4500+ Advance Ready-to-use Business Documents
Ultimate Business Management Toolkit
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All-in-One Business Toolkit: Access 45,00+ Ready-to-Use Documents Including Policies, SOPs, Agreements, and Trackers!
Compliant. Professional. Essential. Documents Included:
Balance Sheet with Financial Ratios Balance sheet with owner’s Liability and Equity Business expense budget Channel Marketing Budget Tracker Employee attendance tracker Gantt project planner General ledger with budget comparison Income Statement One financial year Indepth sales report Inventory list Marketing project planner Product price list Profit and Loss Statement post Tax Profit loss statement Pre-tax Project issue tracker Salesman mileage and expense report Salesman travel expense log Scrolling roadmap Service price list Annual Analysis And Summary Report Of Sales Data Cold Email Sales Weekly Activity Spreadsheet Excel Sales Opportunity Tracking Template Finance Strategy Lead Tracker Marketing Sales Lead Goal Calculator Marketing Expenses Plan Mini CRM Tool Online Sales Tracker Pipeline Tracker Spreadsheet Pipeline Velocity Analyzer Sales Funnel Sales Pipeline Sales Plan Sales Sequence Builder Sales Volume Last Year Vs This Year Simple Sales Gantt Chart
Business Analysis Characteristics of Competitive Strategies Checklist Industry Analysis Checklist Manufacturer Analysis Checklist Trend Analysis Cost Analysis of Market Research Methods Demographic Analysis Industry Competitive Forces Analysis Market research Guide Market Study Market Survey Small Business Competitive Analysis Website Competitive Analysis Report Blank customer satisfaction survey Brand Loyalty Survey Buyer Persona Worksheet Checklist Developing Services Client Satisfaction Survey Comparison of Demographics Competitive Advantage Spreadsheet Competitor Analysis Conference Evaluation Form Considerations for Benchmarking Checklist Customer Experience and Brand Loyalty Survey Customer Experience Survey Customer Profile Buyer Persona Worksheet Demographic Analysis Guide Exhibit Show Survey Importance Scale Survey Industry Analysis Job Analysis Manufacture Analysis Market Study Market Survey – Business to Business Market Survey – General Quality Scale Survey Target Market Analysis Test Franchise Feasibility Trade Show Exhibit Questionnaire Trend Analysis
Customer Profile Questionnaire Lean Persona Guide Competitive Analysis Landscape Online Strategy Competitive Analysis Value Proposition Comparative Analysis Vendor and Supplier Due Diligence Checklist
Marketing
SOP For A Marketing Calendar SOP for Social Media Engagement SOP for Content Marketing Strategy SOP for Trade Show Participation and Follow-up SOP for Networking and Building Relationships SOP for Community Engagement and Management SOP for E-commerce Sales Management SOP for Managing Negative Reviews and Feedback SOP for Updating and Managing Website Content SOP for Conducting Market Research SOP for Competitive Analysis SOP for Crisis and Reputation Management SOP for Aligning Sales and Marketing Teams SOP for Partner and Reseller Management SOP for Implementing Sales Promotions and Campaigns SOP for Managing Affiliate Partnerships SOP for Communication Between Sales and Other Departments.
Sales
SOP For Addressing Customer Complaints SOP For Client Followup SOP For Collecting Customer Feedback SOP For Conducting A Client Meeting SOP For Creating Quotation SOP For Email Communication SOP For Increasing Sales In Person SOP For Sales Phone Call SOP For Sales Projection SOP For Sending Invoice SOP To Deal With Rude Customers SOP To Enhance Service Quality SOP To Greet Arriving Customers SOP To Map Your Online Sales Funnel SOP for Lead Generation and Management SOP for Pricing Strategy and Management SOP for Handling Sales Returns and Refunds SOP for Sales Reporting and Analytics SOP for Renewing Customer Contracts SOP for Managing and Monitoring Sales Territories SOP for Upselling and Cross-selling SOP for Discount Approval and Management SOP for Preparing for Sales Meetings/Conferences SOP for Managing Seasonal Sales SOP for Tracking and Managing Sales KPIs SOP for Inventory Management in Sales SOP for Compliance with Sales Regulations and Laws SOP for Post-Sales Follow Up and Engagement SOP for Handling and Resolving Sales Disputes SOP for Updating and Maintaining Product Knowledge SOP for Evaluating and Adjusting Sales Goals SOP for Personal Data Protection and GDPR Compliance in Sales SOP for Remote Sales Team Management SOP for Vendor Selection and Management SOP for Managing Customer Loyalty Programs SOP for Managing Outsourced Sales Teams SOP for Customer Churn Analysis and Prevention SOP for Using and Updating Point of Sale (POS) Systems SOP for Transitioning a Sales Lead Between Team Members SOP for End-of-Day Sales Reconciliation SOP for Use of Company Vehicles by Sales Team SOP for Re-engaging Dormant Accounts SOP for Conducting Employee Exit Interviews in Sales SOP for Tracking and Managing Customer Referrals
Finance
SOP For Calculating Commission SOP For Collecting Payments SOP For Cost Analysis SOP For Creating Department Budget SOP For Managing Company Finance SOP For Creating A Customer Database SOP For Recording Salesman Travel Mileage SOP For Setting Incentives SOP for Managing and Reporting Employee Expenses SOP for Renewing and Updating Business Licenses and Permits
HR
SOP For Handling Sensitive Information SOP For Improving Employee Performance SOP For Onboarding An Employee SOP For Training New Employees SOP For Recruiting And Hiring SOP for Decommissioning and Offboarding an Employee SOP for Implementing and Managing Employee Wellness Programs SOP for Recruitment and Selection Process SOP for Payroll Processing and Management SOP for Attendance and Leave Management SOP for Employee Disciplinary Action and Termination SOP for Handling Workplace Harassment and Discrimination Claims SOP for Employee Recognition and Rewards Program SOP for Conducting Employee Satisfaction Surveys SOP for Succession Planning SOP for Managing Workplace Conflicts SOP for Employee Counselling and Mental Health Support SOP for Employee Engagement Activities and Programs SOP for Administering and Managing Remote Work Policies SOP for Conducting Regular HR Audits SOP for Workplace Security and Emergency Procedures SOP for Diversity, Equity, and Inclusion Initiatives SOP for Employee Relocation and Travel Management SOP for Managing Interns and Temporary Employees SOP for Employee Referral Program SOP for Workforce Planning and Staffing Levels SOP for Handling and Protecting Sensitive Employee Data
Account manager introduction email Account manager Leaving Email Accounting Errors Apology Accounts – Product refund email Acknowledgment of Unsolicited Ideas Action Form for Customer Service An Apology for System Downtime Slow service etc Answering about a products feature Answering questions about product repair Answering user suggestions about a product Apology and Compensation Apology and Replacement of Damaged Goods Apology for Delayed Response Apology for Inability to Tender Apology for Inconsistent Service Apology for the Late delivery of [PRODUCT] Apology for Missing Appointment Approval of Customer Charge Card Asking a client to fill out a questionnaire Asking a customer to make a direct introduction with a prospective client Asking an long time customer to refer you Asking customers for referral Asking for a referral and giving a COUPON Asking for a referral for your product service B2B Referral – After customer satisfaction survey B2B Referral – Asking from a loyal customer B2B Referral – Asking from a new customer B2B Referral – Asking long-term customer for a referral B2B Referral – Customer referral program B2B Referral – Email for customers to refer someone they know B2B Referral – Following up after asking for a referral B2B Referral – Thanking a one-time customer for a referral B2B Referral – Thanking customer for referring B2B Referral – Asking from a one-time customer Client leaving you – Goodbye, keep in touch Client Onboarding – Personal invite from Founder Client Onboarding – Product Focused Client Onboarding – Thank you for choosing us Client Onboarding – Trial Period Welcome Client Onboarding – Welcome Email Congratulations on Expansion Congratulations on Formation of a New Company Congratulations on Service Credit Extension for Valued Customers on Past Due Accounts Customer Confidentiality Agreement Customer Feedback Request Customer Incentive Programme Announcement Customer Revival of Sales Customer Service Guidebook Customer Service Guidelines for [Company] Customer Service Improvement Checklist Guide Customer Service Playbook Customer Service Policy Document – [Company] Customer Service Policy Document Customer Service Policy Customer Service Procedures – [Company] Customer Service Representative Job Description Customer Service Standards Customer transfer at the end of onboarding Discount for New Companies Discount Negotiation – Accepting a discount request Discount Negotiation – Accepting Discount request Discount Negotiation – Negotiating a discount request Discount Negotiation – Promo ended a month ago Discount Negotiation – Rejecting a request for discount Email – Extend a customers service contract Email after repairing product Email Announcing New Service Email asking customer to complete enclosed questionnaire Email for Responding to Inquiry Email to celebrate good customer relationship Email to Customer Not Home for Service Appointment Email to inform customer about Departed Employee Email to set appointment to repair customer’s product Feedback Request – From long-time user Feedback Request – From new user Feedback Request – How did we do Feedback Request – How was your experience Feedback Request – Prefered Customer Feedback Request – Thirty Second review Feedback Request – To make the product service better Feedback Response – General Customer feedback Feedback Response – Negative review that mentions team Feedback Response – Negative review Feedback Response – Neutral Response Feedback Response – Positive review Feedback Response – Rating only negative review Feedback Response – Rating only review Feedback Response – Review with team member’s name Feedback Response – Spam_Fake review Follow up – after solving the issue of the client Form for Customer Complaints Giving an indecisive customer a free trial Guidelines – Communicating with Prospective Clients How to Steps for Client Onboarding Process I Value Your Business and Regret Losing it (Email) …
