Looking for Freelance Client Success Executive Templates to download? See the main templates that a Freelance Client Success Executive would use in their day-to-day work.
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Freelance Client Success Executive Templates
Contents
Freelance Client Success Executive Templates
There is a huge number of templates that someone in the Freelance Client Success Executive 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 Client Success 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. Sales Report Template
2. Marketing Plan Template
3. Client Onboarding Checklist Template
4. Customer Feedback Survey Template
5. Sales Pipeline Template
6. Client Meeting Agenda Template
7. Social Media Content Calendar Template
8. Email Marketing Campaign Template
9. Sales Forecast Template
10. Client Retention Strategy Template
Reports
Reports are often prepared by a Freelance Client Success 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. Sales Performance Report
2. Customer Satisfaction Report
3. Lead Generation Report
4. Conversion Rate Report
5. Campaign Performance Report
6. Social Media Engagement Report
7. Website Traffic Report
8. Email Marketing Report
9. Competitor Analysis Report
10. ROI Analysis 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 Client Success Executive does and how they do it.
1. Onboarding SOP
2. Customer Support SOP
3. Account Management SOP
4. Sales Pitch SOP
5. Lead Generation SOP
6. CRM Management SOP
7. Reporting SOP
8. Upselling SOP
9. Cross-selling SOP
10. Customer Feedback SOP
Presentations
Freelance Client Success 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. Sales Performance Review
2. Marketing Campaign Analysis
3. Customer Satisfaction Survey Results
4. Competitive Analysis Report
5. Quarterly Business Review
Legal Docs
There are several key times when a Freelance Client Success 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. Sales Contract
4. Independent Contractor Agreement
5. Client Onboarding Checklist
Health & Safety Templates
Health & Safety templates for a Freelance Client Success 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. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Client Success Executive 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. Content Creation Calendar
5. Project Management Calendar
Invoice Templates
Several types of Freelance Client Success Executive invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Retainer Invoice
2. Project-Based Invoice
3. Hourly Rate Invoice
4. Expense Reimbursement Invoice
5. Late Payment Reminder Invoice
Survey Templates
For a Freelance Client Success Executive to get insights related to the work they do, they need to send out Freelance Client Success 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. Lead Generation Survey
5. Sales Performance Survey
Meeting Agendas
Having premade Freelance Client Success 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 Sales Review Meeting
2. Marketing Strategy Planning Meeting
3. Client Onboarding Meeting
4. Quarterly Business Review Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Client Success Executive 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 Campaign Budget Template
4. Travel and Entertainment Expense Tracker
5. Annual Financial Forecast Template
Dashboards
Dashboards are a useful way for a Freelance Client Success Executive to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Customer Engagement Dashboard
4. Lead Generation Dashboard
5. Revenue Growth Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Client Success 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 Performance Proposal
2. Marketing Strategy Proposal
3. Customer Retention Proposal
4. Lead Generation Proposal
5. Social Media Campaign 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 Client Success 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.
