The document provides templates and guidelines for common marketing documents, including brochures, business cards, invoices, and purchase orders. It offers tips for key information to include in each document type, such as contact details for business cards, item descriptions and payment terms for invoices, and authorized signatures for purchase orders. Overall, the document serves as a checklist of essential elements to consider when designing common marketing and transactional documents.
2. CHECKLIST DOCUMENTS FOR
MARKETING DDPARTMENT
In your file you should have the following documents:
1.Brochure
2.Business cards
3.Market plans….(long term)
4.Thanksgiving letter to customers
5.Sales invoice
6.Purchase Order
7.Sales receipt
3. THINGS TO FOCUS ON WHEN
DESIGNING A BROCHURE
TEMPLATE
1. Understand your customer.
2. Plan your brochure for AIDA.
3. Don't put a picture of your building on the cover of the brochure.
4. Use headlines and graphics your audience cares about.
5. Use benefits-oriented headlines inside your brochure, too.
6. Use bullet points to focus on the key features of your product or service
7. Tell them what you want them to do after reading the copy.
8. Give them a reason to act now (Persuade clients by using catchy
phrases)
9. Make it easy to respond- Add your contact information
4. THINGS TO FOCUS ON WHEN DESIGNING A BUSINESS
CARD TEMPLATE
1. Name of Individual
2. Name of Business or Organization
3. Address
4. Phone Number(s)
5. Email Address
6. Job Title of Individual
7. Logo
5. THINGS TO FOCUS WHEN
CREATING A PURCHASE ORDER
1.Purchase Order Number-An unique pre-stamped number
should be assigned to each order form.
2.Name of Vendor-The name and address of the supplier or
buyer.
3.Phone Numbers-A contact person fax and phone number
4.Name of Other Suppliers-Used when a third party will
supply the merchandise.
5.Destination-The address where the item will be sent
6.Description-This line includes: Item name, stock number,
unit price, quantity and total.
7.Terms - The dates given to receive items or payments.
8.Signatures-The designated person or persons authorized
to approve transactions. (optional)
9.Date - The date the item was requested and PO signed.
6. THINGS TO FOCUS WHEN
DESIGNING AN INVOICE
1. Include your business name. This basic
information about your company should appear
in professional lettering at the top of the page.
2. Provide your contact information. Type the
address where you want to receive payment,
your business phone number, and your business
email address just under your business name.
3. Including your business logo. If you have a logo,
include it in the header to the left or right of
your business name. If your business name is
part of your business logo, you can use the logo
in place of your name.
7. 5.Write the recipient's contact information.
The name, address and phone number of
the business you are invoicing should
appear on the left side of the invoice,
below the header.
6.Write the invoice number and other
invoice information. On the right side of
the page, across from the recipient's
contact information, include the details of
your invoice.
7.Specify your payment terms. Under the
invoice information, note whether you will
take cash, checks, credit cards, PayPal or
8. 8.Make a chart to itemize the services. If
you're using word processing software,
create a table in which you will list the
different services you performed for your
client, or the items that were purchased from
you for which you are requesting payment.
The table should have 5 columns; no. of item,
Items/service, quantity, rate, hours, date and
subtotal
9.Calculate the total. Subtotal the amount due
and add any sales tax, delivery fees or other
fees and to calculate the grand total.
10.Provide additional information. If you are
invoicing a customer who has purchased
items for you, describe your return policy.