GALLERY
Marketing & Sales Templates
Analysis frameworks and execution tasks live on one board, so you can go from planning to tracking progress in the same view.
15 items
3C Analysis for Beginners: Find the Key Success Factor (KSF) from Customer, Competitor and Company
A beginner-friendly 3C analysis template for people learning how to do a 3C analysis, from lining up customer, competitor and company facts to choosing one KSF (key success factor). On the whiteboard, the left page holds the purpose and scope frame, three frames for Customer, Competitor and Company, a four-column SWOT (strengths, weaknesses, opportunities, threats) and a frame for the KSF and your winning angle; the right page holds the four steps of a 3C analysis, a grid of what to research for each C (3 rows by 3 columns) and three frames of common mistakes. The task board has five columns, To research, Researching, Analyzing, KSF candidates and Decided, and starts with 4 parent tasks and 12 subtasks, from setting the purpose to deciding the KSF. A 3C analysis looks at Customer, Competitor and Company to find the condition you can win on. If you get stuck, sort your facts into the four SWOT boxes and take the KSF where a strength and an opportunity overlap and no rival delivers yet.
STP Analysis for Beginners: Segmentation, Targeting and Positioning in Three Steps
People selling a small product for the first time use this beginner-friendly STP analysis template to pick the market they aim at in three steps - segmentation, targeting and positioning. The whiteboard holds a frame for the product and how you sell it today, the three STP steps, a table of three criteria by three segments, a four-quadrant grid of market appeal against your strengths, a six-area empathy map of the buyer you chose (think and feel, hear, gains, say and do, pains, see), a positioning map of price against craft, and three frames for your S, T and P. The task board runs in five columns - gather facts, split the market, choose the target, set the position and wrap up - and starts with 4 parent tasks and 12 subtasks, all not started. If you have never done an STP analysis, filling the frames from the top links S, T and P into one line of reasoning. STP is the model Kotler made popular, and the empathy map turns the buyer you chose into words you can use.
Sales Activity Tracking for Beginners: Log Your Daily Calls and Deal Stages, Then Plan Next Week
Sales reps in their first months use this beginner-friendly sales activity tracking template to log daily calls and deal stages and decide what to do next week. The whiteboard works back from this month's target to the activity it needs, then adds a 5-row by 5-column activity tracker (calls, meetings, proposals, quotes and wins across weeks 1 to 4 plus the monthly goal), a deal list split into prospects, proposals and closing, the five steps from first contact to a win, a stakeholder map in four quadrants, a weekly YWT retrospective, and three frames for common mistakes, rules and habits. The task board has five columns - this week's plan, called or visited, waiting for a reply, quote or proposal out, and done - with 4 parent tasks and 12 subtasks, all not started. Even with no pipeline experience you just count what you did and sort deals into three stages, so it works from day one. YWT reviews what you did (Y), learned (W) and will do next (T). Example amounts are in US dollars.
Customer Management (CRM) Board for Beginners: Customer Cards and A-D Ranks
Customer management (CRM) for beginners: freelancers, small shops and first-year sales reps use customer cards and A-D ranks so they never miss the right moment to follow up. The whiteboard holds the goal and the ground rules, four rank frames (A keep, B grow, C new, D dormant), an empathy map covering six areas for one A customer, a customer card grid of four columns by four customers, three frames on logging contacts, a four-step contact cycle, and a frame for the three people to call this week. The task board has five columns - to contact this week, contacted, waiting for reply, in progress and done - with 4 parent tasks and 12 subtasks, from listing customers to the monthly re-ranking. The A-D ranking is a beginner-friendly version of RFM analysis, which looks at how recently, how often and how much each customer buys. It also shows how to start customer management: the criteria and the contact frequency are written on the board, so you always know who to call next and when.
Client Proposal Board for Beginners: From the Client's Problem to Solution, Impact, and Price
Salespeople and freelancers writing their first client proposal use this beginner-friendly template to move from the client's problem to cause, solution, impact, price, and the next step. The whiteboard runs across two pages: on the left sit the client's details and what you heard, a two-column value proposition canvas facing customer jobs, pains, and gains against your own value, a six-step proposal story, and three plans - full, core, and starter; on the right sit three frames of likely questions, a table of the page structure, and a pre-send check. The task board has five columns - Discovery, Outline, Writing, Internal review, and Sent - and starts with four parent tasks, each holding three subtasks, 16 cards in all, none of them started. When you are not sure how to write a proposal, the order is already fixed on the board: you open with the client's problem, not with a description of your own product.
