Freelance Customer Service Typist Templates

There is a huge number of templates that someone in the Freelance Customer Service Typist 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 Customer Service Typist. 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 Service Report
2. Customer Feedback Survey
3. Customer Service Training Manual
4. Customer Service Performance Evaluation
5. Customer Service FAQ Document
6. Customer Service Email Templates
7. Customer Service Call Log
8. Customer Service Complaint Form
9. Customer Service Satisfaction Survey
10. Customer Service Invoice Template

Reports

Reports are often prepared by a Freelance Customer Service Typist 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 Service Report
2. Sales Report
3. Invoice Report
4. Payment Report
5. Time Tracking Report
6. Project Status Report
7. Expense Report
8. Inventory Report
9. Marketing Report
10. Website Traffic 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 Customer Service Typist does and how they do it.

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Presentations

Freelance Customer Service Typist 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 Presentation Template
5. Team Meeting Agenda Template

Legal Docs

There are several key times when a Freelance Customer Service Typist 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. Invoice Template
4. Independent Contractor Agreement
5. Terms and Conditions Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Customer Service Typist 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. Workplace Inspection Checklist Template

Calendars

Setting up Freelance Customer Service Typist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Work Schedule Calendar
2. Customer Service Call Log Calendar
3. Payment Due Dates Calendar
4. Task and Deadline Calendar
5. Meeting and Appointment Calendar

Invoice Templates

Several types of Freelance Customer Service Typist 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 Billing Invoice
3. Project-based Invoice
4. Retainer Invoice
5. Expense Reimbursement Invoice

Survey Templates

For a Freelance Customer Service Typist to get insights related to the work they do, they need to send out Freelance Customer Service Typist 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. Market Research Survey
5. Employee Engagement Survey

Meeting Agendas

Having premade Freelance Customer Service Typist 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. Project Planning Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Bill Payment Tracker Template
3. Savings and Investment Tracker Template
4. Debt Repayment Plan Template
5. Monthly Budget Comparison Template

Dashboards

Dashboards are a useful way for a Freelance Customer Service Typist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Sales Dashboard
2. Customer Satisfaction Dashboard
3. Service Level Agreement (SLA) Compliance Dashboard
4. Productivity and Efficiency Dashboard
5. Ticket Resolution Time Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Customer Service Typist 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 Service Report Proposal
2. Customer Satisfaction Survey Proposal
3. Service Improvement Plan Proposal
4. Training and Development Proposal
5. Customer Service Feedback Analysis 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 Customer Service Typist 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.

Freelance Customer Service Typist Templates