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Sales Documents

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44 Modules of Premium Business & Sales Document with Smart Sales Kit Black

– 22 More Than the Normal Plan

Legally Compliant Business Documents Include:

SOP (Standard Operating Procedure) (152)

Marketing

  • SOP For A Marketing Calendar
  • SOP for Social Media Engagement
  • SOP for Content Marketing Strategy
  • SOP for Trade Show Participation and Follow-up
  • SOP for Networking and Building Relationships
  • SOP for Community Engagement and Management
  • SOP for E-commerce Sales Management
  • SOP for Managing Negative Reviews and Feedback
  • SOP for Updating and Managing Website Content
  • SOP for Conducting Market Research
  • SOP for Competitive Analysis
  • SOP for Crisis and Reputation Management
  • SOP for Aligning Sales and Marketing Teams
  • SOP for Partner and Reseller Management
  • SOP for Implementing Sales Promotions and Campaigns
  • SOP for Managing Affiliate Partnerships
  • SOP for Communication Between Sales and Other Departments

Sales

  • SOP For Addressing Customer Complaints
  • SOP For Client Followup
  • SOP For Collecting Customer Feedback
  • SOP For Conducting A Client Meeting
  • SOP For Creating Quotation
  • SOP For Email Communication
  • SOP For Increasing Sales In Person
  • SOP For Sales Phone Call
  • SOP For Sales Projection
  • SOP For Sending Invoice
  • SOP To Deal With Rude Customers
  • SOP To Enhance Service Quality
  • SOP To Greet Arriving Customers
  • SOP To Map Your Online Sales Funnel
  • SOP for Lead Generation and Management
  • SOP for Pricing Strategy and Management
  • SOP for Handling Sales Returns and Refunds
  • SOP for Sales Reporting and Analytics
  • SOP for Renewing Customer Contracts
  • SOP for Managing and Monitoring Sales Territories
  • SOP for Upselling and Cross-selling
  • SOP for Discount Approval and Management
  • SOP for Preparing for Sales Meetings/Conferences
  • SOP for Managing Seasonal Sales
  • SOP for Tracking and Managing Sales KPIs
  • SOP for Inventory Management in Sales
  • SOP for Compliance with Sales Regulations and Laws
  • SOP for Post-Sales Follow Up and Engagement
  • SOP for Handling and Resolving Sales Disputes
  • SOP for Updating and Maintaining Product Knowledge
  • SOP for Evaluating and Adjusting Sales Goals
  • SOP for Personal Data Protection and GDPR Compliance in Sales
  • SOP for Remote Sales Team Management
  • SOP for Vendor Selection and Management
  • SOP for Managing Customer Loyalty Programs
  • SOP for Managing Outsourced Sales Teams
  • SOP for Customer Churn Analysis and Prevention
  • SOP for Using and Updating Point of Sale (POS) Systems
  • SOP for Transitioning a Sales Lead Between Team Members
  • SOP for End-of-Day Sales Reconciliation
  • SOP for Use of Company Vehicles by Sales Team
  • SOP for Re-engaging Dormant Accounts
  • SOP for Conducting Employee Exit Interviews in Sales
  • SOP for Tracking and Managing Customer Referrals

Finance

  • SOP For Calculating Commission
  • SOP For Collecting Payments
  • SOP For Cost Analysis
  • SOP For Creating Department Budget
  • SOP For Managing Company Finance
  • SOP For Creating A Customer Database
  • SOP For Recording Salesman Travel Mileage
  • SOP For Setting Incentives
  • SOP for Managing and Reporting Employee Expenses
  • SOP for Renewing and Updating Business Licenses and Permits

HR

  • SOP For Handling Sensitive Information
  • SOP For Improving Employee Performance
  • SOP For Onboarding An Employee
  • SOP For Training New Employees
  • SOP For Recruiting And Hiring
  • SOP for Decommissioning and Offboarding an Employee
  • SOP for Implementing and Managing Employee Wellness Programs
  • SOP for Recruitment and Selection Process
  • SOP for Payroll Processing and Management
  • SOP for Attendance and Leave Management
  • SOP for Employee Disciplinary Action and Termination
  • SOP for Handling Workplace Harassment and Discrimination Claims
  • SOP for Employee Recognition and Rewards Program
  • SOP for Conducting Employee Satisfaction Surveys
  • SOP for Succession Planning
  • SOP for Managing Workplace Conflicts
  • SOP for Employee Counselling and Mental Health Support
  • SOP for Employee Engagement Activities and Programs
  • SOP for Administering and Managing Remote Work Policies
  • SOP for Conducting Regular HR Audits
  • SOP for Workplace Security and Emergency Procedures
  • SOP for Diversity, Equity, and Inclusion Initiatives
  • SOP for Employee Relocation and Travel Management
  • SOP for Managing Interns and Temporary Employees
  • SOP for Employee Referral Program
  • SOP for Workforce Planning and Staffing Levels
  • SOP for Handling and Protecting Sensitive Employee Data

Business Trackers (90)

  • Balance Sheet with Financial Ratios
  • Balance sheet with owner’s Liability and Equity
  • Business expense budget
  • Channel Marketing Budget Tracker
  • Employee attendance tracker
  • Gantt project planner
  • General ledger with budget comparison
  • Income Statement One financial year
  • Indepth sales report
  • Inventory list
  • Marketing project planner
  • Product price list
  • Profit and Loss Statement post Tax
  • Profit loss statement Pre-tax
  • Project issue tracker
  • Salesman mileage and expense report
  • Salesman travel expense log
  • Scrolling roadmap
  • Service price list
  • Annual Analysis And Summary Report Of Sales Data
  • Cold Email Sales Weekly Activity Spreadsheet
  • Excel Sales Opportunity Tracking Template
  • Finance Strategy
  • Lead Tracker
  • Marketing Sales Lead Goal Calculator
  • Marketing Expenses Plan
  • Mini CRM Tool
  • Online Sales Tracker
  • Pipeline Tracker Spreadsheet
  • Pipeline Velocity Analyzer
  • Sales Funnel
  • Sales Pipeline
  • Sales Plan
  • Sales Sequence Builder
  • Sales Volume Last Year Vs This Year
  • Simple Sales Gantt Chart

Customer Support (220)

  • Account manager introduction email
  • Account manager Leaving Email
  • Accounting Errors Apology
  • Accounts – Product refund email
  • Acknowledgment of Unsolicited Ideas
  • Action Form for Customer Service
  • An Apology for System Downtime Slow service etc
  • Answering about a products feature
  • Answering questions about product repair
  • Answering user suggestions about a product
  • Apology and Compensation
  • Apology and Replacement of Damaged Goods
  • Apology for Delayed Response
  • Apology for Inability to Tender
  • Apology for Inconsistent Service
  • Apology for the Late delivery of [PRODUCT]
  • Apology for Missing Appointment
  • Approval of Customer Charge Card
  • Asking a client to fill out a questionnaire
  • Asking a customer to make a direct introduction with a prospective client
  • Asking an long time customer to refer you
  • Asking customers for referral
  • Asking for a referral and giving a COUPON
  • Asking for a referral for your product service
  • B2B Referral – After customer satisfaction survey
  • B2B Referral – Asking from a loyal customer
  • B2B Referral – Asking from a new customer
  • B2B Referral – Asking long-term customer for a referral
  • B2B Referral – Customer referral program
  • B2B Referral – Email for customers to refer someone they know
  • B2B Referral – Following up after asking for a referral
  • B2B Referral – Thanking a one-time customer for a referral
  • B2B Referral – Thanking customer for referring
  • B2B Referral – Asking from a one-time customer
  • Client leaving you – Goodbye, keep in touch
  • Client Onboarding – Personal invite from Founder
  • Client Onboarding – Product Focused
  • Client Onboarding – Thank you for choosing us
  • Client Onboarding – Trial Period Welcome
  • Client Onboarding – Welcome Email
  • Congratulations on Expansion
  • Congratulations on Formation of a New Company
  • Congratulations on Service
  • Credit Extension for Valued Customers on Past Due Accounts
  • Customer Confidentiality Agreement
  • Customer Feedback Request
  • Customer Incentive Programme Announcement
  • Customer Revival of Sales
  • Customer Service Guidebook
  • Customer Service Guidelines for [Company]
  • Customer Service Improvement Checklist Guide
  • Customer Service Playbook
  • Customer Service Policy Document – [Company]
  • Customer Service Policy Document
  • Customer Service Policy
  • Customer Service Procedures – [Company]
  • Customer Service Representative Job Description
  • Customer Service Standards
  • Customer transfer at the end of onboarding
  • Discount for New Companies
  • Discount Negotiation – Accepting a discount request
  • Discount Negotiation – Accepting Discount request
  • Discount Negotiation – Negotiating a discount request
  • Discount Negotiation – Promo ended a month ago
  • Discount Negotiation – Rejecting a request for discount
  • Email – Extend a customers service contract
  • Email after repairing product
  • Email Announcing New Service
  • Email asking customer to complete enclosed questionnaire
  • Email for Responding to Inquiry
  • Email to celebrate good customer relationship
  • Email to Customer Not Home for Service Appointment
  • Email to inform customer about Departed Employee
  • Email to set appointment to repair customer’s product
  • Feedback Request – From long-time user
  • Feedback Request – From new user
  • Feedback Request – How did we do
  • Feedback Request – How was your experience
  • Feedback Request – Prefered Customer
  • Feedback Request – Thirty Second review
  • Feedback Request – To make the product service better
  • Feedback Response – General Customer feedback
  • Feedback Response – Negative review that mentions team
  • Feedback Response – Negative review
  • Feedback Response – Neutral Response
  • Feedback Response – Positive review
  • Feedback Response – Rating only negative review
  • Feedback Response – Rating only review
  • Feedback Response – Review with team member’s name
  • Feedback Response – Spam_Fake review
  • Follow up – after solving the issue of the client
  • Form for Customer Complaints
  • Giving an indecisive customer a free trial
  • Guidelines – Communicating with Prospective Clients
  • How to Steps for Client Onboarding Process
  • I Value Your Business and Regret Losing it (Email)
  • Inquiry on New Customer Credit Template
  • Interview Guide for Customer Service Representative
  • Letter to Customer Invoice Attached
  • Loyalty – Invitation to Loyalty Program
  • Loyalty – Monthly reward statement
  • Loyalty – New Loyalty program launch
  • Loyalty – Next-level awards unlocked
  • Loyalty – Program welcome email
  • Loyalty – Reward expiration reminder
  • Loyalty – Unlocked Next tier of loyalty program
  • Phone Call – Demo Call invite
  • Phone Call – Follow up for phone meeting
  • Phone Call – Invite for call to solve client issues_
  • Phone Call – Invite to phone call meeting_
  • Phone Call – To Upsell
  • Poor Service Rating on survey Apology
  • Product discount email
  • Product exhange email for fault product
  • Product Update – Issue fix for a Product
  • Product Update – Monthly_Quarterly re engagement product update
  • Product Update – New integration of our product
  • Product Update – New Product launch
  • Product Update – New version of product_
  • Product Update – Product Improvement
  • Product Update – Requested features_products added
  • Product Update – We_ve added more products _ features
  • Record of Purchase Form
  • Refund – Accepting a request for refund
  • Refund – Angry Customer demanding refund
  • Refund – Answer for refund
  • Refund – Casually asking if customer got the refund
  • Refund – Denying refund
  • Refund – Feedback following issuing of refund
  • Refund – Follow up Email after refund
  • Refund – Negotiating a refund
  • Refund – Refund not recieved
  • Renewal Reminder email
  • Repeat Business Thank you Email
  • Request for Most Recent Status Report from collection agency
  • Request for Service on Invalid Warranty
  • Request Form for Customer Service
  • Requesting pickup of repaired product
  • Requesting Refund Form
  • Second Request for Renewal of Service Agreement
  • Service Congratulations
  • Socail Media – Opening Timings
  • Social Media – Complaint about company
  • Social Media – Damaged product
  • Social Media – Didnt get a response from other customer support channels
  • Social Media – General Reply
  • Social Media – Pricing Questions_
  • Social Media – Product out of stock
  • Social Media – Question about eco friendliness
  • Social Media – Question about service’s availability
  • Social Media – Questions about products features
  • Social Media – Shipping tracking question_
  • Social Media -Question About related services_products
  • Sorry – About mistake, but we want your business back
  • Sorry – About mistake, but we_ll give you better service and want your business back
  • Sorry – An apology to win back trust
  • Sorry – Billing Error
  • Sorry – Customer demands an exception
  • Sorry – Customer left a negative review
  • Sorry – Database Issues
  • Sorry – Defective product
  • Sorry – Delivery Delay
  • Sorry – Follow up after solving issue of client
  • Sorry – General Apology
  • Sorry – Lapse in service
  • Sorry – Management Apology
  • Sorry – Mass Apology Email_
  • Sorry – Mass Apology
  • Sorry – Miscommunication apology
  • Sorry – Negative experince with staff
  • Sorry – Our system_s need work
  • Sorry – Personal Apology for misunderstanding
  • Sorry – Poor Customer Support
  • Sorry – Previous customer email unanswered
  • Sorry – Price increase notification
  • Sorry – Product Recall
  • Sorry – Service Downtime
  • Sorry – Software issues_website down
  • Sorry – Unsatisfied with the service
  • Sorry – Website Issues
  • Sorry – Wrong bill
  • Sorry – Wrong Items recieved by customer
  • Sorry – Wrong material sent
  • Sorry, we didn_t account for your payment correctly..docx”
  • Survey – Company experience survey
  • Survey – Opnion on marketing_
  • Survey – Product experience survey_
  • Thank you – After customer recieves the order
  • Thank you – Confirmation Email
  • Thank you – Discount on the next order
  • Thank you – For a referral customer
  • Thank you – For helping us win
  • Thank you – For Negative feedback
  • Thank you – For referring a one time client
  • Thank you – For Renewing a contract
  • Thank you – For the order
  • Thank you – For your attendence
  • Thank you – For your business (short).docx”
  • Thank you – For your business
  • Thank you – For your support
  • Thank you – For your time
  • Thank you – Formal thanks for a long time customer who refered you
  • Thank you – Free gift after order
  • Thank you – General Thanks
  • Thank you – Long time customer who refered you
  • Thank you – Order is on the way
  • Thank you – Positive feedback
  • Thank You for Customer Referral
  • Thank You for Giving Your Time
  • Thank You for Payment After Phone Call
  • Thank you for Praise of Employee
  • Thank you for your Confidence
  • Thank You for Your Inquiry Price List Enclosed
  • Thanks for Recommending my Company
  • Thanks for the Good Product Review
  • Thanks for the Suggestions
  • Thanks for the Tour
  • Upsell – To long term clients
  • Valued Customer Party
  • Video Call – Call to discuss [Topic].docx”
  • Video Call – Can_t make it in person _ Join our video call
  • Video Call – Lets meet online instead
  • Video Call – Meeting reminder
  • Video Call – Networking event invite
  • Video Call – Please attend team meeting
  • Video Call – Please join our video call
  • Video Call – Short meeting reminder_
  • Video Call – Team Catchup
  • Video Call – Webinar Reminder
  • We Would Like to Welcome You Back as a Customer
  • Welcome – Formal welcome of new client to business
  • Welcome – General Welcome Email
  • Welcome – Light-hearted fun welcome to the company for new clients
  • Welcome – Thanks for joining our business community
  • You_ve Attained Valued Customer Status with our Company
  • Customer Support – Billing or payment problems
  • Customer Support – Difficulty canceling a subscription or service
  • Customer Support – Difficulty finding a specific product
  • Customer Support – Difficulty navigating a website or app
  • Customer Support – Feedback or suggestions
  • Customer Support – Password reset or account recovery
  • Customer Support – Product or service not as described or advertised
  • Customer Support – Request for a call back or follow-up
  • Customer Support – Request for account deactivation or deletion
  • Customer Support – Request for additional information or clarification
  • Customer Support – Request for an appointment or service reservation
  • Customer Support – Request for product assembly or installation
  • Customer Support – Request for product delivery or shipping
  • Customer Support – Request for product demonstrations or trials
  • Customer Support – Request for product pricing or discounts
  • Customer support – Technical issues with a product or service
  • Customer Support – Difficulty placing an order
  • Customer Support – Request for information about a product or service
  • Customer Support – Request for product accessories or complementary items
  • Customer Support – Request for product availability or stock levels
  • Customer Support – Request for product care or maintenance instructions
  • Customer Support – Request for product customization or personalization
  • Customer Support – Request for product information or details
  • Customer Support – Request for product packaging or gift wrapping
  • Customer Support – Request for product protection plans or insurance
  • Customer Support – Request for product recall or safety information
  • Customer Support – Request for product recommendations or comparisons
  • Customer Support – Request for product repair or replacement
  • Customer Support – Request for product trade-in or exchange
  • Customer Support – Request for product warranty or returns
  • Customer Support – Request for promotions or discounts
  • Customer Support – Request for refunds or exchanges
  • Customer Support – Request for technical support
  • Customer Support – Request for warranty or repair service
  • Customer Support – Shipping or delivery concerns
  • Customer Support – Request for product authenticity or certification
  • Customer Support – Request for product beauty or fashion advice
  • Customer Support – Request for product bulk or wholesale pricing
  • Customer Support – Request for product certification or accreditation
  • Customer Support – Request for product compliance or regulatory information
  • Customer Support – Request for product coordination with other products or services
  • Customer Support – Request for product donations or sponsorships
  • Customer Support – Request for product environmental or sustainability information
  • Customer Support – Request for product financing or layaway
  • Customer Support – Request for product health or safety information
  • Customer Support – Request for product history or provenance
  • Customer Support – Request for product home or garden advice
  • Customer Support – Request for product legal or financial advice
  • Customer Support – Request for product membership or loyalty program
  • Customer Support – Request for product recycling or disposal
  • Customer Support – Request for product registration or activation
  • Customer Support – Request for product software or updates
  • Customer Support – Request for product subscriptions or renewals
  • Customer Support – Request for product tech or gadget advice
  • Customer Support – Request for product allergy or ingredient information
  • Customer Support – Request for product cooking or recipe advice
  • Customer Support – Request for product event or promotion information
  • Customer Support – Request for product gift cards or certificates
  • Customer Support – Request for product import or export information
  • Customer Support – Request for product licensing or permissions
  • Customer Support – Request for product logistics or transportation information
  • Customer Support – Request for product parenting or child-related advice
  • Customer Support – Request for product patents or trademarks
  • Customer Support – Request for product pet or animal-related advice
  • Customer Support – Request for product samples or coupons
  • Customer Support – Request for product sports or fitness advice
  • Customer Support – Request for product storage or preservation information
  • Customer Support – Request for product travel or leisure advice

