Estimate proposal templates let you quickly and consistently detail pricing information for your leads or prospective customers. Templates ensure all product or service options are clearly outlined in your proposal, which builds trust and can be the determining factor on whether or not someone chooses to work with your business. Here are seven free estimate…
Templates
Sales Funnel Templates & Examples for Small Business
Sales funnels visualize where prospects are in the buying journey of a sales process and assist in lead generation and sales forecasting. Creating a sales funnel involves understanding your company’s sales process, breaking it down into stages, and designing your funnel visual before entering customer data. Here, we show you how to create a sales…
9 Free Sales Forecast Template Options for Small Business
Using a sales forecast, business owners can create realistic projections about incoming revenue and business performance based on their current data and how they have performed in the past. Sales forecasts may cover weekly, monthly, annual, and multi-annual projections, and can be done using Google Sheets or Excel templates, as well as through customer relationship…
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…
How To Write a Collection Letter [+ Free Templates]
Writing a collection letter requires you to follow the right steps and use proper tone and language in your letter. When creating your letter, make sure that it’s concise and to the point, and include all the necessary information, such as the purpose of your letter, a summary of outstanding invoices, and acceptable payment methods….
7 Referral Email Templates for More Word-of-Mouth Referrals
Referral emails can generate word-of-mouth recommendations from your sphere of influence among prospective customers who may be a good fit. Having existing customers refer their peers to try your products or services is a great and effective way to increase your pool of prospects who are more likely to convert than reaching out to cold…
Employment Contract: What to Include and Template
An employment contract is a written employment agreement documenting the shared rights and responsibilities between your company and a W-2 employee. A strong employment contract should include terms of agreement, the employee’s responsibilities, compensation and benefits, and a nondisclosure agreement (NDA), among other items, and will help ensure all parties are aligned and all laws…
25 Business Flyer Examples [+Free Templates & Why They Work]
Flyers are effective tools for promoting events, sales, recruiting, and more—and creating them is easier than ever thanks to the wealth of free flyer templates online. Flyers are also affordable and easy to distribute, making them an excellent option for any size of business. Check out dozens of flyer examples below for free flyer templates…