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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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 WeissVP 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.

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Sales templates

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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.

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Stride client account management template banner image

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.

Freelancer management template banner image

Freelancer management template

Assign, review, and track assignments in one central location with a freelancer management template.

[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.

Weekly schedule template banner image

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.

Knowledge management template banner image

Knowledge management

Create a knowledge management template and ensure that every team member prioritizes and organizes information the same way.

Program roadmap template banner image

Program roadmap

Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.

Annual planning template banner image

Annual planning template

Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important.

Kanban board template article banner image

Kanban board

Visualize your workflow with a Kanban board template. Quickly see the stage and progress of each task, so your team knows exactly what’s on track—and what needs attention.

Project tracker template banner image

Project tracker template

Learn how to create a project tracker template, because it’s easier to coordinate projects across teams when everyone in the company tracks them the same way.

[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.

[Templates] Customer Feedback (card image)

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.