ASIC MoneySmart Budget Planner Project Manage Budget Worksheet Budget Detail Worksheet Budget Planner Excel Template Budget Planner Template Excel All Business Project Budget Business Expense Budget Excel Templates Cash Budget Template Household Budget Worksheet Just Rec Guide Budget Multiple Project Budget Planner Money Smart Budget Planner Data Pack Operating Budget Personal Monthly Budget Excel Template Personal Budget Worksheet Software Project Budget Template South African Budget Tool Final Student Budget Worksheet Work Breakdown Budget Planner Travel Budget Template Event Budget Template Annual Budget Worksheet Monthly Budget Tracker Weekly Budget Planner Simple Budget Template Zero-Based Budget Worksheet Start-Up Budget Worksheet Business Start-Up Cost Budget Project Budget Forecast Marketing Budget Excel Template Construction Project Budget Sheet Grant Budget Template NGO Budget Planning Sheet Non-Profit Budget Excel Template Wedding Budget Planner Family Budget Tracker Salary Budget Planning Sheet Expense & Income Budget Sheet Budget vs Actual Excel Template Team Budget Allocation Template School Budget Template Restaurant Budget Planner Freelancer Budget Tracker Home Renovation Budget Sheet Monthly Budget with Charts Daily Expense Tracker Budget Calendar Template Capital Expenditure Budget Template Personal Finance Tracker Projected Budget Planning Worksheet
Advertising Agency Agreement Non Disclosure Agreement Employment Agreement Consultant Agreement Distributor Agreement Dealership Agreement Commission Agreement With Royalties or Commission Customer Confidentiality Agreement Mutual Confidentiality Agreement Advertising Agency Agreement Real Estate Brokerage Agreement Advertising Sales Representation Agreement Affiliate Marketing Agreement Template Affiliate program agreement Agency Agreement Corporate Duties Agreement Between Carrier and Shipper Agreement Between Owner and Contractor Agreement for Internet Advertising Services Agreement for Reseller Agreement of Movable Hypothec Without Delivery Agreement of Purchase and sale of Business Assets Agreement of Purchase and Sale of Shares – Long form Agreement to Debt Payment Extension Terms Agreement with Provider of Network Services Amendment to Sales Contract Asset Purchase Agreement for Retail Store Asset Purchase Agreement Asset Sale and Purchase Agreement Film Television Asset Transfer and Sale Agreement Brand Awarding Contract Letter Bulk Sale Agreement Call Centre and Telemarketing Agreement Challenges Arising from Sale Agreement Checklist Checklist Drafting Joint Promotion Agreements Checklist Drafting Merchandising Licence Agreements Checklist for a Co-Branding Agreement Checklist Items to Consider for Drafting a Promissory Note Checklist Partnership Agreement Commercial Pledge Equipment and Machinery Commitment Form Compromising Debt Agreement Conditional Sale Agreement Confidentiality Agreement (Data Processing Services) Confidentiality Agreement for Consultants and Contractors Confidentiality Agreement for Consultants Contractors
Company Profile, History and Growth Pitch Deck Business Pitch Proposal Startup Business Plan Presentation Brand or company Presentation Company History Growth Presentation Project Management Plan Company and Brand Presentation Finance presentation pitch Indepth Business Pitch Deck Portfolio Presentation Real Estate presentation Travel agency Deck Construction Project Proposal Presentation Brand guidelines Presentation Branding Strategy and Plan Money consultant Pitch Deck Pitch Deck for Company growth Profile Real Estate Broker Pitch Deck Company Showcase Cosmetics Company Profile Pitch Deck Travel Tourism Destination showcase Deck Construction Company Showcase Deck Indepth Pitch Deck for Company Insurance Consulting Pitch Deck Short Business Plan Pitch Deck Real Estate Broker Presentation Sales Forecast Presentation Tech Company Profile Pitch Deck AC Heating Services Pitch Deck Business Plan Pitch Presentation Cloud Computing Pitch Deck Company Funding Pitch Deck Company Timeline, Profile Showcase In-depth Company Keynote NGO Company Profile Pitch Pharmaceutical presentation Pitch Social Media Plan of Action Presentation Company customer acquisition flowchart Company goals, values growth Pitch deck Company pitch deck (Colour option) Insurance Company pitch Deck Medical Clinic Deck Real Estate Business Plan Pitch Restaurant Food Presentation Wealth Management Presentation Business Presentation Corporate company profile Medical Company Presentation Pitch Sales Statistics Presentation Medical Devices / Medicine Company Profile Project proposal Business Pitch Deck Company Brand Showcase Project Timeline Presentation Hospital Presentation Growth Plan New Company pitch deck Company Pitch Deck – long Marketing Presentation MSME Business Presentation Pitch Deck for Small companies Multipurpose business Company presentation Company Pitch Deck IT company pitch deck Agency Profile Business Plan Presentation Saas Presentation Pitch Deck Business Product Pitch Deck Medical Pitch Deck Company Brand presentation Micro and small business Pitch Deck Multi Purpose Business Presentation Pitch Deck – 2
HR Consulting Business Plan Template Interior Design Business Plan IT Consulting Business Plan Template IT Security Business Plan Template Logistics Business Plan Template Manufacturing Business Plan Template Modern Business Plan Template Photography Marketing Plan Template Production Company Business Plan Quarterly Business Plan Template Realtor Business Plan Retail Business Plan Template Simple Construction Business Plan Software Company Business Plan Template Software Sales Business Plan Template Software Testing Business Plan Template T-Shirt Company Business Plan Template Tour Operator Business Plan Travel Agency Marketing Plan Template Web Design & Development Business Plan Template Website Design And Development Business Plan Template Wedding Photography Business Plan YouTube Marketing Plan Template Accountancy Firm Business Plan Template Business Plan Guidelines Computer Support Business Plan Template
Competitor AnalysisPDS_StoreHelpIconSetUserGuide_PPTWorld_MapVoodooWebsite_ProposalCindyClarity A4ClarityFoliageValkwe_CreativeVegan-Recipe-EBookVexanaRecipe-BookResume-cvRizmschool-yearbook
More 200+
KPI
KPI For Chief Executive Officer (CEO) KPI For Chief Operations Officer (COO) KPI For Chief Financial Officer (CFO) KPI For Chief Technology Officer (CTO) KPI For Chief Marketing Officer (CMO) KPI For Chief Human Resources Officer (CHRO) KPI For Chief Information Officer (CIO) KPI For Chief Legal Officer (CLO) KPI For General Manager KPI For Operations Manager KPI For Financial Controller KPI For Human Resources Manager KPI For Marketing Manager KPI For Sales Manager KPI For IT Manager KPI For Project Manager KPI For Product Manager KPI For Business Analyst KPI For Data Analyst KPI For Software Developer
KRA
KRA For Chief Executive Officer (CEO) KRA For Chief Operations Officer (COO) KRA For Chief Financial Officer (CFO) KRA For Chief Technology Officer (CTO) KRA For Chief Marketing Officer (CMO) KRA For Chief Human Resources Officer (CHRO) KRA For Chief Information Officer (CIO) KRA For Chief Legal Officer (CLO) KRA For General Manager KRA For Operations Manager KRA For Financial Controller KRA For Human Resources Manager KRA For Marketing Manager KRA For Sales Manager KRA For IT Manager KRA For Project Manager KRA For Product Manager KRA For Business Analyst KRA For Data Analyst KRA For Software Developer
HR Policies
Anti Bribery Anti Corruption Policy Anti Bullying Policy Anti-Spam Policy Attendance And Punctuality Guidelines Bring Your Own Device Policy Cash Handling Policy Commission Policy Company Cell Phone Policy Company Data Protection Policy Computer Use Policy Dress Code Policy Email Policy Employee Cell Phone Policy Employee Handbook Employee Laptop Policy Employee Referral Policy Exit Interview Policy Expenses Reimbursement Policy Gifts Entertainment Policy Internet And Email Policy For Employees Local Travel Policy Maternity Leave Policy Overtime Policy Policy For Commissions On Sales Policy For Media Relations Record Maintenance And Confidentiality Policy Reimbursement Policy For Sales Expenses Rewards And Recognition Policy Travel Policy Website Privacy Policy
Sales Policies
Email Marketing Policy Volume Discount Policy Trade-In Policy Trade Show Policy Telemarketing Policy Special Order Policy Social Media Policy Shipping Insurance Policy Shipping and Handling Policy Satisfaction Guaranteed Policy Sale Policy Returns and Exchanges Policy Return Authorization Policy Rent-to-Own Policy Refund Policy Referral Program Policy Publicity Policy Public Relations Policy Promotions Policy Product Warranty Policy Product Verification Policy Product Upgrade Policy Product Traceability Policy Product Testing Policy Product Support Policy Product Safety Policy Product Return Policy Product Replacement Policy Product Registration Policy Product Recall Policy Product Quality Policy Product Promotion Policy Product Packaging Policy Product Maintenance Policy Product Liability Policy Product Launch Policy Product Insurance Policy Product Exchange Policy Product Disposal Policy Product Development Policy Product Design Policy Product Compliance Policy Product Certification Policy Product Authenticity Policy Price Matching Policy Payment Policy Online Advertising Policy No-Hassle Return Policy Loyalty Program Policy Liquidation Policy Limited Warranty Policy Leasing Policy Layaway Policy Hold and Reserve Policy Handling Fee Policy Gift Wrapping Policy Gift Voucher Policy Gift Registry Policy Gift Card Policy Free Shipping Policy Financing Policy Exchange Policy Event Marketing Policy Early Payment Discount Policy Drop Shipping Policy Discounted Shipping Policy Discount Policy Direct Mail Policy Damaged Goods Policy Credit Policy Contests and Giveaways Policy Consignment Policy Closeout Policy Clearance Policy Cash Discount Policy Branding Policy Backorder Policy Affiliate Program Policy Rewards And Recognition Policy
Customer Support Policies
Warranty Support Policy Upgrades and Updates Support Policy Trial Support Policy Training and Education Support Policy Ticketing System Policy Technical Support Policy Subscription Support Policy Social Media Support Policy Service Level Agreement Support Policy Self-Service Support Policy Return and Refund Support Policy Remote Support Policy Product Support Policy Post-Warranty Support Policy Phone Support Policy On-Site Support Policy Maintenance Support Policy Live Chat Support Policy Knowledge Base Policy Feedback and Suggestions Support Policy| Escalation Policy Equal Opportunity and Affirmative Action Policy Email Support Policy Data Backup and Recovery Support Policy Customer Service Training Policy Customer Service Standards Policy Customer Service Satisfaction Policy Customer Service Review Policy Customer Service Retention Policy| Customer Service Resolution Policy Customer Service Reporting Policy Customer Service Renewal Policy Customer Service Remediation Policy Customer Service Recognition Policy Customer Service Performance Policy Customer Service Monitoring Policy Customer Service Level Agreement Policy Customer Service Improvement Policy Customer Service Feedback Policy Customer Service Extension Policy Customer Service Evaluation Policy Customer Service Enforcement Policy Customer Service Dispute Resolution Policy Customer Service Development Policy Customer Service Complaint Policy Crisis Management Support Policy Confidentiality and Data Privacy Policy Complaint Handling Support Policy Business Continuity Support Policy Billing Support Policy 24×7 Customer Support Policy
