Looking for Freelance Customer Support Analyst Templates to download? See the main templates that a Freelance Customer Support Analyst would use in their day-to-day work.
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Freelance Customer Support Analyst Templates
Contents
Freelance Customer Support Analyst Templates
There is a huge number of templates that someone in the Freelance Customer Support Analyst 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 Support 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. Customer Support Ticket Tracker
2. Customer Feedback Survey
3. Customer Support Performance Report
4. Customer Support Knowledge Base
5. Customer Support FAQ Document
6. Customer Support Escalation Matrix
7. Customer Support Training Plan
8. Customer Support Quality Assurance Checklist
9. Customer Support Chat Transcript Template
10. Customer Support Email Response Template
Reports
Reports are often prepared by a Freelance Customer Support 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. Monthly Customer Satisfaction Report
2. Ticket Resolution Time Report
3. Customer Support Performance Report
4. Customer Feedback Analysis Report
5. Ticket Volume Report
6. Customer Support Response Time Report
7. Customer Support Escalation Report
8. Customer Support Quality Assurance Report
9. Customer Support Training Needs Report
10. Customer Support Cost Analysis 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 Support Analyst does and how they do it.
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Presentations
Freelance Customer Support 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 Performance Report
2. Customer Satisfaction Survey Results
3. Product Training Presentation
4. New Feature Announcement
5. Troubleshooting Guide Update
Legal Docs
There are several key times when a Freelance Customer Support 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. Terms and Conditions
4. Privacy Policy
5. Freelance Contract
Health & Safety Templates
Health & Safety templates for a Freelance Customer Support 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
Calendars
Setting up Freelance Customer Support Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Customer Support Schedule Calendar
3. Project Deadline Calendar
4. Meeting and Event Calendar
5. Personal Time Off Calendar
Invoice Templates
Several types of Freelance Customer Support Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Customer Support Services Invoice
2. Hourly Customer Support Services Invoice
3. Project-based Customer Support Services Invoice
4. Retainer-based Customer Support Services Invoice
5. Additional Expenses Invoice
Survey Templates
For a Freelance Customer Support Analyst to get insights related to the work they do, they need to send out Freelance Customer Support Analyst 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
Meeting Agendas
Having premade Freelance Customer Support 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 Team Meeting
2. Weekly Performance Review
3. Quarterly Customer Feedback Meeting
4. Bi-weekly Training Session
5. Monthly Project Update Meeting
Budget Templates
To manage finances well, a Freelance Customer Support Analyst 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
Dashboards are a useful way for a Freelance Customer Support Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Customer Satisfaction Dashboard
2. Ticket Resolution Time Dashboard
3. Agent Performance Dashboard
4. Customer Feedback Dashboard
5. Service Level Agreement Compliance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Customer Support 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 Support Analysis Proposal
2. Customer Satisfaction Improvement Proposal
3. Customer Support Training Proposal
4. Customer Support Metrics Proposal
5. Customer Support Process Optimization 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 Support 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.