Board Resolution (85)

  • Board Resolution Acknowledging New Regulations
  • Board Resolution Acknowledging Ownership Of And Merger With Company
  • Board Resolution Adopting An Environmental Policy
  • Board Resolution Adopting The Realigned Budget
  • Board Resolution Affirming Non-Discrimination Policy
  • Board Resolution Amending The Cheque Approval Procedure
  • Board Resolution Amending The Signing Of Cheques
  • Board Resolution Appointing An Auditor
  • Board Resolution Appointing Officers
  • Board Resolution Approving Acquisition Of Business Assets
  • Board Resolution Approving Amalgamation
  • Board Resolution Approving Amendments Of Bylaws
  • Board Resolution Approving Budget
  • Board Resolution Approving Change Of Address Of Registered Office
  • Board Resolution Approving Declaration Of Final Dividend
  • Board Resolution Approving Dissolution Of Subsidiary
  • Board Resolution Approving Executive Authority
  • Board Resolution Approving Financial Statements
  • Board Resolution Approving Grant Of Options
  • Board Resolution Approving Loan Of Funds
  • Board Resolution Approving Negotiation
  • Board Resolution Approving Purchase Of Shares
  • Board Resolution Approving Rights Offering
  • Board Resolution Approving Sale Agreement Sole Director
  • Board Resolution Approving Sale Of Assets
  • Board Resolution Approving Sale Of Shares
  • Board Resolution Approving Subdivision Of Issued Shares
  • Board Resolution Approving The Award Of A Contract
  • Board Resolution Approving The Retirement Of Employee
  • Board Resolution Approving Unanimous Shareholders Agreement
  • Board Resolution Authorising A Cheque Approval Procedure
  • Board Resolution Authorising The Issue Of Corporate Credit Cards
  • Board Resolution Authorising The President To Renew Employment Agreements
  • Board Resolution Authorising The Signing Of Cheques
  • Board Resolution Establishing Performance Committee
  • Board Resolution Fixing The President_S Salary
  • Board Resolution In Recognition Of Distinguished Service
  • Board Resolution Pertaining To The Use Of Corporate Credit Cards
  • Board Resolution Regarding Banking Account
  • Board Resolution Regarding Banking And Creation Of Operations Fund
  • Board Resolution Regarding Organisation
  • Board Resolution Template
  • Board Resolution To Adopt A Fiscal Year
  • Board Resolution To Adopt A Trade Name
  • Board Resolution To Appoint An Attorney
  • Board Resolution To Commence Litigation
  • Board Resolution To Issue General Release
  • Board Resolution To Lease Motor Vehicle
  • Board Resolution To Negotiate A Specific Contract
  • Board Resolution To Purchase Equipment
  • Board Resolution To Retain A Professional Consultant
  • Board Resolution To Settle Litigation
  • Board Resolution To Terminate A Contract
  • Board Resolution To Terminate An Employee
  • Board Resolution To Transfer Bank Account To Another Branch
  • Board Resolution
  • By-Law Approving Borrowing Of Money
  • By-Law Banking
  • By-Law Business And Affairs
  • By-Law Change Of Corporate Name
  • Confirmation Of By-Law Of Amalgamation
  • Copy Of Board Resolution Template
  • Draft Board Resolution For Transmission Of Shares Of Company
  • Draft Board Resolution For Writing Off Fixed Assets Of Company
  • Draft Board Resolution_ Powers Delegation To Managing Director
  • Letter Of Resignation Of Directorship
  • Letter Of Resignation Of Officer
  • Related Party Transaction Contract Agreement
  • Resolution For The Subscription And Issuance Of Shares
  • Shareholders Resolution Approving Voluntary Dissolution Of The Company
  • Shareholders Resolution Ratifying Prior Acts Of Officers
  • Shareholders Resolution
  • Shareholders Special Resolution For Issue Of Commercial Paper
  • Statutory Declaration On Amalgamation
  • Appointing Re-Appointing Renewing Of Appointment Variation Of The Terms Of Appointment, Of A Managing Director
  • Appointment Of A Whole-Time Key Managerial Personnel Of A Company
  • Authorisation For Making Political Contributions

Market Research (49)

  • Business Analysis
  • Characteristics of Competitive Strategies
  • Checklist Industry Analysis
  • Checklist Manufacturer Analysis
  • Checklist Trend Analysis
  • Cost Analysis of Market Research Methods
  • Demographic Analysis
  • Industry Competitive Forces Analysis
  • Market research Guide
  • Market Study
  • Market Survey
  • Small Business Competitive Analysis
  • Website Competitive Analysis Report
  • Blank customer satisfaction survey
  • Brand Loyalty Survey
  • Buyer Persona Worksheet
  • Checklist Developing Services
  • Client Satisfaction Survey
  • Comparison of Demographics
  • Competitive Advantage Spreadsheet
  • Competitor Analysis
  • Conference Evaluation Form
  • Considerations for Benchmarking Checklist
  • Customer Experience and Brand Loyalty Survey
  • Customer Experience Survey
  • Customer Profile Buyer Persona Worksheet
  • Demographic Analysis Guide
  • Exhibit Show Survey
  • Importance Scale Survey
  • Industry Analysis
  • Job Analysis
  • Manufacture Analysis
  • Market Study
  • Market Survey – Business to Business
  • Market Survey – General
  • Quality Scale Survey
  • Target Market Analysis
  • Test Franchise Feasibility
  • Trade Show Exhibit Questionnaire
  • Trend Analysis
  • Customer Profile Questionnaire
  • Lean Persona Guide
  • Competitive Analysis Landscape
  • Online Strategy Competitive Analysis
  • Value Proposition Comparative Analysis
  • Vendor and Supplier Due Diligence Checklist

Funding and Investment (22)

  • Agreement For The Subscription Of Shares
  • Alternate Term Sheet Provisions Checklist
  • Collateral Debenture
  • Convertible Debenture
  • Cover Email Of Pitch Deck
  • Debenture – Pledge Agreement
  • Debenture Agreement
  • Debenture Holders Instrument Cancelation
  • Debentures And Trust Deed
  • Due Diligence Requisition List
  • Due Diligence Checklist
  • Financial Agreement
  • Investment Pitch Deck
  • Non Disclosure Agreement For Investors
  • Participating And Convertible Debenture
  • Pooling Agreement
  • Private Placement – Due Diligence Requisition List
  • Shareholders Agreement
  • Share-Subscription-Agreement
  • Term Sheet – Important Things To Know
  • Term Sheet For Series A Round Of Financing
  • Term Sheet

Sales Performance Dashboard (7)

  • Business Plan
  • Financial Projection
  • Invoice Tracker
  • Leads And Opportunities Tracker
  • Marketing Budget
  • Revenue Analysis
  • Stock Inventory Control

Company Policies (198)

HR Policies

  • Anti Bribery Anti Corruption Policy
  • Anti Bullying Policy
  • Anti-Spam Policy
  • Attendance And Punctuality Guidelines
  • Bring Your Own Device Policy
  • Cash Handling Policy
  • Commission Policy
  • Company Cell Phone Policy
  • Company Data Protection Policy
  • Computer Use Policy
  • Dress Code Policy
  • Email Policy
  • Employee Cell Phone Policy
  • Employee Handbook
  • Employee Laptop Policy
  • Employee Referral Policy
  • Exit Interview Policy
  • Expenses Reimbursement Policy
  • Gifts Entertainment Policy
  • Internet And Email Policy For Employees
  • Local Travel Policy
  • Maternity Leave Policy
  • Overtime Policy
  • Policy For Commissions On Sales
  • Policy For Media Relations
  • Record Maintenance And Confidentiality Policy
  • Reimbursement Policy For Sales Expenses
  • Rewards And Recognition Policy
  • Travel Policy
  • Website Privacy Policy

Sales Policies

  • Email Marketing Policy
  • Volume Discount Policy
  • Trade-In Policy
  • Trade Show Policy
  • Telemarketing Policy
  • Special Order Policy
  • Social Media Policy
  • Shipping Insurance Policy
  • Shipping and Handling Policy
  • Satisfaction Guaranteed Policy
  • Sale Policy
  • Returns and Exchanges Policy
  • Return Authorization Policy
  • Rent-to-Own Policy
  • Refund Policy
  • Referral Program Policy
  • Publicity Policy
  • Public Relations Policy
  • Promotions Policy
  • Product Warranty Policy
  • Product Verification Policy
  • Product Upgrade Policy
  • Product Traceability Policy
  • Product Testing Policy
  • Product Support Policy
  • Product Safety Policy
  • Product Return Policy
  • Product Replacement Policy
  • Product Registration Policy
  • Product Recall Policy
  • Product Quality Policy
  • Product Promotion Policy
  • Product Packaging Policy
  • Product Maintenance Policy
  • Product Liability Policy
  • Product Launch Policy
  • Product Insurance Policy
  • Product Exchange Policy
  • Product Disposal Policy
  • Product Development Policy
  • Product Design Policy
  • Product Compliance Policy
  • Product Certification Policy
  • Product Authenticity Policy
  • Price Matching Policy
  • Payment Policy
  • Online Advertising Policy
  • No-Hassle Return Policy
  • Loyalty Program Policy
  • Liquidation Policy
  • Limited Warranty Policy
  • Leasing Policy Policy
  • Layaway Policy
  • Hold and Reserve Policy
  • Handling Fee Policy
  • Gift Wrapping Policy
  • Gift Voucher Policy
  • Gift Registry Policy
  • Gift Card Policy
  • Free Shipping Policy
  • Financing Policy
  • Exchange Policy
  • Event Marketing Policy
  • Email Marketing Policy
  • Early Payment Discount Policy
  • Drop Shipping Policy
  • Discounted Shipping Policy
  • Discount Policy
  • Direct Mail Policy
  • Damaged Goods Policy
  • Credit Policy
  • Contests and Giveaways Policy
  • Consignment Policy
  • Closeout Policy
  • Clearance Policy
  • Cash Discount Policy
  • Branding Policy
  • Backorder Policy
  • Affiliate Program Policy

Customer Support Policies

  • Warranty Support Policy
  • Upgrades and Updates Support Policy
  • Trial Support Policy
  • Training and Education Support Policy
  • Ticketing System Policy
  • Technical Support Policy
  • Subscription Support Policy
  • Social Media Support Policy
  • Service Level Agreement Support Policy
  • Self-Service Support Policy
  • Return and Refund Support Policy
  • Remote Support Policy
  • Product Support Policy
  • Post-Warranty Support Policy
  • Phone Support Policy
  • On-Site Support Policy
  • Maintenance Support Policy
  • Live Chat Support Policy
  • Knowledge Base Policy
  • Feedback and Suggestions Support Policy
  • Escalation Policy
  • Equal Opportunity and Affirmative Action Policy
  • Email Support Policy
  • Data Backup and Recovery Support Policy
  • Customer Service Training Policy
  • Customer Service Standards Policy
  • Customer Service Satisfaction Policy
  • Customer Service Review Policy
  • Customer Service Retention Policy
  • Customer Service Resolution Policy
  • Customer Service Reporting Policy
  • Customer Service Renewal Policy
  • Customer Service Remediation Policy
  • Customer Service Recognition Policy
  • Customer Service Performance Policy
  • Customer Service Monitoring Policy
  • Customer Service Level Agreement Policy
  • Customer Service Improvement Policy
  • Customer Service Feedback Policy
  • Customer Service Extension Policy
  • Customer Service Evaluation Policy
  • Customer Service Enforcement Policy
  • Customer Service Dispute Resolution Policy
  • Customer Service Development Policy
  • Customer Service Complaint Policy
  • Crisis Management Support Policy
  • Confidentiality and Data Privacy Policy
  • Complaint Handling Support Policy
  • Business Continuity Support Policy
  • Billing Support Policy
  • 24×7 Customer Support Policy

Customer Service Policies

  • Customer Service Cancellation Policy
  • Customer Service Amendment Policy
  • Account Management Support Policy
  • Customer Service Performance Policy
  • Customer Service Feedback Policy
  • Customer Service Remediation Policy
  • Customer Service Renewal Policy
  • Customer Service Reporting Policy
  • Customer Service Resolution Policy
  • Customer Service Retention Policy
  • Customer Service Review Policy
  • Customer Service Satisfaction Policy
  • Customer Service Standards Policy
  • Customer Service Training Policy
  • Data Backup and Recovery Support Policy
  • Email Support Policy
  • Equal Opportunity and Affirmative Action Policy
  • Escalation Policy
  • Feedback and Suggestions Support Policy
  • Knowledge Base Policy
  • Live Chat Support Policy
  • Maintenance Support Policy
  • On-Site Support Policy
  • Phone Support Policy
  • Post-Warranty Support Policy
  • Product Support Policy
  • Remote Support Policy
  • Return and Refund Support Policy
  • Self-Service Support Policy
  • Service Level Agreement Support Policy
  • Social Media Support Policy
  • Subscription Support Policy
  • Technical Support Policy
  • Ticketing System Policy
  • Training and Education Support Policy
  • Trial Support Policy
  • Upgrades and Updates Support Policy
  • Warranty Support Policy

Business Agreements (205)

