Looking for Freelance Executive Assistant Templates to download? See the main templates that a Freelance Executive Assistant would use in their day-to-day work.
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Freelance Executive Assistant Templates
Contents
Freelance Executive Assistant Templates
There is a huge number of templates that someone in the Freelance Executive Assistant 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 Executive Assistant. 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 Calendar
2. Expense Report
3. Meeting Agenda
4. Travel Itinerary
5. Client Contact List
6. Project Timeline
7. Task Tracker
8. Sales Report
9. Invoice Template
10. Performance Review Form
Reports
Reports are often prepared by a Freelance Executive Assistant 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. Financial Statement Report
3. Expense Report
4. Project Status Report
5. Time Tracking Report
6. Customer Satisfaction Report
7. Inventory Report
8. Marketing Campaign Report
9. Employee Attendance Report
10. Task Completion 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 Executive Assistant does and how they do it.
1. Meeting Agenda Template
2. Travel Itinerary Template
3. Expense Report Template
4. Email Template for Client Communication
5. Project Timeline Template
6. Task Management Template
7. Calendar Template
8. Meeting Minutes Template
9. Presentation Template
10. Performance Review Template
Presentations
Freelance Executive Assistant 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. Project Status Update Template
3. Financial Performance Review Template
4. Team Meeting Agenda Template
5. Client Presentation Template
Legal Docs
There are several key times when a Freelance Executive Assistant 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. Independent Contractor Agreement
3. Service Level Agreement (SLA)
4. Confidentiality Agreement
5. Employment Contract
Health & Safety Templates
Health & Safety templates for a Freelance Executive Assistant 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 Executive Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Meeting Schedule Calendar
3. Travel Itinerary Calendar
4. Project Deadline Calendar
5. Personal Appointments Calendar
Invoice Templates
Several types of Freelance Executive Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Retainer Invoice
2. Hourly Rate Invoice
3. Expense Reimbursement Invoice
4. Project-based Invoice
5. Late Payment Reminder Invoice
Survey Templates
For a Freelance Executive Assistant to get insights related to the work they do, they need to send out Freelance Executive Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey: This survey template is used to gather feedback from customers about their experience with the company’s products or services.
2. Employee Engagement Survey: This survey template is used to measure the level of engagement and satisfaction among employees in the company.
3. Market Research Survey: This survey template is used to gather information about the market trends, customer preferences, and competition in the industry.
4. Product Feedback Survey: This survey template is used to gather feedback from customers about the company’s products, including their quality, features, and pricing.
5. Website Feedback Survey: This survey template is used to gather feedback from customers about the company’s website, including its design, usability, and content
Meeting Agendas
Having premade Freelance Executive Assistant 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 Update Meeting
3. Project Planning Meeting
4. Performance Review Meeting
5. Budget Review Meeting
Budget Templates
To manage finances well, a Freelance Executive Assistant 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. Project Budget Tracker
4. Travel and Expense Reimbursement Tracker
5. Savings and Investment Tracker
Dashboards
Dashboards are a useful way for a Freelance Executive Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Dashboard
2. Financial Dashboard
3. Customer Service Dashboard
4. Project Management Dashboard
5. Social Media Analytics Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Executive Assistant 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 Expense Report Proposal
2. Meeting Agenda Proposal
3. Travel Itinerary Proposal
4. Project Timeline Proposal
5. Budget 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 Executive Assistant 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.
