Before downloading the templates on this page, please make sure that you have watched Tip #2 Helping the Customer.

The templates below are in PDF and in PowerPoint format. For a quick tutorial on how to customize and/or how to complete the templates in PowerPoint format, please watch this video. For a quick tutorial on how to customize and/or how to complete the templates in PDF format, please watch this video.


Template #1: Selling to Someone in the Investing Sector or Interviewing for an Investment Job Template:

Template #2: Selling to Someone in Management/Business Development or Interviewing for a Management or a Business Development Job Template:

Template #3: Selling to Someone in Sales or Interviewing for a Sales Job Template:

Template #4: Selling to Someone in Operations or Interviewing for an Operations Job - Example 1 of 2 Template:

Template #5: Selling to Someone in Operations or Interviewing for an Operations Job - Example 2 of 2 Template:

Template #6: Selling to or Interviewing for an Assistant Job Template:

Template #7: Selling to Human Resources or Interviewing for a Human Resources Job Template:

Template #8: Qualitative Analysis Template With these 4 Frameworks: S.W.O.T. (Strengths, Weaknesses, Opportunities and Threats) + P.L.C. (Product Life Cycle) + Porter 5 Forces + B.C.G. Matrix (Boston Consulting Group Matrix) Template:

Template #9: Qualitative Analysis Template With these 3 Frameworks: S.W.O.T. (Strengths, Weaknesses, Opportunities and Threats) + P.L.C. (Product Life Cycle) + Porter 5 Forces Template:

Template #10: Qualitative Analysis Template With these 2 Frameworks: S.W.O.T. (Strengths, Weaknesses, Opportunities and Threats) + Porter 5 Forces Template:

Template #11: S.W.O.T. (Strengths, Weaknesses, Opportunities and Threats) Analysis Framework Template:

Template #12: Porter 5 Forces Analysis Framework Template: