# Sales and CX AI Workflow Template • Asana

> Design your sales plan, manage top accounts, and more.

Source: https://asana.com/templates/sales-cx/page/2

### AI workflow templates for sales and CS

- [All templates](/templates/all)

- [Marketing](/templates/marketing)

- [Operations & PMO](/templates/operations-pmo)

- [IT](/templates/it)

- [Design](/templates/design)

- [HR](/templates/hr)

- [Product & Engineering](/templates/product-engineering)

- [Sales & CX](/templates/sales-cx)

### Post-sales handoff

Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.

### Pre-sales deal support

Make your sales deal process more efficient by improving accountability and collaboration with this template.

### 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.

### QBR meeting agenda

Try our template as a blueprint for your next QBR meeting to save time and set your team up for success for the next one.

### Customer feedback

What if you could collect customer feedback in one place to finally figure out what they love and loathe? You’d probably have happier customers. Get started with this customer feedback template.

### 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.

### Sales pipeline

Sales teams looking for a lightweight way to track pipeline progress and action items on specific accounts can try this template.

### Account tracking

Customer Success teams looking for a lightweight way to track accounts and action items can try this template.

### Call log template

Learn how creating a call log template can help you record and track important call information.

### 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.

### Inventory

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

### Brain dump template

Try a free brain dump template to capture ideas quickly, sort priorities, and move from thinking to doing without losing important details.

### Product catalog template

Try an online product catalog template that keeps pricing, content, and images organized. Give your team a reliable source of truth for every SKU.

### Customer implementation

Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.

#### Explore ways to use Asana

Use Cases

Creative production, Campaign management, Marketing strategic planning, Content calendar, Organizational planning, Goal management, Project intake, Product launches, Resource planning, Employee onboarding, Inventory and equipment management, Provider onboarding, Regulatory compliance management, Clinical research management, New site openings