Customer Service Policies
Customer Service Cancellation Policy Customer Service Amendment Policy Account Management Support Policy Customer Service Performance Policy Customer Service Feedback Policy Customer Service Remediation Policy Customer Service Renewal Policy Customer Service Reporting Policy Customer Service Resolution Policy Customer Service Retention Policy Customer Service Review Policy Customer Service Satisfaction Policy Customer Service Standards Policy Customer Service Training Policy Data Backup and Recovery Support Policy Email Support Policy Equal Opportunity and Affirmative Action Policy Escalation Policy Feedback and Suggestions Support Policy Knowledge Base Policy Live Chat Support Policy Maintenance Support Policy On-Site Support Policy Phone Support Policy Post-Warranty Support Policy Product Support Policy Remote Support Policy Return and Refund Support Policy Self-Service Support Policy Service Level Agreement Support Policy Social Media Support Policy Subscription Support Policy Technical Support Policy Ticketing System Policy Training and Education Support Policy Trial Support Policy Upgrades and Updates Support Policy Warranty Support Policy
Non Disclosure Agreement Template 01 Non Disclosure Agreement Template 02 Non Disclosure Agreement Template 03 Non Disclosure Agreement Template 04 Non Disclosure Agreement Template 05 Non Disclosure Agreement Template 06 Non Disclosure Agreement Template 07 Non Disclosure Agreement Template 08 Non Disclosure Agreement Template 09 Non Disclosure Agreement Template 10 Non Disclosure Agreement Template 11 Non Disclosure Agreement Template 12 Non Disclosure Agreement Template 13 Non Disclosure Agreement Template 14 Non Disclosure Agreement Template 15 Non Disclosure Agreement Template 16 Non Disclosure Agreement Template 17 Non Disclosure Agreement Template 18 Non Disclosure Agreement Template 19 Non Disclosure Agreement Template 20 Non Disclosure Agreement Template 21 Non Disclosure Agreement Template 22 Non Disclosure Agreement Template 23 Non Disclosure Agreement Template 24 Non Disclosure Agreement Template 25 Non Disclosure Agreement Template 26 Non Disclosure Agreement Template 27 Non Disclosure Agreement Template 28 Non Disclosure Agreement Template 29 Non Disclosure Agreement Template 30 Non Disclosure Agreement Template 31 Non Disclosure Agreement Template 32 Non Disclosure Agreement Template 33 Non Disclosure Agreement Template 34 Non Disclosure Agreement Template 35 Non Disclosure Agreement Template 36 Non Disclosure Agreement Template 37 Non Disclosure Agreement Template 38 Non Disclosure Agreement Template 39 Non Disclosure Agreement Template 40 Non Disclosure Agreement Template 41 Non Disclosure Agreement Template 42 Non Disclosure Agreement Template 43 Non Disclosure Agreement Template 44 Non Disclosure Agreement Template 45 Non Disclosure Agreement Template 46 Non Disclosure Agreement Template 47 Non Disclosure Agreement Template 48 Non Disclosure Agreement Template 49 Non Disclosure Agreement Template 50
Sales Return Process FlowchartEmployee Sales Lead FlowchartSample Sales Flowchart A4Simple Sales Flowchart A4General Sales Funnel PresentationProject Management Gantt Chart TemplateSales Organizational Chart TemplateSales proposal TemplateSales Management Cross Functional Flowch…Sales Proposal Letter TemplateSales Strategy Mind MapBusiness project proposalDeveloping a Grant ProposalGrant ProposalW Request to Determine Fair Market Value of …Seo ProposalSports Team Sponsorship Proposal Templatew Business Proposal Powerpoint PresentationDigital Marketing FlowchartGantt Chart ProposalMarketing Department Organizational Char…Service proposalStaff Training FlowchartBusiness ProposalEmail Enclosing ProposalChecklist for BrochureEmail for Accepting the Business Proposalgeneral-business-proposal-templateRequest for ProposalSales Process FlowchartSales ProposalScope of work templateSoftware Scope of Work Format
Automatic GST Invoice in ExcelAutomatic Invoice Software in Excel (GST compliant)Best GST Invoice FormatBook Keeping Services or Tax Consultancy Invoice FormatDownload GST Invoice Format Online in ExcelExport Invoice Format Under GSTFirst Ever GST Compliant Excel Billing Software (Must Try)Format of Tax Invoice in ExcelFormat of Tax InvoiceGST – Delivery Challan FormatGST – Invoice FormatsGST All Invoice With Challan FormatGST Dealer Invoice Format (In MS Excel Based)GST Dealer Invoice Format for Other Than Composition DealerGST Export Invoice FormatGST Goods Invoice FormatGST Invoice Format (Within State Sales)GST Invoice Format in Excel FileGST Invoice Format MailGST Invoices & Vouchers Formats in ExcelGST INVOICES AND VOUCHERS EXCEL FORMATSGST Tax Invoice FormatGST Tax Invoicegst_excel_invoice_sample_1gst_excel_invoice_tax_wise_formatgst_invoice_format_igstgst_invoice_format_pdfNew Service Tax Invoice with Swachh Bharat Cess in ExcelProforma InvoiceProposed E-invoicing SystemSchema & Template of E-InvoicingTally Format GST InvoiceTax Invoice Format with E-way BillAdvertising InvoiceArchitect Invoice TemplateArtist Invoice TemplateAttorney InvoiceBill Hardware Store – Aqua ThemeBill of LadingBlue Minimalistic Invoice (With Formula)Business Sample Invoice – Center Logo – InvoiceCake Invoice TemplateCar Sale Invoice TemplateCar Sales InvoiceCarpenter Invoice TemplateClinic Invoice TemplateCommercial InvoiceComputer Service Invoice – With Paytm and UPIConstruction InvoiceConsulting InvoiceContractor Invoice TemplateCorporate Sales InvoiceCourses and Tuitions InvoiceDental Invoice Template
Applicant Appraisal Form Evaluation TemplateBank Loan Application FormBusiness Credit Application TemplateBuyer’s Property Inspection Report TemplateCollection Report TemplateCommission Summary TemplateConsumer Credit Application TemplateCustomer Complaint FormCustomer Service Action Form PlanEmployment Application Form TemplateJob Analysis TemplatePacking List of Order TemplatePurchase Order – Excel TemplateStock Certificate and Common StockTelemarketing Report TemplateWE Vendor Evaluation TemplateWire Transfer Instructions Form TemplateApp Performance Survey (Technical)W Business Travel Expense FormClient Satisfaction SurveyCompany Balance SheetCompany Safety Culture Survey FormCourier Service Feedback FormCustomer Complaint FormCustomer Service SurveyEmployee Background Check FormEvent Satisfaction SurveyFactory Safety and Risk Evaluation FormGeneral Research SurveyHospital Covid 19 Vaccination SurveyHotel Service Feedback FormInterview Questionnaire FormMarket Research SurveyMedical Expense Claim FormNew Employee Orientation SurveyOnline Customer Support SurveyPrice Estimate SurveyProduct Feedback SurveyReimbursement Claim FormShipping and PackagingTraining Survey FormVendor Evaluation FormWebsite Performance Survey (Technical)
Announcement of Price Increase Announcement of Price Reductions Bill of Lading Bill of Sale for a Motor Vehicle Credit Information Request EMAIL Credit Information Request Leasing vs Purchasing Checklist Letter of Direction Payment of Acquisition Price Letter Purchase Order Issued on Acceptance of Delivery Date Template Packing List of Order Packing Slip Position Request Form Pricing Strategy Worksheet Purchase Order Receiving Order Record Reference Request Request for Contractor References Request for Information in Advance of Purchase Order Request for Reference Request for Refund on Undelivered Merchandise Requesting Refund Form Requisition Slip Return Authorisation Sale on Approval Acknowledgment Sale on Consignment Acknowledgment Shipment Schedule Acknowldgement of Purchase Order Shipments Held Until Past Due Balance Paid
Budget is used for something else – Response I can just buy from someone cheaper – Response I don’t see how [PRODUCT] can help me – Response I’ve never heard of your company – Response Lack of Urgency – [X problem] isn’t important for me right now – Response There’s no money – Response Too Expensive – Response We don’t have capacity for Implementation – Reply Your product doesn’t have X feature, and we need it – Response I can’t sell this internally – Response I don’t want to sign a contract – Response I’m locked into a contract with a competitor – Response I’m not authorized to sign off on this purchase – Response I’ve heard complaints about [company] – Response There’s too much going on right now – Response We’re already working with [Vendor X] – Response Your product is too complicated – Response
0102035 Year Plan Template in Excel5 year financial plan template040506070809101112Analyze Financial Statement TemplateBalance Sheet Monthly (Word, Excel)Cancellation of Stop Payment OrderCashflow Forecast Monthly (Word, Excel)Checklist Sale of a BusinessDaily Cash SheetDissent Notice of Shareholder Regarding sale of all AssetsFinance Cover LetterFinance Department Organizational chartFinancial Projections 3 YearsFinancial_AnalysisGeneral Promissory NoteIncome Statement QuarterlyInvestment Club Partnership AgreementLate Payment LetterLetter Examples for a Subscription of SharesLetter of CreditLost Stock CertificateNote Purchase AgreementNotice of Private Sale of CollateralNotice to Bank to Stop Payment on ChequePre-Authorized PaymentPrivate Placement MemorandumProfit & Loss Statement (Word, Excel)Purchase & Sale of Private SharesRequest Bank to Close Account TemplateRequest Increase of Credit LimitRequest Proposal for Credit FacilitySale of Shares AgreementSolicitation Letter For Financial SupportTrial Balance
