Freelance Digital Sales Strategist Templates
There is a huge number of templates that someone in the Freelance Digital Sales Strategist 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 Strategist. 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. Marketing Campaign Analysis
3. Client Proposal Template
4. Social Media Content Calendar
5. Lead Generation Tracker
6. Competitor Analysis Spreadsheet
7. Sales Funnel Template
8. Email Marketing Campaign Template
9. Client Onboarding Checklist
10. Monthly Performance Dashboard
Reports
Reports are often prepared by a Freelance Digital Sales Strategist 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 Cost Report
5. Return on Investment Report
6. Website Traffic Report
7. Social Media Engagement Report
8. Email Marketing Performance Report
9. Competitor Analysis Report
10. Marketing Campaign Effectiveness 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 Strategist does and how they do it.
1. Client Onboarding SOP
2. Lead Generation SOP
3. Sales Pitch SOP
4. Proposal Creation SOP
5. Sales Follow-up SOP
6. CRM Management SOP
7. Social Media Marketing SOP
8. Email Marketing SOP
9. Sales Reporting SOP
10. Client Retention SOP
Presentations
Freelance Digital Sales Strategist 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 Analysis
2. Marketing Campaign Overview
3. Customer Acquisition Strategy
4. Competitor Analysis Report
5. Digital Advertising ROI Evaluation
Legal Docs
There are several key times when a Freelance Digital Sales Strategist 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. Sales Contract
4. Independent Contractor Agreement
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Digital Sales Strategist 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 Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Social Media Posting Calendar
3. Email Marketing Calendar
4. Sales Campaign Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Digital Sales Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Strategy Consulting Invoice
2. Digital Marketing Campaign Invoice
3. Social Media Advertising Invoice
4. Email Marketing Campaign Invoice
5. Website Optimization Invoice
Survey Templates
For a Freelance Digital Sales Strategist to get insights related to the work they do, they need to send out Freelance Digital Sales Strategist 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. Competitive Analysis Survey
Meeting Agendas
Having premade Freelance Digital Sales Strategist 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 Sales Review Meeting
2. Marketing Strategy Planning Meeting
3. Client Account Update Meeting
4. Team Collaboration Meeting
5. Performance Analysis and Goal Setting Meeting
Budget Templates
To manage finances well, a Freelance Digital Sales Strategist 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 Campaign Budget Template
4. Travel and Entertainment Expense Tracker
5. Annual Financial Forecast Template
Dashboards
Dashboards are a useful way for a Freelance Digital Sales Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Lead Generation Dashboard
4. Customer Acquisition Dashboard
5. ROI Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Digital Sales Strategist 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 Strategy Proposal
2. Social Media Marketing Proposal
3. Email Marketing Campaign Proposal
4. Website Optimization Proposal
5. Lead Generation Strategy Proposal
Get Your Template Made
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