Freelance Appointment Setter Templates

Looking for Freelance Appointment Setter Templates to download? See the main templates that a Freelance Appointment Setter would use in their day-to-day work.

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Freelance Appointment Setter Templates

There is a huge number of templates that someone in the Freelance Appointment Setter 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 Freelance Appointment Setter. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Contact List
2. Appointment Schedule
3. Call Log
4. Sales Pipeline Tracker
5. Monthly Performance Report
6. Invoice Template
7. Expense Tracker
8. Time Tracking Sheet
9. Lead Generation Tracker
10. Weekly Task Planner


Reports are often prepared by a Freelance Appointment Setter 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. Lead Generation Report
3. Appointment Conversion Report
4. Call Activity Report
5. Client Feedback Report
6. Competitor Analysis Report
7. Time Management Report
8. Revenue Forecast Report
9. Customer Satisfaction Report
10. Performance Evaluation 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 Appointment Setter does and how they do it.


Freelance Appointment Setter 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. Performance Review Template
4. New Product Launch Template
5. Team Training Template

Legal Docs

There are several key times when a Freelance Appointment Setter 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. Independent Contractor Agreement
3. Service Agreement
4. Invoice Template
5. Client Agreement

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template


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

1. Monthly Task Calendar
2. Client Appointment Calendar
3. Follow-up Reminder Calendar
4. Sales Target Calendar
5. Project Deadline Calendar

Invoice Templates

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

1. Monthly Appointment Setting Services Invoice
2. Commission Invoice for Successful Appointments
3. Travel Expenses Invoice for Client Meetings
4. Additional Services Invoice for Special Requests
5. Retainer Invoice for Ongoing Appointment Setting Services

Survey Templates

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

1. Customer Satisfaction Survey
2. Lead Generation Survey
3. Market Research Survey
4. Product Feedback Survey
5. Appointment Confirmation Survey

Meeting Agendas

Having premade Freelance Appointment Setter 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. Weekly Team Meeting
2. Monthly Performance Review Meeting
3. Client Onboarding Meeting
4. Sales Strategy Meeting
5. Project Planning Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Client Payment Tracker
3. Monthly Budget Planner
4. Savings Goal Tracker
5. Tax Deduction Tracker


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

1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Call Activity Dashboard
4. Conversion Rate Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Appointment Setter 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 Lead Generation Proposal
2. Appointment Setting Proposal for New Clients
3. Proposal for Upselling Services to Existing Clients
4. Proposal for Targeted Email Campaigns
5. Proposal for Social Media Marketing Services

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 Freelance Appointment Setter 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.

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