Management – Inviting customers to the Event Management – Inviting important client for a dinner meeting Management – Moving to a new address Management – Out of office till [DATE] Management – Sending a gift to a valuable client email Management Reply – After a productive client meeting Management reply – After meeting someone at an event Management reply – Bad customer Experience Management reply – Client ask for massive changes Management reply – Follow up after networking event Management Reply – Introducing new account manager to client Management Reply – Shipping Delay Management reply – Sorry for Minor Mistake Management reply – Sorry for a serious mistake to multiple customers Management reply – Sorry for the serious Mistake Management Reply – Were raising our rates Management – Asking for suggestions when resources are stretched Management – Encouraging staff for a difficult project Management – New Policy announcement email Management – Poor Performance of staff Letter Management – Production slowed down and quality stagnated Management – Thank you for hitting the sales target Management – Warning to staff for bad customer experience Management Reply – announcing the firing of a staff member Management Reply – Dealing With Conflicting Personalities and Employees Management reply – Disengaged employee Management Reply – Employee doesn’t take criticism well Management reply – employee flirts inappropriately Management Reply – Employee has a negative attitude Management reply – Employee Late continuously Management Reply – Employee needs more training Management reply – employee takes too much time off
More150+…
Marketing and Sales
Sales – When someone doesn’t pick up the phone Sales – Welcome back as a customer Sales – We regret losing you as a customer Sales – We have a new website Sales – We don’t make that product service Sales – We don’t make that product anymore Sales – We don’t have the product you ordered but have [substitute] product Sales – Valued customer award status Sales – Upsell Message after packing order Sales – Updates on what [Company name] is doing Sales – Understanding [pain point] Sales – Steal customers from Competition Sales – Special rate for long time customers Sales – Sorry we can’t fulfill order Sales – Solving pain points Sales – Solving [Pain Point] for customers Sales – Solution to the leads problem Sales – Short Company Introduction Sales – Set appointment with customer Sales – Set appointment with customer who is busy Sales – Sales Ending reminder Sales – Response to inquiry with catalogue Sales – Rescheduling a meeting Sales – Reorder now for discount Sales – Renewal of contract Sales – Renew expiring contract with customer Sales – Refund processed correctly Sales – Recommending product after buying another product Sales – Quote only valid for a few days Sales – Quotation cover message Sales – Quick improvement for your company Sales – Purchase notification Sales – Providing catalog to Clients Sales – Product perfect for resale Sales – Product Launch Sales – Product intro_ Sales – Please talk to our distributor for product Sales – Pitch by solving lead_s problem Sales – Pitch by Solving a problem for the client Sales – Pitch by problem-solving for client Sales – Parts you requested are now available Sales – Order conformation Sales – No orders from a long time customer Sales – New way to solve [Problem].docx” Sales – New service launch Sales – New Product Launch Sales – New product announcement Sales – New Pricing Policy Sales – New Location opening Sales – New incentive program Sales – New discount Sales – New area representative Sales – New account welcome and terms Sales – Message to customer who hasn’t ordered in a while Sales – Meeting Conformation Sales – Long company introduction Sales – let’s discuss [PROBLEM] Sales – Keep customer by giving discount Sales – Invitation to demonstrate new product Sales – Introducing new products Sales – Introducing myself as the new sales rep Sales – Interested lead asking questions Sales – Harsh message for customer rejecting goods Sales – Giving value by solving [PAIN POINT] Sales – Final reminder of current pricing is only valid for a few days Sales – Feature List Sales – End of Month sales message Sales – Discount for new companies Sales – Customer wants to know more about a product Sales – Couldn’t reach Lead message Sales – Confirmation of order cancellation Sales – Confirmation of order and delivery dates Sales – Cold lead pitch Sales – Clarify if the customer wants to understand the product Sales – Cart Abandonment Message Sales – Autoreply for setting up call Sales – Asking a customer if they need help deciding Sales – Ask customer to try different products Sales – Announcement of a price increase Sales – Accepting purchase order Sales – 10 Min Pitch Sale – let’s solve [PROBLEM] Networking – We are moving to a bigger office Networking – Thanks for being our customer Networking – Talking about [pain point] with potential clients Networking – Setting appointment after meeting at an event Networking – New venture congratulations Networking – New job congratulations Networking – let’s catch up Networking – Invitation to event Networking – Haven’t spoken to you in a while Networking – Expanding company congratulations Networking – Employee no longer working with [COMPANY NAME] Networking – Congratulations Networking – Congratulations on the article_ Networking – Congrats on event Networking – Asking for a review Networking – A friend said you needed [PRODUCT_SERVICE] Networking – Thinking about your company
Follow up – With special discount Follow up – Thank you for repeat business Follow up – Sending brochure after call Follow up – Resubmitting proposal Follow up – Reconnecting with lead Follow up – Quotation valid only for a few days Follow up – Pls review the proposal Follow up – Message after no response Follow up – Message after event Follow up – Customer asked to contact them later Follow up – Asking for more information Follow up – After setting up meeting on the phone Follow up – After sending proposal Follow up – After lead read your message CEO messages – Increased sales by employee congratulations
Customer Service Messages
Angry Customer – Asking them for more information Angry Customer – Bad Support experience Angry Customer – Customer is leaving Angry Customer – Dissatisfied with the product Angry Customer – Forwarding to Manager Angry Customer – I’m not equipped to handle your request Angry Customer – Issuing of refund Angry Customer – Late shipping Angry Customer – Left a negative review online Angry Customer – Sending your request to the right person Angry Customer – Sent wrong information Angry Customer – Unable to meet a request Angry Customer – Will transfer you to the right department Angry Customer – Wrong invoice sent Angry Customer – Wrong items sent Customer Relationships – Change in relationship manager Customer Service – Did our call center operator satisfy your inquiries Customer Service – How to take care of repaired product Customer service – Pls fill in the Questionnaire Customer Service – Saying no for repair under warranty Customer Support – Introducing a new employee Customer Support – Late return of goods exception Customer support – Our company name is changing Rate our service from 1 to 5 Request – Asking for more information, GST number Request – Message requesting feedback Request – Requesting photo of issue Request – Sending customer a canceled cheque and bank details Sales – Appointment Conformation message Sales – Customer Appointment Reminder Sales – First contact, Friendly Sales – Friendly Appointment reminder with date and time Sales – Friendly reminder for appointment Sales – Polite way to decline discount request Sales – Providing Tracking Information Sales – Welcome back Saying – I don_t know [MEDIUM] Sorry – Bad Customer Service Sorry – Brought to attention of management Sorry – Delay in service Sorry – Error in order Sorry – inconvenience caused by us Sorry – Invoice mistake Sorry – Not Satisfied by our service Sorry – Poor customer service rating Sorry – Rude treatment from staff Sorry – Unintentional Error Sorry – Very Rude Behaviour from staff Sorry – We are taking your suggestions seriously Sorry – We take full responsibility Sorry – We value you as a customer Sorry – You didn_t like the substituted items Sorry – You have violated our warranty Sorry – You_re unhappy with our product_service Support – Received item for repair Thank you – Attached Coupon Code Thank you – Customer for waiting Thank you – For being our valued Customer Thank you – For good employee feedback Thank you – For good product review Thank you – For the purchase Thank you – For the recommendation Thank you – For visiting us at our exhibition Thank you – For your confidence Thank you – For your time Thank you – For your trust and confidence Unhappy customer – General Unresponsive Customer – Trying to get him back to chat
Quick Autoreply
Autoreply – Our Office hours are Autoreply – Please leave your email and phone number Autoreply – Thank you for your interest in [COMPANY NAME].docx Autoreply – Welcome to our family Autoreply – Welcome, have a look at our portfolio Out of Office – Business closed for few days Out of Office – Medical leave, please contact office Out of office – On business trip, contact colleague Out of office – On leave for a few days Out of office – On vacation, please contact colleague Welcome the customer back Will get back to you in 24 hours Asking a customer if they’d like to know their shipping options Delivery Delayed General Shipping Information – Informal Order Arriving Today – Informal fun Order out for delivery – Informal Parcel Successfully Delivered Shipment – Explanation of delay Shipment – Order delay due to international shipment Shipment – Refund for damaged shipment Shipment – Refusing to take back returned items Shipping – Customer received damaged goods Shipping – Delay because of back order Shipping – Goods have been dispatched Shipping – Informing of delay in shipment Shipping – Order confirmation and delivery dates Shipping – Refund of returned goods Shipping – Resending a product that hasn’t reached the customer Shipping – Return of goods Shipping – Tracing where the shipment is missing Shipping – We are working on the missing shipment Thanks for order. Tracking number Your Parcel will be delivered today Sending account or billing information Sending account or subscription updates Sending appointment reminders Sending customer service inquiries and support Sending Discounts Sending event invitations Sending holiday greetings Sending job or career opportunities Sending location Sending loyalty program information Sending order confirmations and tracking information Sending password reset instructions Sending payment reminders Sending product best practices Sending product catalogs Sending product updates Sending repair instructions Sending thank-you messages Sending training invitations Sending website or app updates Feedback requests Requesting information from client Sending compliance information Sending environmental sustainability information Sending exchange instructions Sending guides Sending industry standards compliance information Sending legal information Sending product demonstrations Sending product or service comparison charts Sending product Renewal notifications Sending product safety information Sending testimonials(1).docx Sending testimonials Sending tutorials Sending warranty information(1).docx Sending warranty information Shipping notifications Sending Accreditation Sending best practices Sending client testimonials Sending Company information Sending exchange information Sending financing options Sending new feature updates Sending personalized recommendations Sending product certification Sending product FAQs Sending product recalls Sending product sustainability information Sending regulatory information Sending renewal information Sending setup instructions Sending support awards Sending support contact number Sending case studies Sending guarantee information Sending integration information(1).docx Sending integration information Sending launch notifications Sending messaging information Sending product reviews Sending product safety Sending Recognition information Sending Repair information Sending setup information Sending support email Sending support FAQs Sending support hours
