(SOP) Standard Operating Procedures

SOP Template, Standard Operating Procedure Template, Plexie

Empower your team to complete tasks with the same standards and care that you would provide if you were to do them yourself. Increase the value of your business by developing strategies, collaborating on initiatives, and keeping track of all daily tasks and projects in one place. Keep all of your thoughts, notes and documentation […]

Meeting Minutes & Notes

Meeting Minutes Template, Meeting Notes Template, Plexie

A written record of activities that happened during the meeting. Increase the value of your business by developing strategies, collaborating on initiatives, and keeping track of all daily tasks and projects in one place. Keep all of your thoughts, notes and documentation organized in one place. Easily share and present your work with Plexie. Get […]

Buyer Persona

Marketing Template, Buyer Persona Template, Customer Persona Template, Plexie

Craft a detailed profile of your targeted audience that represents their goals, wants, needs, and challenges with a buyer persona template. Coordinate marketing events and plan strategies with your team effectively, making everyone more confident and get more done. Get Started Today

Content Library

Marketing Templates, Content Library Template, Online Document Template, Plexie

Add documents to this visual content library. Coordinate marketing events and plan strategies with your team effectively, making everyone more confident and get more done. Get Started Today

Sales Goals Template

Sales Goals Template, Plexie

Outline your goals, strategies, competitors, and more with this customizable template. Empower your team with a strong set of goals. Create an organized way to capture and visualize your thoughts, notes and documentation in one place. Develop reliable sales strategies for your small business by collaborating with your team, sharing notes, valuable sales resources, and creating […]

Product Information Template

Product Information Sheet Template, Plexie

Create and customize a product sheet that details product or service information, images and other media to fit your needs. Develop reliable sales strategies for your small business by collaborating with your team, sharing notes, valuable sales resources, and creating personalized experiences for prospects. Get Started Now

Monthly Budget Plan

Monthly Budget Plan Template, Plexie

Create a spending plan and balance your expenses with your income using a monthly budget template. Develop reliable sales strategies for your small business by collaborating with your team, sharing notes, valuable sales resources, and creating personalized experiences for prospects. Get Started Today

Discovery Call

Sales Agenda Discovery Call Template, Plexie

Take notes on the first conversation with a prospect after they show initial interest in your product using a discovery call template. Develop reliable sales strategies for your small business by collaborating with your team, sharing notes, valuable sales resources, and creating personalized experiences for prospects. Get Started Today

Customer Follow-Up

Customer Follow Up Template Plexie

Stay up to date with prospects by creating a client call log of detailed notes after networking. Stay organized when checking in to ensure customer satisfaction. Develop reliable sales strategies for your small business by collaborating with your team, sharing notes, valuable sales resources, and creating personalized experiences for prospects. Get Started Today

Client Resource Portal

Resource Client Portal Template, Plexie

Share important information, files, and services to prospective or existing clients. Customize the look and feel of our client portal template to match your needs. Develop reliable sales strategies for your small business by collaborating with your team, sharing notes, valuable sales resources, and creating personalized experiences for prospects. Get Started Today