A phone tree is a hierarchical diagram that guides incoming callers through a series of menu options, directing them to their desired agent or department. Businesses use it in automated phone systems to handle customer inquiries efficiently based on the caller’s selections. In this article, we designed phone tree templates for various scenarios to help…
Templates
Termination Letter: Types & What to Include (+ Templates)
A termination letter is a formal document that notifies an employee of a company’s decision to terminate their employment and/or eliminate their position. It is also used as an official business record containing the details of the termination and generally includes the date and reason for the termination, as well as information on the final…
How to Create a Clocking In and Out Policy (+ Free Template)
A clocking in and out policy sets guidelines for accurately recording employee work hours, ensuring legal compliance, and properly monitoring employee performance and safety. Your clocking in and out policy template should identify eligible employees, explain timekeeping practices, indicate timesheet approvals, mention enforcement and disciplinary actions, and include an acknowledgment section. Download our free time…
Sales Performance Review Templates & Management Software
Sales performance reviews assist sales managers in evaluating each sales representative’s performance against predetermined key metrics like sales quota attainment. Utilizing pre-made sales performance review templates can help you conduct equitable comparisons among team members and enable objective measurement of their performance. Employ more productive reps in your team by exploring how to create sales…
7 Referral Email Templates for More Word-of-Mouth Referrals
A good referral can turn a one-off conversation into a lengthy and productive relationship. In fact, referred customers spend 15% to 25% more on their first order than other customers, and they’re three times more likely to refer their friends and family. Here, we help you increase conversions from referral outreach by outlining the best…
Employee Write-up Form Template + How to Deliver a Write-up
An employee write up form is a document that records an employee’s violation of a company policy, behavior issues, or failure to meet stated goals once these reach a point that requires disciplinary action. A write up template should be used company-wide and completed by the employee’s supervisor, HR, or both. Follow your company’s employee…
How to Write an SBA Business Plan [+Free Template]
If you are applying for a loan through the Small Business Administration (SBA), a business plan will likely be a required component of your loan application. Your SBA business plan should provide an overview of your company’s goals and how it plans to achieve them. There is no standard format for an SBA business plan,…
10 Free Inventory Templates + Instructions
Conducting a physical inventory count is a tedious but essential business process. Since product tracking needs differ, inventory templates are rarely one-size-fits-all. While some products just need a basic quantity count, others will require variations in size, color, or both for accuracy. We tried dozens of inventory templates online and picked the best for most…