Looking for Freelance Administrative Account Coordinator Templates to download? See the main templates that a Freelance Administrative Account Coordinator would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Contents
There is a huge number of templates that someone in the Freelance Administrative Account Coordinator role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Administrative Account Coordinator. 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. Expense Tracker
3. Client Invoice
4. Project Timeline
5. Meeting Agenda
6. Contact List
7. Task Tracker
8. Performance Evaluation
9. Weekly Schedule
10. Project Proposal
Reports are often prepared by a Freelance Administrative Account Coordinator 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. Monthly Sales Report
2. Customer Satisfaction Report
3. Expense Report
4. Inventory Report
5. Accounts Receivable Report
6. Accounts Payable Report
7. Project Status Report
8. Time Tracking Report
9. Marketing Campaign Report
10. Employee Attendance Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Administrative Account Coordinator does and how they do it.
1. Client Onboarding SOP
2. Email Management SOP
3. Meeting Coordination SOP
4. Data Entry SOP
5. Report Generation SOP
6. Invoice Processing SOP
7. Customer Support SOP
8. File Organization SOP
9. Task Delegation SOP
10. Project Tracking SOP
Freelance Administrative Account Coordinator 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 Template
2. Client Meeting Presentation Template
3. Project Status Update Template
4. Team Performance Review Template
5. Financial Analysis Presentation Template
There are several key times when a Freelance Administrative Account Coordinator 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 Agreement
3. Invoice Template
4. Independent Contractor Agreement
5. Client Contract
Health & Safety templates for a Freelance Administrative Account Coordinator ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Safety Meeting Minutes Template
3. Risk Assessment Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Setting up Freelance Administrative Account Coordinator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Meeting Schedule Calendar
3. Project Deadline Calendar
4. Client Engagement Calendar
5. Personal Time Off Calendar
Several types of Freelance Administrative Account Coordinator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Client Invoice
2. Expense Reimbursement Invoice
3. Project-based Invoice
4. Retainer Invoice
5. Late Payment Reminder Invoice
For a Freelance Administrative Account Coordinator to get insights related to the work they do, they need to send out Freelance Administrative Account Coordinator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Event Evaluation Survey
Having premade Freelance Administrative Account Coordinator 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 Meeting
2. Client Update Meeting
3. Project Planning Meeting
4. Performance Review Meeting
5. Training and Development Meeting
To manage finances well, a Freelance Administrative Account Coordinator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Project Budget Tracker
4. Travel and Transportation Expenses Tracker
5. Miscellaneous Expenses Tracker
Dashboards are a useful way for a Freelance Administrative Account Coordinator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Project Management Dashboard
4. Financial Analysis Dashboard
5. Task and Time Management Dashboard
For bidding or requesting work, a Freelance Administrative Account Coordinator 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 Budget Proposal
2. Marketing Strategy Proposal
3. Client Onboarding Proposal
4. Process Improvement Proposal
5. Training and Development Proposal
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 Freelance Administrative Account Coordinator 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.
