Freelance Google Sheets Consultant Templates

There is a huge number of templates that someone in the Freelance Google Sheets Consultant 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 Google Sheets Consultant. 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. Expense Tracker
3. Project Timeline
4. Budget Planner
5. Client Invoice
6. Task Tracker
7. Team Attendance Sheet
8. Customer Feedback Survey
9. Social Media Content Calendar
10. Weekly Progress Report

Reports

Reports are often prepared by a Freelance Google Sheets Consultant 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. Expense Report
4. Project Progress Report
5. Time Tracking Report
6. Inventory Report
7. Revenue Forecast Report
8. Website Traffic Report
9. Social Media Engagement 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 Google Sheets Consultant does and how they do it.

1. Client Onboarding SOP
2. Data Analysis SOP
3. Spreadsheet Formatting SOP
4. Data Validation SOP
5. Formula Creation SOP
6. Data Visualization SOP
7. Report Generation SOP
8. Data Cleaning SOP
9. Collaboration SOP
10. Client Communication SOP

Presentations

Freelance Google Sheets Consultant 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
2. Financial Analysis Presentation
3. Project Status Update
4. Performance Metrics Review
5. Client Meeting Presentation

Legal Docs

There are several key times when a Freelance Google Sheets Consultant 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. Statement of Work (SOW)
5. Confidentiality Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Google Sheets Consultant 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 Google Sheets Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Client Meeting Calendar
3. Project Deadline Calendar
4. Billing and Invoicing Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly Consulting Services Invoice
2. Hourly Rate Invoice
3. Project-Based Invoice
4. Expense Reimbursement Invoice
5. Retainer Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Feedback on Service Quality Survey
3. User Experience Survey
4. Product Improvement Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Freelance Google Sheets Consultant 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 Client Progress Review Meeting
2. Weekly Team Collaboration Meeting
3. Bi-weekly Project Status Update Meeting
4. Monthly Performance Evaluation Meeting
5. Quarterly Business Strategy Meeting

Budget Templates

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

1. Income and Expenses Tracker
2. Project Budget Tracker
3. Client Invoicing Template
4. Monthly Expense Report
5. Annual Budget Forecast

Dashboards

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

1. Sales Performance Dashboard
2. Financial Analysis Dashboard
3. Customer Satisfaction Dashboard
4. Project Management Dashboard
5. Inventory Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Google Sheets Consultant 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 Budget Proposal
2. Data Analysis Proposal
3. Workflow Optimization Proposal
4. Training and Onboarding Proposal
5. Reporting and Dashboard 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 Google Sheets Consultant 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.

Freelance Google Sheets Consultant Templates