Looking for Freelance Business Development Manager Templates to download? See the main templates that a Freelance Business Development Manager 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 Manager 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 Manager. 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. Client Proposal Template
3. Business Development Plan
4. Lead Generation Tracker
5. Marketing Campaign Analysis
6. Competitive Analysis Template
7. Sales Forecast Spreadsheet
8. Client Meeting Agenda
9. Project Timeline Template
10. Business Development Budget
Reports are often prepared by a Freelance Business Development Manager 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 Report
4. Customer Acquisition Report
5. Marketing Campaign Effectiveness Report
6. Competitor Analysis Report
7. Revenue Forecast Report
8. Customer Satisfaction Report
9. Sales Funnel Analysis Report
10. Return on Investment (ROI) 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 Manager does and how they do it.
1. Lead Generation SOP
2. Sales Pitch SOP
3. Client Onboarding SOP
4. Proposal Creation SOP
5. Negotiation and Closing SOP
6. Account Management SOP
7. Sales Reporting SOP
8. Market Research SOP
9. Competitive Analysis SOP
10. Sales Training SOP
Freelance Business Development Manager 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 Update
3. Client Pitch Deck
4. Competitive Analysis Report
5. Business Growth Plan
There are several key times when a Freelance Business Development Manager 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. Marketing Agreement
Health & Safety templates for a Freelance Business Development Manager 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 Manager 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. Follow-up and Networking Calendar
Several types of Freelance Business Development Manager 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. Service Invoice: This template is used to bill clients for the professional services provided during the month.
3. Retainer Invoice: This template is used to bill clients for the retainer fee paid in advance for ongoing services.
4. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred on their behalf.
5. Commission Invoice: This template is used to bill clients for the commission earned on sales or referrals made during the month
For a Freelance Business Development Manager to get insights related to the work they do, they need to send out Freelance Business Development Manager 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. Lead Generation Survey
5. Competitive Analysis Survey
Having premade Freelance Business Development Manager 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 Team Meeting Template
2. Marketing Strategy Meeting Template
3. Client Relationship Meeting Template
4. Business Development Planning Meeting Template
5. Performance Review Meeting Template
To manage finances well, a Freelance Business Development Manager 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 Manager 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 Manager 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 Proposal
2. Marketing Campaign Proposal
3. Lead Generation Proposal
4. Client Retention Proposal
5. Competitive Analysis Proposal
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