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17 proven sales templates with examples

ืชื‘ื ื™ื•ืช ืฉื ื•ืฆืจื• ืขืœ ื™ื“ื™ ื—ื‘ืจื•ืช ื›ืžื•:
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Operations and IT
Product Management
Project Management
Sales
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UX and Design

ืžืžื•ืžืฉ ื‘/

ืกื™ืคื•ืจ ื–ื›ื™ื™ื” ืฉืœ ืœืงื•ื—

ืฉื™ืžื•ืฉ ื‘ืชื‘ื ื™ืช ื–ื›ื™ื™ืช ืœืงื•ื— ื–ื• ื›ื“ื™ ืœื—ืœื•ืง ืžื™ื“ืข ืขืœ ืื™ืš ืœืงื•ื— ื”ื’ื™ืข ืœืจื›ื•ืฉ ืืช ื”ืžื•ืฆืจ ืฉืœืš ืขื ืฉืืจ ื”ืฆื•ื•ืช ืฉืœืš.
ื ืขืฉื” ืขืœ ื™ื“ื™
ืงืœืจื•ื˜ื™
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ืชื‘ื ื™ืช ื ื™ื•ื–ืœื˜ืจ ืฆื•ื•ืช ื”ื”ื›ื ืกื•ืช

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืฉืžื•ืจ ืืช ืฆื•ื•ืช ื”ื”ื›ื ืกื•ืช ืฉืœืš ืžืขื•ื“ื›ืŸ ืขื ืขื“ื›ื•ืŸ ืžื•ืฆืจื™ื, ืคืจื•ื™ืงื˜ื™ื ืคืขื™ืœื™ื, ืžืฉืื‘ื™ ื”ื›ืฉืจื”, ื—ื“ืฉื•ืช ื•ืขื“ื›ื•ื ื™ ืœืงื•ื—ื•ืช.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื”ืขืจืช ืฉื•ืœื™ื™ื
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ื›ืจื˜ื™ืก ืงืจื‘ ืžืชื—ืจื”

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืืจื’ืŸ ืืช ื”ืžื™ื“ืข ื”ืชื—ืจื•ืชื™ ืฉืœืš ื•ืœืชืช ืœืฆื•ื•ืช ืฉืœืš ื™ืชืจื•ืŸ ื›ืืฉืจ ืžื“ื‘ืจื™ื ืขืœ ื”ืชื—ืจื•ืช.
ื ืขืฉื” ืขืœ ื™ื“ื™
ืžืจื•ื‘ืข
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ืชื•ืกืคื™ Chrome ืœื”ื’ื‘ืจืช ื”ืคืจื•ื“ื•ืงื˜ื™ื‘ื™ื•ืช (ื‘ืืžืฆืขื•ืช Noom)

ื”ืฉืชืžืฉ ื‘ื›ืจื˜ื™ืก ื”ื–ื” ื›ืžืงื•ื ืœืžืฆื•ื ืชื•ืกืคื™ Chrome ืžื•ืขื™ืœื™ื ืœื”ื’ื“ืœืช ื”ืคืจื•ื“ื•ืงื˜ื™ื‘ื™ื•ืช.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ืชื‘ื ื™ืช ืงืœื™ื˜ืช ืขื•ื‘ื“ื™ื ื‘ืžื›ื™ืจื•ืช

ื”ืฉืชืžืฉ ื‘ื›ืจื˜ื™ืก ื”ื–ื” ื›ื“ื™ ืœืฆื™ื™ืŸ ืื™ืœื• ืฆื•ื•ืชื™ื ืื• ื™ื—ื™ื“ื™ื ืขืœ ืขื•ื‘ื“ื™ื ื—ื“ืฉื™ื ื‘ืžื›ื™ืจื•ืช ืœืคื’ื•ืฉ.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ืชื‘ื ื™ื•ืช ืœืžื™ื™ืœื™ื ืงืจื™ื ืฉื”ื•ื›ื™ื—ื• ืืช ืขืฆืžืŸ

