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.
Need one of these templates? Request for it to be built by one of our experts.
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. 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 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. Customer Satisfaction Report
2. Ticket Volume Report
3. Response Time Report
4. Resolution Time Report
5. Customer Feedback Report
6. Agent Performance Report
7. Escalation Report
8. Knowledge Base Report
9. Chat Transcript Report
10. Call Log 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.
…
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 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 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. Terms and Conditions
4. Privacy Policy
5. Freelance Contract
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 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 Specialist 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 Conference Calendar
4. Content Creation and Publishing Calendar
5. Personal Task and Deadline 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 Service Invoice
2. Hourly Billing Invoice
3. Project-based Invoice
4. Retainer Invoice
5. Expense Reimbursement 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. Service Quality Survey
4. Customer Support Experience Survey
5. Market Research 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 Performance Review
3. Monthly Client Feedback Meeting
4. Bi-weekly Training Session
5. Quarterly Business Review
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 Expense Tracker
2. Client Billing and Payment Tracker
3. Business Expenses Tracker
4. Savings and Investment Tracker
5. Annual Budget Planner
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 Customer Satisfaction Dashboard
2. Ticket Resolution Time Dashboard
3. Customer Support Performance Dashboard
4. Customer Feedback and Reviews Dashboard
5. Customer Support Metrics 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 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 Specialist 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.