Comapny intro – Leading provider in [industry] Company Intro – _Company proud of exceptional service Company Intro – Company with reputation for excellence in [industry] Company Intro – Company with strong track record of success Company intro – Customer-centric company prioritizing client needs Company Intro – Passionate about what we do Company Intro – All about providing value to our clients Company Intro – Always looking for ways to improve and stay ahead of the curve Company Intro – Committed to growth and development Company Intro – Committed to making a positive impact Company Intro – Dedicated to delivering the best possible customer experience Company Intro – Dedicated to helping our clients achieve their goals Company Intro – Focused on delivering results and exceeding expectations Company Intro – Focused on delivering results Company Intro – Forward-thinking company Company Intro – Respected in the industry for our expertise Company Intro – Been in business for [X] years Company Intro – Always looking for new and innovative ways to improve our products Company Intro – Always looking for new opportunities Company Intro – Built on a foundation of integrity and trust Company Intro – Committed to fostering a positive and inclusive environment Company Intro – Committed to making a difference in the world Company Intro – Committed to sustainability and eco-friendliness Company Intro – Constantly evolving to meet the changing needs of our clients Company Intro – Constantly striving for improvement Company Intro – Dedicated to delivering high-quality products and services at competitive prices Company Intro – Dedicated to providing high-quality products and services Company Intro – Dedicated to providing our clients with the resources they need to succeed Company Intro – Dedicated to providing the best possible service to our clients Company Intro – Driven by a desire to be the best in the industry Company Intro – Driven by a desire to succeed Company Intro – Focused on building lasting relationships with our clients Company Intro – Focused on creating a culture of excellence Company Intro – Known for our innovation and creativity Company Intro – Led by a team of experienced professionals Company Intro – Passionate about helping our clients succeed Company Intro – Constantly pushing the boundaries of what is possible Company Intro – Known for our attention to detail and commitment to quality Company Intro – We_re a team of experts in [field] Objection Handing – Not sure if product fits company Objection Handling – Concerned about implementation and support Objection Handling – Concerned about vendor reliability_reputation Objection Handling – Concerned about vendor_s compliance with regulations Objection Handling – Concerned about vendor_s cost-effectiveness_sustainability Objection Handling – Concerned about vendor_s customization ability Objection Handling – Concerned about vendor_s support_maintenance Objection Handling – Concerned about vendor_s system integration capability Objection Handling – Consulting with other decision makers Objection Handling – Product doesn_t meet specific needs Objection Handling – Product lacks certain features capabilities Objection handling – Request for case studies_references Objection Handling – Request for more info_demonstration Objection Handling – Concerned about compatibility with existing systems Objection Handling – Concerned about vendor_s scalability for growth Objection Handling – Cost is too high Objection Handling – Evaluating other options Objection Handling – Existing solution in place Objection handling – Lack of resources for product implementation_maintenance Objection Handling – No budget available Objection Handling – No perceived ROI for product Objection Handling – Not ready to make purchase A Mutual Friend Suggested I contact you A quick hello and congrats on the [[event]] Acceptance of Order With Delivery in Lots Acknowledgment and Acceptance of Order Acknowledgment of Cancellation of Back-Order Acknowledgment of Merchandise Returned for Repair Acknowledgment of Notification of Lease Transfer Acknowledgment of Warranty and Instruction for Product Return Announcing grand opening email Apology and Replacement of Damaged Goods Apology and Request for Extension of Time to Deliver Goods Apology for Overshipment Asking a cold lead what the next step should be Asking for RSVP for awards event Asking for RSVP for conference_webinar Available for a chat Business to Customer Introduction Letter Can I help with pain point Catalog Introduction Letter Change in Relationship Manager Claim Form for Damage on Shipped Goods Cold pitch email Company Introduction letter Confirmation of Verbal Order Confirming a Quotation Congrats on [[event]] Congrats on [[new role]] Congrats on the [[achievement]] Email Congratulations on company expansion Congratulations on Increased Sales Congratulations on the New Company Continuing a dialogue with a prospective client Contract manufacturing agreement Cost Quotation cover email Cover email Responding to Inquiry Credit for Damaged Shipment Customer email for departed employee Customer incentive program annoucement Customer problem-solving pitch customer retention email Customer Revival of Sales Delivery of Substituted Goods Demand for Acknowledgement of Shipping Dates Demand for Particulars of Rejection of Goods Demand for Shipping Instructions Discount – Casual Discount Discount – Everything is on sale Discount – For Ecommerce Discount – For SaaS Discount – For signing up for the newsletter Discount – Formal Discount Discount – General Discount Discount – Limited Time Offer Discount – Product sale Discount for New Clients Email after providing Quotation Email Announcing New Product Email Announcing New Service Email for Good Customer Relations Email for late shipment due to stock being in transit Email for Purchase Order Email for when a cold lead might be interested Email reply to someone asking for more information and an appointment Email to build trust with your client Email to capture customers when competition is giving bad service Email to get connected to decision maker Email to send to a client when they say they are busy Email to set an appointment when the client didn’t give you too much information Email when someone doesn’t pick up the phone Email with Proposal (long).docx Email with Proposal (short)..docx Enclosed is a Different Option Inquiry to collaborate Expansion Congratulations Explanation for Delay of Partial Shipment First contact email Follow up after client asked to contact them later Hi {{first_name}} closing the loop Hope you are doing well How do you acquire customers How you handle [[problem]].docx I Look Forward to Meeting with You I Must Reschedule our Meeting I’ve been thinking of {{company}}.docx Ideas about [[lead’s goal or problem]].docx Improper Billing After Payment Inability to Fill Purchase Order Inability to Offer Substitute Inquiry Regarding Discontinued Model
PR Announcement – New case study or success story PR Announcement – partnership or collaboration PR Announcement – Improve brand image PR Announcement – New mobile app or game PR Announcement – New product or service line PR Announcement – New social media or online campaign PR Announcement – New website or app launch PR Announcement – New virtual or augmented reality experience PR Announcement – A new strategic direction or vision PR Announcement – A special promotion or sale PR Announcement – Financial earnings PR Announcement – New newsletter or email campaign PR Announcement – New research or development project PR Announcement – New shipping or delivery service PR Announcement – New software or app update PR Announcement – New warranty or guarantee PR Announcement – New webinar or live event PR Announcement – New whitepaper or research report PR Announcement – Promote a social cause PR Announcement – Provide an update on a current situation PR Announcement – Rebrand or name change PR Announcement – Research _ development breakthrough PR Announcement – To respond to a crisis or negative news PR Announcement – Upcoming event or conference PR Announcement -New survey PR Announcement -New trade show or exhibition PR Announcement -New virtual or augmented reality experience PR Announcement -New volunteer or philanthropic program PR Announcement – New media or press coverage PR Announcement – New membership or subscription program PR Announcement – New networking or networking event PR Announcement – New online course or training program PR Announcement – New partnership or sponsorship PR Announcement – New podcast or video series launch PR Announcement – New podcast or video series PR Announcement – New product launch or availability PR Announcement – New product or service bundle PR Announcement – New product or service PR Announcement – New public relations or media campaign PR Announcement – New referral or affiliate program PR Announcement – New referral program or loyalty program PR Announcement – New return or refund policy PR Announcement – New social media or online campaign PR Announcement -New survey or poll result PR Announcement -New sustainability or environmental initiative PR Announcement -New testimonial or review PR Announcement -New training or development program PR Announcement – New community involvement or outreach program PR Announcement – New content or thought leadership campaign PR Announcement – New e-book or guide PR Announcement – New feature or update to a product or service