Freelance Chatbot Designer Templates

There is a huge number of templates that someone in the Freelance Chatbot Designer 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 Designer. 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. Client Agreement Template
3. Chatbot Design Brief Template
4. User Persona Template
5. Conversation Flow Template
6. Wireframe Template
7. Chatbot Testing Checklist Template
8. Chatbot Analytics Report Template
9. Invoice Template
10. Time Tracking Spreadsheet

Reports

Reports are often prepared by a Freelance Chatbot Designer 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. Conversion Rate Analysis Report
4. Error and Bug Tracking Report
5. User Feedback and Satisfaction Report
6. Competitor Analysis Report
7. Chatbot Usage Metrics Report
8. A/B Testing Results Report
9. Chatbot Improvement Recommendations Report
10. Revenue and 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 Chatbot Designer does and how they do it.

1. Chatbot Design Brief
2. User Persona Template
3. Conversation Flow Template
4. Chatbot Script Template
5. Natural Language Processing (NLP) Template
6. User Testing Template
7. Chatbot Analytics Template
8. Chatbot Maintenance Checklist
9. Chatbot Deployment Template
10. Client Feedback Template

Presentations

Freelance Chatbot Designer 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. “Chatbot Design Overview”
2. “User Experience Analysis”
3. “Chatbot Development Progress Report”
4. “Chatbot Testing Results”
5. “Chatbot Deployment Strategy

Legal Docs

There are several key times when a Freelance Chatbot Designer 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. Intellectual Property Assignment Agreement
4. Privacy Policy
5. Terms and Conditions

Health & Safety Templates

Health & Safety templates for a Freelance Chatbot Designer 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 Designer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Task and Deadline Calendar
4. Content Creation Calendar
5. Marketing and Promotion Calendar

Invoice Templates

Several types of Freelance Chatbot Designer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Chatbot Design Invoice
2. Chatbot Development Invoice
3. Custom Chatbot Template Invoice
4. Chatbot Maintenance Invoice
5. Chatbot Consultation Invoice

Survey Templates

For a Freelance Chatbot Designer to get insights related to the work they do, they need to send out Freelance Chatbot Designer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. User Satisfaction Survey
2. User Experience Survey
3. Feature Request Survey
4. Bug Report Survey
5. Demographic Survey

Meeting Agendas

Having premade Freelance Chatbot Designer 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. Project Kickoff Meeting
2. Design Review Meeting
3. Development Progress Meeting
4. User Testing Meeting
5. Project Closure Meeting

Budget Templates

To manage finances well, a Freelance Chatbot Designer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Client Invoice Template
4. Tax Deduction Tracker
5. Annual Budget Forecast Template

Dashboards

Dashboards are a useful way for a Freelance Chatbot Designer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Performance Overview Dashboard
2. User Engagement Dashboard
3. Conversion Rate Dashboard
4. Customer Satisfaction Dashboard
5. Chatbot Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Chatbot Designer 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 Design Proposal
2. Chatbot Development Proposal
3. Chatbot Integration Proposal
4. Chatbot Maintenance and Support Proposal
5. Chatbot Upgrade and Enhancement 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 Chatbot Designer 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.

Freelance Chatbot Designer Templates