Looking for Freelance Chatbot Analyst Templates to download? See the main templates that a Freelance Chatbot Analyst would use in their day-to-day work.
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Freelance Chatbot Analyst Templates
Contents
Freelance Chatbot Analyst Templates
There is a huge number of templates that someone in the Freelance Chatbot Analyst 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 Chatbot Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Project Proposal Template
2. Chatbot Requirements Template
3. Chatbot Design Template
4. Chatbot Testing Template
5. Chatbot Deployment Template
6. Chatbot Analytics Template
7. Chatbot Maintenance Template
8. Client Meeting Agenda Template
9. Monthly Progress Report Template
10. Invoice Template
Reports
Reports are often prepared by a Freelance Chatbot Analyst 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 Chatbot Performance Report
2. User Engagement Report
3. Conversation Flow Analysis Report
4. Error and Bug Tracking Report
5. User Feedback and Satisfaction Report
6. Chatbot Conversion Rate Report
7. Competitor Analysis Report
8. Chatbot Feature Usage Report
9. A/B Testing Results Report
10. Chatbot Improvement Recommendations 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 Chatbot Analyst does and how they do it.
1. Chatbot Testing SOP
2. Chatbot Deployment SOP
3. Chatbot Maintenance SOP
4. Chatbot Performance Monitoring SOP
5. Chatbot User Feedback Analysis SOP
6. Chatbot Bug Fixing SOP
7. Chatbot Integration SOP
8. Chatbot Data Analysis SOP
9. Chatbot Security Audit SOP
10. Chatbot Documentation SOP
Presentations
Freelance Chatbot Analyst 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 Performance Analysis
2. Chatbot User Feedback Report
3. Chatbot Feature Enhancement Proposal
4. Chatbot Training and Onboarding Presentation
5. Chatbot Industry Trends and Insights Update
Legal Docs
There are several key times when a Freelance Chatbot Analyst 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 Level Agreement (SLA)
3. Master Services Agreement (MSA)
4. Independent Contractor Agreement
5. Software License Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Chatbot Analyst 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 Response Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Chatbot Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Task Tracker Calendar
3. Meeting Schedule Calendar
4. Content Creation Calendar
5. Deadline Reminder Calendar
Invoice Templates
Several types of Freelance Chatbot Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Chatbot Development Invoice
2. Chatbot Maintenance and Support Invoice
3. Chatbot Training and Consultation Invoice
4. Chatbot Integration and Customization Invoice
5. Chatbot Analytics and Reporting Invoice
Survey Templates
For a Freelance Chatbot Analyst to get insights related to the work they do, they need to send out Freelance Chatbot Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. User Satisfaction Survey
2. Chatbot Performance Evaluation Survey
3. User Feedback Survey
4. Chatbot Usability Survey
5. Chatbot Feature Request Survey
Meeting Agendas
Having premade Freelance Chatbot Analyst 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. Monthly Project Review Meeting
2. Stakeholder Alignment Meeting
3. Team Collaboration Meeting
4. Performance Metrics Review Meeting
5. Chatbot Enhancement Planning Meeting
Budget Templates
To manage finances well, a Freelance Chatbot Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Project Budget Template
3. Savings and Investment Tracker Template
4. Client Billing and Invoicing Template
5. Business Expenses Tracker Template
Dashboards
Dashboards are a useful way for a Freelance Chatbot Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Chatbot Performance Dashboard
2. User Engagement Dashboard
3. Conversation Flow Dashboard
4. Error Analysis Dashboard
5. User Feedback Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Chatbot Analyst 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 Chatbot Performance Analysis Proposal
2. Chatbot Optimization and Enhancement Proposal
3. Chatbot User Experience Improvement Proposal
4. Chatbot Integration and API Development Proposal
5. Chatbot Security and Privacy Assessment Proposal
Get Your Template Made
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