Freelance Cold Caller Templates

Freelance Cold Caller Templates

There is a huge number of templates that someone in the Freelance Cold Caller 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 Cold Caller. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Call Log Template
2. Lead Generation Template
3. Cold Calling Script Template
4. Follow-up Email Template
5. Sales Pipeline Template
6. Client Information Template
7. Monthly Sales Report Template
8. Invoice Template
9. Expense Tracker Template
10. Time Tracker Template

Reports

Reports are often prepared by a Freelance Cold Caller 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. Call Activity Report
4. Conversion Rate Report
5. Customer Satisfaction Report
6. Competitor Analysis Report
7. Pipeline Analysis Report
8. Revenue Forecast Report
9. Call Quality Report
10. Client Feedback 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 Cold Caller does and how they do it.

1. Cold Calling Script Template
2. Lead Generation Template
3. Call Log Template
4. Follow-up Email Template
5. Appointment Setting Template
6. Objection Handling Template
7. Voicemail Template
8. Sales Pitch Template
9. Customer Feedback Template
10. Weekly Performance Report Template

Presentations

Freelance Cold Caller 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 Pitch Template
2. Lead Generation Template
3. Follow-up Template
4. Customer Service Template
5. Data Analysis Template

Legal Docs

There are several key times when a Freelance Cold Caller 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. Independent Contractor Agreement
3. Sales Agreement
4. Telemarketing Script Template
5. Call Log Template

Health & Safety Templates

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

1. Monthly Call Schedule
2. Weekly Call Tracker
3. Daily Call Log
4. Follow-up Reminder Calendar
5. Appointment Scheduler

Invoice Templates

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

1. Monthly Cold Calling Services Invoice
2. Commission Invoice for Successful Sales
3. Expense Reimbursement Invoice
4. Retainer Invoice for Ongoing Cold Calling Services
5. Late Payment Reminder Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Lead Generation Survey
3. Market Research Survey
4. Product Feedback Survey
5. Sales Performance Survey

Meeting Agendas

Having premade Freelance Cold Caller 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. Weekly Sales Team Meeting
2. Monthly Performance Review Meeting
3. Bi-weekly Client Update Meeting
4. Quarterly Strategy Planning Meeting
5. Annual Sales Forecast Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Client Payment Tracker
3. Marketing and Advertising Budget
4. Office Supplies and Equipment Budget
5. Professional Development and Training Budget

Dashboards

Dashboards are a useful way for a Freelance Cold Caller 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. Call Activity Dashboard
4. Conversion Rate Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Cold Caller 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 Lead Generation Proposal
2. Customer Retention Proposal
3. Sales Conversion Proposal
4. Market Research Proposal
5. Customer Satisfaction Survey 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 Cold Caller 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.