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืขื–ื•ืจ ืœืฆื•ื•ืช ืฉืœืš ืœื™ืฆื•ืจ ืžื™ื™ืœื™ื ื™ืขื™ืœื™ื ืžืื•ื“ ืœืžื›ื™ืจื•ืช ืงืจื™ื ืขื ืžืื™ืœืฉื™ื™ืง.
ื ืขืฉื” ืขืœ ื™ื“ื™
ืžืื™ืœืฉื™ื™ืง
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ืชื‘ื ื™ืช ืœืžืกืžื›ื™ ืชืกืจื™ื˜ ืžื›ื™ืจื”

ื”ืฉืชืžืฉ ื‘ื›ืจื˜ื™ืก ื–ื” ื›ืžืงื•ื ืœืื—ืกืŸ ืชื‘ื ื™ื•ืช ืขื‘ื•ืจ ืฆื•ื•ืช ื”ืžื›ื™ืจื•ืช ืฉืœืš.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ืชื‘ื ื™ืช ื”ืฆื”ืจืช ืืคืฉืจื•ืช ืžื›ื™ืจื•ืช

ื”ืฉืชืžืฉ ื‘ื›ืจื˜ื™ืก ื–ื” ื›ืชื™ืขื•ื“ ืขื‘ื•ืจ ื”ืฆื”ืจืช ืืคืฉืจื•ืช ื”ืžื›ื™ืจื•ืช ืฉืœืš.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ืชื‘ื ื™ืช ื–ืจื™ืžืช ืžื™ื“ืข ืžืžื›ื™ืจื•ืช ืœื”ืฆืœื—ื” ืขื ื”ืœืงื•ื—

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืชืขื“ ืืช ื”ืชื”ืœื™ืš ืฉืœ ืื™ืš ื”ืžื›ื™ืจื•ืช ืฆืจื™ื›ื•ืช ืœื”ืขื‘ื™ืจ ืœืงื•ื— ื—ื“ืฉ ืœืฆื•ื•ืช ื”ื”ืฆืœื—ื” ืขื ื”ืœืงื•ื—.
ื ืขืฉื” ืขืœ ื™ื“ื™
ืขืœื™ื™ื”
ื’ื•ืจื•
ืžืžื•ืžืฉ ื‘/

ื›ืœ

Sales

ืชื‘ื ื™ื•ืช

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Employee Onboarding
Project Management
Marketing
Product Management

ืชื‘ื ื™ื•ืช ืœืชื›ื ื™ืช 30-60-90 ื™ื•ื

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ืœื”ืชื›ื•ื ืŸ ืœื”ืฆืœื—ื” ืขื ื”ืขื‘ื•ื“ื” ื”ื—ื“ืฉื” ืฉืœืš ืื• ื”ืขื•ื‘ื“ ื”ื—ื“ืฉ.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
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Sales
Marketing

ืชื‘ื ื™ื•ืช ืœืžื™ื™ืœื™ื ืงืจื™ื ืฉื”ื•ื›ื™ื—ื• ืืช ืขืฆืžืŸ

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืขื–ื•ืจ ืœืฆื•ื•ืช ืฉืœืš ืœื™ืฆื•ืจ ืžื™ื™ืœื™ื ื™ืขื™ืœื™ื ืžืื•ื“ ืœืžื›ื™ืจื•ืช ืงืจื™ื ืขื ืžืื™ืœืฉื™ื™ืง.
ื ืขืฉื” ืขืœ ื™ื“ื™
ืžืื™ืœืฉื™ื™ืง
ื’ื•ืจื•
Communications
Marketing
All templates
Product Management
Sales

ืชื‘ื ื™ื•ืช ื”ื•ื“ืขืช ืœืขื™ืชื•ื ื•ืช ืžืื ืฉื™ PR

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ื•ืช ื”ืœืœื• ื›ื“ื™ ืœื ืกื— ืืช ื”ื•ื“ืขืช ื”ืขื™ืชื•ื ื•ืช ื”ื‘ืื” ืฉืœืš ื•ืœื–ื›ื•ืช ื‘ื›ื™ืกื•ื™ ืชืงืฉื•ืจืชื™ ืœื›ืœ ื”ื–ื“ืžื ื•ืช.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
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Communications
Customer Service
Employee Onboarding
Marketing

