Looking for Freelance Business Development Associate Templates to download? See the main templates that a Freelance Business Development Associate would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Business Development Associate 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 Business Development Associate. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Sales Pipeline Tracker
2. Client Meeting Agenda
3. Proposal Template
4. Sales Forecast Spreadsheet
5. Marketing Plan Template
6. Competitive Analysis Spreadsheet
7. Lead Generation Tracker
8. Sales Presentation Template
9. Customer Relationship Management (CRM) Template
10. Business Development Report Template
Reports are often prepared by a Freelance Business Development Associate 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. Lead Generation Report
3. Conversion Rate Analysis
4. Customer Acquisition Report
5. Competitor Analysis
6. Marketing Campaign Effectiveness Report
7. Sales Funnel Analysis
8. Revenue Forecast Report
9. Customer Satisfaction Survey Results
10. ROI Analysis 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 Business Development Associate does and how they do it.
1. Lead Generation SOP
2. Cold Calling SOP
3. Email Marketing SOP
4. Social Media Management SOP
5. Sales Presentation SOP
6. Client Relationship Management SOP
7. Proposal Writing SOP
8. Negotiation and Closing SOP
9. Sales Reporting SOP
10. Account Management SOP
Freelance Business Development Associate 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 Review
2. Marketing Strategy Proposal
3. Client Pitch Deck
4. Competitive Analysis Report
5. Business Growth Forecast
There are several key times when a Freelance Business Development Associate 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. Sales Agreement
3. Independent Contractor Agreement
4. Service Level Agreement (SLA)
5. Consulting Agreement
Health & Safety templates for a Freelance Business Development Associate 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 Business Development Associate 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. Lead Generation Calendar
5. Project Management Calendar
Several types of Freelance Business Development Associate invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill clients for the products or services sold during the month.
2. Consulting Invoice: This template is used to invoice clients for any consulting services provided during the month.
3. Retainer Invoice: This template is used to bill clients for the retainer fee agreed upon for ongoing services.
4. Expense Invoice: This template is used to invoice clients for any reimbursable expenses incurred on their behalf.
5. Commission Invoice: This template is used to invoice clients for any commissions earned on sales or referrals made during the month
For a Freelance Business Development Associate to get insights related to the work they do, they need to send out Freelance Business Development Associate surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Lead Generation Survey
4. Product Feedback Survey
5. Competitive Analysis Survey
Having premade Freelance Business Development Associate 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. Client Relationship Meeting
3. Lead Generation Meeting
4. Marketing Campaign Review Meeting
5. Team Collaboration Meeting
To manage finances well, a Freelance Business Development Associate 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 and Advertising Budget Template
4. Travel and Entertainment Expense Tracker
5. Savings and Investment Plan Template
Dashboards are a useful way for a Freelance Business Development Associate 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. Marketing Campaign Dashboard
4. Customer Acquisition Dashboard
5. Revenue Forecasting Dashboard
For bidding or requesting work, a Freelance Business Development Associate 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 Sales Forecast Proposal
2. Market Research and Analysis Proposal
3. Lead Generation and Prospecting Proposal
4. Sales Training and Development Proposal
5. Customer Retention and Loyalty Proposal
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