Looking for Freelance Customer Support Research Associate Templates to download? See the main templates that a Freelance Customer Support Research Associate 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 Research Associate 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 Research Associate. 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 Support Report
2. Customer Feedback Survey Template
3. Customer Support Ticket Tracker
4. Customer Support Knowledge Base Template
5. Customer Support Email Template
6. Customer Support Call Log
7. Customer Support Training Manual
8. Customer Support Performance Dashboard
9. Customer Support FAQ Template
10. Customer Support Escalation Matrix
Reports are often prepared by a Freelance Customer Support Research Associate 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. Customer Support Ticket Analysis Report
3. Product Feedback and Improvement Report
4. Customer Support Response Time Report
5. Customer Support Performance Metrics Report
6. Customer Support Escalation Report
7. Customer Support Training Needs Assessment Report
8. Customer Support Knowledge Base Usage Report
9. Customer Support Quality Assurance Report
10. Customer Support Cost Analysis 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 Research Associate does and how they do it.
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Freelance Customer Support Research Associate 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 Support Performance Report
2. Customer Satisfaction Survey Results
3. Customer Support Training and Development Plan
4. Customer Support Metrics Dashboard
5. Customer Support Best Practices Guide
There are several key times when a Freelance Customer Support Research Associate 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. Terms and Conditions
5. Privacy Policy
Health & Safety templates for a Freelance Customer Support Research Associate 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 Research Associate 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. Research Project Calendar
4. Admin and Support Meeting Calendar
5. Deadlines and Deliverables Calendar
Several types of Freelance Customer Support Research Associate invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Customer Support Research Report Invoice
2. Customer Support Hours Billed Invoice
3. Research Expenses Reimbursement Invoice
4. Customer Support Training Materials Invoice
5. Customer Support Project Completion Invoice
For a Freelance Customer Support Research Associate to get insights related to the work they do, they need to send out Freelance Customer Support Research Associate 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 Research Associate 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 Progress Update Meeting
3. Quarterly Performance Review Meeting
4. Monthly Client Feedback Meeting
5. Bi-weekly Training and Development Meeting
To manage finances well, a Freelance Customer Support Research Associate 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. Project Budget Planner
4. Savings and Investment Tracker
5. Annual Budget Forecast
Dashboards are a useful way for a Freelance Customer Support Research Associate 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
For bidding or requesting work, a Freelance Customer Support Research Associate 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 Support Training Program Proposal
3. Customer Support Process Improvement Proposal
4. Customer Support Performance Evaluation Proposal
5. Customer Support Knowledge Base Enhancement Proposal
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