Freelance Google Sheets Expert Templates

There is a huge number of templates that someone in the Freelance Google Sheets Expert 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 Expert. 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. Time Tracking Sheet
4. Client Invoice
5. Project Timeline
6. Task Tracker
7. Contact List
8. Meeting Agenda
9. Project Budget
10. Weekly Progress Report

Reports

Reports are often prepared by a Freelance Google Sheets Expert 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 Expert does and how they do it.

1. Client Onboarding SOP
2. Data Entry SOP
3. Data Analysis SOP
4. Report Generation SOP
5. Spreadsheet Formatting SOP
6. Formula Creation SOP
7. Data Validation SOP
8. Data Cleaning SOP
9. Pivot Table Creation SOP
10. Dashboard Creation SOP

Presentations

Freelance Google Sheets Expert 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. Customer Satisfaction Survey Results
3. Financial Analysis and Forecast
4. Project Progress Update
5. Team Performance Review

Legal Docs

There are several key times when a Freelance Google Sheets Expert 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. Invoice Template

Health & Safety Templates

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

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

Invoice Templates

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

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

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Website User Experience Survey

Meeting Agendas

Having premade Freelance Google Sheets Expert 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 Performance Review Meeting
2. Project Planning Meeting
3. Team Collaboration Meeting
4. Client Progress Update Meeting
5. Training and Development Meeting

Budget Templates

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

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

Dashboards

Dashboards are a useful way for a Freelance Google Sheets Expert 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. Financial Analysis Dashboard
4. Project Management Dashboard
5. Social Media Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Google Sheets Expert 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 Analysis Proposal
2. Customer Satisfaction Survey Proposal
3. Data Entry and Organization Proposal
4. Financial Reporting and Analysis Proposal
5. Project Management and Task Tracking 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 Expert 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 Expert Templates