ืชื‘ื ื™ืช ืชื™ืขื•ื“ ืชื”ืœื™ื›ื™ื ืขื ืื™ืš ืœืขืฉื•ืช ื•ื“ื•ื’ืžืื•ืช

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ื•ืช ื”ืœืœื• ื›ื“ื™ ืœืคืฉื˜ ื•ืœื”ืจื—ื™ื‘ ืืช ืชื™ืขื•ื“ ื”ืชื”ืœื™ื›ื™ื ืฉืœ ื”ืฆื•ื•ืช ืฉืœืš.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
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Marketing
Sales

ื›ืจื˜ื™ืก ืงืจื‘ ืžืชื—ืจื”

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืืจื’ืŸ ืืช ื”ืžื™ื“ืข ื”ืชื—ืจื•ืชื™ ืฉืœืš ื•ืœืชืช ืœืฆื•ื•ืช ืฉืœืš ื™ืชืจื•ืŸ ื›ืืฉืจ ืžื“ื‘ืจื™ื ืขืœ ื”ืชื—ืจื•ืช.
ื ืขืฉื” ืขืœ ื™ื“ื™
ืžืจื•ื‘ืข
ื’ื•ืจื•
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Product Management
Marketing
Team Meetings
Operations and IT

ืชื‘ื ื™ืช ืกื™ื›ื•ื ืคืจื•ื™ืงื˜

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืกืคืง ืคื™ืจื•ื˜ ืขืœ ื”ืžื˜ืจื•ืช, ืœื•ื— ื”ื–ืžื ื™ื, ื•ื‘ืขืœื™ ื”ืขื ื™ื™ืŸ ื”ืžืขื•ืจื‘ื™ื ื‘ืคืจื•ื™ืงื˜ ื”ื ื•ื›ื—ื™.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
ื’ื•ืจื•
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Employee Onboarding
Communications
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Sales

ืชื‘ื ื™ืช ืœืžื˜ืจื•ืช ื”ื—ื‘ืจื” ื•ืชื•ืฆืื•ืช ืžืจื›ื–ื™ื•ืช (OKR)

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืฉืชืฃ ืืช ื”ื’ื“ืจืช ื”ืชื•ืฆืื” ื”ืžืจื›ื–ื™ืช ืฉืœ ื”ื—ื‘ืจื” ืฉืœืš, ืชื”ืœื™ื›ื™ื ื•ืžืฆื‘ ื”ืคืจื•ื™ืงื˜ื™ื ื”ื ื•ื›ื—ื™, ื•ืœืฉืžื•ืจ ืขืœ ื”ืฆื•ื•ืช ืฉืœืš ืžืขื•ื“ื›ืŸ ืœื’ื‘ื™ ื”ื”ืชืงื“ืžื•ืช ืฉืœืš.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื™
ื’ื•ืจื•
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Sales
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ืชื‘ื ื™ืช ืžืกืžืš ืชื›ื•ื ื”

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืชืขื“ ืชื›ื•ื ื” ืžืชืงืจื‘ืช ื•ื›ืœ ืžื™ื“ืข ืชื•ืžืš ืฉืฆื•ื•ืช ืฉืœืš ืขืฉื•ื™ ืœื”ื–ื“ืงืง ืœื•.
ื ืขืฉื” ืขืœ ื™ื“ื™
ืคื˜ื“ืกืง
ื’ื•ืจื•
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ืชื‘ื ื™ื•ืช ืืกื˜ืจื˜ื’ื™ื•ืช ื”-GTM ืžื•ื›ื—ื•ืช

ืชื‘ื ื™ืช ื”ืืกื˜ืจื˜ื’ื™ื” ืฉืœื ื• ืœืฉื•ืง (GTM) ื ื•ืชื ืช ืœืš ื”ื›ืœ ืžื” ืฉืืชื” ืฆืจื™ืš ื›ื“ื™ ืœืคืชื— ื•ืœืฉืชืฃ ืชื•ื›ื ื™ืช GTM ื™ื•ืฆืืช ื“ื•ืคืŸ.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
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Communications
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Operations and IT