  • Advertising Agency Agreement
  • Advertising Sales Representation Agreement
  • Affiliate Marketing Agreement Template
  • Affiliate program agreement
  • Agency Agreement Corporate Duties
  • Agreement Between Carrier and Shipper
  • Agreement Between Owner and Contractor
  • Agreement for Internet Advertising Services
  • Agreement for Reseller
  • Agreement of Movable Hypothec Without Delivery
  • Agreement of Purchase and sale of Business Assets
  • Agreement of Purchase and Sale of Shares – Long form
  • Agreement to Debt Payment Extension Terms
  • Agreement with Provider of Network Services
  • Amendment to Sales Contract
  • Asset Purchase Agreement for Retail Store
  • Asset Purchase Agreement
  • Asset Sale and Purchase Agreement Film Television
  • Asset Transfer and Sale Agreement Brand
  • Awarding Contract Letter
  • Bulk Sale Agreement
  • Call Centre and Telemarketing Agreement
  • Challenges Arising from Sale Agreement Checklist
  • Checklist Drafting Joint Promotion Agreements
  • Checklist Drafting Merchandising Licence Agreements
  • Checklist for a Co-Branding Agreement
  • Checklist Items to Consider for Drafting a Promissory Note
  • Checklist Partnership Agreement
  • Commercial Pledge Equipment and Machinery
  • Commission Agreement With Royalties or Commission
  • Commitment Form
  • Compromising Debt Agreement
  • Conditional Sale Agreement
  • Confidentiality Agreement (Data Processing Services)
  • Confidentiality Agreement for Consultants and Contractors
  • Confidentiality Agreement for Consultants Contractors
  • Confirmation of Purchase Agreement
  • Consultant Agreement
  • Consultant Non-Disclosure Agreement
  • Consulting Agreement Long
  • Contract for the Manufacture and Sale of Goods
  • Contract for the Sale of Goods
  • Customer Confidentiality Agreement
  • Dealership Agreement
  • Delay on Order Notice
  • Distributor Agreement
  • Employment Agreement
  • Employment Agency Agreement
  • Equipment Lease Agreement Long
  • Equipment Lease Checklist
  • Equipment Lease With Purchase Option
  • Equipment Maintenance Agreement
  • Equipment Operating Lease
  • Equipment Purchase Agreement
  • Equipment Sales Agreement
  • Exclusive Distribution Agreement
  • Exclusive Importation and Sales Agreement
  • Exclusive Solicitation Sales Commission Agreement
  • Extend Debt Payment Terms Agreement
  • First Supply Agreement
  • Free Linking Agreement Template
  • Guidelines Partnership Agreement
  • Letter of Understanding Regarding Terms of Proposed Contract
  • License Agreement Non-Exclusive Licence to Manufacture
  • Management and Administrative Services Agreement
  • Manufacturing Distribution Agreement
  • Master Agreement Sale of Merchandise
  • Merchandising and Marketing Agreement
  • Mutual Confidentiality Agreement
  • NDA
  • Net Equipment Lease
  • Non-exclusive Sales Representation Agreement
  • OEM Agreement
  • OEM Distribution and Licence Agreement
  • OEM Reciprocal Licence Agreement
  • Online Promotion Agreement Template
  • Online Sales Disclaimer
  • Outsourcing Call Center Support Agreement
  • Partnership Dissolution Agreement
  • Performance Evaluation
  • Policy for Commissions on Sales
  • Product Supplier Agreement
  • Product Supply Agreement
  • Purchasing Agents Agreement
  • Real Estate Brokerage Agreement
  • Repurchase Agreement
  • Request Letter to Supplier for Credit Facility
  • Reseller Agreement
  • Right of First Opportunity Agreement Commercialisation
  • Sale of Goods and Manufacturing Contract
  • Sale of Goods Contract
  • Sales Addendum
  • Sales Agency Agreement With Trademarks protection
  • Sales Agency Agreement
  • Sponsorship Agreement
  • Strategic Alliance and Supply Agreement
  • Supply Agreement
  • Terminating a Distribution Agreement

Business Presentations (88)

  • Brand and company showcase
  • Business Pitch Proposal
  • Company History Growth Showcase
  • Agile Project Management Plan
  • Company and Brand Showcase Deck
  • Company Profile, History and Growth Deck
  • Finance presentation pitch
  • Indepth Business Pitch Deck
  • Minimal Portfolio showcase
  • Short Clean Minimalist Real Estate presentation
  • Travel agency Deck
  • Construction Project Proposal
  • Startup Business Plan Presentation
  • Brand guidelines
  • Branding Strategy and Plan
  • Money consultant Pitch Deck
  • Pitch Deck Company growth Profile
  • Real Estate Broker Pitch Deck
  • Simple company Showcase
  • Cosmetics Company Profile Pitch Deck
  • Travel Tourism Destination showcase Deck
  • Construction Company Showcase Deck
  • Indepth Pitch Deck
  • Insurance Consulting Pitch Deck
  • Minimalist Business Plan Pitch Deck
  • Real Estate Broker Presention
  • Sales Forecast Presentation
  • Tech Company Profile Pitch Deck
  • AC Heating Services Presentation and Pitch Deck
  • Business Plan Presentation Pitch
  • Cloud Computing Pitch Deck
  • Company Funding Pitch Deck
  • Company Timeline, Profile Showcase
  • Indepth Company Keynote
  • NGO Company Porfile Pitch
  • Pharmacopeia presentation Pitch
  • Social Media Plan of Action
  • Company customer acquisition flowchart
  • Company goals, values growth Pitch deck
  • Gradient company pitch deck
  • Insurance Company pitch Deck
  • Medical Clinic Deck
  • Real Estate Business Plan Pitch
  • Restaurant Food Deck
  • Wealth Management Keynote
  • Business Presentation
  • Coorporative Energetic company profile
  • Medical Company Presentation Pitch
  • Sales Statistics Keynote Presentation
  • Medical Devices Medicine Company Profile
  • Project proposal
  • Business Pitch Deck
  • Company Brand Showcase
  • Company Timeline
  • Hospital Presentation Growth Plan
  • Young Company pitch deck
  • Company Pitch Deck – 2
  • Marketing Presentation
  • Modern Business Presentation
  • Pitch Deck for Small companies
  • Multipurpose business Company presentation
  • Company Pitch Deck
  • IT company pitch deck
  • Minimal Agency Pitch and Company Profile
  • Pro Business Plan Presentation
  • Saas Presentation Pitch Deck
  • Business Product Pitch Deck
  • Medical Pitch Deck
  • Minimalist Company Brand presentation
  • Minimalist Pitch Deck
  • Multi Purpose Business Presentation
  • Yellow and Black Minimialist Pitch Deck

Legally Compliant Human Resource Documents Include:

HR Documents (115)

Sourcing sales candidates email
Sales Job Offer Letter Template
Scheduling an interview email
Interview no-show email template
Email to successful candidate after the interview
Interview reminder email template
Second interview invitation email
Company policies checklist for new hires
New employee announcement email
New employee introduction email to clients
Welcome to the team email
Account Coordinator interview questions
Account Director interview questions
Account Executive interview questions
Account Manager interview questions
Account Representative interview questions
Assistant Account Executive interview questions
Business Development Manager interview questions
Business Development Representative interview questions
Call Center Manager interview questions
Call Center Representative interview questions
Cashier interview questions
Category Manager interview questions
Engagement Manager interview questions
Field Sales Representative interview questions
Inside Sales Manager interview questions
Inside Sales Representative interview questions
Key Account Manager interview questions
Merchandiser interview questions
National Account Manager interview questions
Regional Sales Manager interview questions
Relationship Manager interview questions
Retail Buyer interview questions
Sales Account Executive interview questions
Sales Advisor interview questions
Sales Assistant interview questions
Sales Associate interview questions
Sales Consultant interview questions
Sales Coordinator interview questions
Sales Director interview questions
Sales Engineer interview questions
Sales Executive interview questions
Sales Manager interview questions
Sales Representative interview questions
Sales Trainee interview questions
Store Manager interview questions
Strategic Account Manager interview questions
Telesales Representative interview questions
Visual Merchandiser interview questions
Sales Clerk job description
Sales Analyst job description
Car Salesman job description
Fleet Manager Job Description
Salesforce Administrator job description
VP of Sales job description
Packer job description
Produce Clerk job description
Customer Success Manager job description
Territory Sales Representative job description
Account Officer job description
Client Relations Manager job description
Assistant Account Executive job description
Account Supervisor job description
Business Development Representative job description
Account Coordinator job description
Territory Manager job description
Regional Sales Manager job description
Account Representative job description
Junior Account Manager job description
Engagement Manager job description
Relationship Manager job description
Sales Administrator job description
Sales Support Specialist job description
Sales Consultant job description
Sales Training Specialist job description
Strategic Account Manager job description
National Sales Manager job description
Senior Account Executive job description
Sales Account Executive job description
Inside Sales Manager job description
National Account Manager job description
Senior Account Manager job description
Sales Account Manager job description
Insurance Sales Representative job description
Account Executive job description
Sales Executive job description
Commercial Director job description
Telesales Representative job description
Business Development Manager job description
Telemarketer job description
Visual Merchandiser job description
Inventory Specialist job description
Sales Coordinator job description
Sales Manager job description
Sales Associate job description
Cashier job description
Sales Assistant job description
Field Sales (Outside Sales) Representative job description
Insurance Agent job description
Sales Representative job description
Inside Sales Representative job description
Key Account Manager job description
Account Director job description
Account Manager job description
Sales Director job description
Sales Engineer job description

Employee Training (55)

  • Training For A Successful Sales Meeting
  • Training For Business Development
  • Training For Business Relationship Building
  • Training For Ending Sales Presentations
  • Training For Getting Customers To Buy Your Product
  • Training For Inside Sales Metrics
  • Training For Performance Management
  • Training For Sales Objection Handling
  • Training For Stalled Negotiations
  • Training For Start Up Sales
  • Training In How To Build Rapport In Person
  • Training On Basic Negotiation
  • Training On Business Conversation Starters
  • Training On Checking The Effectiveness Of A Team
  • Training On Cold Calling
  • Training On Creating A Buyer Persona
  • Training On Cross-Selling And Upselling
  • Training On Email Etiquette
  • Training On Evaluating Your Competition
  • Training On Finding And Dealing With Decision-Makers
  • Training On Growth Hacking
  • Training On Handling Sales Objections Or Rejections
  • Training On How To Ask For A Sale
  • Training On How To Build Rapport
  • Training On How To Close A Sale On The Phone
  • Training On How To Close A Sale Professionally
  • Training On How To Contact Ceos
  • Training On How To Evaluate Your Competition
  • Training On How To Find Leads Online
  • Training On How To Find Prospects For Sales
  • Training On How To Follow Up Correctly
  • Training On How To Improve Sales Listening Skills
  • Training On How To Perfect Your Sales Pitch
  • Training On How To Persuade And Influence Your Customers
  • Training On How To Position Against A Competitor
  • Training On How To Prioritise Sales Leads
  • Training On How To Sell Anything To Anybody
  • Training On How To Use Networking For More Sales
  • Training On Making A Great Sales Presentation
  • Training On Making All Customers Feel Important
  • Training On Sales Funnel
  • Training On Sales Closing
  • Training On Sales Methodologies
  • Training On Sales Via Whatsapp
  • Training On Winning Back A Customer
  • Training To Analyze Customer Needs
  • Training To Avoid Sales Mistakes While Closing
  • Training To Conduct Customer Research
  • Training To Creating A Positive B2B Sales Experience
  • Training To Help You Improve Your Sales Strategy
  • Training To Introduce Yourself Over Email
  • Training To Manage Key Accounts
  • Training To Understand Your Clients Needs

Employee Hiring Emails (12)

  • Checklist of company rules for hiring
  • Email for setting up an interview
  • Email to clients about new Relationship Manager
  • Email to successful candidate after interview
  • Interview Reminder Email Template
  • Interview reminder email template
  • New employee Announcement Email
  • Sales Job offer template
  • Second Email Invitation to an Interview
  • Using Email to find Sales Candidates
  • Welcome to the Team Email

Recruitment (16)

  • Candidate Evaluation Form
  • Candidate Evaluation Sheet.xls
  • Contract Employee Offer Letter
  • Employee Offer letter
  • Employment Agreement – 2024
  • intern-Offer-Letter agreement
  • Interview Guide
  • Job Description Template
  • Management Trainees Appointment letter
  • Manpower Requisition
  • Non Disclosure Agreement – 2024
  • Paid Intern Offer Letter
  • Recruitment Tracker.xls
  • Reference Check Guide
  • Salary Calculator
  • Unpaid Internship Offer Letter

KPI (Key Performance Indicator) (89)

  • KPI For Chief Executive Officer (CEO)
  • KPI For Chief Operations Officer (COO)
  • KPI For Chief Financial Officer (CFO)
  • KPI For Chief Technology Officer (CTO)
  • KPI For Chief Marketing Officer (CMO)
  • KPI For Chief Human Resources Officer (CHRO)
  • KPI For Chief Information Officer (CIO)
  • KPI For Chief Legal Officer (CLO)
  • KPI For General Manager
  • KPI For Operations Manager
  • KPI For Financial Controller
  • KPI For Human Resources Manager
  • KPI For Marketing Manager
  • KPI For Sales Manager
  • KPI For IT Manager
  • KPI For Project Manager
  • KPI For Product Manager
  • KPI For Business Analyst
  • KPI For Data Analyst
  • KPI For Software Developer
  • KPI For Quality Assurance Specialist
  • KPI For Customer Service Representative
  • KPI For Account Executive
  • KPI For Administrative Assistant
  • KPI For Human Resources Generalist
  • KPI For Supply Chain Coordinator
  • KPI For Public Relations Specialist
  • KPI For Graphic Designer
  • KPI For Social Media Manager
  • KPI For Compliance Officer
  • KPI For Sales Director
  • KPI For Sales Team Lead
  • KPI For Business Development Manager
  • KPI For Key Account Manager
  • KPI For Territory Sales Representative
  • KPI For Inside Sales Representative
  • KPI For Outside Sales Representative
  • KPI For Sales Analyst
  • KPI For Sales Coordinator
  • KPI For Telesales Representative
  • KPI For Sales Support Specialist
  • KPI For Customer Success Manager
  • KPI For Sales Operations Manager
  • KPI For Regional Sales Manager
  • KPI For Channel Sales Manager
  • KPI For Enterprise Sales Manager
  • KPI For Retail Sales Associate
  • KPI For Pre-Sales Consultant
  • KPI For Post-Sales Support Specialist
  • KPI For Sales Trainer
  • KPI for Chief Innovation Officer (CIO)
  • KPI for Chief Customer Officer (CCO)
  • KPI for Chief Sustainability Officer (CSO)
  • KPI for Chief Diversity Officer (CDO)
  • KPI for Chief Risk Officer (CRO)
  • KPI for Chief Security Officer (CSO)
  • KPI for Research and Development (R&D) Manager
  • KPI for Procurement Manager
  • KPI for Manufacturing/Production Manager
  • KPI for Health, Safety, and Environment (HSE) Officer
  • KPI for Logistics Manager
  • KPI for Supply Chain Manager
  • KPI for Brand Manager
  • KPI for Content Manager
  • KPI for SEO Specialist
  • KPI for Event Coordinator
  • KPI for Digital Marketing Specialist
  • KPI for PR Manager
  • KPI for Corporate Communications Specialist
  • KPI for Data Scientist
  • KPI for UI/UX Designer
  • KPI for Cybersecurity Specialist
  • KPI for Network Administrator
  • KPI for Technical Support Specialist
  • KPI for Learning and Development Specialist
  • KPI for Employee Engagement Manager
  • KPI for Talent Acquisition Specialist
  • KPI for Benefits and Compensation Manager
  • KPI for Legal Counsel
  • KPI for Contract Administrator
  • KPI for Paralegal
  • KPI for Sales Engineer
  • KPI for Customer Support Specialist
  • KPI for Retail Store Manager
  • KPI for E-Commerce Manager
  • KPI for Product Owner (Scrum)
  • KPI for Scrum Master

KRA (Key Result Area) (89)

  • KRA For Chief Executive Officer (CEO)
  • KRA For Chief Operations Officer (COO)
  • KRA For Chief Financial Officer (CFO)
  • KRA For Chief Technology Officer (CTO)
  • KRA For Chief Marketing Officer (CMO)
  • KRA For Chief Human Resources Officer (CHRO)
  • KRA For Chief Information Officer (CIO)
  • KRA For Chief Legal Officer (CLO)
  • KRA For General Manager
  • KRA For Operations Manager
  • KRA For Financial Controller
  • KRA For Human Resources Manager
  • KRA For Marketing Manager
  • KRA For Sales Manager
  • KRA For IT Manager
  • KRA For Project Manager
  • KRA For Product Manager
  • KRA For Business Analyst
  • KRA For Data Analyst
  • KRA For Software Developer
  • KRA For Quality Assurance Specialist
  • KRA For Customer Service Representative
  • KRA For Account Executive
  • KRA For Administrative Assistant
  • KRA For Human Resources Generalist
  • KRA For Supply Chain Coordinator
  • KRA For Public Relations Specialist
  • KRA For Graphic Designer
  • KRA For Social Media Manager
  • KRA For Compliance Officer
  • KRA For Sales Director
  • KRA For Sales Team Lead
  • KRA For Business Development Manager
  • KRA For Key Account Manager
  • KRA For Territory Sales Representative
  • KRA For Inside Sales Representative
  • KRA For Outside Sales Representative
  • KRA For Sales Analyst
  • KRA For Sales Coordinator
  • KRA For Telesales Representative
  • KRA For Sales Support Specialist
  • KRA For Customer Success Manager
  • KRA For Sales Operations Manager
  • KRA For Regional Sales Manager
  • KRA For Channel Sales Manager
  • KRA For Enterprise Sales Manager
  • KRA For Retail Sales Associate
  • KRA For Pre-Sales Consultant
  • KRA For Post-Sales Support Specialist
  • KRA For Sales Trainer
  • KRA for Chief Innovation Officer (CIO)
  • KRA for Chief Customer Officer (CCO)
  • KRA for Chief Sustainability Officer (CSO)
  • KRA for Chief Diversity Officer (CDO)
  • KRA for Chief Risk Officer (CRO)
  • KRA for Chief Security Officer (CSO)
  • KRA for Research and Development (R&D) Manager
  • KRA for Procurement Manager
  • KRA for Manufacturing/Production Manager
  • KRA for Health, Safety, and Environment (HSE) Officer
  • KRA for Logistics Manager
  • KRA for Supply Chain Manager
  • KRA for Brand Manager
  • KRA for Content Manager
  • KRA for SEO Specialist
  • KRA for Event Coordinator
  • KRA for Digital Marketing Specialist
  • KRA for PR Manager
  • KRA for Corporate Communications Specialist
  • KRA for Data Scientist
  • KRA for UI/UX Designer
  • KRA for Cybersecurity Specialist
  • KRA for Network Administrator
  • KRA for Technical Support Specialist
  • KRA for Learning and Development Specialist
  • KRA for Employee Engagement Manager
  • KRA for Talent Acquisition Specialist
  • KRA for Benefits and Compensation Manager
  • KRA for Legal Counsel
  • KRA for Contract Administrator
  • KRA for Paralegal
  • KRA for Sales Engineer
  • KRA for Customer Support Specialist
  • KRA for Retail Store Manager
  • KRA for E-Commerce Manager
  • KRA for Product Owner (Scrum)
  • KRA for Scrum Master

