A customer profile, also called a consumer profile or client profile, is a document that shows the data of a lead who is likely to buy your product or service. Sales teams can create client profile templates to improve lead generation and qualification, increase customer retention, decrease sales team turnover, and align sales and marketing….
Templates
3 Fax Cover Sheet Templates for Small Businesses (+ Free Download)
A fax cover sheet protects the attached documents and provides more details about their contents or purpose. Fax cover letters are used in personal and business settings where faxes are still commonly used. It often contains critical information about the communication, such as the date, time, number of pages, and a short description or message….
Sales Coordinator Job Description [+Template]
A sales coordinator ensures that your sales department runs smoothly by organizing and coordinating sales activities—scheduling, checking inventory, document filing, and communicating client activity—ultimately leading to increased productivity. A sales coordinator job description documents these requirements for potential candidates. Download our free sales coordinator job description template and customize it to fit your company’s needs….
New Hire Survey: Free Questions Templates & How to Use Them
The first few months of a new hire’s tenure set the stage for the rest of their time in your company. Onboarding and new hire surveys help you ensure that they are getting the training and support they need and feel not just welcomed, but a part of your brand. We cover new hire survey…
Non-Disclosure Agreement Template: Types & What to Include
A non-disclosure agreement (NDA), also called a confidentiality agreement, is a legally binding contract between multiple parties outlining the confidential information to be shared. It restricts the disclosure and use of that information by the receiving party. These agreements are used in different professional or business situations to protect sensitive information and maintain the confidentiality…
Employee Evaluation Form: Templates & What to Include
Employee evaluation forms are documents that give structure to your employee management and feedback process. These may be used regularly for annual performance reviews or as needed for performance improvement. Having a well-structured performance review template is important to ensure that you hit all necessary points for improvement while avoiding any issues of discrimination. Besides…
Free Month-to-Month Rental Agreement Template & What to Include
A month-to-month rental agreement is used for short-term property rentals and includes vital information about the lease terms, payments, and tenant and landlord expectations. Every state has varying rules and restrictions that will impact the specific contents of an agreement. Still, it’s important to start with a thorough month-to-month lease template for your property that…
2025 HR Compliance Calendar [Free Download]
A human resources (HR) compliance calendar ensures that your HR department stays on top of important events, such as tax deadlines, Affordable Care Act (ACA) compliance, quarterly performance reviews, and healthcare deadlines. Our HR compliance calendar can be easily integrated into your Google Calendar or downloaded as a PDF or Excel file, so you won’t…