Template

Sales Enquiry Form

by Tingdene Parks Limited, from the Community

20+

Use this customizable Sales Enquiry Form to capture and qualify potential buyers for residential parks and homes. Record full contact details, areas of interest, preferred parks, price ranges, property status, and notes from calls or visits. Track referral sources and follow-up actions to ensure timely responses and accurate CRM entry. Ideal for sales teams and park managers seeking a consistent lead intake process.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Park Weekly Sales Report Template
This weekly park sales report template helps park managers and sales teams record and review sales activity across residential or holiday parks. Capture plots available, new reservations, previously occupied homes for sale, sale status and completion dates, enquiries received, and visitor numbers. Use it to standardize reporting, track pipeline progress, and inform planning and marketing across park operations.
by Tingdene Parks Limited, from the Community
Downloads: 10+
Get
Template
Sales Audit
This sales audit template provides a structured framework for evaluating the complete customer experience at holiday parks. It covers essential aspects including arrival presentation, sales office standards, and customer documentation processes. The audit examines key areas such as park cleanliness, signage effectiveness, sales team presentation, showground management, and internal documentation practices. It includes evaluation of sales funnels, customer requirement tracking, and on-park marketing effectiveness. The template helps managers ensure consistent service delivery and maintain high standards in holiday home sales operations. It features a detailed scoring system for overall potential owner experience and provides a comprehensive overview of sales performance metrics.
by Jake Harrison, from the Community
Downloads: 50+
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Template
New Pool Enquiry Form
Use this New Pool Enquiry form to capture key details from prospective customers before a pool build. Record the customer name, address, best contact phone, email, and site address, plus who will use the pool most. Assess site access constraints, confirm if the property is on mains water, and note any special requests or additional comments. This intake form helps pool builders qualify leads, plan site logistics, and prepare accurate quotes for residential pool installations.
by Tim Rees, from the Community
Downloads: 10+
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Template
WS Sales - Enquiry Builder Single Item
This WS Sales enquiry builder helps teams capture all details needed to quote a single piping item. Record client and site information, add photos of the area and the pipe in question, and enter measurements and part numbers. Include a sketch and note priority, need-by dates, standard lead times, and required margin. Specify ancillary items such as gaskets, couplings, and hangers or supports. Finish with any additional information and a request for a follow-up call, enabling faster, more accurate quotations and on-time delivery to site.
by Phil Conroy, from the Community
Downloads: 0
Get

Park Weekly Sales Report Template

This weekly park sales report template helps park managers and sales teams record and review sales activity across residential or holiday parks. Capture plots available, new reservations, previously occupied homes for sale, sale status and completion dates, enquiries received, and visitor numbers. Use it to standardize reporting, track pipeline progress, and inform planning and marketing across park operations.

by Tingdene Parks Limited, from the Community

10+

Get

Template

Sales Audit

This sales audit template provides a structured framework for evaluating the complete customer experience at holiday parks. It covers essential aspects including arrival presentation, sales office standards, and customer documentation processes. The audit examines key areas such as park cleanliness, signage effectiveness, sales team presentation, showground management, and internal documentation practices. It includes evaluation of sales funnels, customer requirement tracking, and on-park marketing effectiveness. The template helps managers ensure consistent service delivery and maintain high standards in holiday home sales operations. It features a detailed scoring system for overall potential owner experience and provides a comprehensive overview of sales performance metrics.

by Jake Harrison, from the Community

50+

Get

Template

New Pool Enquiry Form

Use this New Pool Enquiry form to capture key details from prospective customers before a pool build. Record the customer name, address, best contact phone, email, and site address, plus who will use the pool most. Assess site access constraints, confirm if the property is on mains water, and note any special requests or additional comments. This intake form helps pool builders qualify leads, plan site logistics, and prepare accurate quotes for residential pool installations.

by Tim Rees, from the Community

10+

Get

Template

WS Sales - Enquiry Builder Single Item

This WS Sales enquiry builder helps teams capture all details needed to quote a single piping item. Record client and site information, add photos of the area and the pipe in question, and enter measurements and part numbers. Include a sketch and note priority, need-by dates, standard lead times, and required margin. Specify ancillary items such as gaskets, couplings, and hangers or supports. Finish with any additional information and a request for a follow-up call, enabling faster, more accurate quotations and on-time delivery to site.

by Phil Conroy, from the Community

Get

Sales Enquiry Form

About author

You might also like

Park Weekly Sales Report Template

Sales Audit

New Pool Enquiry Form

WS Sales - Enquiry Builder Single Item

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Park Weekly Sales Report Template

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New Pool Enquiry Form

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