Free Sales Strategy Templates

554
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 and 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 and Invoices. These 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. A Receipt acknowledges 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. These 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. Mechanic's Lien. 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

554

"Consignment Agreement Template"

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

Under this contract, the seller agrees to deliver goods to the consignment stock and store them, and the distributor agrees to sell these goods to a third party.

"Customer Information Sheet Template"

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

The purpose of this document 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

This form should be completed by customers to describe their complaints about a product purchased or service rendered.

"Wire Transfer Form"

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

This form is used to initiate an electronic fund transfer from a sender 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 contract holds one party responsible for the damage or loss suffered by the other party and specifies the compensation that will be available for the negative occurrences.

"Hold Harmless Agreement Template"

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

This document is a legal agreement or clause that declares that one party will not hold another party liable for risk or damage.

"Escrow Agreement Template"

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

This document 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

This document is signed by the contractor and guarantees that their construction project will meet the 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 the lienholder and the owner of a property 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 document is developed for employees to allow them 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.

"Unconditional Waiver and Release on Progress Payment"

Rate (4.7 / 5) 10 votes
Size: 67 KB
2 pages

This document is prepared by one party and presented to another party with the promise not to pursue any legal action if provided with compensation for services already rendered.

"Unconditional Waiver and Release on Final Payment"

Rate (4.8 / 5) 14 votes
Size: 63 KB
1 page

This document is signed when an individual has confirmed their intention not to pursue any legal action against the payer who has made a final payment towards their original contract.

"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.

Sample "Donation Request Letter for Church"

Rate (4.6 / 5) 20 votes
Size: 63 KB
1 page

An individual may prepare this letter on behalf of a church as a written statement to ask a potential donor for financial assistance or support.

Sample "Thank You Letter to Scholarship Donor"

Rate (4.8 / 5) 12 votes
Size: 61 KB
1 page

An individual may prepare this letter when they have received a scholarship to support their education and send it to their scholarship donor.

Sample "Corporate Sponsorship Request Letter"

Rate (4.5 / 5) 27 votes
Size: 67 KB
2 pages

This letter is supposed to be used to request sponsorship from individuals and business-like entities.

"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 document is 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 form 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 allow suppliers and contractors receive the 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

Use a Packing Slip to describe the contents of a package so that the receiver of an order can confirm that they got everything you've sent them.

"Rent Receipt Template"

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

An individual may use this document to record 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 completed by a bidder or a contractor when they participate in the process of bidding.