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Team

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.

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[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.

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[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.

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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 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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[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.

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Professional development plan template banner image

Professional development plan

Create a professional development plan template that works to both help you set professional goals and create an action plan to achieve them.

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Employee offboarding checklist template banner image

Employee offboarding checklist

Organize your good-byes. Employee offboarding checklist templates streamline the process for departing employees and help everyone with the transition.

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[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.

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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.

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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.

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[Templates] Meeting agenda (Card image)

Meeting agenda

Clarify meeting goals, define team responsibilities, and put the meaning back into meetings with a free meeting agenda template from Asana.

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Risk register template card image

Risk register template

Create a risk register template to proactively identify and solve potential roadblocks before they become a bigger problem.

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Team Goals Planning Example template card image

Team goals planning template

Get all the steps you need to draft goals, gather input, and put your objectives to the test.

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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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[Templates] Cross Functional Project Plan (Card image)

Cross-functional project plan

Creating a project plan from scratch but don’t know where to start? Our tips and template can take you from plans to action.

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[QBR Meeting Agenda] template Card Image

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.

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