Be consistent with your customers. Standardize sales processes with project templates—so teams can put their best foot forward as they build pipeline, win customers, and close deals.
Featured
Use custom-built templates for each stage of your sales process, from lead generation to post-deal support.
Sales plan
A sales plan template can help provide your team with the organized framework they need to establish their sales goals. Learn how you can do that with Asana.
![[Templates] Sales Pipeline (Card image)](https://assets.asana.biz/transform/387f7b65-031c-4b14-a9bf-02261d8f8029/TG23-web-thumbnail-021-call-log-static-2x?io=transform:fill,width:1680&format=webp)
Sales pipeline
Sales teams looking for a lightweight way to track pipeline progress and action items on specific accounts can try this template.
![[Templates] Post-Sales Handoff (Card image)](https://assets.asana.biz/transform/f9fa4005-1bcf-43d0-b78a-55f8f84c3569/TG23-web-thumbnail-026-kickoff-meeting-static-2x?io=transform:fill,width:1680&format=webp)
Post-sales handoff
Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.
We want to go deep with our clients while maintaining a unified, consistent approach. Asana helps us do that. We connect it to Zendesk, Zoom, Slack, and our own platform, making Asana the source of truth we can count on to get stuff done and bring us together across teams."
Create a seamless customer experience
Standardize each stage of the sales journey, so you can provide a consistent customer experience—even when leads are passed between different teams.
All of your sales information, in one place
Don’t let leads fall through the cracks. With 260+ app integrations, you can keep track of customer outreach, sales data, and team conversations—even when they happen across different tools.
Salesforce
Hubspot
Zendesk
Gmail
Outlook
Zoom
Microsoft Teams
Slack
Google Drive
Tableau
Build efficient sales processes
Use Asana templates to move faster, execute smoothly, and close deals with confidence.
Sales templates
1:1 meeting
Build trust and encourage collaboration with a 1:1 meeting template. Keep track of agenda items, meeting notes, and next steps in one place.
Professional development plan
Create a professional development plan template that works to both help you set professional goals and create an action plan to achieve them.
Employee offboarding checklist
Organize your good-byes. Employee offboarding checklist templates streamline the process for departing employees and help everyone with the transition.
Team goals planning template
Get all the steps you need to draft goals, gather input, and put your objectives to the test.
Program roadmap
Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.
Knowledge management
Create a knowledge management template and ensure that every team member prioritizes and organizes information the same way.
Weekly schedule
Don’t just track your weekly to-dos. Organize and schedule your tasks so you can always get your highest-impact work done. Learn how to create a weekly schedule template in Asana.
RACI matrix
Team decision-making can be hard—a RACI matrix template makes it easier. Define each project task role to instantly boost clarity for all your stakeholders.
Sales plan
A sales plan template can help provide your team with the organized framework they need to establish their sales goals. Learn how you can do that with Asana.
Email marketing calendar
Create an email marketing calendar template to streamline scheduling and better connect with your customers.
Stride client account management template
See how Stride optimizes account management, and use their template to centralize info, track action items, and maintain customer relationships.
Awin content localization template
Try Awin’s template to automate handoffs and approvals, reduce manual work, and ensure no requirements slip through the cracks.