Looking for Freelance Customer Support Freelancer Templates to download? See the main templates that a Freelance Customer Support Freelancer 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 Support Freelancer 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 Support Freelancer. 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 Knowledge Base
4. Customer Support Performance Report
5. Customer Support Training Manual
6. Customer Support Email Templates
7. Customer Support FAQ Document
8. Customer Support Escalation Matrix
9. Customer Support Shift Schedule
10. Customer Support Metrics Dashboard
Reports are often prepared by a Freelance Customer Support Freelancer 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 Sales Report
2. Customer Satisfaction Report
3. Ticket Resolution Time Report
4. Customer Complaints Report
5. Product Feedback Report
6. Customer Retention Report
7. Service Level Agreement Compliance Report
8. Average Response Time Report
9. Escalated Tickets Report
10. Customer Support Team Performance 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 Support Freelancer does and how they do it.
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Freelance Customer Support Freelancer 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. New Product Launch Presentation
4. Training and Onboarding Presentation
5. Customer Support Metrics and KPIs Review
There are several key times when a Freelance Customer Support Freelancer 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. Terms and Conditions
5. Freelance Contract
Health & Safety templates for a Freelance Customer Support Freelancer 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 Support Freelancer 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 Deadlines Calendar
4. Meeting and Call Schedule Calendar
5. Personal Time Off Calendar
Several types of Freelance Customer Support Freelancer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Customer Support Invoice
2. Hourly Customer Support Invoice
3. Project-based Customer Support Invoice
4. Retainer Customer Support Invoice
5. Additional Services Customer Support Invoice
For a Freelance Customer Support Freelancer to get insights related to the work they do, they need to send out Freelance Customer Support Freelancer 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 Support Freelancer 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. Monthly Client Feedback Meeting
4. Bi-weekly Training Session
5. Quarterly Business Review
To manage finances well, a Freelance Customer Support Freelancer would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Monthly Budget Planner
4. Tax Deduction Tracker
5. Savings and Investment Tracker
Dashboards are a useful way for a Freelance Customer Support Freelancer 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. Ticket Resolution Dashboard
4. Response Time Dashboard
5. Customer Feedback Dashboard
For bidding or requesting work, a Freelance Customer Support Freelancer 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 Survey Proposal
3. Customer Support Training Proposal
4. Customer Support Process Improvement Proposal
5. Customer Support Performance Evaluation 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 Support Freelancer 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.