PR Announcement – New hire or executive appointment PR Announcement – New influencer or brand ambassador partnership PR Announcement – New initiative or program PR Announcement – New internship or apprenticeship program PR Announcement – New job opening or recruitment drive PR Announcement – New licensing agreement PR Announcement – New location or expansion PR Announcement – New loyalty or rewards program PR Announcement – New marketing or advertising campaign PR Announcement – New marketplace or platform launch PR Announcement – New mobile app or game launch PR Announcement – New policy or procedure PR Announcement – New pricing or packaging change PR Announcement – New product or service certification PR Announcement – New technology or patent PR Announcement – Major milestone or achievement PR Announcement – merger or acquisition PR Announcement – New add-on or upgrade PR Announcement – New award or recognition PR Announcement – New certification or accreditation PR Announcement – New chat or support service PR Announcement – New community or user group PR Announcement – New contest or giveaway PR Announcement – New contract or agreement PR Announcement – New corporate social responsibility initiative PR Announcement – New crowdfunding campaign PR Announcement – New education or scholarship program PR Announcement – New employee benefit or perk PR Announcement – New FAQ or knowledge base PR Announcement – New forum or discussion board PR Announcement – New free trial or demo PR Announcement – New funding round or investment PR Announcement – New customer or client PR Announcement – New customer service or support program Advertising-Plan-Template Announcement Of Partnership Buyout Announcement On The Agreement Of Partnership Buyout Approval To Advertise Product Business Hours Extended Business Merger Announcement Change Of Address Announcement Email For Announcement Of New Acquisition Exhibition Show Survey Media Photo Release Form Notice Of Private Sale Of Collateral Template Permission To Use Quote Policy For Media Relations Press Release Company Has Completed A Merger Press Release Company Has Completed An Acquisition Press Release Company Has Expanded Its Facilities Press Release Company Has Reached A Milestone Press Release Company Has Received Financing Press Release Company Reports Quarter Results Press Release Company Won An Award Press Release New Partnership-Collaboration Press Release Opening A New Office Press Release Promotion Of Employee Reprint Of Article For Conference Responding To Inaccurate Press
Survey – Survey Invitation Email Survey – Sharing Survey Results with participants Survey – Select an option in the message Survey – Retail Store Visit Survey – Market survey Survey – Market research survey Survey – Customer Support Survey Survey – [FREE PRIZE] for answering our survey Sales – Simple Sales Pitch to upper management Sales – Simple market survey message Sales – Requesting a meeting Sales – Request a phone call Sales – Reminder follow-up message Sales – Qualifying the LinkedIn lead Sales – Promoting your product_services Sales – Pitching product by giving case studies Sales – Personalised sales pitch Sales – Offering a free trial Sales – Messaging using a reference Sales – Messaging to find the right person to talk to Sales – Messaging the decision-maker Sales – Message to CEO after networking event to give more information about your company Sales – Message to a CEO who’s busy Sales – Mentioning Product Benefits Sales – Indirect Sales Pitch Sales – Follow up with free trial after meeting Sales – Flattering a Senior Executive Sales – Flattering a CXO-level lead Sales – First message after connection (Within 24 Hours) Sales – Direct Sales Pitch Sales – Connection request to a decision-maker Sales – Compare Competitor’s Product
Networking – We share a Mutual Connection Networking – Thanking prospect for accepting your invitation to connect Networking – Talking to the CEO about a LinkedIn post their company made Networking – Simple connection message Networking – Networking with CXOs Networking – Networking after an offline demo Networking – Networking after a demo event (online) Networking – Messaging someone in the same Group as you Networking – Messaging CEO after he gave a talk at a networking event Networking – Inviting the prospect to an event Networking – Invitation to an Event Webinar Networking – Flattering a CEO on LinkedIn Networking – Connection request Networking – Congratulating CXO level individuals Networking – Befriending a prospect
Follow up – Setting up a meeting after providing information about your company Follow up – I’ll follow up in a few months_ Follow up – Follow-up after demo Follow up – Following up with CEO Follow up – Follow up for appointment Follow up – Example of a case study Follow up – After lead makes a new Linkedin Post Follow up – After free trial sample Follow up – After demo free trial Follow up – Admiring their work Follow up – Prospecting message after Event Webinar
Feedback – We would like to know about your experience Feedback – Thank you for valuable feedback Feedback – Thank you for positive feedback Feedback – Sorry for negative experience Feedback – Prefered Customer Feedback – Pls fill this 30 Sec survey Feedback – Old customer Feedback – How is your experience with [company name] Feedback – How did we do Feedback – After customer has used the product Feedback – [FREE GIFT] for providing feedback
Announcing product integrations with other tools or platforms Highlighting customer stories of cost savings Highlighting product features and benefits Introducing a new product or service New feature releases Offering product beta testing opportunities Performance improvements Providing product comparison charts and infographics Providing product roadmap updates Providing product training resources Revealing product pricing and packaging options Sharing product demos and tutorials Sharing product-related industry news and trends Sharing user-generated content featuring the product Showcasing customer success stories
Additional customization options Bug fixes Conducting product Q_A sessions Customer testimonials of how the company went above and beyond to aid Enhanced compliance with industry regulations Enhanced user experience Expanded language support Highlighting customer awards Highlighting customer loyalty Improved customer service Increased scalability Security updates Sharing case studies or testimonials Sharing client testimonials Showcasing customer-driven product development Support for new platforms or devices User interface improvements
Announcing product upgrades Highlighting customer achievements Highlighting customer wins Highlighting positive customer feedback Improved data analytics Increased automation or efficiency Integration with other tools or software Offering special discounts on the product Sharing customer quotes or reviews Sharing customer success stories of cross-selling or upselling Sharing customer usage statistics or metrics Showcasing customer testimonial videos Showcasing customer-generated content, such as photos or videos
Follow up – Are you still interested in our product service Follow up – Benefits of our product_service Follow up – Chance to increase productivity Follow up – Follow-up on our recent conversation Follow up – Follow-up on our recent email Follow up – Missed our meeting, let_s reschedule Follow up – Opportunity to automate your processes Follow up – Opportunity to improve your business Follow up – [Client_s name], let_s reschedule our missed meeting Follow up – [Client_s name], we missed you at our meeting Follow up – Chance to optimize your resources Follow up – Improve customer satisfaction Follow up – Need your input on [product_service] Follow up – Opportunity to boost your sales Follow up – Opportunity to streamline your operations Follow up – Urgent follow-up regarding [project_order] Follow up -Chance to improve your workflow Lead Nurturing – Email to senior management Lead Nurturing – Free Trial Sample Lead Nurturing – More information about [Company Name] Lead Nurturing a CEO – Showing value of solution of [COMPANY NAME] Networking – Follow up after meeting at networking event Networking Lead Nurturing – Follow up after meeting Non- Responding Lead – Follow up with [VALUE OF PRODUCT] Non-responding lead – Not a priority Presales – Can you lead me to the person in charge of [PRODUCT] Presales – Email to senior management about solving [PAIN POINT] Presales – Follow up after meeting Presales – Follow up for meeting after phone call Presales – Simple Follow up Presales – What do you think Re-engagement – New feature to solve [PAIN POINT] Re-engagement – Suggestion to solve [PAIN POINT] Re-engagement _ Networking – Tool to help with [PAIN POINT] after networking event Re-Engagement for Saas – Lead was a previous user Sales – After meeting adding value Sales – After meeting Sales – Follow up to help with [PAIN POINT] by [OFFER] Sales – Get more [BENEFITS] Sales – Ideas to tackle [ISSUE OF LEAD] Sales – More information about [Company Name] Sales – Providing more information Sales – Reply with info requested Sales – Simple follow up
Business Development Strategy Business Growth Plan Template Characteristics Of Competitive Strategies Checklist Launching A Successful Direct Mail Campaign Checklist Service Strategy Conducting A Brainstorming Session Checklist Considerations For Benchmarking Checklist Creating A Marketing Brochure Customer Support Strategy Planning Template General Marketing Manager Interview Questions Go-To-Market Plan Guideline For Creating A Marketing Plan How To Do A Marketing Campaign Implementing A Marketing System Information Systems Strategies Checklist Interview Guide Marketing Assistant List Of Marketing Channels Management Audit Manufacture Analysis Market Study Market Survey Business Market Survey General Marketing Assistant Job Description Off-Page SEO Checklist On-Page SEO Checklist Organizational Chart Organizational Communication Map Pain Points Survey Possible Business Growth Strategies Possible Financial Accounting Strategies Possible Human Resource Management Strategies Possible Marketing Strategies Possible Production Operations Management Strategies Possible Research And Development Strategies Pricing Strategy Roadmap Product Sales Sheet Template Profit-Sharing Plan Promotional Campaign Evaluation Sales Action Plan Smart Sales Goals Template Social Media Strategy Strategic Planning Checklist Strategic Planning Technical SEO Checklist
