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…
Templates
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…
How to Create a Customer Persona in 5 Steps (+ Free Template)
A customer persona is a tool that helps define your company’s ideal buyer types and guides your lead generation and marketing activities. Developing customer personas involves identifying characteristics such as the profession, demographics, behaviors, and interests of preferred buyers. You can also give your business persona a fictional name as an easy way for your…
Behavioral Interview Topics & Questions [+ Free Template]
A behavioral interview is a conversation between a job candidate and an employer that focuses on past job-specific situations. Asking questions about previous behavior can help illuminate a candidate’s skills and predict how they might perform in your open role. This article provides free sample behavioral interview questions and answers by topic, guiding you on…
Free Payroll Templates: Tips & What to Include
Payroll templates are pre-designed spreadsheets and forms that help organize, calculate, and track payroll data. They’re best for business owners preparing to hire their first employees and wanting to better manage payroll. You can use these templates instead of, or in conjunction with, payroll software to eliminate extra costs for add-ons like time tracking. Consider…
Writing a Retail Associate Job Description (+ Free Template)
A retail associate job description is a document that outlines the skills, duties, and responsibilities of the retail associate position. Retail associate job descriptions can be used both for internal HR purposes as well as for a job ad if you need to fill an associate position. Retail associates typically cover a lot of ground…