Looking for Freelance Customer Care Administrator Templates to download? See the main templates that a Freelance Customer Care Administrator would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Customer Care Administrator 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 Customer Care Administrator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Customer Inquiry Log
2. Customer Feedback Survey
3. Customer Complaint Resolution Template
4. Customer Satisfaction Report
5. Customer Database Spreadsheet
6. Customer Service Training Manual
7. Customer Service Performance Evaluation
8. Customer Service Monthly Report
9. Customer Service KPI Dashboard
10. Customer Service Improvement Plan
Reports are often prepared by a Freelance Customer Care Administrator 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 Customer Satisfaction Report
2. Customer Complaints Report
3. Customer Retention Report
4. Sales Performance Report
5. Service Level Agreement Compliance Report
6. Call Volume Report
7. Average Handling Time Report
8. First Call Resolution Report
9. Customer Feedback Report
10. Escalation 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 Customer Care Administrator does and how they do it.
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Freelance Customer Care Administrator 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. Performance Metrics Dashboard Template
4. Training and Onboarding Presentation Template
5. Quarterly Business Review Template
There are several key times when a Freelance Customer Care Administrator 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 Level Agreement (SLA)
3. Independent Contractor Agreement
4. Terms and Conditions
5. Privacy Policy
Health & Safety templates for a Freelance Customer Care Administrator 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 Customer Care Administrator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Work Schedule Calendar
2. Customer Support Ticket Calendar
3. Meeting and Conference Calendar
4. Project Deadline Calendar
5. Personal Task and Reminder Calendar
Several types of Freelance Customer Care Administrator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Service Invoice
2. Hourly Rate Invoice
3. Project-based Invoice
4. Retainer Invoice
5. Expense Reimbursement Invoice
For a Freelance Customer Care Administrator to get insights related to the work they do, they need to send out Freelance Customer Care Administrator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Service Quality Survey
4. Customer Support Experience Survey
5. Market Research Survey
Having premade Freelance Customer Care Administrator 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 Team Meeting
2. Client Feedback Meeting
3. Performance Review Meeting
4. Training and Development Meeting
5. Project Planning Meeting
To manage finances well, a Freelance Customer Care Administrator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Planner
3. Bill Payment Schedule
4. Savings Goal Tracker
5. Debt Repayment Plan
Dashboards are a useful way for a Freelance Customer Care Administrator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Customer Satisfaction Dashboard
2. Customer Complaints and Resolutions Dashboard
3. Customer Service Performance Dashboard
4. Customer Feedback and Suggestions Dashboard
5. Customer Service Metrics Dashboard
For bidding or requesting work, a Freelance Customer Care Administrator 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. Customer Service Improvement Proposal
2. Cost Reduction Proposal
3. Process Optimization Proposal
4. Training and Development Proposal
5. Customer Feedback Analysis 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 Customer Care Administrator 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.
