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Sales team templates

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.

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Use custom-built templates for each stage of your sales process, from lead generation to post-deal support.

Sales plan template header image

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)

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)

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."

Kevin Weiss

VP of Client Success, Retail Media, Skai

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.

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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.

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Build efficient sales processes

Use Asana templates to move faster, execute smoothly, and close deals with confidence.

Sales templates

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Asana gap analysis template in action

Gap Analysis Templates

Pinpoint gaps, uncover root causes, assign tasks, and take action fast. This customizable gap analysis template flexes to fit your team’s needs.

Asana key performance indicator template in use

KPI Templates

Use this KPI template to define key performance indicators, track metrics, and report results without digging through spreadsheets.

asana inventory template in action

Inventory Templates

Get organized fast with an inventory template your whole team can use—fast to set up, easy to update, and built to scale.

Asana to-do list in action

To-Do List Templates

Organize your tasks in one place with a free to-do list template. Track what’s done, what’s next, and what matters most.

Asana budget template illustration

Budget template

Plan budgets, track expenses, and avoid surprises. Asana’s free budget templates make it easy to manage costs for teams, projects, or households.

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Project documentation

Looking for documents is a giant time waster for most people—which is where a project documentation process comes in. Learn how to create a project documentation template so that you always know where documents live—for every project, company-wide.

[Templates] Conference agenda

Conference agenda template

Plan your conference and track essential event details with a custom-built conference agenda template in Asana.

Awin content localization template banner image

Awin content localization template

Try Awin’s template to automate handoffs and approvals, reduce manual work, and ensure no requirements slip through the cracks.

[Templates] RFP Process (Card image)

RFP Process

Use our template to prepare an RFP, then organize and evaluate the responses—all in the same place—so you can pick the best vendor for the job.

[Templates] Communication plan (card image)

Communication plan

Keep everyone on the same page and clearly communicate important information to stakeholders by creating a communication plan template in Asana.

[Templates] Candidate Tracking (card image)

Candidate tracking

Use this template to organize and track candidates for all of your open roles so your team is aligned throughout the hiring process.

Project charter template banner image

Project charter template

Want to nail your next project pitch? Create a project charter template and outline everything you need to get your next initiative approved.