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Sales & Marketing · Ingested sales & marketing templates auto-classified from the internal Ubuntu BizBox catalogue.

Format intelligence

Every template is auto-tagged with the right file format and a complexity tier so you know what you're downloading before you open it.

DOCX · WordXLSX · ExcelHybrid · Word + ExcelPPTX · PowerPointPDF · PDF

Operational classification

Department: Owning team — who runs this template day-to-day.
Stage: Business lifecycle — Start, Run or Scale.
Frequency: How often it's used — One-off, Recurring or On-demand.
Audience: Who reads it — Internal, External or Regulator.

Workflow bundles

Templates are auto-linked into end-to-end business workflows so you can see where each one fits in a real operational sequence.

Lead-to-Cash · 7 stepsHire-to-Retire · 9 stepsProcure-to-Pay · 7 stepsPlan-to-Launch · 6 stepsMarketing Campaign · 5 stepsMonthly Finance Close · 5 stepsGovernance Cycle · 5 stepsCustomer Success · 5 steps

Complete the workflow

These workflows pass through this category. Grab the missing steps from neighbouring categories to run the whole sequence end-to-end.

Lead-to-Cash

Cold lead → signed deal → paid invoice.

4/7

in this category

1. Prospect
2. Qualify
3. Propose
4. Negotiate
5. Contract
6. Invoice
7. Collect

Pick up the missing steps

Qualify: Request for Proposal (RFP) (Sales), Request for Proposal (RFP) (Proposals & Quotations), Sample Format for Responding to RFP (Checklist) (Proposals & Quotations)
Negotiate: Exclusive Negotiation Agreement (Legal Agreements), Term Sheet for Series A Round of Financing (Legal Agreements), Term Sheet (Legal Agreements)
Collect: How to Setup Online Payment (Playbooks & How-To Guides), Return of Purchase Order and Demand for Advance Payment (Production & Operations), Cancellation of Stop Payment Order (Production & Operations)

Marketing Campaign

Brief → live campaign → measured result.

4/5

in this category

1. Strategy
2. Brief
3. Plan
4. Execute
5. Measure

Hire-to-Retire

Job opening → onboarded employee → exit.

2/9

in this category

1. Plan
2. Source
3. Screen
4. Interview
5. Offer
6. Onboard
7. Manage
8. Discipline
9. Exit

Pick up the missing steps

Source: Outsourcing Agreement (Legal Agreements & Contracts), Recruitment Plan (Human Resources), Outsourcing Agreement Manufacturing (Production & Operations)
Screen: Employment Application Form (Human Resources), Employee Reference Check Form (Human Resources), Checklist Temporary Help Agency Screening (Legal Agreements)
Offer: Job Offer Letter (Human Resources), Job Offer Letter Long (Legal Agreements), Job Offer Letter Simple (Legal Agreements)
Onboard: Employee Handbook (Human Resources), Client Onboarding Form (Sales), How to Steps for Client Onboarding Process (Playbooks & How-To Guides)

Monthly Finance Close

Daily ledger → monthly P&L → board pack.

2/5

in this category

1. Capture
2. Reconcile
3. Report
4. Budget
5. File

Pick up the missing steps

Reconcile: General Ledger (Finance & Accounting), Bank Reconciliation (Finance & Accounting), How to do Bank Reconciliation (Playbooks & How-To Guides)
Report: Balance Sheet (Finance & Accounting), Income Statement (Finance & Accounting), Cash Flow Forecast (Finance & Accounting)

Governance Cycle

Board agenda → resolution → audit trail.

2/5

in this category

1. Agenda
2. Pack
3. Minutes
4. Resolve
5. Audit

Pick up the missing steps

Agenda: Notice of Meeting (Legal Agreements & Contracts), Meeting Agenda (Project Management), Leadership Meeting Agenda (Legal Agreements)
Pack: Board Pack (Strategy & Executive Management), Governance Reports (Specialized & Advanced)
Minutes: Minutes of Meeting (Legal Agreements & Contracts), Minutes of Meeting (Most Downloaded), Minutes of Meeting of Directors First (Legal Agreements)

Procure-to-Pay

Need → purchase order → supplier paid.

1/7

in this category

1. Requisition
2. Source
3. Approve
4. Order
5. Receive
6. Invoice
7. Pay

Pick up the missing steps

Requisition: Purchase Requisition (Procurement & Supply Chain)
Source: Bid Proposal (Proposals & Quotations), Vendor Evaluation Form (Operations & SOPs), Supplier Evaluation Form (Procurement & Supply Chain)
Approve: Overtime Approval Form (Human Resources), Expense Approval Form (Administrative), Return of Goods on Approval (Production & Operations)
Receive: Delivery Note (Procurement & Supply Chain), Goods Received Note (Production & Operations), Delivery Note (Legal Agreements)

Plan-to-Launch

Idea → registered company → trading.

1/6

in this category

1. Validate
2. Model
3. Plan
4. Register
5. Fund
6. Launch

Pick up the missing steps

Validate: Feasibility Study (Business Formation & Startup), SWOT Analysis (Business Formation & Startup), Market Research Report (Business Formation & Startup)
Model: Business Model Canvas (Business Formation & Startup), Business Model Canvas (Industry Business Plans), Business Model Canvas Worksheet (Playbooks & How-To Guides)
Register: Company Registration Checklist (Business Formation & Startup), Founder Agreements (Business Formation & Startup), Shareholders Agreement (Legal Agreements & Contracts)
Fund: Investor Pitch Deck (Business Formation & Startup), Capital Raising Documents (Business Formation & Startup), Due Diligence Request Lists (Business Formation & Startup)