Sales Commission Compensation CalculatorSales Compensation PlanSales InvoiceSales Lead Tracking Excel TemplateSales Performance Dashboard TemplateActivity ScorecardSales ReceiptSales ReportCRM TemplateSales Representative Performance CalculatorSales Tracking Template focused on Sales rep performanceSuper Basic CRMWorld Meeting PlannerAnnouncing Our Recent AcquisitionBill of Sale With EncumbrancesBill of SaleBoard Resolution in Recognition of Distinguished ServiceBulk Sale NoticeCommercial Sales InvoiceCommission Sales AgreementCommission SummaryConfirmation of Interview AppointmentCongratulations on Increased SalesEvaluation Sales RepresentativeInterview ConfirmationIntroducing Myself as Your New Sales RepLetter of Encouragement to Sales StaffNew Area Representative AnnouncementPolicy for Commissions on SalesReimbursement Policy for Sales ExpensesResponse to Phone Query – Product LiteratureSales AddendumSales PlanSales Representative AgreementSales Representative Employment AgreementSales representative interview questionsSales Seminar MemorandumSales Staff- EncouragementSales Training Calendar TemplateSalesman Performance EvaluationSupervisor Manager of Retail Sales Workers Job Description Approbation of New Credit Account Authority to Release Credit Information Cancellation of Credit Line Checklist Action to Improve Collection of Accounts Christmas Credit Extension Announcement Collection Follow-Up on Release of Pending Order Collection History for Delinquent Account Collection Instructions to Lawyers Collection Letter Before Sending to Agency Collection Letter By Collection Agency Collection Letter Clerical Errors Collection Letter Final Collection Letter Following Promissory Note Collection Letter Offering Additional Discount Collection Letter Referral to Agency Collection Letter to Eliminate Disputes Collection Letter to Resubmit the Statement Collection Report Company Credit Account Approbation Company Credit Account Denial Company Credit Account Denial for Unfavorable Report Consumer Credit Application Credit Card Billing Authorization Form Credit Information Cover Letter Credit Memo Credit Memo – Excel Credit Policy Credit Reference Response Denial of Credit Final warning Collection Letter First Collection Letter Follow-Up Collection Letter Letter of Default on Promissory Note Notice of Credit Limit Notice of Credit Limit Increase Notice of Default in Payment Notice of Other Lease Default Notice of Rent Default Notice to Correct Credit Notice To Tenant of Rent Default Opening New Credit Account Promissory Note Line of Credit Reply to Request About Credit Rejection Request for Payment Credit Line Exceeded Request to Contact Credit Manager on Past Due Account Restrictions on Credit Transmittal for Collection Transmittal of Account to Collection Agency Withdrawal of Credit on Past Due Account Application for Consumer Credit Authorisation Form for Credit Card Billing Collection History Form For Bad Credit Accounts Rejection of Company Credit Account Rejection of Company Credit due to Unfavorable Report Reply to Credit Rejection Request Response to Credit Reference Request Second reminder for payment First follow up payment collection email Starting a New Credit Account Termination of Credit Line Transfer of Account to Collection Agency Request for Payment Credit Line Exceeded Money Collection – Credit Extension Request Money Collection – Credit Limit Increase Request Money Collection – Invoice Review Follow-up Money Collection – Past Due Amount Clarification Money Collection – Payment Delay Extension Request Money Collection – Payment Reminder Money Collection – Service Cancellation Follow-up Money Collection -Late Payment Notice Money Collection – Billing Questions and Concerns Money Collection – Credit Hold Release Request Policy Money Collection – Credit Limit Extension Request Money Collection – Credit Limit Increase Approval Request Money Collection – Credit Report Request Money Collection – Credit Review Follow-up Money Collection – Invoice Dispute Resolution Money Collection – Invoice Duplicate Request Money collection – Outstanding Balance Reminder Money Collection – Overdue Account Follow-up Money Collection – Payment Arrangement Follow-up Money Collection – Payment Confirmation Request Money Collection – Payment Deadline Reminder Money Collection – Payment Decline Follow-up Money Collection – Payment Delay Explanation Request Money Collection – Payment Delay Justification Money Collection – Payment Dispute Resolution Policy Money Collection – Payment Extension Request Money Collection – Payment Method Update Request Money Collection – Payment Reconciliation Request Policy Invoice [invoice number] – Legal action notice Money Collection – Account Update Request Money Collection – Balance Transfer Request Money Collection – Credit Application Follow-up Money Collection – Credit Bureau Reporting Dispute Follow-up Money Collection – Credit Dispute Arbitration Request Money Collection – Credit Dispute Resolution Money Collection – Credit Report Dispute Follow-up Money Collection – Credit Score Improvement Request Policy Money Collection – Credit Statement Request Money Collection – Payment Delay Approval Request Policy Money Collection – Payment Delay Negotiation Policy Money Collection – Payment Dispute Follow-up Money Collection – Payment Dispute Investigation Request Money Collection – Payment Dispute Mediation Request Money Collection – Payment Dispute Settlement Proposal Money Collection – Payment Refund Request Payment Received – Invoice [invoice number] Money Collection – Reminder Outstanding balance Money Collection – Unresolved invoice [invoice number] Money Collection – Action required Unpaid invoice [invoice number] Money Collection – Credit Bureau Reporting Follow-up Policy Money Collection – Credit Dispute Follow-Up Policy Money Collection – Final notice Payment for invoice [invoice number] overdue Money Collection – Invoice [invoice number] – legal action notice Money Collection – Invoice [invoice number] – Payment dispute resolution Money Collection – Invoice for services rendered Payment due Money Collection – Payment deadline approaching Money Collection – Payment needed for invoice [invoice number] before [date] Money Collection – Payment reminder for invoice [invoice number] Money Collection – Payment request for services provided Money Collection – Request for payment before legal action Money Collection – Your account is past due Payment Error – Incorrect amount received for invoice [invoice number] Payment Error – Missing payment for invoice [invoice number] Payment Error – Please provide corrected payment for invoice [invoice number] Payment Received – Outstanding balance on account cleared Payment Received -Thank you for your business Money Collection – Credit Hold Follow-up Money Collection – Invoice [invoice number] – Legal dispute Money Collection – Invoice [invoice number] – Payment Confirmation Money Collection – Legal action Payment for invoice [invoice number] overdue Money Collection – Legal action Unpaid invoice [invoice number] Money Collection – Payment Dispute – Invoice [invoice number] Money Collection – Payment Plan Proposal Money Collection – Payment Reversal Request Policy Money Collection – Request for payment before legal action – Invoice [invoice number] Money Collection – Telemarketing Script Payment Error – Duplicate payment received for invoice [invoice number] Payment Received – Final payment for invoice [invoice number]
Money Collection – No more deliveries till contract upheld Money Collection – Outstanding invoice Money collection – Thanks for the payment after reminder Payment due – Client payment failed Payment due – Few days before due date reminder Payment due – Final Overdue Payment reminder Payment due – Gentle Payment Reminder Payment due – Informing Debtor of Legal Action Payment due – Invoice notification message Payment due – Offering Payment options for credit extension Payment due – Reminder for outstanding payment Payment due – Requesting call back for Invoice pending Payment due – Soft Payment reminder Payment due – Stoppage of services unless payment made Payment due – Strong Payment reminder Payment received – Payment Received dispatching material Payment received – Payment verified, Thank you Payment received – Thank you for buying from us Payment Received – Thank you for purchasing Payment received – Very Simple Payment received thank you message
After Call email – About the last callAfter Call Email – Brief Follow upAfter Call Email – Checking inAfter Call email – Clarifying what was said on the phoneAfter call Email – Immediately after the call synopsisAfter Call Email – Phone Meeting followupAfter Call Email – Thank you for your timeAfter Call Email – Thanks for the callAfter Call Email – Will follow up on [Date]After Call Email – Just wanted to follow upAppointment Setting ScriptAsking for a connection call scriptBasic Cold Calling ScriptsCall Centre and Telemarketing AgreementCall to Offer OptionsCalling for renewal of contract reselling to the same customerCalling to set up a meetingCalling when recommended by a mutual friendCalling with an offerClarification CallConnecting Through a ReferralFirst Call ScriptHow to Develop a telemarketing ScriptIncoming calls – Customer has issue with productIncoming calls – Customer Issue scriptIVR – After-hours messagesIVR – Callback MessageIVR – Closed for holidaysIVR – Leave a voicemailIVR – Max wait reachedIVR – Waiting on HoldIVR OptionsIVR Scripts – Greeting customersLead Qualification ScriptPhone selling Script SamplePre Call Standard Operating ProcedurePromoting Special Offer ScriptPromotional offer call scriptReferencing an Event NewsSales Script – BANT sales scriptSales Script – Closing a sale scriptSales Script – Cross-selling scriptSales Script – Inbound sales scriptSales Script – Intro to the company and the salesmanSales Script – Objection Handling scriptSales Script – Outbound sales scriptSales Script – Selling a product or serviceSales Script – Upselling scriptScript to bypass the receptionistScript to learn more about the customer before salesSimple Cold Call ScriptTelemarketing ReportLohri
Pongal
Makar Sankranti
Republic Day
Vasant Panchami
Chinese New Year
Valentine’s Day
Shivaji Jayanti
Maha Shivratri
Holi
Easter
Good Friday
Gudi Padwa
Baisakhi
Ram Navami
Mahavir Jayanti
Hanuman Jayanti
Mothers Day
Ramadan
Eid-ul-Fitr
Budh Purnima
Father’s Day
Eid – Al – Adha
Jagannath Rath Yatra
Guru Purnima
Friendship Day
Independence Day
Parsi New Year
Muharram
Raksha Bandhan
Onam
Janmashtami
Ganesh Chaturthi
Vishwakarma Puja
Navratri
Durga Ashtami
Dussehra
Karwa Chauth
Halloween
Dhanteras
Chhath Puja
Diwali
Bhai Dooj
Govardhan Puja
Children’s Day
Guru Nanak Jayanti
Constitution Day
Christmas
New Year’s Eve
New Year’s Day
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ALL OF THIS IS ALSO INCLUDED IN OUR SALES BUNDLE PACKAGE!
