Routine performance reviews help managers provide feedback to their sales team and identify areas of high performance or where improvement is needed. Having a performance review template saves time by eliminating the need to create a new document from scratch each review period. They are also used to standardize the sales performance management process and…
23 Easy-to-Use Real Estate Website Templates & Themes
Real estate website templates provide the framework for constructing your website, helping to create the perfect brand and user experience. We searched for the best real estate website templates offered for WordPress, Squarespace, Wix, and GoDaddy. All of our selected templates are fast, mobile-friendly, allow IDX integration, and can generate seller leads for a price…
8 Phone Tree Template Examples for Small Businesses
Phone trees are written diagrams for your voice menu and are designed to visualize the way in which your phone system will route incoming callers and can be used to plan outgoing call routes for multiple numbers simultaneously. Using a phone tree template for your business phone system can be as easy as copying a…
13 Sales Follow-up Email Templates for Any Situation
Sales follow-up emails are email messages that engage a lead at different stages in the sales process. These messages work to build trust and understanding while reminding prospects of your company benefits and give a reason to continue the conversation. Email templates, such as the ones we have created below, help salespeople follow up quickly…
How To Track and Count Inventory + Free Templates
Conducting a physical inventory count is a tedious, but essential business process. This guide gives you the tools you need to efficiently handle a physical inventory count, and get you started on a process that works for you. You can also download our free inventory templates and follow our quick tips on how to use…
How To Write an Offer Letter + Free Template
An offer letter is the correspondence a hiring manager sends to a candidate when offering them a job. Although offer letters typically include basic information like the job description and compensation, the true goal of an offer letter is to convince a candidate to accept the position. For that reason, offer letters should clearly state…
Non-Disclosure Agreement (NDA): Definition & Free Template
A non-disclosure agreement (NDA), also known as a confidentiality agreement, is a legal document used to safeguard your business’ proprietary information and data. An NDA is used by businesses when sharing this type of information with at least one other person or organization. The document states that the information cannot be disclosed by one or…
What Is a Non-Compete Agreement? + Free Template
A Non-compete Agreement (NCA) is used to safeguard a business’s competitive interests. This agreement, or contract, is used by a business when it has a unique or well-performing product, service, or sales platform with clientele that could be depreciated with departing employees. Non-compete Agreements are used to keep current employees or other associates, like clients…
Free Business Proposal Template (Tips & Examples)
Business proposals are documents that describe the terms of a sale for potential buyers. They’re typically used by B2B businesses to provide detailed explanations of their products and services, pricing, and scope of work. They can be customized, but they typically follow a business proposal template, which is why using a repeatable process is important…
How to Prepare a Sales Contract in 7 Steps (+ Free Template)
Preparing a sales contract is one of the most important steps in the sales process. It involves making sure that you clearly define the customer needs, agree on a solution, establish terms, and address any outstanding issues. Doing this effectively makes all the difference in closing the deal and building a successful customer relationship. 1….
Free Sales Call Report Template: PDF, DOCX & Auto-CRM Reports
Sales call reports provide information on engagements with prospects and customers and clarity around lead or deal status. They can also highlight trends and identify areas for improvement. We’ve provided two free sales call report templates that can be printed as PDFs or saved and edited as Word documents to help you create your own….
Line Cook Job Description [+Free Templates]
A line cook arranges a single kitchen workstation and prepares dishes from that station during restaurant service. Line cooks are mid-level in the kitchen hierarchy, reporting to the sous-chefs, and ultimately the chef. A line cook job description should include a list of required daily tasks, as well as the experience required for the job….