Looking for Freelance Client Relations Executive Templates to download? See the main templates that a Freelance Client Relations Executive would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Contents
There is a huge number of templates that someone in the Freelance Client Relations Executive 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 Client Relations Executive. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Client Meeting Agenda
2. Client Meeting Minutes
3. Monthly Client Report
4. Invoice Template
5. Payment Receipt Template
6. Project Proposal Template
7. Project Timeline Template
8. Client Contract Template
9. Expense Report Template
10. Contact List Template
Reports are often prepared by a Freelance Client Relations Executive 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 Sales Report
2. Customer Satisfaction Report
3. Client Retention Report
4. Project Progress Report
5. Financial Performance Report
6. Marketing Campaign Report
7. Service Level Agreement Compliance Report
8. Client Feedback Report
9. Competitor Analysis Report
10. Team Performance 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 Client Relations Executive does and how they do it.
1. Client Onboarding SOP
2. Customer Service SOP
3. Sales Process SOP
4. Complaint Handling SOP
5. Communication SOP
6. Data Management SOP
7. Project Management SOP
8. Performance Evaluation SOP
9. Feedback Collection SOP
10. Escalation Handling SOP
Freelance Client Relations Executive 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 Sales Report Template
2. Customer Satisfaction Survey Template
3. Quarterly Business Review Template
4. New Client Onboarding Template
5. Performance Metrics Dashboard Template
There are several key times when a Freelance Client Relations Executive 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. Invoice Template
4. Client Contract
5. Statement of Work (SOW)
Health & Safety templates for a Freelance Client Relations Executive 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. Health and Safety Inspection Checklist Template
Setting up Freelance Client Relations Executive calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Meeting Calendar
2. Project Deadline Calendar
3. Client Follow-up Calendar
4. Task and To-Do Calendar
5. Marketing and Promotions Calendar
Several types of Freelance Client Relations Executive invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Client Invoice
2. Project-based Invoice
3. Retainer Invoice
4. Hourly Rate Invoice
5. Expense Reimbursement Invoice
For a Freelance Client Relations Executive to get insights related to the work they do, they need to send out Freelance Client Relations Executive surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Customer Service Evaluation Survey
5. Client Needs Assessment Survey
Having premade Freelance Client Relations Executive 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 Client Update Meeting
2. Team Collaboration Meeting
3. Performance Review Meeting
4. New Client Onboarding Meeting
5. Strategy Planning Meeting
To manage finances well, a Freelance Client Relations Executive would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Client Billing and Payment Tracker Template
3. Project Budget Template
4. Travel and Entertainment Expenses Template
5. Savings and Investment Tracker Template
Dashboards are a useful way for a Freelance Client Relations Executive to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Project Management Dashboard
4. Financial Analysis Dashboard
5. Social Media Engagement Dashboard
For bidding or requesting work, a Freelance Client Relations Executive 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. Customer Retention Proposal
3. New Product Launch Proposal
4. Service Improvement Proposal
5. Marketing Campaign Proposal
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 Client Relations Executive 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.