Interview Questions (37)

  • Account Coordinator interview questions and answers
  • Account Director interview questions and answers
  • Account Executive interview questions and answers
  • Account Manager interview questions and answers
  • Account Representative interview questions
  • Assistant Account Executive interview questions and answers
  • Business Development Manager Interview Questions
  • Business Development Representative interview questions and answers
  • Call Center Manager interview questions and answers
  • Call Center Representative interview questions and answers
  • Category Manager interview questions and answers
  • Engagement Manager interview questions and answers
  • Field Sales Representative interview questions
  • Inside Sales Manager interview questions and answers
  • Inside Sales Representative interview questions and answers
  • Interview Questions for a Cashier
  • Interview questions for a visual merchandiser
  • Key Account Manager interview questions and answers
  • Merchandiser interview questions and answers
  • Questions and answers for the sales assistant interview
  • Regional Sales Manager interview questions and answers
  • Relationship Manager interview questions and answers
  • Retail Buyer interview questions
  • Sales Account Executive interview questions and answers
  • Sales Advisor interview questions
  • Sales Associate interview questions and answers
  • Sales Consultant interview questions and answers
  • Sales Coordinator interview questions and answers
  • Sales Director interview questions and answers
  • Sales Engineer interview questions and answers
  • Sales Executive interview questions and answers
  • Sales Manager interview questions and answers
  • Sales Representative interview questions and answers
  • Sales Trainee interview questions
  • Store Manager interview questions and answers
  • Strategic Account Manager interview questions and answers
  • Telesales Representative interview questions and answers

Performance Management (6)

  • Key Responsibility Areas.xls
  • Performance Appraisal letters
  • Performance Improvement Plan
  • Performance Management process
  • Performance Review
  • Performance warning letter

Legally Compliant Sales & Marketing Documents Include:

Sales Proposals & Quotations (65)

  • Announcement of Price Increase
  • Announcement of Price Reductions
  • Bill of Lading
  • Bill of Sale for a Motor Vehicle
  • Credit Information Request EMAIL
  • Credit Information Request
  • Leasing vs Purchasing Checklist
  • Letter of Direction Payment of Acquisition Price
  • Letter Purchase Order Issued on Acceptance of Delivery Date Template
  • Packing List of Order
  • Packing Slip
  • Position Request Form
  • Pricing Strategy Worksheet
  • Purchase Order
  • Receiving Order Record
  • Reference Request
  • Request for Contractor References
  • Request for Information in Advance of Purchase Order
  • Request for Reference
  • Request for Refund on Undelivered Merchandise
  • Requesting Refund Form
  • Requisition Slip
  • Return Authorisation
  • Sale on Approval Acknowledgment
  • Sale on Consignment Acknowledgment
  • Shipment Schedule Acknowldgement of Purchase Order
  • Shipments Held Until Past Due Balance Paid
  • Price Quotation
  • Purchase order template

WhatsApp Sales Messages (315)

Marketing and Sales

  • Sales – When someone doesn’t pick up the phone
  • Sales – Welcome back as a customer
  • Sales – We regret losing you as a customer
  • Sales – We have a new website
  • Sales – We don’t make that product service
  • Sales – We don’t make that product anymore
  • Sales – We don’t have the product you ordered but have [substitute] product
  • Sales – Valued customer award status
  • Sales – Upsell Message after packing order
  • Sales – Updates on what [Company name] is doing
  • Sales – Understanding [pain point]
  • Sales – Steal customers from Competition
  • Sales – Special rate for long time customers
  • Sales – Sorry we can’t fulfill order
  • Sales – Solving pain points
  • Sales – Solving [Pain Point] for customers
  • Sales – Solution to the leads problem
  • Sales – Short Company Introduction
  • Sales – Set appointment with customer
  • Sales – Set appointment with customer who is busy
  • Sales – Sales Ending reminder
  • Sales – Response to inquiry with catalogue
  • Sales – Rescheduling a meeting
  • Sales – Reorder now for discount
  • Sales – Renewal of contract
  • Sales – Renew expiring contract with customer
  • Sales – Refund processed correctly
  • Sales – Recommending product after buying another product
  • Sales – Quote only valid for a few days
  • Sales – Quotation cover message
  • Sales – Quick improvement for your company
  • Sales – Purchase notification
  • Sales – Providing catalog to Clients
  • Sales – Product perfect for resale
  • Sales – Product Launch
  • Sales – Product intro_
  • Sales – Please talk to our distributor for product
  • Sales – Pitch by solving lead_s problem
  • Sales – Pitch by Solving a problem for the client
  • Sales – Pitch by problem-solving for client
  • Sales – Parts you requested are now available
  • Sales – Order conformation
  • Sales – No orders from a long time customer
  • Sales – New way to solve [Problem].docx”
  • Sales – New service launch
  • Sales – New Product Launch
  • Sales – New product announcement
  • Sales – New Pricing Policy
  • Sales – New Location opening
  • Sales – New incentive program
  • Sales – New discount
  • Sales – New area representative
  • Sales – New account welcome and terms
  • Sales – Message to customer who hasn’t ordered in a while
  • Sales – Meeting Conformation
  • Sales – Long company introduction
  • Sales – let’s discuss [PROBLEM]
  • Sales – Keep customer by giving discount
  • Sales – Invitation to demonstrate new product
  • Sales – Introducing new products
  • Sales – Introducing myself as the new sales rep
  • Sales – Interested lead asking questions
  • Sales – Harsh message for customer rejecting goods
  • Sales – Giving value by solving [PAIN POINT]
  • Sales – Final reminder of current pricing is only valid for a few days
  • Sales – Feature List
  • Sales – End of Month sales message
  • Sales – Discount for new companies
  • Sales – Customer wants to know more about a product
  • Sales – Couldn’t reach Lead message
  • Sales – Confirmation of order cancellation
  • Sales – Confirmation of order and delivery dates
  • Sales – Cold lead pitch
  • Sales – Clarify if the customer wants to understand the product
  • Sales – Cart Abandonment Message
  • Sales – Autoreply for setting up call
  • Sales – Asking a customer if they need help deciding
  • Sales – Ask customer to try different products
  • Sales – Announcement of a price increase
  • Sales – Accepting purchase order
  • Sales – 10 Min Pitch
  • Sale – let’s solve [PROBLEM]
  • Networking – We are moving to a bigger office
  • Networking – Thanks for being our customer
  • Networking – Talking about [pain point] with potential clients
  • Networking – Setting appointment after meeting at an event
  • Networking – New venture congratulations
  • Networking – New job congratulations
  • Networking – let’s catch up
  • Networking – Invitation to event
  • Networking – Haven’t spoken to you in a while
  • Networking – Expanding company congratulations
  • Networking – Employee no longer working with [COMPANY NAME]
  • Networking – Congratulations
  • Networking – Congratulations on the article_
  • Networking – Congrats on event
  • Networking – Asking for a review
  • Networking – A friend said you needed [PRODUCT_SERVICE]
  • Networking – Thinking about your company
  • Follow up – With special discount
  • Follow up – Thank you for repeat business
  • Follow up – Sending brochure after call
  • Follow up – Resubmitting proposal
  • Follow up – Reconnecting with lead
  • Follow up – Quotation valid only for a few days
  • Follow up – Pls review the proposal
  • Follow up – Message after no response
  • Follow up – Message after event
  • Follow up – Customer asked to contact them later
  • Follow up – Asking for more information
  • Follow up – After setting up meeting on the phone
  • Follow up – After sending proposal
  • Follow up – After lead read your message
  • CEO messages – Increased sales by employee congratulations

Customer Service Messages

  • Angry Customer – Asking them for more information
  • Angry Customer – Bad Support experience
  • Angry Customer – Customer is leaving
  • Angry Customer – Dissatisfied with the product
  • Angry Customer – Forwarding to Manager
  • Angry Customer – I’m not equipped to handle your request
  • Angry Customer – Issuing of refund
  • Angry Customer – Late shipping
  • Angry Customer – Left a negative review online
  • Angry Customer – Sending your request to the right person
  • Angry Customer – Sent wrong information
  • Angry Customer – Unable to meet a request
  • Angry Customer – Will transfer you to the right department
  • Angry Customer – Wrong invoice sent
  • Angry Customer – Wrong items sent
  • Customer Relationships – Change in relationship manager
  • Customer Service – Did our call center operator satisfy your inquiries
  • Customer Service – How to take care of repaired product
  • Customer service – Pls fill in the Questionnaire
  • Customer Service – Saying no for repair under warranty
  • Customer Support – Introducing a new employee
  • Customer Support – Late return of goods exception
  • Customer support – Our company name is changing
  • Rate our service from 1 to 5
  • Request – Asking for more information, GST number
  • Request – Message requesting feedback
  • Request – Requesting photo of issue
  • Request – Sending customer a canceled cheque and bank details
  • Sales – Appointment Conformation message
  • Sales – Customer Appointment Reminder
  • Sales – First contact, Friendly
  • Sales – Friendly Appointment reminder with date and time
  • Sales – Friendly reminder for appointment
  • Sales – Polite way to decline discount request
  • Sales – Providing Tracking Information
  • Sales – Welcome back
  • Saying – I don_t know [MEDIUM]
  • Sorry – Bad Customer Service
  • Sorry – Brought to attention of management
  • Sorry – Delay in service
  • Sorry – Error in order
  • Sorry – inconvenience caused by us
  • Sorry – Invoice mistake
  • Sorry – Not Satisfied by our service
  • Sorry – Poor customer service rating
  • Sorry – Rude treatment from staff
  • Sorry – Unintentional Error
  • Sorry – Very Rude Behaviour from staff
  • Sorry – We are taking your suggestions seriously
  • Sorry – We take full responsibility
  • Sorry – We value you as a customer
  • Sorry – You didn_t like the substituted items
  • Sorry – You have violated our warranty
  • Sorry – You_re unhappy with our product_service
  • Support – Received item for repair
  • Thank you – Attached Coupon Code
  • Thank you – Customer for waiting
  • Thank you – For being our valued Customer
  • Thank you – For good employee feedback
  • Thank you – For good product review
  • Thank you – For the purchase
  • Thank you – For the recommendation
  • Thank you – For visiting us at our exhibition
  • Thank you – For your confidence
  • Thank you – For your time
  • Thank you – For your trust and confidence
  • Unhappy customer – General
  • Unresponsive Customer – Trying to get him back to chat

Quick Autoreply

  • Autoreply – Our Office hours are
  • Autoreply – Please leave your email and phone number
  • Autoreply – Thank you for your interest in [COMPANY NAME].docx”
  • Autoreply – Welcome to our family
  • Autoreply – Welcome, have a look at our portfolio
  • Out of Office – Business closed for few days
  • Out of Office – Medical leave, please contact office
  • Out of office – On business trip, contact colleague
  • Out of office – On leave for a few days
  • Out of office – On vacation, please contact colleague
  • Welcome the customer back
  • Will get back to you in 24 hours

Shipping Information Messages

  • Asking a customer if they’d like to know their shipping options
  • Delivery Delayed
  • General Shipping Information – Informal
  • Order Arriving Today – Informal fun
  • Order out for delivery – Informal
  • Parcel Successfully Delivered
  • Shipment – Explanation of delay
  • Shipment – Order delay due to international shipment
  • Shipment – Refund for damaged shipment
  • Shipment – Refusing to take back returned items
  • Shipping – Customer received damaged goods
  • Shipping – Delay because of back order
  • Shipping – Goods have been dispatched
  • Shipping – Informing of delay in shipment
  • Shipping – Order confirmation and delivery dates
  • Shipping – Refund of returned goods
  • Shipping – Resending a product that hasn_t reached the customer
  • Shipping – Return of goods
  • Shipping – Tracing where the shipment is missing
  • Shipping – We are working on the missing shipment
  • Thanks for order. Tracking number
  • Your Parcel will be delivered today
  • Sending account or billing information
  • Sending account or subscription updates
  • Sending appointment reminders
  • Sending customer service inquiries and support
  • Sending Discounts
  • Sending event invitations
  • Sending holiday greetings
  • Sending job or career opportunities
  • Sending location
  • Sending loyalty program information
  • Sending order confirmations and tracking information
  • Sending password reset instructions
  • Sending payment reminders
  • Sending product best practices
  • Sending product catalogs
  • Sending product updates
  • Sending repair instructions
  • Sending thank-you messages
  • Sending training invitations
  • Sending website or app updates
  • Feedback requests
  • Requesting information from client
  • Sending compliance information
  • Sending environmental sustainability information
  • Sending exchange instructions
  • Sending guides
  • Sending industry standards compliance information
  • Sending legal information
  • Sending product demonstrations
  • Sending product or service comparison charts
  • Sending product Renewal notifications
  • Sending product safety information
  • Sending testimonials(1).docx”
  • Sending testimonials
  • Sending tutorials
  • Sending warranty information(1).docx”
  • Sending warranty information
  • Shipping notifications
  • Sending Accreditation
  • Sending best practices
  • Sending client testimonials
  • Sending Company information
  • Sending exchange information
  • Sending financing options
  • Sending new feature updates
  • Sending personalized recommendations
  • Sending product certification
  • Sending product FAQs
  • Sending product recalls
  • Sending product sustainability information
  • Sending regulatory information
  • Sending renewal information
  • Sending setup instructions
  • Sending support awards
  • Sending support contact number
  • Sending case studies
  • Sending guarantee information
  • Sending integration information(1).docx”
  • Sending integration information
  • Sending launch notifications
  • Sending messaging information
  • Sending product reviews
  • Sending product safety
  • Sending Recognition information
  • Sending Repair information
  • Sending setup information
  • Sending support email
  • Sending support FAQs
  • Sending support hours

Credit & Collection (170)

