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Marketing & sales templates

Write a creative brief, craft user personas, coordinate campaigns, and a whole lot more. Check out our top marketing and sales templates here.

  • Marketing plan

    Atlassian

    Marketing plan

    Define your marketing strategy and plan marketing programs with your team.

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  • Marketing campaign

    Atlassian

    Marketing campaign

    Plan and track your marketing campaign tasks and deadlines through to execution.

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  • Content strategy

    Atlassian

    Content strategy

    Create a content strategy plan and organize your editorial calendar.

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  • Product launch

    Atlassian

    Product launch

    Prepare your product launch, document strategy, and plan launch activities.

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  • Sales account planning

    Atlassian

    Sales account planning

    Develop a unique sales strategy for your accounts to close more deals.

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  • Sales portal

    Atlassian

    Sales portal

    Create a one-stop shop for all your sales information and collateral.

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  • Competitive analysis

    Atlassian

    Competitive analysis

    Keep up with competitors by documenting their offerings and strategies.

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  • Persona

    Atlassian

    Persona

    Create personas to represent different user types of your product or service.

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  • SWOT analysis

    Atlassian

    SWOT analysis

    Use this template to assess how your business is performing and how it can improve.

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  • Creative brief

    HubSpot

    Creative brief

    Use this template to share creative project requirements and goals with your team.

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  • Elevator pitch

    Atlassian

    Elevator pitch

    Use this template to create an elevator pitch that communicates the value of a project.

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  • Marketing blog post

    Atlassian

    Marketing blog post

    Draft your blog content, assign your reviewers, and plan your distribution strategy.

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  • Message house

    Atlassian

    Message house

    Keep your message consistent by aligning everyone with a message house.

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  • Email drip campaign

    Trello

    Email drip campaign

    Keep the details of your email sends organized and the results clear for your team.

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  • Customer interview report

    Atlassian

    Customer interview report

    Turn customer interviews into insights with the customer interview report.

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  • Experiment plan and results

    Optimizely

    Experiment plan and results

    Document the details of your experiment including your hypothesis, variations, and results.

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  • Marketing united

    Atlassian

    Marketing united

    A weekly blog post from your leaders and peers is just what you need to keep everyone informed.

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  • QTC acquisition

    Atlassian

    QTC acquisition

    Assist the accounts receivable and revenue teams regarding quote-to-cash during an acquisition.

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