Looking for Freelance Customer Support Specialist Templates to download? See the main templates that a Freelance Customer Support Specialist 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 Specialist 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 Specialist. 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
3. Knowledge Base Article Template
4. Customer Support Ticket Log
5. Customer Support Training Manual
6. Customer Support Performance Evaluation
7. Customer Support FAQ Template
8. Customer Support Escalation Process
9. Customer Support Email Template
10. Customer Support Metrics Dashboard
Reports are often prepared by a Freelance Customer Support Specialist 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. Ticket Volume Report
5. Customer Feedback Report
6. Escalated Ticket Report
7. First Response Time Report
8. Customer Support Team Productivity Report
9. Ticket Category Analysis 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 Specialist does and how they do it.
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Freelance Customer Support Specialist 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 Feature Release Presentation
4. Troubleshooting Guide for Common Issues
5. Training Presentation for New Software Updates
There are several key times when a Freelance Customer Support Specialist 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. Master Service Agreement (MSA)
4. Independent Contractor Agreement
5. Statement of Work (SOW)
Health & Safety templates for a Freelance Customer Support Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Form
2. Emergency Evacuation Plan
3. Workplace Inspection Checklist
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Record
Setting up Freelance Customer Support Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Meeting Schedule Calendar
3. Project Deadline Calendar
4. Training and Webinar Calendar
5. Vacation and Time-off Calendar
Several types of Freelance Customer Support Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Support Services Invoice
2. Development Project Invoice
3. IT Consultation Invoice
4. Software Maintenance Invoice
5. Troubleshooting Services Invoice
For a Freelance Customer Support Specialist to get insights related to the work they do, they need to send out Freelance Customer Support Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Technical Support Survey
4. Website Usability Survey
5. Service Improvement Survey
Having premade Freelance Customer Support Specialist 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 Project Update Meeting
3. Quarterly Performance Review Meeting
4. Biweekly Client Feedback Meeting
5. Monthly Training and Development Meeting
To manage finances well, a Freelance Customer Support Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Project Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Transportation Budget Template
5. Professional Development and Training Budget Template
Dashboards are a useful way for a Freelance Customer Support Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Ticket Resolution Dashboard
2. Customer Satisfaction Dashboard
3. Response Time Dashboard
4. Knowledge Base Utilization Dashboard
5. Team Performance Dashboard
For bidding or requesting work, a Freelance Customer Support Specialist 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 Proposal
2. IT Development Proposal
3. Software Implementation Proposal
4. Technical Support Proposal
5. Customer Satisfaction Improvement Proposal
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