Looking for Freelance Business Consultant Templates to download? See the main templates that a Freelance Business Consultant would use in their day-to-day work.
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Freelance Business Consultant Templates
Contents
Freelance Business Consultant Templates
There is a huge number of templates that someone in the Freelance Business Consultant 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 Business Consultant. 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. Marketing Campaign Analysis
3. Client Proposal Template
4. Business Development Plan
5. Competitive Analysis Spreadsheet
6. Sales Forecast Template
7. Marketing Budget Tracker
8. Client Meeting Agenda
9. Sales Presentation Template
10. Marketing Strategy Template
Reports
Reports are often prepared by a Freelance Business Consultant 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. Sales Performance Report
2. Marketing Campaign Analysis Report
3. Customer Acquisition Report
4. Lead Generation Report
5. Competitor Analysis Report
6. Social Media Engagement Report
7. Website Traffic Report
8. Conversion Rate Report
9. Customer Satisfaction Report
10. Return on Investment (ROI) 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 Freelance Business Consultant does and how they do it.
1. Sales Strategy Development
2. Market Research and Analysis
3. Customer Relationship Management
4. Lead Generation and Prospecting
5. Sales Funnel Management
6. Sales Presentation and Pitching
7. Sales Performance Tracking and Reporting
8. Sales Training and Development
9. Marketing Campaign Planning and Execution
10. Competitive Analysis and Benchmarking
Presentations
Freelance Business Consultant 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. Sales Performance Report
2. Marketing Strategy Proposal
3. Customer Segmentation Analysis
4. Competitive Landscape Overview
5. Branding and Messaging Recommendations
Legal Docs
There are several key times when a Freelance Business Consultant 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. Independent Contractor Agreement
4. Sales Contract
5. Marketing Campaign Consent Form
Health & Safety Templates
Health & Safety templates for a Freelance Business Consultant 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. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Business Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Marketing Campaign Calendar
3. Client Meeting Calendar
4. Content Creation Calendar
5. Project Management Calendar
Invoice Templates
Several types of Freelance Business Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Consulting Invoice
2. Marketing Strategy Invoice
3. Market Research Invoice
4. Branding and Advertising Invoice
5. Social Media Management Invoice
Survey Templates
For a Freelance Business Consultant to get insights related to the work they do, they need to send out Freelance Business Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Product Feedback Survey
4. Brand Perception Survey
5. Sales Performance Survey
Meeting Agendas
Having premade Freelance Business Consultant 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. Sales Strategy Meeting
2. Marketing Campaign Review Meeting
3. Client Progress Update Meeting
4. Team Collaboration Meeting
5. Performance Analysis Meeting
Budget Templates
To manage finances well, a Freelance Business Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing Campaign Budget Template
4. Travel and Accommodation Expenses Template
5. Professional Development and Training Budget Template
Dashboards
Dashboards are a useful way for a Freelance Business Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Lead Generation Dashboard
4. Customer Acquisition Dashboard
5. ROI Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Business Consultant 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. Sales Strategy Proposal
2. Marketing Campaign Proposal
3. Market Research Proposal
4. Branding and Positioning Proposal
5. Social Media Marketing 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 Freelance Business Consultant 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.
