Looking for Freelance Digital Sales Executive Templates to download? See the main templates that a Freelance Digital Sales Executive would use in their day-to-day work.
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Freelance Digital Sales Executive Templates
Contents
Freelance Digital Sales Executive Templates
There is a huge number of templates that someone in the Freelance Digital Sales Executive 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 Digital Sales Executive. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Sales Report
2. Client Proposal
3. Sales Presentation
4. Lead Generation Tracker
5. Sales Pipeline Tracker
6. Client Contact List
7. Sales Forecast
8. Sales Performance Dashboard
9. Marketing Campaign Analysis
10. Sales Target Tracker
Reports
Reports are often prepared by a Freelance Digital Sales Executive 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. Sales Performance Report
2. Lead Generation Report
3. Conversion Rate Report
4. Customer Acquisition Report
5. Revenue Analysis Report
6. Campaign Effectiveness Report
7. Social Media Engagement Report
8. Website Traffic Report
9. Email Marketing Report
10. Competitor 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 Digital Sales Executive does and how they do it.
1. Prospecting and Lead Generation SOP
2. Sales Pitch and Presentation SOP
3. Client Onboarding and Account Setup SOP
4. Sales Follow-up and Relationship Building SOP
5. Product Demonstration and Trial SOP
6. Negotiation and Closing SOP
7. Sales Reporting and Analysis SOP
8. Customer Retention and Upselling SOP
9. Sales Training and Development SOP
10. Sales Team Collaboration and Communication SOP
Presentations
Freelance Digital Sales Executive 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. Sales Performance Report
2. Client Pitch Deck
3. Marketing Campaign Analysis
4. Competitive Analysis Presentation
5. Monthly Sales Forecast
Legal Docs
There are several key times when a Freelance Digital Sales Executive 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. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Service Level Agreement Template
4. Independent Contractor Agreement Template
5. Sales Proposal Template
Health & Safety Templates
Health & Safety templates for a Freelance Digital Sales Executive 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
Calendars
Setting up Freelance Digital Sales Executive calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Marketing Campaign Calendar
3. Client Meeting Calendar
4. Content Creation Calendar
5. Social Media Posting Calendar
Invoice Templates
Several types of Freelance Digital Sales Executive invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill clients for the products or services sold during the month.
2. Commission Invoice: This template is used to calculate and invoice clients for the commission earned on sales made.
3. Retainer Invoice: This template is used to bill clients for the retainer fee paid in advance for ongoing services.
4. Expense Invoice: This template is used to invoice clients for any reimbursable expenses incurred during the month.
5. Subscription Invoice: This template is used to bill clients for recurring subscription fees for services provided on a monthly basis
Survey Templates
For a Freelance Digital Sales Executive to get insights related to the work they do, they need to send out Freelance Digital Sales Executive surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Product Feedback Survey
4. Lead Generation Survey
5. Sales Performance Survey
Meeting Agendas
Having premade Freelance Digital Sales Executive 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. Sales Team Performance Review Meeting
2. Client Account Review Meeting
3. Sales Strategy Planning Meeting
4. Weekly Sales Pipeline Review Meeting
5. Monthly Sales Forecast Meeting
Budget Templates
To manage finances well, a Freelance Digital Sales Executive 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. Marketing and Advertising Budget Template
4. Travel and Entertainment Expense Tracker
5. Savings and Investment Tracker
Dashboards
Dashboards are a useful way for a Freelance Digital Sales Executive to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Conversion Rate Dashboard
4. Customer Acquisition Cost Dashboard
5. Social Media Engagement Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Digital Sales Executive 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 Sales Proposal
2. Marketing Strategy Proposal
3. Social Media Advertising Proposal
4. Lead Generation Proposal
5. Website Optimization Proposal
Get Your Template Made
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