Game-Changing Sales Toolkit – Close More Deals, Faster!👇
Operations Management;
📦 Equipment Inventory
📌 Kanban Card
💰 Operating Budget
📝 Operation Plan
✔ RACI Matrix
📜 Standard Operating Procedure (SOP)
📉 Workload Analysis/Capacity Planning
Resource & Capacity Planning;
📊 Resource Planning Dashboard
📁 Project Resource Matrix
▶ Resource Management Plan
📈 Resource Utilization
⚡ Sprint Capacity Planning (Agile)
📅 Team Capacity Planner
📝 Capacity Planning Template
📌 Employee Competency Matrix
📋 Employee Skills Matrix Template
🎓 Employee Training Plan Template
🏖️ Annual Leave Planner
📆 Monthly Leave Planner Template
Advanced Project & Stakeholder Management;
■ Project Resource Matrix – 3 Variations
📊 Project Resource Planning
📌 Resource Assignment Matrix
▶ Resource Request Form
📈 Resource Utilization Template
📋 Team Resource Plan
⚡ Advanced Resource Planning
📊 Portfolio Management Dashboard
📈 PMO KPI Dashboard
🗣️ PMO Communication Plan
📌 Skills Matrix
🌍 PMO Stakeholder Map
✅ Vendor Selection Plan
Task Management & Dashboards;
📅 Production Schedule
📌 Project Timeline
🛠️ Maintenance Schedule
✅ Quality Assurance
📜 Quality Management Plan
⚠️ Risk Register
📊 Task Tracker Dashboard
✔️ Action Item Tracker
📝 To Do List
📂 Task Manager
📋 Task List
🔺 Task Priority
📈 Task Tracker
■ Work Plan
Employees & Meetings;
⏳ Timesheet Tracking
📅 Daily Work Log
🏖️ Annual Leave Planner
📆 Monthly Leave Planner
📌 Employee Competency Matrix
📋 Employee Skills Matrix
🎓 Employee Training Plan
📝 Meeting Minutes
📑 Meeting Agenda
• 📋 Team Meeting Agenda
📊 Status Meeting Agenda
🔍 Review Meeting Agenda
✓ Action Item Tracking
Change Management;
📄 Change Control Form
📑 Change Management Template
📜 Change Management Plan
🔄 Change Management Process
✔️ Change Management Process Checklist
▶ Change Request
■ Project Change Log – 3 Variations
■ RACI Matrix – 2 Variations
⚙️ Configuration Management Plan
■ Change Request Form
📋 Change Log
✅ Process Checklist
📌 Plan
▶ Template
🔁 Process
Issue And Problem Management;
📜 Issue Log
📋 Issue Register
⚠️ Incident Management
🔺 Priority
📑 Policy
🔄 Process
📊 Reports
🎫 Helpdesk Ticket
📌 Helpdesk Ticket Tracker
📝 Incident Report
📂 Problem Catalogue
🔁 Process
📁 Record
■ Major Report
Emergency Response Plans;
■ Approach
🗣️ Communication Plan
🚀 Implementation Plan
📌 Plan
📂 Asset Register
📜 Closure Report
Task & Team Management;
📋 Task List Template – 2 Variations
🔺 Task Priority Matrix
📊 Task Tracker Dashboard
📅 Team Capacity Planner
✔ Team Charter Template – 2 Variations
📌 Team Resource Plan Template
📝 Daily Work Log
✔ Multiple Project To-Do List Template
📂 Work Plan
► Meeting Minutes – 3 Variations
📊 Project Status Meeting Agenda
📜 Project Closure Meeting Agenda
Project Execution & Planning;
📊 Gantt Chart
📝 Action Plan
📁 Project Execution Template
🗓️ Production Schedule
📌 Project Tracker
💼 Portfolio Financials Dashboard
🚦 Traffic Lights Template
📊 Project Management Dashboard (All 4 Variations)
✅ Project Dashboard
🗂️ Project Plan
🕒 Project Timeline – 2 Variations
📋 Requirements Breakdown Structure
Risk, Monitoring, & Reporting;
🎯 Success Criteria
📈 PERT Chart Analysis
⚠️ Risk Register
🌡️ Project Status Report Heatmap
💬 Communication Management Plan
🧾 Statement of Work
📝 Project Outline
☑ Project Status Report
📊 WBS and WBS Dictionary
🔗 Requirements Traceability Matrix
📅 Project Team Meeting Agenda
🧱 Work Breakdown Structure
Project Closure & Deliverables;
📦 Deliverables
🚀 Project Release Plan
📄 Project Closure Report
🛠️ Implementation Project Plan
💻 Development Project Plan
📌 Project Task Tracker – 2 Variations
📅 Project Closure Meeting Agenda
► Project Brief
🆕 Project Initiation
🗓️ Production Schedule
Agile And Scrum Tools;
📋 Scrum Board Template
🏃 Sprint Task Tracker & Planner
✔ Basic Burndown Chart
📉 Iteration Burndown Chart
➕ Velocity Burndown Chart
📦 Product Backlog Template
📦 Product Backlog with User Stories
🗂️ Weekly Status Report Template
🛡️ Backup and Recovery Policy
🧪 Test Case Template
📊 Test Coverage Document
📚 Lessons Learned Log
Meeting Agendas & Knowledge Transfer;
Knowledge Transfer Template
Project Decision Document
■ Project Status Meeting Agenda
PMO Charter Document
Analytics & Reporting;
📉 Gap Analysis Template
🔥 Issue Heatmap Dashboard
■ Agile Project Status Report
📑 Multiple Project Status Report Template
★ Milestones Template
🗓️ Production Schedule
🕒 Schedule Management Plan
⏱️ Timesheet Tracking Template
📊 Stakeholder Power-Interest Matrix
📇 Stakeholder Register Template
🔍 Post Post-implementation Review
Meeting & Reporting Tools;
📅 Project Control Board Meeting Agenda
🎬 Project Kickoff Meeting Agenda
► Project Management Meeting Agenda
■ Client Status Update Template
📆 Daily Status Update Template
📋 Daily Update Template
■ Sprint Report Template
🌐 Application Impact Heatmap
🔥 Issue Heatmap Dashboard
▲ Risk Heatmap
🧪 QA Status Report Template
✔ Performance Report Template
📤 Status Update Request Template
🗓️ Weekly Test Report Template
Advanced Financial & Cost Management;
💰 Cost-Benefit Analysis
📈 Earned Value Management Template
📊 Project Budget Template
🧮 Project Cost Estimation – 2 Variations
✔ Project Estimation Calculator
📋 Project Cost Management Plan
🏷️ Benefit Profile Template
Planning & Portfolio Tools;
📌 Multiple Project Tracker – 2 Variations
■ Portfolio Excel Tracker
📋 Program Tracker
■ Project Benefits Tracker
■ Project Checklist – 2 Variations
📈 Project Pipeline Tracker
🎯 Project Portfolio Prioritization
📄 Project Scope Template
⚠️ RAIDAD
Planning & Portfolio Tools;
📝 Software Change Request
📊 Change ADKAR Competency Assessment
📈 Change Curve Model
⚙️ Change Impact Assessment
✅ Change Readiness Assessment
⚠️ Risk Register
🐞 Issue Log (Agile/Waterfall)
📋 Issue Register
🛑 RAID Log
🗂️ PMO Action Plan
🔄 Change Management Process
📁 Change Management Template
Sample of Toolkit
Fully Editable Business Documents – Customize with Ease
Microsoft Word
Microsoft Excel
Google Docs
Compatible for These Industries
Information Technology (IT)
Hospitality and Healthcare
Education and Training
Manufacturing and Production
Retail and E-commerce
Banking & Financial Services
Tourism
Media and Entertainment
Construction and Real Estate
Telecommunications
Automotive Industry
Logistics and Supply Chain Management
Aviation and Aerospace
Non-Profit Organizations (NGOs)
Consulting and Professional Services
Oil and Gas Industry
Agriculture and Agribusiness
Textiles and Garments
Public Sector and Government Agencies
Startups and Small Businesses
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“Yes! The Ultimate Business Operations Management Toolkit is designed to save you both time and money.
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This Ultimate Business Operations Management Toolkit is regularly updated to include the latest tools, resources, and legal information, ensuring that your HR Department stays ahead of the curve.
Yes, the pack is ideal for Professional, Small Businesses Owners, Startups Founders, Entrepreneurs, which provides Essential tools to help you Grow your Department and Business.
Yes, customer support is available to assist you with any questions or issues you may have while using the pack, alongside you can anytime email us at: contact@hrdocsexpert.com
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Original price was: ₹2,999.00.₹999.00Current price is: ₹999.00.