Envoy Templates

Envoy Templates

There is a huge number of templates that someone in the Envoy role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Envoy. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Customer Feedback Survey
3. Performance Evaluation Form
4. Training Schedule
5. Service Request Form
6. Customer Complaint Log
7. Team Meeting Agenda
8. Customer Satisfaction Scorecard
9. Service Level Agreement Template
10. Weekly Work Schedule

Reports

Reports are often prepared by a Envoy to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Customer Satisfaction Report
2. Sales Performance Report
3. Call Center Metrics Report
4. Customer Complaints Report
5. Service Level Agreement Report
6. Customer Retention Report
7. Productivity Report
8. Quality Assurance Report
9. Customer Feedback Report
10. Escalation Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Envoy does and how they do it.

1. Customer Complaint Resolution SOP
2. Product Return and Refund SOP
3. Order Processing and Fulfillment SOP
4. Customer Inquiry Handling SOP
5. Escalation and Issue Resolution SOP
6. Customer Feedback and Survey SOP
7. New Customer Onboarding SOP
8. Customer Account Management SOP
9. Service Level Agreement (SLA) Compliance SOP
10. Customer Data Privacy and Security SOP

Presentations

Envoy presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Customer Satisfaction Analysis
3. Service Improvement Plan
4. Training and Development Overview
5. Quarterly Business Review

Legal Docs

There are several key times when a Envoy needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Customer Complaint Form
4. Customer Satisfaction Survey
5. Terms and Conditions Agreement

Health & Safety Templates

Health & Safety templates for a Envoy ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Evacuation Plan Template
4. Risk Assessment Template
5. Health and Safety Training Attendance Record Template

Calendars

Setting up Envoy calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Meeting Calendar
2. Training Schedule Calendar
3. Customer Feedback Calendar
4. Travel Itinerary Calendar
5. Performance Evaluation Calendar

Invoice Templates

Several types of Envoy invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Service Invoice
2. Product Sales Invoice
3. Subscription Renewal Invoice
4. Maintenance and Support Invoice
5. Consultation Fee Invoice

Survey Templates

For a Envoy to get insights related to the work they do, they need to send out Envoy surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Service Quality Survey
4. Employee Performance Survey
5. Market Research Survey

Meeting Agendas

Having premade Envoy meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Performance Review
2. Customer Feedback Analysis Meeting
3. Sales Strategy Planning Session
4. Training and Development Workshop
5. Quarterly Business Review Meeting

Budget Templates

To manage finances well, a Envoy would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings Goal Template
4. Debt Repayment Template
5. Financial Summary Template

Dashboards

Dashboards are a useful way for a Envoy to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Customer Satisfaction Dashboard
2. Service Level Agreement Dashboard
3. Call Volume Dashboard
4. Agent Performance Dashboard
5. Customer Feedback Dashboard

Proposal Templates

For bidding or requesting work, a Envoy needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Customer Satisfaction Proposal
2. Service Improvement Proposal
3. Employee Training and Development Proposal
4. Customer Retention Strategy Proposal
5. Cost Reduction and Efficiency Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Envoy templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.