Freelance Data Miner Templates

Freelance Data Miner Templates

There is a huge number of templates that someone in the Freelance Data Miner role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Data Miner. 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 Sales Report
2. Customer Satisfaction Survey
3. Data Analysis Dashboard
4. Weekly Task Tracker
5. Project Timeline
6. Expense Tracker
7. Data Cleaning Template
8. Client Communication Log
9. Data Visualization Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance Data Miner 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. Website Traffic Report
4. Social Media Engagement Report
5. Email Marketing Performance Report
6. Product Performance Report
7. Inventory Management Report
8. Financial Analysis Report
9. Customer Support Ticket Report
10. Competitive Analysis Report

SOPs

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 Data Miner does and how they do it.

1. Data Collection SOP
2. Data Cleaning SOP
3. Data Analysis SOP
4. Data Visualization SOP
5. Report Generation SOP
6. Database Management SOP
7. Quality Assurance SOP
8. Client Communication SOP
9. Project Planning SOP
10. Time Management SOP

Presentations

Freelance Data Miner 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 Sales Report Template
2. Customer Satisfaction Survey Template
3. Data Analysis Presentation Template
4. Performance Metrics Dashboard Template
5. Market Research Findings Template

Legal Docs

There are several key times when a Freelance Data Miner 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. Independent Contractor Agreement
4. Privacy Policy
5. Terms and Conditions

Health & Safety Templates

Health & Safety templates for a Freelance Data Miner 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. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Freelance Data Miner calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Project Timeline Calendar
3. Meeting Schedule Calendar
4. Billing and Payment Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Freelance Data Miner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Data Mining Services Invoice
2. Hourly Data Mining Services Invoice
3. Project-based Data Mining Services Invoice
4. Additional Expenses Invoice
5. Retainer Fee Invoice

Survey Templates

For a Freelance Data Miner to get insights related to the work they do, they need to send out Freelance Data Miner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Service Quality Survey

Meeting Agendas

Having premade Freelance Data Miner 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 Project Review Meeting
2. Weekly Team Status Meeting
3. Monthly Client Update Meeting
4. Bi-weekly Data Analysis Meeting
5. Quarterly Performance Evaluation Meeting

Budget Templates

To manage finances well, a Freelance Data Miner would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Client Billing Tracker
3. Project Budget Tracker
4. Tax Deduction Tracker
5. Savings and Investment Tracker

Dashboards

Dashboards are a useful way for a Freelance Data Miner to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Website Traffic Dashboard
4. Social Media Engagement Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Data Miner 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 Data Analysis Proposal
2. Customer Satisfaction Survey Proposal
3. Market Research Proposal
4. Data Cleaning and Validation Proposal
5. Data Visualization and Reporting Proposal

Get Your Template Made

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 Data Miner 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.