  • Approbation of New Credit Account
  • Authority to Release Credit Information
  • Cancellation of Credit Line
  • Checklist Action to Improve Collection of Accounts
  • Christmas Credit Extension Announcement
  • Collection Follow-Up on Release of Pending Order
  • Collection History for Delinquent Account
  • Collection Instructions to Lawyers
  • Collection Letter Before Sending to Agency
  • Collection Letter By Collection Agency
  • Collection Letter Clerical Errors
  • Collection Letter Final
  • Collection Letter Following Promissory Note
  • Collection Letter Offering Additional Discount
  • Collection Letter Referral to Agency
  • Collection Letter to Eliminate Disputes
  • Collection Letter to Resubmit the Statement
  • Collection Report
  • Company Credit Account Approbation
  • Company Credit Account Denial
  • Company Credit Account Denial for Unfavorable Report
  • Consumer Credit Application
  • Credit Card Billing Authorization Form
  • Credit Information Cover Letter
  • Credit Memo
  • Credit Memo – Excel
  • Credit Policy
  • Credit Reference Response
  • Denial of Credit
  • Final warning Collection Letter
  • First Collection Letter
  • Follow-Up Collection Letter
  • Letter of Default on Promissory Note
  • Notice of Credit Limit
  • Notice of Credit Limit Increase
  • Notice of Default in Payment
  • Notice of Other Lease Default
  • Notice of Rent Default
  • Notice to Correct Credit
  • Notice To Tenant of Rent Default
  • Opening New Credit Account
  • Promissory Note Line of Credit
  • Reply to Request About Credit Rejection
  • Request for Payment Credit Line Exceeded
  • Request to Contact Credit Manager on Past Due Account
  • Restrictions on Credit
  • Transmittal for Collection
  • Transmittal of Account to Collection Agency
  • Withdrawal of Credit on Past Due Account
  • Application for Consumer Credit
  • Authorisation Form for Credit Card Billing
  • Collection History Form For Bad Credit Accounts
  • Rejection of Company Credit Account
  • Rejection of Company Credit due to Unfavorable Report
  • Reply to Credit Rejection Request
  • Response to Credit Reference Request
  • Second reminder for payment
  • First follow up payment collection email
  • Starting a New Credit Account
  • Termination of Credit Line
  • Transfer of Account to Collection Agency
  • Request for Payment Credit Line Exceeded
  • Money Collection – Credit Extension Request
  • Money Collection – Credit Limit Increase Request
  • Money Collection – Invoice Review Follow-up
  • Money Collection – Past Due Amount Clarification
  • Money Collection – Payment Delay Extension Request
  • Money Collection – Payment Reminder
  • Money Collection – Service Cancellation Follow-up
  • Money Collection -Late Payment Notice
  • Money Collection – Billing Questions and Concerns
  • Money Collection – Credit Hold Release Request Policy
  • Money Collection – Credit Limit Extension Request
  • Money Collection – Credit Limit Increase Approval Request
  • Money Collection – Credit Report Request
  • Money Collection – Credit Review Follow-up
  • Money Collection – Invoice Dispute Resolution
  • Money Collection – Invoice Duplicate Request
  • Money collection – Outstanding Balance Reminder
  • Money Collection – Overdue Account Follow-up
  • Money Collection – Payment Arrangement Follow-up
  • Money Collection – Payment Confirmation Request
  • Money Collection – Payment Deadline Reminder
  • Money Collection – Payment Decline Follow-up
  • Money Collection – Payment Delay Explanation Request
  • Money Collection – Payment Delay Justification
  • Money Collection – Payment Dispute Resolution Policy
  • Money Collection – Payment Extension Request
  • Money Collection – Payment Method Update Request
  • Money Collection – Payment Reconciliation Request Policy
  • Invoice [invoice number] – Legal action notice
  • Money Collection – Account Update Request
  • Money Collection – Balance Transfer Request
  • Money Collection – Credit Application Follow-up
  • Money Collection – Credit Bureau Reporting Dispute Follow-up
  • Money Collection – Credit Dispute Arbitration Request
  • Money Collection – Credit Dispute Resolution
  • Money Collection – Credit Report Dispute Follow-up
  • Money Collection – Credit Score Improvement Request Policy
  • Money Collection – Credit Statement Request
  • Money Collection – Payment Delay Approval Request Policy
  • Money Collection – Payment Delay Negotiation Policy
  • Money Collection – Payment Dispute Follow-up
  • Money Collection – Payment Dispute Investigation Request
  • Money Collection – Payment Dispute Mediation Request
  • Money Collection – Payment Dispute Settlement Proposal
  • Money Collection – Payment Refund Request
  • Payment Received – Invoice [invoice number]
  • Money Collection – Reminder Outstanding balance
  • Money Collection – Unresolved invoice [invoice number]
  • Money Collection – Action required Unpaid invoice [invoice number]
  • Money Collection – Credit Bureau Reporting Follow-up Policy
  • Money Collection – Credit Dispute Follow-Up Policy
  • Money Collection – Final notice Payment for invoice [invoice number] overdue
  • Money Collection – Invoice [invoice number] – legal action notice
  • Money Collection – Invoice [invoice number] – Payment dispute resolution
  • Money Collection – Invoice for services rendered Payment due
  • Money Collection – Payment deadline approaching
  • Money Collection – Payment needed for invoice [invoice number] before [date]
  • Money Collection – Payment reminder for invoice [invoice number]
  • Money Collection – Payment request for services provided
  • Money Collection – Request for payment before legal action
  • Money Collection – Your account is past due
  • Payment Error – Incorrect amount received for invoice [invoice number]
  • Payment Error – Missing payment for invoice [invoice number]
  • Payment Error – Please provide corrected payment for invoice [invoice number]
  • Payment Received – Outstanding balance on account cleared
  • Payment Received -Thank you for your business
  • Money Collection – Credit Hold Follow-up
  • Money Collection – Invoice [invoice number] – Legal dispute
  • Money Collection – Invoice [invoice number] – Payment Confirmation
  • Money Collection – Legal action Payment for invoice [invoice number] overdue
  • Money Collection – Legal action Unpaid invoice [invoice number]
  • Money Collection – Payment Dispute – Invoice [invoice number]
  • Money Collection – Payment Plan Proposal
  • Money Collection – Payment Reversal Request Policy
  • Money Collection – Request for payment before legal action – Invoice [invoice number]
  • Money Collection – Telemarketing Script
  • Payment Error – Duplicate payment received for invoice [invoice number]
  • Payment Received – Final payment for invoice [invoice number]
  • Money Collection – No more deliveries till contract upheld
  • Money Collection – Outstanding invoice
  • Money collection – Thanks for the payment after reminder
  • Payment due – Client payment failed
  • Payment due – Few days before due date reminder
  • Payment due – Final Overdue Payment reminder
  • Payment due – Gentle Payment Reminder
  • Payment due – Informing Debtor of Legal Action
  • Payment due – Invoice notification message
  • Payment due – Offering Payment options for credit extension
  • Payment due – Reminder for outstanding payment
  • Payment due – Requesting call back for Invoice pending
  • Payment due – Soft Payment reminder
  • Payment due – Stoppage of services unless payment made
  • Payment due – Strong Payment reminder
  • Payment received – Payment Received dispatching material
  • Payment received – Payment verified, Thank you
  • Payment received – Thank you for buying from us
  • Payment Received – Thank you for purchasing
  • Payment received – Very Simple Payment received thank you message

Sales Objection Handling (18)

  • Budget is used for something else – Response
  • I can just buy from someone cheaper – Response
  • I don’t see how [PRODUCT] can help me – Response
  • I’ve never heard of your company – Response
  • Lack of Urgency – [X problem] isn’t important for me right now – Response
  • There’s no money – Response
  • Too Expensive – Response
  • We don’t have capacity for Implementation – Reply
  • _Your product doesn_t have X feature, and we need it – Response
  • I can’t sell this internally – Response
  • I don’t want to sign a contract – Response
  • I’m locked into a contract with a competitor – Response
  • I’m not authorized to sign off on this purchase – Response
  • I’ve heard complaints about [company] – Response
  • There’s too much going on right now – Response
  • We’re already working with [Vendor X] – Response
  • Your product is too complicated – Response

Management Emails (210)

  • Management – Inviting customers to the Event
  • Management – Inviting important client for a dinner meeting
  • Management – Moving to a new address
  • Management – Out of office till [DATE]
  • Management – Sending a gift to a valuable client email
  • Management Reply – After a productive client meeting
  • Management reply – After meeting someone at an event
  • Management reply – Bad customer Experience
  • Management reply – Client ask for massive changes
  • Management reply – Follow up after networking event
  • Management Reply – Introducing new account manager to client
  • Management Reply – Shipping Delay
  • Management reply – Sorry for Minor Mistake
  • Management reply – Sorry for a serious mistake to multiple customers
  • Management reply – Sorry for the serious Mistake
  • Management Reply – Were raising our rates
  • Management – Asking for suggestions when resources are stretched
  • Management – Encouraging staff for a difficult project
  • Management – New Policy announcement email
  • Management – Poor Performance of staff Letter
  • Management – Production slowed down and quality stagnated
  • Management – Thank you for hitting the sales target
  • Management – Warning to staff for bad customer experience
  • Management Reply – announcing the firing of a staff member
  • Management Reply – Dealing With Conflicting Personalities and Employees
  • Management reply – Disengaged employee
  • Management Reply – Employee doesn’t take criticism well
  • Management reply – employee flirts inappropriately
  • Management Reply – Employee has a negative attitude
  • Management reply – Employee Late continuously
  • Management Reply – Employee needs more training
  • Management reply – employee takes too much time off
  • Management Reply – Employee taking too much credit
  • Management Reply – Missed deadlines by staff
  • Management reply – Responding to Negative Feedback from your team
  • Management Reply – Stop an employee from leaving
  • Management reply – Thanking a particular Employee
  • Management reply – Thanking the team for a project well done
  • Management – Welcoming new Vendor
  • Management Email – Cancelling a contract
  • Management email – Notice to end the tenancy
  • Management email – Apologizing for a delay or mistake
  • Management Email – Congratulations on your recent achievement
  • management email – Announcing a promotion or new hire relevant to the client
  • Management email – Asking for client input or feedback on a new companys branding or marketing strategy
  • Management email – Asking for client input or feedback on a new product or service
  • Management email – Asking for referrals or recommendations from the client
  • Management email – Congratulating a client on a personal accomplishment or milestone
  • Management email – Inviting a client to an event or meeting
  • Management email – Inviting a client to participate in a survey or poll
  • Management Email – Providing a quote or proposal for a new project
  • Management email – Requesting feedback or input on a specific topic
  • Management email – Sending a client update on the progress of a project or task
  • Management email – Sending a reminder about an upcoming deadline or meeting
  • Management email – Sending a reminder about company policies or procedures
  • Management email – Sending an update on a current project or task
  • Management email – Sharing news or updates about the company_s industry or market
  • Management email – Sharing the agenda for an upcoming meeting with the client
  • Management email -Inviting a client to attend a networking or professional development event
  • Management emails – Providing information about new products or services
  • Management emails – Sending a holiday or season_s greetings
  • Management email – Announcing a company-wide cost-saving or efficiency initiative
  • Management email – Asking for client support or participation in a company-wide fundraising campaign
  • Management email – Congratulating a client on a new contract or partnership
  • Management email – Congratulating a client on a new project or deal
  • Management email – Congratulating a client on a successful project or accomplishment
  • Management email – Congratulating a client on a successful quarter or year
  • Management email – Congratulating a client on a successful year or long-term partnership with the company_
  • Management email – Inviting a client to a meeting to discuss future opportunities
  • Management email – Inviting a client to attend a company-wide celebration or party
  • Management email – Inviting a client to attend a training or development program_
  • Management email – Sending a reminder about company safety procedures or protocols
  • Management email – Sending a reminder about company_s billing or invoicing policies
  • Management email – Sending a reminder about company_s code of conduct or ethics
  • Management email – Sharing information about company history or heritage
  • Management email – Sharing information about company plans for growth or expansion
  • Management email – Sharing information about company sustainability or environmental practices
  • Management email – Sharing information about company_s diversity, equity, and inclusion initiatives
  • Management email – Sharing news or updates about company awards or accolades
  • Management email – Sharing news or updates about company_s new offerings or capabilities
  • Management email – Asking for client input or feedback on a company_s website or online presence
  • Management email – Inviting a client to a company-wide event or conference
  • Management email – Inviting a client to a company-wide training or educational program
  • Management email – Sending a reminder about company_s data protection or privacy policies
  • Management email – Sharing information about company_s certifications or accreditations
  • Management email – Sharing news or updates about company_s recent press coverage or media mentions
  • Management staff – Communicating the company_s vision, mission and strategy
  • Management to email – Sending a holiday or season_s greetings
  • Management to Staff – Announcing a new hire or promotion
  • Management to staff – Congratulating a team or individual on a milestone or achievement
  • Management to staff – Congratulating staff on a job well done
  • Management to staff – Inviting staff to attend an event or meeting
  • Management to staff – Notifying staff of office closures or schedule changes
  • Management to staff – Providing information on employee benefits or perks
  • Management to staff – Sending a reminder about company policies or procedures
  • Management to staff – Sharing financial or performance updates
  • Management to staff – Sharing information about company plans for growth or expansion
  • Management to staff – Sharing news or updates about the company_s industry or market
  • Management to staff -Requesting feedback or input on a specific topic_
  • Management to staff – Announcing a company-wide contest or incentive program
  • Management to staff – Announcing a company-wide cost-saving or efficiency initiative
  • Management to staff – Announcing a company-wide restructuring or rebranding
  • Management to staff – Announcing a partnership or collaboration
  • Management to staff – Asking for staff input or feedback on a new product or service
  • Management to staff – Asking for staff to support a charitable or community cause
  • Management to staff – Asking for volunteers for a community service or charitable event
  • Management to staff – Inviting staff to attend a company-wide or departmental meeting
  • Management to staff – Inviting staff to attend an off-site or team-building event
  • Management to staff – Inviting staff to participate in a company-wide survey or poll
  • Management to staff – Inviting staff to participate in a training or development program
  • Management to staff – Notifying staff of changes to company leadership or structure
  • Management to staff – Sending a reminder about an upcoming deadline or meeting
  • Management to staff – Sending a reminder about company dress code or appearance policies
  • Management to staff – Sending an update on a current project or task
  • Management to staff – Sharing information about company culture or values
  • Management to staff – Sharing information about company history or heritage
  • Management to staff – Sharing information about employee recognition programs
  • Management to staff – Sharing news or updates about company products or services
  • Management to staff – Sharing the agenda for an upcoming staff or board meeting
  • Management to staff – Asking for staff input or suggestions on a specific topic
  • Management to staff – Asking for staff support or participation in a company-wide fundraising campaign
  • Management to staff – Communicating the company_s progress towards its goals and objectives_
  • Management to staff – Congratulating a staff member on a personal accomplishment or milestone
  • Management to staff – Inviting staff to attend a company-wide celebration or party
  • Management to staff – Inviting staff to attend a company-wide networking or professional development event
  • Management to staff – Sending a reminder about company safety procedures or protocols
  • Management to staff – Sending a reminder about company_s code of conduct or ethics
  • Management to staff – Sending a reminder about upcoming performance evaluations
  • Management to staff – Sharing information about company sustainability or environmental practices
  • Management to staff – Sharing news or updates about company awards or accolades
  • Management to staff – Sharing news or updates about company_s performance in the stock market
  • Management to staff Congratulating staff on a successful quarter or year
  • Management to vendor – Announcing a partnership or collaboration
  • Management to vendor – Inviting vendors to attend an event or meeting
  • Management to vendor – Sending a holiday or season_s greetings
  • Management to vendor – Sending a reminder about an upcoming deadline or meeting
  • Management to vendor – Sharing financial or performance updates
  • Management to staff – Announcing changes to company policies or procedures
  • Management to staff – Asking for staff input or feedback on a new company_s branding or marketing strategy
  • Management to staff – Congratulating a department or team on a successful project or accomplishment
  • Management to vendor – Asking for referrals or recommendations for other vendors
  • Management to vendor – Asking for vendor input or feedback on a new company_s branding or marketing strategy
  • Management to vendor – Asking for vendor support or participation in a company-wide fundraising campaign
  • Management to vendor – Congratulating a vendor on a milestone or achievement
  • Management to vendor – Congratulating vendors on a job well done
  • Management to vendor – Introducing a new product or service the company is offering
  • Management to vendor – Inviting vendors to a company-wide event or conference
  • Management to vendor – Inviting vendors to attend a company-wide celebration or party
  • Management to vendor – Inviting vendors to attend a networking or professional development event
  • Management to vendor – Inviting vendors to participate in a survey or poll
  • Management to vendor – Negotiating prices or contract terms
  • Management to vendor – Notifying vendors of changes to company leadership or structure
  • Management to vendor – Providing information on new products or services
  • Management to vendor – Requesting feedback or input on a specific topic
  • Management to vendor – Requesting information or quotes for products or services
  • Management to vendor – Sending a reminder about company_s code of conduct or ethics
  • Management to vendor – Sending an update on a current project or task
  • Management to vendor – Sharing news or updates about company awards or accolades
  • Management to vendor – Sharing news or updates about the company_s industry or market
  • Management to vendor – Sharing the agenda for an upcoming meeting with the vendor
  • Management email – Requesting customer service feedback
  • Management to vendor – Announcing a company-wide cost-saving or efficiency initiative
  • Management to vendor – Asking for vendor input or feedback on a company_s customer service or support
  • Management to vendor – Asking for vendor input or feedback on a company_s website or online presence
  • Management to vendor – Asking for vendor input or feedback on a new product or service
  • Management to vendor – Congratulating a vendor on a new contract or partnership
  • Management to vendor – Congratulating a vendor on a personal accomplishment or milestone
  • Management to vendor – Congratulating a vendor on a successful project or accomplishment
  • Management to vendor – Congratulating a vendor on a successful year or long-term partnership with the company_
  • Management to vendor – Inviting vendors to a meeting to discuss future opportunities
  • Management to vendor – Sending a reminder about company dress code or appearance policies
  • Management to vendor – Sending a reminder about company safety procedures or protocols
  • Management to vendor – Sending a reminder about company_s billing or invoicing policies
  • Management to vendor – Sending a reminder about company_s data protection or privacy policies
  • Management to vendor – Sharing information about company history or heritage
  • Management to vendor – Sharing information about company plans for growth or expansion
  • Management to vendor – Sharing information about company sustainability or environmental practices
  • Management to vendor – Sharing information about company_s certifications or accreditations
  • Management to vendor – Sharing information about company_s diversity, equity, and inclusion initiatives
  • Management to vendor – Sharing news or updates about company_s new offerings or capabilities
  • Management to vendor – Sharing news or updates about company_s performance in the stock market
  • Management to vendor – Congratulating a vendor on a new project or deal
  • Management to vendor – Inviting vendors to a company-wide training or educational program
  • Management to vendor – Sharing news or updates about company_s recent press coverage or media mentions

Press Release (105)

