategy? 

Every company whose profits depend on the amount and quantity of sales must consider building a long-term Sales Strategy Plan. To do it successfully, follow these four steps:

  • Learn more about the customer experience and determine what real people want to buy from you by implementing field sales, online sales, and offering other companies to represent your business and resell your goods;
  • Give a chance to new service plans instead of focusing on the old ones - they might not work in the current market anymore;
  • Identify opportunities and threats your company faces, its weak and strong qualities to know which business aspects to concentrate upon when developing a new Sales and Marketing Strategy;
  • Set goals for your salespeople. You should not only provide them with a monetary incentive to make sure they fulfill their quotas, but also engage them in corporate life and make them understand the long-term goals and intentions of the business.

The Sales Strategy Templates below will help you to improve your sales, enhance corporate image, and provide your clients with better goods and services:

  1. Quotes & Bids. Templates in this category are often used in the construction industry - you can explain to a prospective client how much time and money will the project demand so that the property owner can choose the best contractor for the job at hand.
  2. Order Forms & Invoices are needed by vendors and customers alike: while orders confirm the request of merchandise, usually when the order means a large number of goods, invoices serve as proof that the order has been completed successfully and the payment has been accepted.
  3. Receipts acknowledge the transfer of valuable items from one party to another (individuals and companies alike) in the written form. Whether you need to confirm the purchase of goods, delivery of merchandise, or the acceptance of the rental payment, you can complete and sign a receipt.
  4. Warranties are typically given to the buyer of the goods or recipient of the services by the seller or service provider to verify the quality of the sold items or rendered services and prove the current condition of the goods corresponds to their description in the original contract signed by the parties.
  5. A Mechanic's Lien is used to protect the interests of builders and contractors who have not received payment for the construction project they worked on. It creates a burden on the real estate any member of the public can learn about, so property owners are forced to pay the money as quickly as possible.
  6. Shipping Goods. Every business that delivers goods or works with suppliers that send them massive quantities of merchandise needs to record the outgoing or incoming order, monitor the shipping process, and confirm the receipt of the goods.
  7. Sales Performance. Evaluate the work of your sales team, analyze information about your target audience you have collected, and plan for the future by setting new goals and planning new projects.
  8. Alternative Sales. Benefit from unconventional methods of making a profit - you can attract new customers with discounts, refunds, and a possibility to win a prize after a contest.
  9. Charity. Use these plans, letters, and receipts to organize a charitable event, invite people and businesses to participate in them and donate funds, and thank them for their contributions. 

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Documents

538

"Consignment Agreement Template"

Rate (4.8 / 5) 28 votes
Size: 65 KB
2 pages

This is a legal contract signed between a consignor (a seller) and a consignee (a distributor), upon which a consignor delivers goods to the consignment stock and stores them, and a consignee uses or sells those goods to a third party.

"Customer Information Sheet Template"

Rate (4.5 / 5) 21 votes
Size: 60 KB
2 pages

The purpose of this sheet is to provide companies with valid information about their clients when they need it.

"Customer Complaint Form"

Rate (4.7 / 5) 12 votes
Size: 63 KB
1 page

A Customer Complaint Form should be filled in by a customer to describe their complaint about a product purchased or service rendered.

"Wire Transfer Form"

Rate (4.6 / 5) 16 votes
Size: 63 KB
2 pages

A Wire Transfer Form is a document that is used to initiate an electronic fund transfer from a sender (which can be an individual or an entity) to a recipient (also known as a beneficiary or a payee).

"Real Estate Appraisal Form"

Rate (4.6 / 5) 14 votes
Size: 68 KB
2 pages

The purpose of the Real Estate Appraisal Form is to determine the appraisal of a certain piece of real estate.

"Indemnification Agreement Template"

Rate (4.8 / 5) 26 votes
Size: 92 KB
4 pages

This is a type of legal contract between two parties that holds one party responsible for the damage or loss suffered by the other party and specifies compensation that will be available for the negative occurrences.

"Hold Harmless Agreement Template"

Rate (4.3 / 5) 11 votes
Size: 84 KB
3 pages

A Hold Harmless Agreement is a legal contract in which one party releases another party from legal or financial responsibility

"Escrow Agreement Template"

Rate (4.6 / 5) 14 votes
Size: 77 KB
3 pages

An Escrow Agreement is a document that outlines the intention of two parties to deposit assets with a third party.

"Job Estimate Template"

Rate (4.9 / 5) 7 votes
Size: 60 KB
1 page

The information contained in a Job Estimate allows a client to estimate a job offer that their potential supplier is providing.

"Invitation to Bid Template"

Rate (4.7 / 5) 12 votes
Size: 63 KB
2 pages

You may use this Invitation to Bid to inform prospective suppliers or contractors about the appearance of a new order, provide a detailed description, specify its terms and conditions, and invite these organizations to apply for participation.

"Contractor Warranty Form"

Rate (4.8 / 5) 30 votes
Size: 57 KB
1 page

A Contractor Warranty is a typed or handwritten document completed and signed by the contractor who guarantees that their construction project will be created in a workmanlike manner and will meet safety and quality standards universally accepted by the building and construction industry.

"Guarantee Agreement Template"

Rate (4.8 / 5) 22 votes
Size: 92 KB
4 pages

This document acts as an official pledge listing a third party (known as the guarantor) who will ensure payment of a debt will be fully repaid to the creditor.

"Conditional Waiver and Release Form"

Rate (4.5 / 5) 12 votes
Size: 68 KB
2 pages

This is a formal document that confirms an agreement between a lienholder (the creditor) and the owner of a property (the debtor) to repay a debt and verify the lien release regarding the property or items in question.

