Looking for Freelance Customer Support Professional Templates to download? See the main templates that a Freelance Customer Support Professional 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 Professional 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 Professional. 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 Support Ticket Tracker
4. Customer Support Knowledge Base
5. Customer Support Performance Report
6. Customer Support Training Manual
7. Customer Support Email Templates
8. Customer Support FAQ Document
9. Customer Support Escalation Matrix
10. Customer Support Monthly Newsletter
Reports are often prepared by a Freelance Customer Support Professional 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 Feedback Analysis Report
4. Monthly Sales Report
5. Customer Support Performance Report
6. Average Response Time Report
7. Customer Retention Report
8. Escalated Ticket Analysis Report
9. Customer Support Team Productivity Report
10. Monthly Revenue 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 Professional does and how they do it.
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Freelance Customer Support Professional 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 Feedback Analysis
3. Training and Development Plan
4. Service Level Agreement Review
5. Team Meeting Agenda
There are several key times when a Freelance Customer Support Professional 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 for a Freelance Customer Support Professional 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 Professional 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 Appointment Calendar
4. Content Creation and Publishing Calendar
5. Personal Task and Deadline Calendar
Several types of Freelance Customer Support Professional 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
For a Freelance Customer Support Professional to get insights related to the work they do, they need to send out Freelance Customer Support Professional surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product/Service Feedback Survey
3. Customer Support Experience Survey
4. Website User Experience Survey
5. Market Research Survey
Having premade Freelance Customer Support Professional 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 Professional would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Bill Payment Schedule
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Business Expenses Tracker
Dashboards are a useful way for a Freelance Customer Support Professional to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Customer Satisfaction Dashboard
2. Ticket Resolution Time Dashboard
3. Customer Feedback Dashboard
4. Customer Support Performance Dashboard
5. Customer Support Metrics Dashboard
For bidding or requesting work, a Freelance Customer Support Professional 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 Professional 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.
