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.
Templates here cover market analysis, planning a campaign or a content calendar, managing deals and customers, and preparing for a client visit or a proposal. Pick by whether you're choosing who to target, running a campaign, or moving a deal forward.
26 items
Webinar Hosting for Beginners: Before, Day-Of, and After in One Board
This beginner template is for marketing staff hosting their first webinar, splitting prep into before the announcement, the live day, and after, through to attendee follow-up. Page 1 sets the topic and targets; page 2 lists all the before/day-of/after prep; page 3 locks and rehearses the run-of-show; page 4 reviews the numbers with KPT and plans follow-up. The task board has four columns - Prepping, Rehearsed, Delivered, and Followed up - with four parent tasks matching the four pages, each holding three subtasks. Even first-timers can fill it in top to bottom with the examples, from publishing the announcement page to the thank-you email. Share it with speakers and sales as a private link, and reuse the same template for every webinar. Keep attendee names and contacts off the board - handle those in your signup form or streaming tool.
Retail Shelf Reset Board for Beginners: Plan Zone Displays for Entrance, Aisle, and Checkout
First-time store managers and staff planning a seasonal shelf reset use this beginner template to set what to display in the entrance, aisle, and checkout zones and carry it through to reset day. Page 1 observes the current floor and sets the season theme, page 2 brainstorms zone displays, page 3 picks which displays to run, and page 4 runs the reset and reviews sales. The task board has three columns - prepping, reset done, and reviewed - with four parent tasks matching the four pages, each holding three subtasks. The board also explains Visual Merchandising (VMD)'s three placement spots with examples, so first-timers can map them onto their own store. Share the finished layout with staff via the board's limited sharing, and reuse this same template each new season. Check your own region's pricing-display rules yourself; this board is not for inventory or ordering management.
New Menu Development for Beginners: Restaurant Trial Batch Cost Board | Taste, Cost & Prep Time
Cafe and diner owners piloting a new seasonal dish use this beginner-friendly new menu development template to compare taste, cost, and prep time each trial until they're ready to launch. Across four pages, page one sets the dish brief and brainstorms with SCAMPER's seven prompts, page two logs each trial and tasting feedback, page three compares candidates by satisfaction and effort while checking cost against price, and page four writes the prep checklist and cooking steps to share with staff. The task board has three columns - Testing, Tasting & Adjusting, and On the Menu - with four parent tasks matching the four pages, each holding three subtasks. If unsure where to start, center your current best-seller and answer the SCAMPER prompts one at a time; cost is the sum of what each ingredient costs per serving. Check ingredients and allergen labeling against local food-safety rules, as the page-four subtasks instruct.
Press Release Writing for Beginners | 5W1H to Draft, Send, and Track Coverage
This beginner-friendly template helps a first-time PR contact at a small business or startup use 5W1H to find the story and write, send, and track their first press release. Across four boards, you use the 5W1H framework to pin down the news on the first page, draft the headline, lead, body, and company details on the second, shortlist outlets to contact on the third, and follow the distribution flow while logging interview prep and coverage on the fourth. The task board has four columns, preparing, draft under review, sent, and coverage confirmed, with four parent tasks matching the four boards, each split into three subtasks. It also walks you through what counts as news, what to put in the first 2-3 lines, and how to prepare for reporter questions before you publish.
4C Analysis for Beginners: Sort Customer Feedback into Value, Cost, Convenience, Communication
Small shop and online shop owners who only think in the seller's 4Ps use this beginner 4C template to sort feedback into value, cost, convenience, and communication, and turn fixes into tasks. The whiteboard has 4 pages: page 1 reads what 4C means and collects customer comments; page 2 sorts them into the 4C table and counts top comments and complaints; page 3 lists fix ideas per 4C and picks this month's priorities; page 4 plans and runs the fix, checks the reaction, and decides whether to continue. The task board has 4 columns - prepare, in progress, check reaction, and done - with 4 parent tasks in the same order as the pages, each holding 3 subtasks. Even without knowing 4C, rewrite the bakery example notes with your own shop's details to work through it step by step. 4P is the seller's view; 4C reviews the same thing from the customer's view, and page 1 shows that link in one line. Share the board with your team as a limited-access link, and use your decisions in shop updates.