ืชื‘ื ื™ื•ืช ืœืชื•ื›ื ื™ืช ืชืงืฉื•ืจืช

ืชื‘ื ื™ื•ืช ืืœื• ืขื•ื–ืจื•ืช ืœื—ืกื•ืš ื‘ื–ืžืŸ ื•ืœื”ื‘ื˜ื™ื— ืฉื”ืชืงืฉื•ืจื•ืช ื”ื‘ืื•ืช ืฉืœืš ื™ื’ื™ืขื• ืœืงื”ืœ ืฉืœืš ื•ื™ืกืคืงื• ืืช ื”ื”ืฉืคืขื” ื”ืจืฆื•ื™ื”.
ื ืขืฉื” ืขืœ ื™ื“ื™
ื’ื•ืจื•
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ืžื™ืœื•ืŸ ืžื•ื ื—ื™ื

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืืจื’ืŸ ืืช ื”ืžื•ื ื—ื™ื ื•ื”ืืงื•ื ื™ืžื™ื•ืช ื”ืžืฆื•ื™ื ื•ืช ืฉืœ ื”ืฆื•ื•ืช ืฉืœืš.
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ืกื™ืคื•ืจ ื–ื›ื™ื™ื” ืฉืœ ืœืงื•ื—

ืฉื™ืžื•ืฉ ื‘ืชื‘ื ื™ืช ื–ื›ื™ื™ืช ืœืงื•ื— ื–ื• ื›ื“ื™ ืœื—ืœื•ืง ืžื™ื“ืข ืขืœ ืื™ืš ืœืงื•ื— ื”ื’ื™ืข ืœืจื›ื•ืฉ ืืช ื”ืžื•ืฆืจ ืฉืœืš ืขื ืฉืืจ ื”ืฆื•ื•ืช ืฉืœืš.
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ืชื‘ื ื™ืช ื ื™ื•ื–ืœื˜ืจ ืฆื•ื•ืช ื”ื”ื›ื ืกื•ืช

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืฉืžื•ืจ ืืช ืฆื•ื•ืช ื”ื”ื›ื ืกื•ืช ืฉืœืš ืžืขื•ื“ื›ืŸ ืขื ืขื“ื›ื•ืŸ ืžื•ืฆืจื™ื, ืคืจื•ื™ืงื˜ื™ื ืคืขื™ืœื™ื, ืžืฉืื‘ื™ ื”ื›ืฉืจื”, ื—ื“ืฉื•ืช ื•ืขื“ื›ื•ื ื™ ืœืงื•ื—ื•ืช.
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ืชื‘ื ื™ืช ืžื—ืงืจ ืžืงืจื” ื•ืฆื™ื˜ื•ื˜ ืœืงื•ื—ื•ืช

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœืฉืชืฃ ืืช ืกื™ืคื•ืจื™ ื”ืœืงื•ื—ื•ืช ืฉืœืš, ืžื—ืงืจื™ ื”ืžืงืจื” ื•ืฆื™ื˜ื•ื˜ื™ ื”ื”ืžืœืฆื” ื›ื“ื™ ืœื”ื ื™ืข ืžื› Verkรคufe ื•ืœื˜ืคื— ืืช ื”ื—ืฉื‘ื•ื ื•ืช ืฉืœืš.
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ื˜ืžืคืœื˜ื™ื ืœื”ืฆืขืช ืคืจื•ื™ืงื˜

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ื•ืช ื”ืฆืขื” ืœืคืจื•ื™ืงื˜ ื•ืœืžืฆื’ืช ื›ื“ื™ ืœืฉืคืจ ื›ื™ืฆื“ ื”ืชืงื‘ืœ ื”ื”ืฆืขื” ื”ื‘ืื” ืฉืœืš ื•ืœืขื–ื•ืจ ืœื”ื‘ื˜ื™ื— ื”ืฆืœื—ื” ืฉืœ ื”ืคืจื•ื™ืงื˜.
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ืชื‘ื ื™ื•ืช ืคืจื•ื˜ื•ืงื•ืœ ืžืคื’ืฉื™ื ื•ืื™ืš ืœืขืฉื•ืช ืืช ื–ื”

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ื•ืช ืืœื• ื›ื“ื™ ืœื—ืกื•ืš ืœืฆื•ื•ืช ืฉืœืš ื–ืžืŸ, ืœื™ืฆื•ืจ ืคืจื•ื˜ื•ืงื•ืœื™ื ืฉืžืฉืชืคื™ื, ื•ืœืขืจื•ืš ืคื’ื™ืฉื•ืช ืฉืื ืฉื™ื ื‘ืืžืช ืžืขืจื™ื›ื™ื.
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ื“ื•ื’ืžืื•ืช ื•ืชื‘ื ื™ื•ืช ืœื”ืฆื”ืจืช ืžืฉื™ืžื” ื•ื—ื–ื•ืŸ

