Freelance Design Support Representative Templates
There is a huge number of templates that someone in the Freelance Design Support Representative 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 Design Support Representative. 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 Feedback Survey
3. Project Timeline
4. Invoice Template
5. Design Proposal
6. Meeting Agenda
7. Expense Tracker
8. Social Media Content Calendar
9. Client Onboarding Checklist
10. Design Brief
Reports
Reports are often prepared by a Freelance Design Support Representative 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. Project Progress Report
4. Time Tracking Report
5. Inventory Report
6. Financial Report
7. Website Traffic Report
8. Social Media Engagement Report
9. Design Quality Report
10. Client Feedback 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 Design Support Representative does and how they do it.
1. Customer Service SOP
2. Design Request SOP
3. Project Management SOP
4. Communication SOP
5. Time Management SOP
6. Quality Control SOP
7. File Management SOP
8. Billing and Invoicing SOP
9. Feedback and Review SOP
10. Confidentiality and Security SOP
Presentations
Freelance Design Support Representative 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. Project Progress Update Template
4. Training Session Presentation Template
5. New Product Launch Presentation Template
Legal Docs
There are several key times when a Freelance Design Support Representative 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. Invoice Template
4. Copyright Release Form
5. Independent Contractor Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Design Support Representative 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 Design Support Representative calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Client Meeting Calendar
3. Task and Deadline Calendar
4. Social Media Content Calendar
5. Personal Time and Availability Calendar
Invoice Templates
Several types of Freelance Design Support Representative invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Design Services Invoice
2. Graphic Design Project Invoice
3. Website Design Invoice
4. Logo Design Invoice
5. Branding and Marketing Materials Invoice
Survey Templates
For a Freelance Design Support Representative to get insights related to the work they do, they need to send out Freelance Design Support Representative surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Website Usability Survey
4. Service Improvement Survey
5. Market Research Survey
Meeting Agendas
Having premade Freelance Design Support Representative 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. Client Project Kick-off Meeting
3. Weekly Progress Review Meeting
4. Design Strategy Brainstorming Meeting
5. Monthly Performance Evaluation Meeting
Budget Templates
To manage finances well, a Freelance Design Support Representative would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Business Expenses Template
4. Savings and Investment Tracker
5. Annual Budget Forecast Template
Dashboards
Dashboards are a useful way for a Freelance Design Support Representative 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. Project Progress Dashboard
4. Social Media Analytics Dashboard
5. Financial Overview Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Design Support Representative 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 Design Proposal
2. Website Redesign Proposal
3. Branding and Logo Design Proposal
4. Social Media Graphics Proposal
5. Print Design 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 Design Support Representative 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.