Free sales and marketing templates
A press release and a customer case study. Fill in the facts and the quotes, then download a clear draft that is ready to send or publish.
23 templates
- Brand guidelines summaryPut your brand rules on one page: voice, logo, colours, fonts, images and what not to do.
- Campaign performance reportReport how a marketing campaign did against its goals, what it cost and what to do next.
- Competitor analysisCompare your main competitors on offer, price, customers and strengths, then decide where you can win.
- Content calendarPlan what you publish, where and when: goals, channels, themes, and a dated schedule with an owner for each piece.
- Customer case studyTell a customer's story with real numbers: the problem, what you did and the result.
- Customer churn reviewReview the customers you lost in a period: how many, why, the warning signs and what to fix.
- Customer journey mapMap each step a customer takes with you, what they do and feel, where it goes wrong and what to fix first.
- Customer onboarding checklistTake a new customer from signed deal to first results, with owners, dates and a clear definition of success.
- Customer personaDescribe a typical customer: goals, frustrations, how they decide and the message that reaches them.
- Customer satisfaction surveyA short survey to learn how happy customers are, what to fix and what to keep doing.
- Go-to-market planPlan how to bring a product to a market: customers, message, price, channels, launch steps and targets.
- Lead qualification formDecide if a lead is worth pursuing: need, budget, who decides, timing and fit, with a clear next step.
- Marketing planPlan who you want to reach, what you will say, where, when, for how much and how you will know it worked.
- Partnership memorandum of understandingRecord in plain words how two organisations will work together before a full contract is signed.
- Press kitGive journalists everything in one page: who you are, key facts, people, quotes, assets and contact.
- Press releaseAnnounce news in the order journalists read it: headline, key facts, a quote and a contact.
- Pricing reviewReview your prices against costs, margins, competitors and customers, then decide what to keep or change.
- Referral agreementPay a partner or customer a fee for sending you new business, with clear rules on when it is earned.
- Sales call reportRecord a sales call or visit: people, needs, objections, promises and the next step.
- Sales forecastForecast revenue by quarter with low, expected and high cases, assumptions, risks and review dates.
- Sales pipeline reportReport where your deals stand by stage, what will close, what is at risk and how you compare with target.
- Tender response cover letterOpen your tender with a short, clear letter: who you are, what you offer and what is in the pack.
- Win and loss reviewFind out why a deal was won or lost, and what to change in how you sell.
Templates
Sales and marketing templates
Marketing writing works when it is specific: a real name, a real number, a real result. These templates ask for those facts first and put them in the order readers and journalists expect.
Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.
Sales and marketing
Questions people ask
Are these marketing templates free?
- Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.
Do I need a customer's permission for a case study?
- Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.
Can nerix improve the wording?
- Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.
Templates
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