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœื™ืฆื•ืจ ื”ืฆื”ืจืช ืžื˜ืจื” ื•ืจื™ื”ื™ื•ืŸ ื‘ืืžืช ืžืขื•ืจืจืช ื”ืฉืจืื”.
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ืชื‘ื ื™ืช ื’ื•ืจื• 101

ืฉื™ืžื•ืฉ ื‘ืชื‘ื ื™ืช ื–ื• ื›ื“ื™ ืœื”ื‘ื™ื ืืช ื”ืฆื•ื•ืช ืฉืœืš ืžื”ืจ ืœื™ื“ืข ืขืœ ืื™ืš ื’ื•ืจื• ืขื•ื‘ื“.
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ืชื•ืกืคื™ Chrome ืœื”ื’ื‘ืจืช ื”ืคืจื•ื“ื•ืงื˜ื™ื‘ื™ื•ืช (ื‘ืืžืฆืขื•ืช Noom)

ื”ืฉืชืžืฉ ื‘ื›ืจื˜ื™ืก ื”ื–ื” ื›ืžืงื•ื ืœืžืฆื•ื ืชื•ืกืคื™ Chrome ืžื•ืขื™ืœื™ื ืœื”ื’ื“ืœืช ื”ืคืจื•ื“ื•ืงื˜ื™ื‘ื™ื•ืช.
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ืชื‘ื ื™ืช ืกื™ื›ื•ื ืžื ื”ืœ

ื”ืฉืชืžืฉ ื‘ืชื‘ื ื™ื•ืช ืืœื• ื›ื“ื™ ืœื™ืฆื•ืจ ืกื™ื›ื•ื ืžื ื”ืœื™ื ืืคืงื˜ื™ื‘ื™ ืขื‘ื•ืจ ื”ืขืกืง ืื• ื”ืคืจื•ื™ืงื˜ ืฉืœืš.
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ืชื‘ื ื™ืช ืœืžืกืžื›ื™ ืชืกืจื™ื˜ ืžื›ื™ืจื”

ื”ืฉืชืžืฉ ื‘ื›ืจื˜ื™ืก ื–ื” ื›ืžืงื•ื ืœืื—ืกืŸ ืชื‘ื ื™ื•ืช ืขื‘ื•ืจ ืฆื•ื•ืช ื”ืžื›ื™ืจื•ืช ืฉืœืš.
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ืื™ืš ื”ืฆื•ื•ืช ืฉืœื ื• ืžืฉืชืžืฉ ื‘ืืกื ื”

ื”ืฉืชืžืฉื• ื‘ื›ืจื˜ื™ืก ื”ื–ื” ื›ืžืงื•ื ืœืื—ื“ ื”ื ื—ื™ื•ืช ืœื’ื‘ื™ ื”ื“ืจืš ื”ื˜ื•ื‘ื” ื‘ื™ื•ืชืจ ืœื”ืฉืชืžืฉ ื‘ืืกื ื”.
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ืชื‘ื ื™ืช ื”ืฆื”ืจืช ืืคืฉืจื•ืช ืžื›ื™ืจื•ืช

ื”ืฉืชืžืฉ ื‘ื›ืจื˜ื™ืก ื–ื” ื›ืชื™ืขื•ื“ ืขื‘ื•ืจ ื”ืฆื”ืจืช ืืคืฉืจื•ืช ื”ืžื›ื™ืจื•ืช ืฉืœืš.
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ืชื‘ื ื™ืช ืงืœื™ื˜ืช ืขื•ื‘ื“ื™ื ื‘ืžื›ื™ืจื•ืช

ื”ืฉืชืžืฉ ื‘ื›ืจื˜ื™ืก ื”ื–ื” ื›ื“ื™ ืœืฆื™ื™ืŸ ืื™ืœื• ืฆื•ื•ืชื™ื ืื• ื™ื—ื™ื“ื™ื ืขืœ ืขื•ื‘ื“ื™ื ื—ื“ืฉื™ื ื‘ืžื›ื™ืจื•ืช ืœืคื’ื•ืฉ.
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