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
Campaign Planning Workbook — design goals, KPIs, and channel tactics on one board
A marketing lead opens this on the kickoff day of a new quarterly campaign. The whiteboard stacks a goal-and-KPI frame, an awareness-to-action journey, a channel-by-tactic grid, a priority matrix, and the working rules. The task board is split into five parent tasks — goals, audience, channels, creative, and measurement — and every task starts as Not started once you copy the template. This fits the moment when tactic ideas keep coming but production starts before the goal and KPIs are actually set. It's for marketers searching for how to design a campaign, how to build a KPI tree, or a marketing plan template, and it also works well for getting everyone aligned at kickoff. Fill the board top to bottom. Start with Goal and KPIs and lock in your objective, primary KPI, budget, timeline, and constraints. Then write out the path in Awareness to action journey, and use Channel x tactic to assign roles across paid media, owned media, and email or social. Which tactics come first sets what you'll start this week, and once you've written your check-in cadence and wrap-up review into Working rules and definition of done, the design work is essentially done. The task board runs Not started, Designing, Producing, In review, and Done, so cards move into production as soon as their design is locked. In the first week, focus on Quantify the target and Build the KPI tree, and hold off on production until the numbers are locked - that cuts down on rework later. Within the first month, finish Add tracking tags so you can update the numbers every week. If a task hasn't moved in two days, don't sit on it - bring it to the regular check-in and decide on the spot whether to reassign it or narrow its scope, so nothing stalls.
B2B Sales Pipeline: Stage Tracking and Loss Analysis
For sales reps and their manager, opened at every weekly pipeline review. The whiteboard holds this quarter's target, the exit criteria for each deal stage, a win-odds by deal-size matrix, and four frames for sorting why deals were lost. The task board runs from lead to won or lost, and starts with four parent tasks - pipeline hygiene, moving deals, loss analysis, and the weekly review - each with its own subtasks. It is built for reps and sales managers looking for a sales pipeline template or how to run a deal tracker. It fits teams where every deal lives in someone's head and gets re-explained at each meeting, where loss analysis stops at "the price was too high" so proposals never improve, or where nobody can say with confidence what will close by month end. A small team and a solo rep still starting out can both run it the same way. Work through the board in order. Align on the target and assumptions in "1. This Quarter's Target and Ground Rules", then set the exit criteria that mark a deal done at each stage in "2. Deal Stages". Place deals in "3. Win Odds vs Deal Size" to choose which ones to move this week, and sort lost deals across the four frames from "4a. Lost on price or budget" to "4d. Timing and competition". Keep the weekly rhythm in "5. The Weekly Review", and move cards across Leads, First Meeting, Proposal, Negotiation, Won, and Lost. In the first week, focus on "Define the stages" and "Clean up open deals" so every deal you are already carrying gets onto the board. From the first month on, fix a day and time with "Book the review slot", and start each week with "List stalled deals" so decisions stop lagging. Do not just close a lost deal - finish "Tag loss reasons" first, so it feeds back into the next pitch.
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.