Freelance Business Development Representative Templates

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

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Freelance Business Development Representative Templates

There is a huge number of templates that someone in the Freelance Business Development Representative 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 Development Representative. 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 Report
2. Lead Generation Tracker
3. Client Proposal Template
4. Sales Presentation Template
5. Sales Forecast Spreadsheet
6. Competitor Analysis Template
7. Marketing Campaign Plan
8. Customer Relationship Management (CRM) Template
9. Sales Pipeline Tracker
10. Monthly Sales Performance Dashboard

Reports

Reports are often prepared by a Freelance Business Development Representative 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. Pipeline Analysis
6. Competitor Analysis
7. Marketing Campaign Effectiveness Report
8. Revenue Forecast Report
9. Customer Satisfaction Survey Results
10. Sales Funnel Analysis

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 Development Representative does and how they do it.

1. Prospecting Template
2. Cold Calling Template
3. Email Outreach Template
4. Meeting Request Template
5. Sales Presentation Template
6. Proposal Template
7. Follow-up Template
8. Negotiation Template
9. Closing Template
10. Client Onboarding Template

Presentations

Freelance Business Development Representative 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. Market Analysis and Trends
3. New Product Launch
4. Client Proposal
5. Competitive Analysis

Legal Docs

There are several key times when a Freelance Business Development Representative 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 Contract
3. Independent Contractor Agreement
4. Service Level Agreement (SLA)
5. Partnership Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Business Development Representative 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

Calendars

Setting up Freelance Business Development Representative calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Marketing Campaign Calendar
3. Lead Generation Calendar
4. Client Follow-up Calendar
5. Networking Events Calendar

Invoice Templates

Several types of Freelance Business Development Representative 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. Commission Invoice: This template is used to calculate and invoice clients for the commission earned on sales made.
3. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred during the month.
4. Retainer Invoice: This template is used to invoice clients for the retainer fee paid in advance for ongoing services.
5. Mileage Invoice: This template is used to bill clients for any mileage expenses accrued while traveling for business purposes

Survey Templates

For a Freelance Business Development Representative to get insights related to the work they do, they need to send out Freelance Business Development Representative 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

Meeting Agendas

Having premade Freelance Business Development Representative 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
2. Client Update Meeting
3. Strategy Planning Meeting
4. Performance Review Meeting
5. Marketing Campaign Meeting

Budget Templates

To manage finances well, a Freelance Business Development Representative 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

Dashboards are a useful way for a Freelance Business Development Representative 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. Customer Acquisition Dashboard
4. Marketing Campaign Dashboard
5. Revenue Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Business Development Representative 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 Upselling 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 Development Representative 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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