Craft Fair Booth Plan for Beginners: Pick Items, Set Prices, and Prep Your Booth
This beginner-friendly template helps first-time sellers at craft fairs and maker markets pick which items to make by weighing effort against popularity. Across the four boards, page 1 checks the event conditions and sets your goal, page 2 lists every item idea and sorts it by effort versus popularity, page 3 fixes how many to make, the price, and the order for tags and wrapping, and page 4 lines up your booth and supplies through your after-event review. The task board has three columns - making, finishing, and ready to pack - and four parent tasks (confirming conditions, comparing item ideas, setting quantity and price, and prepping the booth), each split into three subtasks, all starting in making with no due date. To prep a craft fair booth, list questions for the organizer, make low-effort, popular items your mainstay, and make only as many as your hours allow. Reuse it for each event; bookkeeping, taxes, and food permits are out of scope.
AIDMA for Beginners: Track Customers Through 5 Stages and Turn Stalls Into Tasks
This beginner AIDMA template helps solo shop owners, teachers, and handmade artists see where customers stall across 5 stages - attention, interest, desire, memory, action - and turns it into tasks. The whiteboard has 4 pages - page 1 maps the 5 stages and marks the stall, page 2 lists reasons and ideas on an effect-by-effort matrix, page 3 picks 3 ideas to do, hold, or drop, and page 4 runs the plan and logs results. The task board has 4 columns - prep, in progress, watching response, done - with 4 parent tasks matching the 4 pages and 3 subtasks each. Instead of jumping to more flyers or lower prices, you test a small fix for the stalled stage - like a next-visit card when customers forget you after a trial (memory stage). It doesn't promise ad results or sales; it's for counting responses and reviewing them next month. Family or friends who help can share the same board under limited visibility, and the monthly review runs by repeating the same tasks.
Customer Persona Template for Beginners: Describe One Customer by Traits, Problems, and Actions
A beginner customer persona template that turns your customer data and interview facts into one customer, described by traits, problems, and actions, so the whole team pictures the same person. The whiteboard has 4 pages - page 1 confirms your purpose and material, page 2 fills the trait, problem, and behavior cards plus the empathy map, page 3 sorts facts from guesses to narrow to one persona, and page 4 sets the one-line profile, usage rules, and next review date. The task board has 4 columns from Not started to Decided & shared, with 4 parent tasks matching the 4 pages and 3 subtasks each. Rewriting each board's e.g. for your own product and working top to bottom builds a persona that is not guesswork alone, with facts on green notes and guesses on red so what still needs checking is visible at a glance. Even a small shop with little customer data can start with a few interviews and inquiry records, and you can review the persona with new facts every 3 months.
Survey Question Design for Beginners: Work Backward to 10 Easy-to-Answer Questions
First-time survey creators use this beginner template to work backward from their goal, narrow questions to 10, and order them so people finish answering. The whiteboard has 4 pages - page 1 sets the goal and who, how many, and by when to ask; page 2 branches out draft questions with a logic tree; page 3 narrows them to 10 with MoSCoW and orders them; page 4 tests with two people before sending and decides how to read and share the results. The task board has 5 columns - to do, drafting, testing and fixing, collecting answers, and shared - with 4 parent tasks matching the 4 pages and 3 subtasks each. Even beginners can follow along using the "e.g." examples on each page, without guessing at what to ask. The board also shows when to use multiple choice versus free text, and why harder questions belong near the end. Use it alone or with 2-3 people, for satisfaction surveys, cancellation surveys, or post-event feedback.
Sales Proposal Template for Beginners: Compare Three Plans So Clients Can Choose Easily
Sales reps who keep getting a single-option proposal turned down use this beginner sales proposal template to build a proposal that lets clients choose among three plans - good, better, and best. The whiteboard holds three plan frames, a client-needs frame, a four-step pitch flow, a four-item by three-plan comparison table, and a two-column pros-and-cons for the recommended plan. The task board has five columns from hearing client needs to deciding the next step, with four parent tasks and twelve subtasks placed in the leftmost "Hearing client needs" column. Show only one option and you usually hear "let me think about it"; three plans at different prices turn the question into which one, not whether to buy. Prices on the board are example figures before tax, so swap in your own. Unlike a proposal template built around problem, solution, impact, and cost for one option, this one is built around comparing three plans and letting the client choose.
