Looking for Freelance Customer Experience Analyst Templates to download? See the main templates that a Freelance Customer Experience Analyst 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 Customer Experience Analyst 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 Experience Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Customer Satisfaction Survey
2. Customer Feedback Analysis Report
3. Customer Journey Mapping Template
4. Customer Support Ticket Tracker
5. Customer Complaint Resolution Log
6. Customer Service Training Manual
7. Customer Service Performance Dashboard
8. Customer Segmentation Analysis Spreadsheet
9. Customer Retention Strategy Template
10. Customer Experience Improvement Plan
Reports are often prepared by a Freelance Customer Experience Analyst 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. Customer Satisfaction Report
2. Customer Feedback Analysis
3. Customer Complaints Report
4. Customer Retention Analysis
5. Customer Loyalty Metrics
6. Customer Support Performance Report
7. Customer Service Response Time Analysis
8. Customer Interaction Trends
9. Customer Experience Benchmarking
10. Customer Journey Mapping 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 Experience Analyst does and how they do it.
…
Freelance Customer Experience Analyst 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 Customer Satisfaction Report
2. Customer Journey Mapping Analysis
3. Customer Feedback and Recommendations
4. Customer Support Performance Dashboard
5. Customer Experience Improvement Plan
There are several key times when a Freelance Customer Experience Analyst 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. Data Protection Policy
5. Terms and Conditions Agreement
Health & Safety templates for a Freelance Customer Experience Analyst 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 Experience Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Work Schedule Calendar
2. Project Timeline Calendar
3. Meeting and Appointment Calendar
4. Content Creation and Publishing Calendar
5. Customer Feedback and Satisfaction Calendar
Several types of Freelance Customer Experience Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Customer Experience Analysis Report
2. Customer Satisfaction Survey Invoice
3. Customer Support Training Invoice
4. Customer Feedback Analysis Invoice
5. Customer Service Improvement Plan Invoice
For a Freelance Customer Experience Analyst to get insights related to the work they do, they need to send out Freelance Customer Experience Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Net Promoter Score (NPS) Survey
3. Customer Effort Score (CES) Survey
4. Customer Feedback Survey
5. Customer Loyalty Survey
Having premade Freelance Customer Experience Analyst 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 Performance Review Meeting
2. Customer Feedback Analysis Meeting
3. Team Collaboration and Strategy Meeting
4. Project Status Update Meeting
5. Training and Development Workshop
To manage finances well, a Freelance Customer Experience Analyst 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. Personal Expenses Budget Template
4. Savings and Investment Tracker
5. Annual Budget Forecast Template
Dashboards are a useful way for a Freelance Customer Experience Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Customer Satisfaction Dashboard
2. Customer Feedback Dashboard
3. Customer Retention Dashboard
4. Customer Service Performance Dashboard
5. Customer Journey Mapping Dashboard
For bidding or requesting work, a Freelance Customer Experience Analyst 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 Customer Satisfaction Survey Proposal
2. Customer Journey Mapping Proposal
3. Customer Feedback Analysis Proposal
4. Customer Service Training Proposal
5. Customer Loyalty Program 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 Experience Analyst 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.
