# Free Sales and Marketing Templates Source: https://nerix.ai/templates/sales-marketing 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. Search templates / - Popular - A to Z - Newest Filter templates Price Trade ## 23 templates - [Brand name brand guidelines summary Version: Version and date Owner: Who owns the brand rules Our brand What the brand stands for Who we speak to Who we speak to Voice and tone Voice and tone Avoid Words and styles to avoid (optional) Brand guidelines summary Put your brand rules on one page: voice, logo, colours, fonts, images and what not to do. Sales and marketing](https://nerix.ai/templates/brand-guidelines-summary) - [Campaign performance report Campaign: Campaign name Dates: Campaign dates Prepared by: Prepared by Report date: Report date 1. Goal Goal Audience: Audience (optional) 2. Results against the goal Results against the goal 3. Spend Campaign performance report Report how a marketing campaign did against its goals, what it cost and what to do next. Sales and marketing](https://nerix.ai/templates/campaign-performance-report) - [Competitor analysis Company: Your company Market: Market or product compared Prepared by: Prepared by Date: Date 1. Competitors compared Competitors compared 2. What each one offers What each one offers 3. Prices Prices (with the date seen) Competitor analysis Compare your main competitors on offer, price, customers and strengths, then decide where you can win. Sales and marketing](https://nerix.ai/templates/competitor-analysis) - [Content calendar Brand or team: Brand or team Period: Period covered Owner: Calendar owner 1. Goals Goals for the period 2. Audience Who the content is for 3. Channels and how often Channels and how often 4. Themes and campaigns Content calendar Plan what you publish, where and when: goals, channels, themes, and a dated schedule with an owner for each piece. Sales and marketing](https://nerix.ai/templates/content-calendar) - [Headline of the story Customer: Customer Provided by: Your company About Customer About the customer The challenge The challenge What they wanted: What the customer wanted (optional) The solution The solution Timeline: How long it took (optional) Customer case study Tell a customer's story with real numbers: the problem, what you did and the result. Sales and marketing](https://nerix.ai/templates/case-study) - [Customer churn review Organisation or product: Organisation or product Period: Period reviewed Prepared by: Prepared by 1. The numbers Customers at the start: Customers at the start Customers lost: Customers lost Churn rate: Churn rate Yearly revenue lost: Yearly revenue lost (optional) Currency 2. Trend Compared with earlier periods Customer churn review Review the customers you lost in a period: how many, why, the warning signs and what to fix. Sales and marketing](https://nerix.ai/templates/customer-churn-review) - [Customer journey map Business: Business or product Customer type: Customer type Goal: What the customer wants to do Made by: Map made by Date: Date 1. Where this comes from Where this comes from 2. Stages Stages of the journey 3. What the customer does Customer journey map Map each step a customer takes with you, what they do and feel, where it goes wrong and what to fix first. Sales and marketing](https://nerix.ai/templates/customer-journey-map) - [Customer onboarding checklist Customer: Customer Main contact: Main contact at the customer Our owner: Your onboarding owner Product: What they bought Starts: Onboarding starts Target go-live: Target go-live date Goals for the customer What success looks like 1. Before the kickoff Signed order or contract received and filed Customer onboarding checklist Take a new customer from signed deal to first results, with owners, dates and a clear definition of success. Sales and marketing](https://nerix.ai/templates/customer-onboarding-checklist) - [Customer persona Describe a typical customer: goals, frustrations, how they decide and the message that reaches them. Sales and marketing](https://nerix.ai/templates/customer-persona) - [Customer satisfaction survey A short survey to learn how happy customers are, what to fix and what to keep doing. Sales and marketing](https://nerix.ai/templates/customer-satisfaction-survey) - [Go-to-market plan Plan how to bring a product to a market: customers, message, price, channels, launch steps and targets. Sales and marketing Premium, €4.99](https://nerix.ai/templates/go-to-market-plan) - [Lead qualification form Decide if a lead is worth pursuing: need, budget, who decides, timing and fit, with a clear next step. Sales and marketing](https://nerix.ai/templates/lead-qualification-form) - [Marketing plan Plan who you want to reach, what you will say, where, when, for how much and how you will know it worked. Sales and marketing](https://nerix.ai/templates/marketing-plan) - [Partnership memorandum of understanding Record in plain words how two organisations will work together before a full contract is signed. Sales and marketing Premium, €9.99](https://nerix.ai/templates/partnership-mou) - [Press kit Give journalists everything in one page: who you are, key facts, people, quotes, assets and contact. Sales and marketing](https://nerix.ai/templates/press-kit) - [Press release Announce news in the order journalists read it: headline, key facts, a quote and a contact. Sales and marketing](https://nerix.ai/templates/press-release) - [Pricing review Review your prices against costs, margins, competitors and customers, then decide what to keep or change. Sales and marketing](https://nerix.ai/templates/pricing-review) - [Referral agreement Pay a partner or customer a fee for sending you new business, with clear rules on when it is earned. Sales and marketing Premium, €9.99](https://nerix.ai/templates/referral-agreement) - [Sales call report Record a sales call or visit: people, needs, objections, promises and the next step. Sales and marketing](https://nerix.ai/templates/sales-call-report) - [Sales forecast Forecast revenue by quarter with low, expected and high cases, assumptions, risks and review dates. Sales and marketing](https://nerix.ai/templates/sales-forecast) - [Sales pipeline report Report where your deals stand by stage, what will close, what is at risk and how you compare with target. Sales and marketing](https://nerix.ai/templates/sales-pipeline-report) - [Tender response cover letter Open your tender with a short, clear letter: who you are, what you offer and what is in the pack. Sales and marketing](https://nerix.ai/templates/tender-response-cover-letter) - [Win and loss review Find out why a deal was won or lost, and what to change in how you sell. Sales and marketing](https://nerix.ai/templates/win-and-loss-review) No template matches Try fewer or other words, or start from one of these. [Ask nerix to draft it](https://nerix.ai/try?write=1) 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 ## More kinds of documents Every category has its own page, so you can see all of its templates at once. [Draft it with nerix](https://nerix.ai/try?write=1)[All templates](https://nerix.ai/templates)