  • PR Announcement – New case study or success story
  • PR Announcement – partnership or collaboration
  • PR Announcement – Improve brand image
  • PR Announcement – New mobile app or game
  • PR Announcement – New product or service line
  • PR Announcement – New social media or online campaign
  • PR Announcement – New website or app launch
  • PR Announcement – New virtual or augmented reality experience
  • PR Announcement – A new strategic direction or vision
  • PR Announcement – A special promotion or sale
  • PR Announcement – Financial earnings
  • PR Announcement – New newsletter or email campaign
  • PR Announcement – New research or development project
  • PR Announcement – New shipping or delivery service
  • PR Announcement – New software or app update
  • PR Announcement – New warranty or guarantee
  • PR Announcement – New webinar or live event
  • PR Announcement – New whitepaper or research report
  • PR Announcement – Promote a social cause
  • PR Announcement – Provide an update on a current situation
  • PR Announcement – Rebrand or name change
  • PR Announcement – Research _ development breakthrough
  • PR Announcement – To respond to a crisis or negative news
  • PR Announcement – Upcoming event or conference
  • PR Announcement -New survey
  • PR Announcement -New trade show or exhibition
  • PR Announcement -New virtual or augmented reality experience
  • PR Announcement -New volunteer or philanthropic program
  • PR Announcement – New media or press coverage
  • PR Announcement – New membership or subscription program
  • PR Announcement – New networking or networking event
  • PR Announcement – New online course or training program
  • PR Announcement – New partnership or sponsorship
  • PR Announcement – New podcast or video series launch
  • PR Announcement – New podcast or video series
  • PR Announcement – New product launch or availability
  • PR Announcement – New product or service bundle
  • PR Announcement – New product or service
  • PR Announcement – New public relations or media campaign
  • PR Announcement – New referral or affiliate program
  • PR Announcement – New referral program or loyalty program
  • PR Announcement – New return or refund policy
  • PR Announcement – New social media or online campaign
  • PR Announcement -New survey or poll result
  • PR Announcement -New sustainability or environmental initiative
  • PR Announcement -New testimonial or review
  • PR Announcement -New training or development program
  • PR Announcement – New community involvement or outreach program
  • PR Announcement – New content or thought leadership campaign
  • PR Announcement – New e-book or guide
  • PR Announcement – New feature or update to a product or service
  • PR Announcement – New hire or executive appointment
  • PR Announcement – New influencer or brand ambassador partnership
  • PR Announcement – New influencer or brand ambassador partnership
  • PR Announcement – New initiative or program
  • PR Announcement – New internship or apprenticeship program
  • PR Announcement – New job opening or recruitment drive
  • PR Announcement – New licensing agreement
  • PR Announcement – New location or expansion
  • PR Announcement – New loyalty or rewards program
  • PR Announcement – New marketing or advertising campaign
  • PR Announcement – New marketplace or platform launch
  • PR Announcement – New mobile app or game launch
  • PR Announcement – New policy or procedure
  • PR Announcement – New pricing or packaging change
  • PR Announcement – New product or service certification
  • PR Announcement – New technology or patent
  • PR Announcement – Major milestone or achievement
  • PR Announcement – merger or acquisition
  • PR Announcement – New add-on or upgrade
  • PR Announcement – New award or recognition
  • PR Announcement – New certification or accreditation
  • PR Announcement – New chat or support service
  • PR Announcement – New community or user group
  • PR Announcement – New contest or giveaway
  • PR Announcement – New contract or agreement
  • PR Announcement – New corporate social responsibility initiative
  • PR Announcement – New crowdfunding campaign
  • PR Announcement – New education or scholarship program
  • PR Announcement – New employee benefit or perk
  • PR Announcement – New FAQ or knowledge base
  • PR Announcement – New forum or discussion board
  • PR Announcement – New free trial or demo
  • PR Announcement – New funding round or investment
  • PR Announcement – New customer or client
  • PR Announcement – New customer service or support program
  • Advertising-Plan-Template
  • Announcement Of Partnership Buyout
  • Announcement On The Agreement Of Partnership Buyout
  • Approval To Advertise Product
  • Business Hours Extended
  • Business Merger Announcement
  • Change Of Address Announcement
  • Email For Announcement Of New Acquisition
  • Exhibition Show Survey
  • Media Photo Release Form
  • Notice Of Private Sale Of Collateral Template
  • Permission To Use Quote
  • Policy For Media Relations
  • Press Release Company Has Completed A Merger
  • Press Release Company Has Completed An Acquisition
  • Press Release Company Has Expanded Its Facilities
  • Press Release Company Has Reached A Milestone
  • Press Release Company Has Received Financing
  • Press Release Company Reports Quarter Results
  • Press Release Company Won An Award
  • Press Release New Partnership-Collaboration
  • Press Release Opening A New Office
  • Press Release Promotion Of Employee
  • Reprint Of Article For Conference
  • Responding To Inaccurate Press

LinkedIn Marketing and Sales (147)

  • Survey – Survey Invitation Email
  • Survey – Sharing Survey Results with participants
  • Survey – Select an option in the message
  • Survey – Retail Store Visit
  • Survey – Market survey
  • Survey – Market research survey
  • Survey – Customer Support Survey
  • Survey – [FREE PRIZE] for answering our survey
  • Sales – Simple Sales Pitch to upper management
  • Sales – Simple market survey message
  • Sales – Requesting a meeting
  • Sales – Request a phone call
  • Sales – Reminder follow-up message
  • Sales – Qualifying the LinkedIn lead
  • Sales – Promoting your product_services
  • Sales – Pitching product by giving case studies
  • Sales – Personalised sales pitch
  • Sales – Offering a free trial
  • Sales – Messaging using a reference
  • Sales – Messaging to find the right person to talk to
  • Sales – Messaging the decision-maker
  • Sales – Message to CEO after networking event to give more information about your company
  • Sales – Message to a CEO who’s busy
  • Sales – Mentioning Product Benefits
  • Sales – Indirect Sales Pitch
  • Sales – Follow up with free trial after meeting
  • Sales – Flattering a Senior Executive
  • Sales – Flattering a CXO-level lead
  • Sales – First message after connection (Within 24 Hours)
  • Sales – Direct Sales Pitch
  • Sales – Connection request to a decision-maker
  • Sales – Compare Competitor’s Product
  • Networking – We share a Mutual Connection
  • Networking – Thanking prospect for accepting your invitation to connect
  • Networking – Talking to the CEO about a LinkedIn post their company made
  • Networking – Simple connection message
  • Networking – Networking with CXOs
  • Networking – Networking after an offline demo
  • Networking – Networking after a demo event (online)
  • Networking – Messaging someone in the same Group as you
  • Networking – Messaging CEO after he gave a talk at a networking event
  • Networking – Inviting the prospect to an event
  • Networking – Invitation to an Event Webinar
  • Networking – Flattering a CEO on LinkedIn
  • Networking – Connection request
  • Networking – Congratulating CXO level individuals
  • Networking – Befriending a prospect
  • Follow up – Setting up a meeting after providing information about your company
  • Follow up – I’ll follow up in a few months_
  • Follow up – Follow-up after demo
  • Follow up – Following up with CEO
  • Follow up – Follow up for appointment
  • Follow up – Example of a case study
  • Follow up – After lead makes a new Linkedin Post
  • Follow up – After free trial sample
  • Follow up – After demo free trial
  • Follow up – Admiring their work
  • Follow up – Prospecting message after Event Webinar
  • Feedback – We would like to know about your experience
  • Feedback – Thank you for valuable feedback
  • Feedback – Thank you for positive feedback
  • Feedback – Sorry for negative experience
  • Feedback – Prefered Customer
  • Feedback – Pls fill this 30 Sec survey
  • Feedback – Old customer
  • Feedback – How is your experience with [company name]
  • Feedback – How did we do
  • Feedback – After customer has used the product
  • Feedback – [FREE GIFT] for providing feedback
  • Announcing product integrations with other tools or platforms
  • Highlighting customer stories of cost savings
  • Highlighting product features and benefits
  • Introducing a new product or service
  • New feature releases
  • Offering product beta testing opportunities
  • Performance improvements
  • Providing product comparison charts and infographics
  • Providing product roadmap updates
  • Providing product training resources
  • Revealing product pricing and packaging options
  • Sharing product demos and tutorials
  • Sharing product-related industry news and trends
  • Sharing user-generated content featuring the product
  • Showcasing customer success stories
  • Additional customization options
  • Bug fixes
  • Conducting product Q_A sessions
  • Customer testimonials of how the company went above and beyond to aid
  • Enhanced compliance with industry regulations
  • Enhanced user experience
  • Expanded language support
  • Highlighting customer awards
  • Highlighting customer loyalty
  • Improved customer service
  • Increased scalability
  • Security updates
  • Sharing case studies or testimonials
  • Sharing client testimonials
  • Showcasing customer-driven product development
  • Support for new platforms or devices
  • User interface improvements
  • Announcing product upgrades
  • Highlighting customer achievements
  • Highlighting customer wins
  • Highlighting positive customer feedback
  • Improved data analytics
  • Increased automation or efficiency
  • Integration with other tools or software
  • Offering special discounts on the product
  • Sharing customer quotes or reviews
  • Sharing customer success stories of cross-selling or upselling
  • Sharing customer usage statistics or metrics
  • Showcasing customer testimonial videos
  • Showcasing customer-generated content, such as photos or videos

Sales Emails (359)

  • Comapny intro – Leading provider in [industry]
  • Company Intro – _Company proud of exceptional service
  • Company Intro – Company with reputation for excellence in [industry]
  • Company Intro – Company with strong track record of success
  • Company intro – Customer-centric company prioritizing client needs
  • Company Intro – Passionate about what we do
  • Company Intro – All about providing value to our clients
  • Company Intro – Always looking for ways to improve and stay ahead of the curve
  • Company Intro – Committed to growth and development
  • Company Intro – Committed to making a positive impact
  • Company Intro – Dedicated to delivering the best possible customer experience
  • Company Intro – Dedicated to helping our clients achieve their goals
  • Company Intro – Focused on delivering results and exceeding expectations
  • Company Intro – Focused on delivering results
  • Company Intro – Forward-thinking company
  • Company Intro – Respected in the industry for our expertise
  • Company Intro – Been in business for [X] years
  • Company Intro – Always looking for new and innovative ways to improve our products
  • Company Intro – Always looking for new opportunities
  • Company Intro – Built on a foundation of integrity and trust
  • Company Intro – Committed to fostering a positive and inclusive environment
  • Company Intro – Committed to making a difference in the world
  • Company Intro – Committed to sustainability and eco-friendliness
  • Company Intro – Constantly evolving to meet the changing needs of our clients
  • Company Intro – Constantly striving for improvement
  • Company Intro – Dedicated to delivering high-quality products and services at competitive prices
  • Company Intro – Dedicated to providing high-quality products and services
  • Company Intro – Dedicated to providing our clients with the resources they need to succeed
  • Company Intro – Dedicated to providing the best possible service to our clients
  • Company Intro – Driven by a desire to be the best in the industry
  • Company Intro – Driven by a desire to succeed
  • Company Intro – Focused on building lasting relationships with our clients
  • Company Intro – Focused on creating a culture of excellence
  • Company Intro – Known for our innovation and creativity
  • Company Intro – Led by a team of experienced professionals
  • Company Intro – Passionate about helping our clients succeed
  • Company Intro – Constantly pushing the boundaries of what is possible
  • Company Intro – Known for our attention to detail and commitment to quality
  • Company Intro – We_re a team of experts in [field]
  • Objection Handing – Not sure if product fits company
  • Objection Handling – Concerned about implementation and support
  • Objection Handling – Concerned about vendor reliability_reputation
  • Objection Handling – Concerned about vendor_s compliance with regulations
  • Objection Handling – Concerned about vendor_s cost-effectiveness_sustainability
  • Objection Handling – Concerned about vendor_s customization ability
  • Objection Handling – Concerned about vendor_s support_maintenance
  • Objection Handling – Concerned about vendor_s system integration capability
  • Objection Handling – Consulting with other decision makers
  • Objection Handling – Product doesn_t meet specific needs
  • Objection Handling – Product lacks certain features capabilities
  • Objection handling – Request for case studies_references
  • Objection Handling – Request for more info_demonstration
  • Objection Handling – Concerned about compatibility with existing systems
  • Objection Handling – Concerned about vendor_s scalability for growth
  • Objection Handling – Cost is too high
  • Objection Handling – Evaluating other options
  • Objection Handling – Existing solution in place
  • Objection handling – Lack of resources for product implementation_maintenance
  • Objection Handling – No budget available
  • Objection Handling – No perceived ROI for product
  • Objection Handling – Not ready to make purchase
  • A Mutual Friend Suggested I contact you
  • A quick hello and congrats on the [[event]]
  • Acceptance of Order With Delivery in Lots
  • Acknowledgment and Acceptance of Order
  • Acknowledgment of Cancellation of Back-Order
  • Acknowledgment of Merchandise Returned for Repair
  • Acknowledgment of Notification of Lease Transfer
  • Acknowledgment of Warranty and Instruction for Product Return
  • Announcing grand opening email
  • Apology and Replacement of Damaged Goods
  • Apology and Request for Extension of Time to Deliver Goods
  • Apology for Overshipment
  • Asking a cold lead what the next step should be
  • Asking for RSVP for awards event
  • Asking for RSVP for conference_webinar
  • Available for a chat
  • Business to Customer Introduction Letter
  • Can I help with pain point
  • Catalog Introduction Letter
  • Change in Relationship Manager
  • Claim Form for Damage on Shipped Goods
  • Cold pitch email
  • Company Introduction letter
  • Confirmation of Verbal Order
  • Confirming a Quotation
  • Congrats on [[event]]
  • Congrats on [[new role]]
  • Congrats on the [[achievement]] Email
  • Congratulations on company expansion
  • Congratulations on Increased Sales
  • Congratulations on the New Company
  • Continuing a dialogue with a prospective client
  • Contract manufacturing agreement
  • Cost Quotation cover email
  • Cover email Responding to Inquiry
  • Credit for Damaged Shipment
  • Customer email for departed employee
  • Customer incentive program annoucement
  • Customer problem-solving pitch
  • customer retention email
  • Customer Revival of Sales
  • Delivery of Substituted Goods
  • Demand for Acknowledgement of Shipping Dates
  • Demand for Particulars of Rejection of Goods
  • Demand for Shipping Instructions
  • Discount – Casual Discount
  • Discount – Everything is on sale
  • Discount – For Ecommerce
  • Discount – For SaaS
  • Discount – For signing up for the newsletter
  • Discount – Formal Discount
  • Discount – General Discount
  • Discount – Limited Time Offer
  • Discount – Product sale
  • Discount for New Clients
  • Email after providing Quotation
  • Email Announcing New Product
  • Email Announcing New Service
  • Email for Good Customer Relations
  • Email for late shipment due to stock being in transit
  • Email for Purchase Order
  • Email for when a cold lead might be interested
  • Email reply to someone asking for more information and an appointment
  • Email to build trust with your client
  • Email to capture customers when competition is giving bad service
  • Email to get connected to decision maker
  • Email to send to a client when they say they are busy
  • Email to set an appointment when the client didn’t give you too much information
  • Email when someone doesn’t pick up the phone
  • Email with Proposal (long).docx”
  • Email with Proposal (short)..docx”
  • Enclosed is a Different Option
  • Inquiry to collaborate
  • Expansion Congratulations
  • Explanation for Delay of Partial Shipment
  • First contact email
  • Follow up after client asked to contact them later
  • Hi {{first_name}} closing the loop
  • Hope you are doing well
  • How do you acquire customers
  • How you handle [[problem]].docx”
  • I Look Forward to Meeting with You
  • I Must Reschedule our Meeting
  • I’ve been thinking of {{company}}.docx”
  • Ideas about [[lead’s goal or problem]].docx”
  • Improper Billing After Payment
  • Inability to Fill Purchase Order
  • Inability to Offer Substitute
  • Inquiry Regarding Discontinued Model
  • Intro email after meeting at event_
  • Introducing Myself as Your New Sales Rep
  • Introducing new product email
  • Invitation for Demonstrate New Product Line
  • Invitation to Business Event
  • Invoice Received after Payment
  • Is this you, {{first_name}}
  • Last Chance – Everything is on clearance
  • Last Chance – Only x Hours before sale ends
  • Last Chance – Sale ends at Midnight
  • Last Chance – Sale ends today
  • Late Return Authorisation
  • Let’s catch up
  • Letter Acknowledging Receipt of Goods
  • Letter Adjustment to Discount for Delayed Delivery
  • Letter Cancellation of Purchase Order for Late Delivery
  • Letter Cancellation of Unfulfilled Order
  • Letter Conditional Payment for Goods
  • Letter Information in Advance of Purchase Order
  • Letter Invitation for Price Quote
  • Letter of Intent for Purchase of Computer Equipment
  • Letter Proposal Acceptance
  • Letter Rejection Part of Delivery
  • Letter Replacement of Damaged Goods
  • Letter Request Refund on Undelivered Goods
  • Letter Return of Goods on Approval
  • Letter Return of Product on Free Trial
  • Letter Return of Rejected Goods
  • Letter to Customer Invoice Attached
  • List of features email
  • May I Introduce our New Employee to You
  • Meet Relevant person
  • Meeting Confirmation
  • Moved to a Bigger Office
  • New Account Welcome and Terms Letter
  • New Area Representative Announcement
  • New Discount Offer Announcement
  • New feature to solve [[XYZ]]
  • New opportunities
  • New Pricing Policy Announcement
  • New role
  • Nice meeting you {{first_name}}
  • No answer follow-up email
  • No Recent Orders – Valued Customer
  • Not a priority
  • Notice Delivery Rejection
  • Notice Following Refusal to Accept Delivery
  • Notice for Unexpected Delay in Shipment
  • Notice of Back-Ordered Item
  • Notice of Buyer_s Disposition of Rightfully Rejected Goods
  • Notice of Claim of Defective Goods
  • Notice of Defective Goods
  • Notice of Dispatch
  • Notice of Reclamation
  • Notice of Rejection of Goods
  • Notice of Withholding Future Deliveries
  • Notice to Cancel Shipment of Back-ordered Goods
  • Notice to Disregard Letter Indicating Inability to Ship
  • Notice to Stop Goods in Transit
  • Notice to Suspend Deliveries and Contract Release
  • Notification of Expiration of Service Contract
  • Notification of Returned Merchandise Credit
  • Now is a Great Time to Reorder
  • Our Company Name is Changing
  • Part Arrival Notice With Request to Schedule Service
  • Parts Arrival Notification
  • Password Reset – [customer portal] password reset
  • Password Reset – [name], this email will help you reset your password
  • Password reset – Changing your [customer portal] password
  • Password Reset – Need to reset your password_
  • Password reset – Your password reset link
  • Permission to Use Unsolicited Testimonial
  • Poor Service Rating Apology
  • Positive Answer to a Proposal
  • Positive Feedback on an Article
  • Pre Sales – Sale begins in x days
  • Price Increase – Benefits are increasing
  • Price Increase – Loyal Customers
  • Price Increase – Pre Announcement of featured products
  • Price Increase – Quick Announcement
  • Price Increase – Special Deal
  • Price Increase
  • Pricing Good for a Limited Time Final Reminder
  • Product introduction email
  • Product Launch Email
  • Product Pitch [Problem] solution
  • Product pitch to solve [Pain point]
  • Product Submitted for Distribution or Resale
  • Proposal follow-up email
  • Proposal Resubmission
  • Questionnaire Enclosed for Completion
  • Quick call to understand case study
  • Quick meeting Pitch email
  • Quick question about {{company}}
  • Quick win for {{company}}
  • Ready to discuss [[problem]]
  • Recommendation for care of Repaired Product
  • Refund – Accepting a refund request
  • Refund – Asking for customer feedback following a refund request
  • Refund – Basic refund request response
  • Refund – Casual refund status update
  • Refund – Negotiating a refund request
  • Refund – Refund not received
  • Refund – Refund status follow-up email
  • Refund – Rejecting a refund request
  • Refund – Responding to an angry customer who demands a refund
  • Refusal of Rejection of Goods
  • Refusal to Accept Late Return of Merchandise
  • Rejected Goods Return Instructions
  • Reminder of renewal of Annual maintenance contract_
  • Reminder Packing List Requirement
  • Reminder The Prices in This Quotation Are Good for a Limited A4
  • Renewal – A benefit-focused renewal reminder email
  • Renewal – Early membership renewal reminder email (90 days before the renewal date)
  • Renewal – Follow-up email after the membership expired
  • Renewal – Last call membership renewal reminder email (24 hours before the renewal date)
  • Renewal – Membership expiration day email_
  • Renewal – Membership expires soon reminder email (15 days before the renewal date)
  • Renewal – Special renewal offer email
  • Repeat Business Thank you email
  • Replacing Rejected Goods
  • Reply asking for Additional Information
  • Request for Authorisation to Substitute Product
  • Request for Information Regarding Advertising Rates
  • Request for Proof of Merchandise Return email
  • Request to customer for Input on Product Development
  • Request to fill warranty form
  • Requesting Pickup of Repaired Product
  • Requesting Testimonials from Clients
  • Reshipping of a product that hasn_t arrived yet
  • Resource on [[topic]]
  • Response to phone call query to send brochure
  • Review Enclosed Proposal
  • Saying no for service on Invalid Warranty
  • Sell by _Solve [[problem]]_
  • Sell by helping your customers with Painpoints for free
  • Shipment is being Traced
  • Shipment Schedule Acknowldgement of Purchase Order
  • Show you can easily solve customers painpoints
  • Solution for [common challenge in your industry]
  • Solve [pain point] with low risk [[offer]]
  • Sorry – Client recieved wrong items
  • Sorry – Clients previous emails didn_t get a response
  • Sorry – Customer Dissatisfied with purchase
  • Sorry – Customer left a negative review
  • Sorry – Delivery Issues
  • Sorry – Follow up Apology Email
  • Sorry – Item outside return window
  • Sorry – Shipping delay
  • Sorry – Unsatisfactory product apology
  • Sorry About the Invoice Mistake
  • Sorry for Error in Order
  • Sorry for your Displeasure in the Substitute Order
  • Sorry you are Dissatisfied with the Product
  • Special Rate for Loyal Customers
  • Suggestions on [[topic]]
  • Talk to our distributor to purchase our product_service
  • Thank you for Praise of Employee
  • Thank you for the Offer to Help our Campaign
  • Thank You for Visiting our Exhibit
  • Thank you for your Confidence
  • Thank you for Your Time
  • Thanks for Customer Referral
  • Thanks for the Good Product Review
  • Thanks for the Recommendation
  • Thanks for the Suggestions
  • Thanks for the Tour
  • Thanks for your Payment After Reminder
  • Tips for achieving [[results]]
  • Tips for dealing with [problem] – Email
  • Trying to connect with [First name]
  • Update on a Few Things We_re Doing
  • Using statistics to show your product is better
  • Valued Customer Award Status
  • Venue Collaboration Email
  • Violation of Warranty
  • We Accept Your Event Invitation
  • We are Taking your Annoyances Seriously
  • We are Working on the Missing Shipment
  • We Have a New Website
  • We Have Credited Your Account To the Right Amount
  • We Have Followed The Warranty In Full Accordance
  • We Regret Losing your Business
  • We want to work with you._
  • We Would Like to Welcome You Back as a Customer
  • Welcome Email – 1
  • Welcome Email – 2
  • Welcome Email – 3
  • What_s your strategy for this quarter
  • When a client says _I_ll keep your information
  • When you_re going to be visiting the client’s city
  • Why did you go
  • Win Back – Giving customers a reason to stay
  • Win Back – Offering a discount
  • You Are Right and do Not Owe Us
  • Your Order has Reached Us

