Top 10 Paid Sales Planning Templates in Notion

Notion
10件のテンプレート

Sales planning is crucial for setting clear goals, tracking progress, and ensuring that your sales efforts are aligned with your business objectives. It helps in forecasting revenue, managing resources effectively, and identifying opportunities for growth. A Sales Planning template in Notion can streamline this process by providing a structured approach to organize your sales strategy, monitor your sales pipeline, and analyze performance data.

Before you dive into creating your own Sales Planning, take a look at these Sales Planning Notion templates to simplify the process and get a head start.

1. Creative OS: A Complete Toolkit For Your Solo Business

Creative OS: A Complete Toolkit For Your Solo Businessのテンプレートのプレビュー

Say goodbye to juggling multiple tools and use Creative OS to see everything in one calm, coherent workspace: tasks, projects, notes, contracts & clients and more. It includes & content & project manager, client portal system and CRM. This Notion second brain can help you organise your ideas and information into into meaningful output. Includes user guides & videos & access to Discord community for users! Find the full tour at bettercreating.com by clicking the link below.

2. Advanced CRM

Advanced CRMのテンプレートのプレビュー

Adopt a CRM system that's being used by over 100 companies. Get a 360° view of all of your interaction with your prospects in one place, by viewing their company or contact page. The template includes a dashboard page, which automatically only shows each team member the records that they're assigned to. It can be easily connected to other parts of your workspace like your project management system.

3. Ultimate Business Dashboard for Freelance Business

Ultimate Business Dashboard for Freelance Businessのテンプレートのプレビュー

1. BUSINESS PLAN & GOALS

2. SETUP & TRACK FINANCES

3. TRACK CLIENTS PIPELINE

4. MANAGE PROJECTS & DOCUMENTS

5. CRAFT BRAND & SERVICES OFFERED

6. PLAN & TRACK PRODUCTIVITY

7. CRAFT YOUR MARKETING & SOCIAL MEDIA STRATEGY

8. TRACK SELF LEARNING & GROWTH

9. DOCUMENTATION

4. Company OS

Company OSのテンプレートのプレビュー

Introducing CompanyOS, your comprehensive solution to streamline, organize, and elevate every facet of your business operations within Notion. From team management and project tracking to financial oversight and client relations, our template is meticulously designed to cater to the multifaceted needs of modern businesses.

Key Features:

📋 Team Members Database: Keep track of your team's details, roles, and project assignments.

📊 Projects & Tasks Databases: Manage projects seamlessly, allocate tasks efficiently, and never miss a deadline.

📅 Meetings Database: Organize meetings, maintain agendas, and ensure actionable outcomes.

🔗 Resources Database: Centralize all your valuable company resources, from training materials to essential documents.

💰 Financials & Invoices Databases: Master your cash flow, monitor expenses, and manage invoices effectively to ensure a smooth financial operation.

🤝 Client Database: Maintain client details, track their projects, and gather valuable feedback.

Why Choose CompanyOS?

Holistic Overview: Get a 360° view of your company's operations, all under one unified platform.

Efficiency: Spend less time managing data and more time focusing on what truly matters - growing your business.

Flexibility: Tailor the template to fit the unique needs and scale of your enterprise.

Collaboration: Facilitate team communication, ensuring everyone is on the same page.

Whether you're a startup aiming to build a solid operational foundation or an established company looking to digitize and streamline processes, CompanyOS is the tool you've been searching for. Transform your business management today!

5. Client tracking and management system for coaches

Client tracking and management system for coachesのテンプレートのプレビュー

Say goodbye to client onboarding and off-boarding stress and hello to ease and organization. Stay on top of your coaching business while keeping everything tidy in one place {yep, that’s your client tracking and management system} - manage your client to-dos and coaching calls, track each coaching client’s details and progress (package, timeline, onboarding progress and more), organize your invoices and contracts and collect client testimonials.

The client tracker template will save so much time and make client management processes so much easier for your coaching business.

6. CSM Dashboard

CSM Dashboardのテンプレートのプレビュー

The CSM dashboard is designed for Customer Success Managers and it can help you:

- Streamline your workflows

- Get a complete picture of your book of business

- Reduce your workload

- Free up time to be more proactive with customers

- Increase your efficiency

- and make you stand out from your peers!

7. Digital marketing agency OS

Digital marketing agency OSのテンプレートのプレビュー

A system of 55+ linked workspaces, designed to help you stay on top of client projects, prospecting, contacts, financials, distribution channels and performance — all in one place.

Consolidate your planning and strategy with linked persona templates, positioning board, pricing, and competitor research areas. Generate fresh client portals with with one click, plan large campaign timelines, and assign specific tasks to team members.

8. FundMate - CRM for micro VCs, solo GPs and angels

FundMate - CRM for micro VCs, solo GPs and angelsのテンプレートのプレビュー

FundMate makes it easy track all the important parameters of the startup investment opportunities and a place to keep documents, notes and related tasks.

It provides an end to end system for the whole lifecycle of a small VC operation - from an overview of the investment funnel to ability to manage a portfolio of investments made.

FundMate is made based on my experience and designed specifically for angel investors, micro VCs and solo GPs in running their startup investment activity.

9. E-commerce business kit

E-commerce business kitのテンプレートのプレビュー

This template is made for small e-commerce business owners who want to manage their entire business from one place. When you are at the beginning of your e-commerce business journey your time and productivity are very important.

For you to feel good and use the time in the right way, you must have a system that helps you move forward. With this kit, you can manage your entire online business from one place and feel in control by having the right system.

10. Notion for Agencies

Notion for Agenciesのテンプレートのプレビュー

The ULTIMATE all-in-one system for agencies. Document processes, host client portals, plan quarters, recruit staff, manage projects: grow your agency. System honed over 50+ Notion clients.

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