4P Marketing Mix Board for Beginners | Spot and Fix Mismatched Product, Price, Place, Promotion
First-time users of the 4Ps marketing mix (product, price, place, promotion) use this beginner template to organize how they sell their own product. The whiteboard holds a 3-frame product card for who, what, and current sales, four columns for Product, Price, Place, and Promotion, a 5-step fill-in order, 2 frames for spotting and fixing mismatches, and a frame for your next three moves. The task board runs from draft to execution in four columns, starting with 4 parent tasks - write the product card, fill in the 4Ps, check for mismatches, take your next step - each with 3 subtasks, all in the drafting column. Unsure where to start? Follow the board from Product, checking that price and promotion agree; it also works as a next step after an STP analysis that picks your customer first. Write amounts in dollars and log discounts or shipping in the same spot so you recall your reasoning later.
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.
How to Choose a Marketing or Sales Template
This category has marketing templates for thinking through who to sell to and how, and sales templates for moving deals and customer relationships forward. The analysis frameworks include boards marked "for Beginners". If you're not sure, pick the scenario below closest to yours.
Deciding Who to Sell To
If you're still working out how to position a product, start with an analysis framework. To line up customer, competitor, and company and settle on one Key Success Factor (KSF), use "3C Analysis for Beginners". To narrow your target market through segmentation, targeting, and positioning, choose "STP Analysis for Beginners". Once you know who you're targeting, "4P Marketing Mix Board for Beginners" fills in product, price, place, and promotion so you can catch anything out of step.
Planning Campaigns and Content
When production starts before the goal or KPIs are pinned down, "Campaign Planning Workbook" helps by filling in the goal, a channel-by-tactic grid, and priorities in order. Anyone publishing to a blog, email, or social media every month can plan a week-by-channel schedule with "Monthly Content Calendar". When article topics start to overlap, "SEO Topic Cluster Blueprint" builds outward from a pillar-and-cluster structure.
Managing Deals and Customers
If deal status lives only in one rep's head and every meeting means re-asking where things stand, "B2B Sales Pipeline" helps by moving cards across six stages from lead to won or lost, sorting lost reasons into four categories to feed the next pitch. Sole proprietors or small shops setting up customer management for the first time can use "Customer Management (CRM) Board for Beginners" to assign A-through-D ranks and contact frequency, and list who to reach out to this week.
Just Starting Out in Sales
There are templates for new sales reps too. Preparing for a first visit with a senior colleague, "First Client Visit" carries you from the night-before homework to a thank-you sent within 24 hours, one card per visit. If proposals keep getting turned down because you only present one option, "Sales Proposal Template for Beginners" lines up three tiers so the client can simply pick one. There are also templates for sorting business cards and for planning a client dinner when you're the one organizing it.
Frequently Asked Questions
Should I run STP analysis or 4P analysis first?
STP comes first. "STP Analysis for Beginners" settles who you're selling to and your positioning, then "4P Marketing Mix Board for Beginners" fills in product, price, place, and promotion as the next step. Knowing your target makes it easier to spot when price and promotion don't line up.
Do I need to already know how topic clusters work?
No. "SEO Topic Cluster Blueprint" lists parent tasks in order — decide the pillar topic, find cluster articles, set an article format, plan internal links, then publish and improve. The whiteboard fields are built to fill in the same order.
Can one person manage a sales pipeline alone?
Yes. "B2B Sales Pipeline" works the same way for a small team or a solo rep in an early-stage business. The whiteboard has space for this period's target and exit criteria for each stage, so even one person can judge deals against a consistent bar.
Are the marketing templates free to use?
Yes, free registration lets you copy them from the marketplace into your own project for analysis and campaign planning. Before copying, you can already compare fields and tasks across templates on each public page without an account.