First Client Visit: Prep the Night Before, Show Up Well, Follow Up Within 24 Hours
A first client visit template for junior salespeople who are shadowing a senior colleague, covering the prep the night before, meeting etiquette on the day, and the thank-you email within 24 hours. The whiteboard holds the 5W1H of the visit, the steps from arriving fifteen minutes early through the twenty-four hours after you leave, what to carry and wear and say, a log for each client, and a KPT review. The task board runs Scheduled, Preparing, Visit day, Follow-up and notes, Done, and opens with five parent tasks and thirteen subtasks - research, kit and dress, the trip there, the thank-you email, and the visit log. Run one visit as one card and the worry about being late or forgetting something turns into a routine, so by the second and third visit you have both a method of your own and a file on every client.
Hosting Your First Team Dinner: Venue, the Night Itself, and the Follow-Up
The Team Dinner Host template takes a first-time host of a work dinner or farewell party from choosing a restaurant to running the night, splitting the bill, and sending thanks the next morning. The whiteboard holds a 5W1H frame for the shape of the evening, a comparison grid that rates venues on location, cost per head, private space, and dietary needs, a three-part guide to the arrival, the meal, and the close, and a countdown that works backward from booking to thank-yous. The task board runs across five columns, from shortlist to records, and starts with 5 parent tasks and 13 subtasks, all not started, covering the goal, the venue, the booking, the night itself, and the expenses. Every prep item sits on a dated card so nothing slips on the night, and the venue notes, the tipping and bill-splitting calls, and the retro stay behind for whoever hosts next.
Contact Exchange and Network Log: Turning New Contacts into Real Relationships
Business card etiquette, the thank-you email, and networking follow-up on one board - the Contact Exchange and Network Log template for juniors who collect cards but never build relationships. The whiteboard holds a policy frame for who to connect with and why, a 5W1H map for capturing what was said the same day, a network log of names, context, and next actions, a two-axis matrix that ranks follow-ups by depth of relationship against closeness to the work, and two etiquette checklists for offering and receiving, including the Japanese practice of using both hands. The task board runs five columns from Just exchanged to Parked, and ships with five parent tasks and twelve subtasks, all unstarted - rehearsing the intro, logging within 24 hours, sending the thank-you by the next business morning, sorting contacts into four tiers, and reviewing the log twice a year. Because one person is one card you can move, follow-up stops depending on memory and a pile of business cards becomes a list of people you can still reach six months later.
Trade Show & Event Exhibition Template (3 Months Out to Follow-Up)
Open this template at kickoff, about three months before the show, once your booth is confirmed. The whiteboard holds your exhibition goal and budget assumptions, a timeline from three months out to the week after, three lanes for traffic, booth and leads, a grid of on-site stations, and a matrix for sorting the leads you collect. The task board is split into five groups and sixteen tasks covering goals, booth build, pre-show outreach, on-site ops and follow-up, all starting untouched so you can add owners and due dates.
Social Account Ops Hub: Platform Rules and Weekly Slots
For the one person, or small team, running several social accounts, opened at the start of the week and used every day. The whiteboard holds a frame of rules per platform, a day-by-post-type slot plan for the week, the weekly operating cycle, a quadrant for deciding which post formats to keep, and a mind map of everything account work is made of. The task board runs from idea to posted across five columns, and starts with five parent tasks - platform rules, weekly slots, daily replies, the weekly recap, and trouble response - each with its own subtasks.
SEO Topic Cluster Blueprint — plan pillar and cluster articles from the structure up
An SEO lead or editor opens this while planning content for the coming quarter. The whiteboard holds a pillar-and-cluster mind map, three frames of article requirements, a search-intent-by-article-type grid, a keyword sequencing matrix, and the operating rules. The task board covers five parent tasks — pillar, clusters, article formats, internal links, and publishing — and copying the template resets every task to Not started.
Customer Journey Map: See the Experience, Find What to Fix
For the team improving a service, opened when you need to find where the experience breaks down. The centre of the whiteboard is a grid of five stages, from awareness to growing use, crossed with actions, feelings, touchpoints, and fix ideas; around it sit a frame for the persona and scope, a quadrant for ranking fixes by impact and effort, and a frame for the evidence behind each cell. The task board runs from research to mapping to choosing fixes, and starts with four parent tasks - scoping, gathering input, filling the map, and acting on the gaps - each with its own subtasks.