Sales

Sales Playbook

A sales playbook template to employ best practices, tactics, and strategies during different stages of the selling process

Sales

Sales Proposal

Easily organize your sales proposal details by using this template to plan, prepare and share with others

Business

Meeting Minutes

Use this meeting minutes template to highlight key issues that are discussed, action items to complete or goals to accomplish

Personal

School Planner

Stay organized and up to date with all your classes by using the school planner template to help you get started and keep track

Marketing

Product Launch Plan

Perfect your planning to bring your product to market by using the product launch plan to template to stay organized

Sales

Sales Conversation

A strategic guide to enable you or your team to have all the answers and resources at their fingertips when meeting with customers

Business

Customer Directory

Use this customer directory template as a central hub to organize, update and share your customer records with your team

Personal

Trip Planner

Organize, manage, plan and share your trip itinerary with friends, family or colleagues with our trip planner template

Personal

To-Do List

Stay up to date and on top of your tasks, goals and habits by using our ready to go to-do list to get organized

Personal

Buyers Journey

Understand your buyers journey and map process and required content for each step of the way

Sales

Buyer Persona

Prepare you and your team for every meeting by using a guide to stay informed about your customer and their needs

Business

Employee Wiki

Keep your team contact, job role and other relevant information or data centralized with an internal employee wiki

Personal

Recipes

Stay organized by storing your recipes in a single spot where you can easily find or share them, use the recipes template to get started

Personal

Christmas Organizer

Stay organized and plan for the holidays with a template to help manage your gift ideas, christmas cards and more