Sales Follow-Up Emails (49)

  • Follow up – Are you still interested in our product service
  • Follow up – Benefits of our product_service
  • Follow up – Chance to increase productivity
  • Follow up – Follow-up on our recent conversation
  • Follow up – Follow-up on our recent email
  • Follow up – Missed our meeting, let_s reschedule
  • Follow up – Opportunity to automate your processes
  • Follow up – Opportunity to improve your business
  • Follow up – [Client_s name], let_s reschedule our missed meeting
  • Follow up – [Client_s name], we missed you at our meeting
  • Follow up – Chance to optimize your resources
  • Follow up – Improve customer satisfaction
  • Follow up – Need your input on [product_service]
  • Follow up – Opportunity to boost your sales
  • Follow up – Opportunity to streamline your operations
  • Follow up – Urgent follow-up regarding [project_order]
  • Follow up -Chance to improve your workflow
  • Lead Nurturing – Email to senior management
  • Lead Nurturing – Free Trial Sample
  • Lead Nurturing – More information about [Company Name]
  • Lead Nurturing a CEO – Showing value of solution of [COMPANY NAME]
  • Networking – Follow up after meeting at networking event
  • Networking Lead Nurturing – Follow up after meeting
  • Non- Responding Lead – Follow up with [VALUE OF PRODUCT]
  • Non-responding lead – Not a priority
  • Presales – Can you lead me to the person in charge of [PRODUCT]
  • Presales – Email to senior management about solving [PAIN POINT]
  • Presales – Follow up after meeting
  • Presales – Follow up for meeting after phone call
  • Presales – Simple Follow up
  • Presales – What do you think
  • Re-engagement – New feature to solve [PAIN POINT]
  • Re-engagement – Suggestion to solve [PAIN POINT]
  • Re-engagement _ Networking – Tool to help with [PAIN POINT] after networking event
  • Re-Engagement for Saas – Lead was a previous user
  • Sales – After meeting adding value
  • Sales – After meeting
  • Sales – Follow up to help with [PAIN POINT] by [OFFER]
  • Sales – Get more [BENEFITS]
  • Sales – Ideas to tackle [ISSUE OF LEAD]
  • Sales – More information about [Company Name]
  • Sales – Providing more information
  • Sales – Reply with info requested
  • Sales – Simple follow up

Sales & Marketing Plans (98)

  • Business Development Strategy
  • Business Growth Plan Template
  • Characteristics Of Competitive Strategies
  • Checklist Launching A Successful Direct Mail Campaign
  • Checklist Service Strategy
  • Conducting A Brainstorming Session Checklist
  • Considerations For Benchmarking Checklist
  • Creating A Marketing Brochure
  • Customer Support Strategy Planning Template
  • General Marketing Manager Interview Questions
  • Go-To-Market Plan
  • Guideline For Creating A Marketing Plan
  • How To Do A Marketing Campaign
  • Implementing A Marketing System
  • Information Systems Strategies Checklist
  • Interview Guide Marketing Assistant
  • List Of Marketing Channels
  • Management Audit
  • Manufacture Analysis
  • Market Study
  • Market Survey Business
  • Market Survey General
  • Marketing Assistant Job Description
  • Off-Page Seo Checklist
  • On-Page Seo Checklist
  • Organizational Chart
  • Organizational Communication Map
  • Pain Points Survey
  • Possible Business Growth Strategies
  • Possible Financial Accounting Strategies
  • Possible Human Resource Management Strategies
  • Possible Marketing Strategies
  • Possible Production Operations Management Strategies
  • Possible Research And Development Strategies
  • Pricing Strategy Roadmap
  • Product Sales Sheet Template
  • Profit-Sharing Plan
  • Promotional Campaign Evaluation
  • Sales Action Plan
  • Smart Sales Goals Template
  • Social Media Strategy
  • Strategic Planning Checklist
  • Strategic Planning
  • Technical Seo Checklist
  • Sales And Marketing And Marketing Manager Jd
  • Digital Marketing Flowchart
  • Employee Sales Lead Flowchart
  • Marketing Department Organizational Chart
  • Sales Management Cross-Functional Flowchart
  • Sales Organizational Chart
  • Sales Process Flowchart
  • Sales Return Process Flowchart
  • Sales Strategy Mind Map
  • Sample Sales Flowchart
  • Simple Sales Flowchart
  • Staff Training Flowchart
  • University Marketing Plan
  • Marketing Strategies Checklist
  • Marketing Proposal
  • Marketing Plan
  • Marketing plan template
  • Invitation as Keynote Speaker
  • Indepth Business Proposal
  • Hospital Marketing Plan Template
  • Guideline for Creating a Marketing plan
  • Growth Strategy For Business Development
  • Go-to-Market Plan Template
  • Digital Marketing Plan
  • Communication Plan
  • Basic Strategic Plan
  • Business Growth Plan Template
  • Business Growth White Paper
  • Guidelines Service Strategy
  • How to Develop a telemarketing Script
  • Phone selling Script Sample
  • Promotional Campaign Evaluation
  • Sales Prospecting Sheet
  • Sales tracker Planner Template
  • Sample Sales Budget Template
  • Simple Sales Mind Map
  • Telemarketing Guidelines
  • Trade Show Checklist
  • Social Media report
  • sales-forecast
  • Real Estate Goal Setting Worksheet Template
  • Project Checklist
  • New Business Checklist
  • Business Concepts Swot Analysis Infographic

Sales Team Management (43)

  • Sales Commission Compensation Calculator
  • Sales Compensation Plan
  • sales invoice
  • Sales Lead Tracking Excel Template
  • Sales Performance Dashboard
  • Activity Scorecard
  • Sales Receipt
  • Sales report
  • CRM Template
  • Sales Representative Performance Calculator
  • Sales Tracking Template focused on Sales rep performance
  • Basic CRM
  • World Meeting Planner
  • Announcing Our Recent Acquisition
  • Bill of Sale With Encumbrances
  • Bill of Sale
  • Board Resolution in Recognition of Distinguished Service
  • Bulk Sale Notice
  • Commercial Sales Invoice
  • Commission Sales Agreement
  • Commission Summary
  • Confirmation of Interview Appointment
  • Congratulations on Increased Sales
  • Evaluation Sales Representative
  • Interview Confirmation
  • Introducing Myself as Your New Sales Rep
  • Letter of Encouragement to Sales Staff
  • New Area Representative Announcement
  • Policy for Commissions on Sales
  • Reimbursement Policy for Sales Expenses
  • Response to Phone Query – Product Literature
  • Sales Addendum
  • Sales Plan
  • Sales Representative Agreement
  • Sales Representative Employment Agreement
  • Sales representative interview questions
  • Sales Seminar Memorandum
  • Sales Staff- Encouragement
  • Sales Training Calendar Template
  • Salesman Performance Evaluation
  • Supervisor Manager of Retail Sales Workers Job Description

Telemarketing (189)

  • Cold call Tracking sheet Day wise with graph
  • Customer service call tracking
  • Daily Call tracking
  • After Call email – About the last call
  • After Call Email – Brief Follow up
  • After Call Email – Checking in
  • After Call email – Clarifying what was said on the phone
  • After call Email – Immediately after the call synopsis
  • After Call Email – Phone Meeting followup
  • After Call Email – Thank you for your time
  • After Call Email – Thanks for the call
  • After Call Email – Will follow up on [Date]
  • After Call Email – Just wanted to follow up
  • Appointment Setting Script
  • Asking for a connection call script
  • Basic Cold Calling Scripts
  • Call Centre and Telemarketing Agreement
  • Call to Offer Options
  • Calling for renewal of contract reselling to the same customer
  • Calling to set up a meeting
  • Calling when recommended by a mutual friend
  • Calling with an offer
  • Clarification Call
  • Connecting Through a Referral
  • First Call Script
  • How to Develop a telemarketing Script
  • Incoming calls – Customer has issue with product
  • Incoming calls – Customer Issue script
  • IVR – After-hours messages
  • IVR – Callback Message
  • IVR – Closed for holidays
  • IVR – Leave a voicemail
  • IVR – Max wait reached
  • IVR – Waiting on Hold
  • IVR Options
  • IVR Scripts – Greeting customers
  • Lead Qualification Script
  • Phone selling Script Sample
  • Pre Call Standard Operating Procedure
  • Promoting Special Offer Script
  • Promotional offer call script
  • Referencing an Event News
  • Sales Script – BANT sales script
  • Sales Script – Closing a sale script
  • Sales Script – Cross-selling script
  • Sales Script – Inbound sales script
  • Sales Script – Intro to the company and the salesman
  • Sales Script – Objection Handling script
  • Sales Script – Outbound sales script
  • Sales Script – Selling a product or service
  • Sales Script – Upselling script
  • Script to bypass the receptionist
  • Script to learn more about the customer before sales
  • Simple Cold Call Script
  • Telemarketing Report

Festival Social Media Posts (35)

  • Lohri
  • Pongal
  • Makar Sankranti
  • Republic Day
  • Chinese New Year
  • Valentine’s Day
  • Shivaji Jayanti
  • Maha Shivratri
  • Holi
  • Easter
  • Ram Navami
  • Mahavir Jayanti
  • Mothers Day
  • Ramadan
  • Budh Purnima
  • Father’s Day
  • Eid – Al – Adha
  • Guru Purnima
  • Friendship Day
  • Independence Day
  • Parsi New Year
  • Muharram
  • Onam
  • Rakshabandhan
  • Janmashtami
  • Ganesh Chaturthi
  • Gandhi Jayanti
  • Dussehra
  • Halloween
  • Diwali
  • Durga Puja
  • Christmas
  • New Years

Purchase and Procurement Documents Include:

Purchase Documents (15)

  • Assessing the Primary Activities in the Value Chain
  • Assessing the Support Activities in the Value Chain
  • Basic Product Purchasing Cross Functional Flowchart
  • Basic Vendor Evaluation Matrix
  • Board Resolution to Purchase Equipment
  • Buying a Business – Evaluation Checklist
  • Goods and Services Receipt
  • Letter Head Purchase Order
  • Product Purchasing Cross Functional Flowchart
  • Receiving Order Record
  • Record of Purchase Form
  • Simple Goods Purchase Agreement
  • Simple Purchase Order
  • Vendor Evaluation
  • Packing List of Order

