Looking for Freelance Corporate Sales Executive Templates to download? See the main templates that a Freelance Corporate Sales 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 Corporate Sales 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 Corporate Sales 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
2. Sales Forecast
3. Client Proposal
4. Sales Presentation
5. Lead Generation Tracker
6. Client Contact List
7. Sales Pipeline Tracker
8. Sales Meeting Agenda
9. Sales Performance Dashboard
10. Sales Invoice
Reports are often prepared by a Freelance Corporate Sales 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. Lead Generation Report
3. Customer Acquisition Report
4. Sales Pipeline Report
5. Revenue Forecast Report
6. Competitor Analysis Report
7. Customer Satisfaction Report
8. Sales Conversion Report
9. Sales Activity Report
10. Sales Target Achievement 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 Corporate Sales Executive does and how they do it.
…
Freelance Corporate Sales 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 Report
2. Client Pitch Deck
3. Marketing Campaign Analysis
4. Sales Training Presentation
5. Quarterly Sales Review
There are several key times when a Freelance Corporate Sales 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. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Service Level Agreement Template
4. Sales Proposal Template
5. Independent Contractor Agreement Template
Health & Safety templates for a Freelance Corporate Sales 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
Setting up Freelance Corporate Sales Executive calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Marketing Campaign Calendar
4. Follow-up and Lead Generation Calendar
5. Sales Target and Performance Calendar
Several types of Freelance Corporate Sales Executive invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill clients for the products or services sold during the month.
2. Commission Invoice: This template is used to calculate and invoice clients for the commission earned on sales made.
3. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred during the month.
4. Retainer Invoice: This template is used to invoice clients for the retainer fee paid in advance for ongoing services.
5. Late Payment Invoice: This template is used to remind clients about overdue payments and request immediate payment
For a Freelance Corporate Sales Executive to get insights related to the work they do, they need to send out Freelance Corporate Sales Executive surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Product Feedback Survey
4. Sales Performance Survey
5. Lead Generation Survey
Having premade Freelance Corporate Sales 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. Sales Team Performance Review Meeting
2. Client Account Review Meeting
3. Sales Strategy Planning Meeting
4. Sales Training and Development Meeting
5. Sales Forecasting and Goal Setting Meeting
To manage finances well, a Freelance Corporate Sales Executive would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Sales Budget Template
2. Marketing Expenses Budget Template
3. Travel and Entertainment Budget Template
4. Commission and Incentives Budget Template
5. Miscellaneous Expenses Budget Template
Dashboards are a useful way for a Freelance Corporate Sales Executive 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. Customer Acquisition Dashboard
4. Revenue Forecasting Dashboard
5. Sales Funnel Analysis Dashboard
For bidding or requesting work, a Freelance Corporate Sales 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 Forecast Proposal
2. New Client Acquisition Proposal
3. Marketing Campaign Proposal
4. Product Launch Proposal
5. Sales Training 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 Corporate Sales 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.