"Release of Liability Form"

Rate (4.4 / 5) 7 votes
Size: 58 KB
1 page

This is a document through which one party (called the releasor) waives the liability of another party (called the releasee).

"Supply Request Form"

Rate (4.6 / 5) 29 votes
Size: 54 KB
1 page

This is a document that is developed for employees of different organizations to order items necessary for their daily business or work related activities.

"Notice of Intent to Lien"

Rate (4.3 / 5) 20 votes
Size: 52 KB
1 page

This is an official warning sent by the potential lienholder to the property owner to warn them of the intent to submit a Claim of Lien

"Proforma Invoice Form"

Rate (4.5 / 5) 6 votes
Size: 32 KB
2 pages

This proforma invoice is a preliminary bill of sale that describes a shipment of goods and is sent to a buyer before the delivery in accordance with Code of Federal Regulations (CFR) Title 19 Section 141.85.

"Sample Proforma Invoice Template"

Rate (4.8 / 5) 13 votes
Size: 49 KB
1 page

This template is a sample of a proforma invoice and can be used as-is or for reference when creating a personalized proforma to fit your company's needs.

"Proforma Invoice Template"

Rate (4.3 / 5) 12 votes
Size: 35 KB
1 page

This proforma template may be used for export and import purposes only and certifies that all described goods were shipped in accordance with the Export Administration Regulations (EAR).

"Proforma Invoice Template"

Rate (4.3 / 5) 27 votes
Size: 89 KB
1 page

This invoice is made specifically for shipments originating from the United States and paid for in U.S. Dollars. The prices quoted on this form will be valid for a period of 30 days from the date signing.

"Pro Forma Invoice Template"

Rate (4.4 / 5) 34 votes
Size: 12 KB
1 page

This customizable pro forma invoice includes a blank chart for listing the items sold and gives you the option to insert your company's logo at the top of the page.

"Pro Forma Invoice Template"

Rate (4.6 / 5) 22 votes
Size: 49 KB
1 page

This template includes a pre-designed header and designated columns for the shipping address, billing address, products sold, services rendered and the total projected costs of each item.

"Proforma Invoice Template"

Rate (4.3 / 5) 12 votes
Size: 30 KB
1 page

This professional invoice template was made specifically for shipments originating from the United Kingdom with all unit prices required to be entered in pound sterling.

Sample "Pro-Forma Invoice Template"

Rate (4.8 / 5) 9 votes
Size: 22 KB
1 page

This international invoice requires a waybill number and export references and allows specifying the weight of the items in the shipment in metric measurements.

"Job Proposal Template"

Rate (4.4 / 5) 8 votes
Size: 53 KB
1 page

This document (also known as a "Work Proposal") is sent out to potential employees by companies looking to hire new staff.

"Rebate Form"

Rate (4.5 / 5) 15 votes
Size: 61 KB
1 page

This document is issued by business to customers that wish to get a refund on their purchase.

"Sales Call Log Template"

Rate (4.8 / 5) 26 votes
Size: 51 KB
1 page

This is a document used by individuals that work in sales to track their sales calls and organize information about them.

"Price Quote Template"

Rate (4.7 / 5) 15 votes
Size: 54 KB
1 page

Individuals may use this typed or handwritten document to represent the services offered by a business, merchant, or contractor to a potential client.

"Security Deposit Receipt Template"

Rate (4.6 / 5) 24 votes
Size: 61 KB
1 page

This document can be used by landlords when signing on a new tenant and provides a record of the security deposit payment that needs to be made.

"Claim of Lien Form"

Rate (4.6 / 5) 29 votes
Size: 70 KB
2 pages

An individual may use this document to lets suppliers and contractors receive money they have earned for work and improvements to another party's property.

"Delivery Receipt Template"

Rate (4.4 / 5) 21 votes
Size: 64 KB
1 page

This is a document that can be used to record payment for the successful delivery of an item to a specific destination.

"Packing Slip Template"

Rate (4.6 / 5) 17 votes
Size: 61 KB
2 pages

Documents such as this are used for describing the contents of a package so that the receiver of an order can confirm that they got everything a shipper has sent them.

"Rent Receipt Template"

Rate (4.8 / 5) 31 votes
Size: 47 KB
1 page

An individual may use this document to state their weekly or monthly rent payment and confirm that the payment has been made.

"Donation Receipt Template"

Rate (4.5 / 5) 28 votes
Size: 60 KB
1 page

This is a document used to provide a record of a gift being donated to a charitable organization.

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Charity General Business Forms Business

"Bid Proposal Template"

Rate (4.8 / 5) 28 votes
Size: 83 KB
3 pages

This is a document that is used by an individual or an entity (a bidder or a contractor) when they participate in the bidding process.

Form TB-113 "Tuberculosis Risk Assessment for Children" - San Diego County, California

Rate (4.6 / 5) 60 votes
Size: 80 KB
1 page

DD Form 2972 "Food Facility Risk Assessment Survey"

Rate (4.5 / 5) 104 votes
Size: 195 KB
2 pages

State Form 53502 "Falls Risk Assessment" - Indiana

Rate (4.4 / 5) 67 votes
Size: 68 KB
2 pages

"Tick-Borne Rickettsial Disease Case Report Form"

Rate (4.3 / 5) 17 votes
Size: 1 MB
3 pages

"Vendor Monthly Service Invoice Form" - New York, New York

Rate (4.6 / 5) 24 votes
Size: 38 KB
1 page