Purchase Trackers (21)

  • Approved Vendor List
  • Bill of Material Template
  • Cost Benefit Analysis Template
  • Equipment Sign Out Sheet
  • Expense Report
  • Inventory Management Template
  • Mileage Tracking
  • Purchase Order Tracker
  • Purchase Order Tracking
  • Request for Vendor Proposal
  • Vendor Comparison
  • Vendor Contact List
  • Vendor Contract
  • Vendor Price Comparison
  • Vendor Score Card
  • Work Order Template
  • Product Feature Comparison Template
  • Vendor Charge Order
  • Vendor Evaluation Template
  • Vendor Registration Form
  • Vendor Risk Assessment

Purchase Agreements (40)

  • Asset Purchase Agreement
  • Equipment Lease Agreement With Option to Purchase
  • Note Purchase Agreement
  • Option to Buy Agreement
  • Purchase Agreement Contract
  • Source Code Escrow Agreement
  • Stock Purchase Agreement
  • Vendor Compliance Agreement
  • Vendor Compliance Agreement
  • Amendment to Purchase Agreement
  • Asset Purchase Agreement Simple
  • Business Purchase Confidentiality Agreement
  • Business Purchase Non Compete Agreement
  • Confirmation of Purchase Agreement
  • Contract for the Storage of Goods
  • Equipment Purchase Agreement
  • Manufacturing Distribution Agreement
  • Outsourcing Agreement – Manufacturing
  • Purchase Terms and Conditions
  • Raw Material Purchase Agreement
  • Supply Agreement
  • Vendor Agreement for Services
  • Vendor Non Compete Agreement
  • Vendor Terms And Conditions
  • Agreement to Lease
  • Consent and Hypothecs Replacement of Goods
  • Contract for the Manufacture and Sale of Goods
  • Dealership Agreement
  • First Supply Agreement
  • License Agreement Non-Exclusive License to Manufacture
  • Network Service Provider Agreement
  • Product Supply Agreement
  • Rollover Agreement – Many Value Provision Options
  • Security Agreement Covering Consumer Goods
  • Software License Agreement
  • Strategic Alliance and Supply Agreement
  • Vendor Confidentiality Agreement
  • Vendor Partnership Agreement
  • Vendor Quality Agreement
  • Vendor Supplier Agreement

Purchase Emails (42)

  • Complaint – Defective Product
  • Complaint – Bad Customer Service from [VENDOR]
  • Complaint – Bad quality of goods
  • Complaint – Late delivery of goods
  • Complaint – Material not delivered properly
  • Complaint – Simple Complaint Email
  • Delivery – Request for Quicker Delivery
  • Discount – Long relationship with supplier
  • Discount – On bulk order
  • Email Cancellation of Purchase Order for Late Delivery
  • Email Cancellation of Unfulfilled Order
  • Email Information in Advance of Purchase Order
  • Letter Confirmation of Verbal Order
  • Notice of Exercise of Option to Purchase
  • Payment – Asking for modification on payment terms
  • Price Negotiation Email
  • Purchase Order Email – Simple email
  • Refund – Refund on material damaged in transit
  • Rejected Goods Return Instructions
  • Shipment Schedule Acknowldgement of Purchase Order
  • Vendor Termination Letter
  • Acceptance of Order With Delivery in Lots
  • Acknowledgment and Acceptance of Order
  • Acknowledgment of Cancellation of Back-Order
  • Apology and Request for Extension of Time to Deliver Goods
  • Cancellation of Purchase Order for Late Delivery
  • Collection Follow-Up on Release of Pending Order
  • Complaint – Product doesn_t meet our expectations
  • Delivery of Substituted Goods
  • Demand for Particulars of Rejection of Goods
  • Email asking for Invoice against purchase order
  • Notice to Stop Goods in Transit
  • Product Inquiry Email
  • Purchase Order Email
  • Purchase Order Email
  • Refusal of Rejection of Goods
  • Replacing Rejected Goods
  • Return of Purchase Order and Request for Advance Payment
  • Shipment Schedule Acknowledgement of Purchase Order
  • Welcome Email to New Supplier
  • Discount – Email requesting discount after lower prices found elsewhere
  • Email Return of Product on Free Trial

Inventory Management Documents Include:

Inventory Management Emails (29)

  • Request for replacement products
  • Acknowledgment of return receipt
  • Confirmation of inventory put-away
  • Confirmation of inventory receipt
  • Confirmation of Stock Transfer Completion
  • Correction of inventory records
  • Discrepancy in shipment received
  • End-of-year inventory summary
  • Goods receipt confirmation
  • Inventory audit results
  • Inventory data request
  • Inventory obsolescence notification
  • Inventory status update
  • Inventory tagging and labeling instructions
  • Inventory transfer request
  • Notification of Inventory Discrepancies Detected
  • Notification of stock write-off
  • Notification to prepare for incoming inventory
  • Report of damaged goods received
  • Request for additional inventory information
  • Request for inventory verification
  • Request for Release of Reserved Stock
  • Request for special handling instructions
  • Request for stock adjustment
  • Request for Stock Replenishment
  • Return of goods to supplier
  • Seasonal stock adjustment notification
  • Stock level alert – Urgent
  • Stock reservation request

Inventory Management Forms (12)

  • Inventory Discrepancy Form
  • Inventory Disposal Form
  • Inventory Form
  • Inventory Issue Form
  • Inventory Movement Form
  • Inventory Order Form
  • Inventory Release Form
  • Inventory Request Form
  • Inventory Requisition Form
  • Inventory Tracking Form
  • Printable Inventory Form
  • Weekly Monthly inventory report

Inventory Management Excel Sheets (7)

  • Asset Tracking
  • Equipment Inventory
  • Food Inventory
  • Inventory Control
  • Inventory list
  • Software Inventory
  • Warehouse Inventory Schedule

Inventory Management Policies (26)

  • Inventory Relocation Policy
  • Inventory Reuse Policy
  • Lean Inventory Policy
  • Barcode and Tagging Policy
  • Bulk Purchase Policy
  • Continuous Improvement Policy
  • Continuous Monitoring Policy
  • Disposal of Excess Inventory Policy
  • Drop Shipping Policy
  • Expiry Management Policy
  • Inventory Accuracy Policy
  • Inventory Cost Management Policy
  • Inventory Loan Policy
  • Inventory Reconciliation Policy
  • Inventory Tracking Policy
  • Obsolete Inventory Policy
  • Ordering Policy
  • Policies list
  • Reorder Point Policy
  • Safety Stock Policy
  • Stock Rotation Policy
  • Stockout Prevention Policy
  • Surplus Inventory Policy
  • Temperature Control Policy
  • Theft Reduction Control Policy
  • Write off Policy

Statutory Compliance Documents Include:

POSH Act (23)

  • Acknowledging receipt of a POSH complaint
  • Annual report as required by the POSH Act
  • Confidentiality Agreement for ICC Members and Involved Parties
  • Disciplinary Action Report for POSH
  • Employee Training Attendance Sheet
  • Grievance Redressal Request Form
  • Guidelines for forming an Internal Complaints Committee (ICC)
  • Instructions on how to file a POSH complaint
  • Introduction to the POSH Act, 2013
  • Investigation report of POSH
  • Meeting agenda of POSH
  • Minutes of meeting document for POSH
  • Notice of meeting to the complainant and respondent of POSH
  • POSH Complaint Form
  • POSH Suspension Letter
  • POSH Training Presentation
  • POSH Warning Letter
  • Resolution and closure report
  • Roles and Responsibilities of Internal Complaints Committee (ICC) Members
  • Sample Appointment Letter for Internal Complaints Committee (ICC) Members
  • Show-cause notice
  • Step-by-Step guide to conducting a POSH investigation
  • Termination letter

Copyright & Trademark (3)

  • Step-by-step guide for registration
  • Importance and types of IPR (Patents, Trademarks, Copyrights, Trade Secrets)
  • Form-XIV-Registration of Copyright

Companies Act (50)

  • IT Security Policy
  • AGM Minutes
  • AGM Notice
  • Amendments to Maternity Benefit Act, 1961
  • Anti-Harassment Policy
  • Board Meeting Minutes
  • Board Meeting Notice
  • Code of Conduct for Directors and Senior Management
  • CSR project proposal and approval
  • Data Protection and Privacy Policy
  • Detailed CSR policy
  • Detailed explanation of the Companies Act, 2013
  • EGM Minutes
  • EGM Notice
  • Email for announcing new company policies
  • Email for annual return filing reminders
  • Email for communicating dividend declarations
  • Email for compliance training sessions
  • Email for CSR policy announcements
  • Email for director appointment notification
  • Email for director resignation acknowledgment
  • Email for inviting auditors to AGM
  • Email for inviting key stakeholders to AGM
  • Email for notifying about approved resolutions
  • Email for notifying changes in company name
  • Email for notifying changes in registered office address
  • Email for notifying stakeholders about company incorporation
  • Email for reminding about filing deadlines (ROC, GST, IT)
  • Email for sending board resolution copies to stakeholders
  • Email for shareholder meeting notices (AGM, EGM)
  • Email for statutory audit notifications
  • Email for submitting incorporation documents to the Registrar
  • Employee Code of Conduct
  • Employees Provident Fund Act, 1952
  • Equal Remuneration Act, 1976
  • Gratuity Act, 1972
  • Health and Wellness Policy
  • Key Definitions and Concepts (e.g., company, director, shareholder)
  • Labour Welfare Fund Act, 1965
  • Leave and Attendance Policy
  • Minimum Wages Act, 1948
  • Payment of Wages Act, 1936
  • Professional Tax
  • Shops & Establishments Act
  • Tax Deduction at Source (TDS)
  • The Employees State Insurance Act, 1948
  • The Payment of Bonus Act, 1965
  • Types of Companies
  • Whistleblower Policy
  • Workplace Safety Policy

Internal Audits (16)

  • Customer Service Audit and Report
  • Data Protection Audit and Report
  • Financial Audit and Report
  • Health and Safety Audit and Report
  • HR and Employee Relations Audit and Report
  • Inventory Audit and Report
  • IT Security Audit & Report
  • Legal Compliance Audit and Report
  • Marketing Audit and Report
  • Payroll Audit and Report
  • Pricing Strategy Audit and Report
  • Quality Assurance Audit and Report
  • Sales Performance Audit and Report
  • Competitive Analysis Audit and Report
  • Customer Satisfaction Audit and Report

Free Consultation with
Sales Professionals

Editable With
Word, Power Point, Excel, Google Docs

Free Lifetime
Support & Updates

The Future of Sales: Meet Smart Sales Kit Black

20,000+ Businesses Use Smart Sales Kit
To Increase Sales and Conversions.

A few months ago, we upgraded to Smart Sales Kit Black, and since then, it has been of great assistance to us in the process of sales training for our staff and management.

Pratyush AgarawalOwner Manyavar Mohey Nagpur

With Smart Sales Kit Black, we were finally able to address the problem with our sales paperwork. Communication and planning related to sales have now been made much easier. a strong recommendation!

Devang KusumgarManager Hero Honda

The Smart sales kit helped me in coordinating with my assigned clients. It gives me a great starting point for following up with customers and helps me deal with clients quickly. It makes networking with clients on LinkedIn and WhatsApp easier. 5/5 fully recommended.

Amrit PahwaTeam Leader and Business Excellence Focal, Accenture

We faced a lot of objections from our clients as we sell to Pharma companies. Our salesmen have now used the objection handling to sell to India’s biggest Pharma companies.

Dr. Harshil ShahDirector at Omicron Sensing Pvt Ltd

Best product Value for money for industry 👌 you will get all the business documents and agreements at one place. With additional customised documents.

Rakesh KothariOwner at Nippon Tube Industries

I feel very proud to take the services of smart sales kit and specially Mr Zubin Ji they are very very professional and excellent supporting attitude in every time whenever required. It's a really best product for everybody.

Nishant ChoudharyChartered accountant CMT1-USA Technical and Research Analyst-SEBI

We are importers of scrap metal. We had a problem with recovering money from our clients. The smart sales kit has given us legally complaint money collection methods & agreements that have reduced our outstanding money. I would recommend it to every company, Thank you.

Aniket SharmaOwner at ACE Metal

Lawyers are not allowed to advertise. Our law firm used the smart sales kit to network on LinkedIn & WhatsApp to get more corporate clients and build our firm. The agreements are also top quality.

Ishan ShrivastavLawyer Bombay High Court

We bought the kit mainly for the sales team management documents. We liked the fact that the agreements were drafted by a lawyer and there was a dedicated account manager for specialised documents. Smart sales kit has saved up lacs in lawyers fees.

Nirav ShahCEO at Triton Process

We spent massive amounts of time drafting sales agreements and proposals for colleges and industry. With smart sales kit we have cut down our time to proposal from 15 hours to 30 mins.

Abhijeet BandDirector Sales at Autofina Robotics

We are pioneers in the field of education and e-learning. The smart sales kit has helped us onboard & train relationship managers. We also use it to implement legal policies and frameworks. Overall 10/10 product.

Sandeep SoniSales & Marketing Consultant

I used to go to BNI to find clients and network, the Sales Kit has been a life saver for online networking during COVID. I used it to find architects and interior designers to sell my wallpapers. Thank you so much for helping me.

Avadhesh SharmaFounder Crown Home Decor

Dealing with returns and replacement is very dificult. Smart sales kit helped clarify our processes for returns, dealing with unhappy customers and the making sure the communication that was going out was legally complaint. Love it, recommend it.

Rahul khushalaniSamsung Mobile Distributor

We sell a lot to government and institutions. The smart sales kit helped us send cold emails to gov employees to set up meetings. The ROI on Smart Sales Kit has been incredible for us.

Suchita JainOwner at Masstrans Technologiies Private Limited

We sell wholesale jewellery. Smart sales kit has helped us with creating social media posts, presentations and in-depth commission policies for our sales team. Really like the product.

Rajesh ParmarOwner at HM Jewellers

Smart sales kit is perfect. It has everything I need to follow up with talent and their team to organise our shoots. Saved a lot of headache and time for us. 10/10 highly recommended.

Vidhi GodhaVideography Head at Yash Raj Films

Recovering money from distributors has always been a hassle. The money collection documents have been great to avoid calling the lawyers on every call when collecting money.

Aakash PhugeSuper stockist at Pigeon Corporation

We had difficulty incentivising our salesmen to go above and beyond when dealing with customers. With smart sales kit and their policy documents, commissions and standard operating procedures our shops are running better than ever. Best product ever for increasing sales.

Rishabh AgrawalOwner at Jockey Store

Trusted By

Smart Sales Kit black Success Stories

Mr. Paresh Parekh
Director Nirvana Nature Cure

Mrs. Asawari founder
100 % organic cosmetic company

Why Get Smart Sales kit Black?

Legally compliant sales communication

Avoid legal troubles due to poor documentation

5 Free customised Sales Policies

Lifetime consultation from TOP sales professionals and lawyers

Structure your sales & marketing processes

Provide 5 star customer experiences

Frequently Asked Questions.

How do I get the Smart Sales Kit Black?

Once you add our sales kit to the cart and purchase it, log in to your dashboard. Go ahead and press download to avail all our sales documents and use it whenever you want.

Can I see Smart Sales Kit Back Sample Documents?

You can view sample documents from our sales kit at: https://www.smartsaleskit.com/sample-documents/

Are these documents as per Global Standard

All our documents are originally drafted by sales professionals, senior content writers & lawyers. Our team has invested a lot of time, money and effort to make the most effective sales kit for you and we keep investing more to keep them up to global standards.

What is Smart Sales Kit Black?

The Black Plan includes 500+ Business documents in addition to 2000+ Sales documents and also provides you with lifetime access and constant updates to them all without worrying about paying for renewals.

Do I need to make Payments every time on renewal?

The best part about our Black Plan is that you need to only pay once to use all the documents forever.

How will I receive updates?

Since you are eligible for free lifetime updates from the Smart Sales Kit, you will receive the updates automatically on your email address registered with us.

What if I cant find documents I need?

If you don’t find a particular Sales related document in the Smart Sales Kit we draft it for you for FREE as it helps us improve our product.

Are the Documents Editable?

All our documents are editable in Word, Excel, PowerPoint, Google Docs, Google Sheets and Google Slides.

Steps to download the Smart Sales Kit Black

1) Visit: https://www.smartsaleskit.com/

2) Click the login button on the top right

3) After login click on the download button

4) All documents will be downloaded in a Zip file

5) Extract them and they will be available in word, excel and PowerPoint

6) Fill in the blanks and use the documents

Will I get additional customised documents on Demand?

If you need a document that you can’t find in the Smart Sales Kit Black, we will draft the document for free.