Looking for Freelance Marketing Sales Executive Templates to download? See the main templates that a Freelance Marketing Sales Executive would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Marketing Sales Executive role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Marketing 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. Marketing Plan
3. Client Proposal
4. Lead Generation Tracker
5. Social Media Content Calendar
6. Email Marketing Campaign Template
7. Sales Presentation
8. Competitive Analysis
9. Monthly Sales Forecast
10. Marketing Budget Spreadsheet
Reports are often prepared by a Freelance Marketing 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. Campaign Effectiveness Report
6. Social Media Engagement Report
7. Website Traffic Report
8. Email Marketing Report
9. Competitor Analysis Report
10. Return on Investment (ROI) Report
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 Marketing Sales Executive does and how they do it.
1. Lead Generation SOP
2. Email Marketing SOP
3. Social Media Management SOP
4. Content Creation SOP
5. Sales Funnel Optimization SOP
6. Customer Relationship Management SOP
7. Market Research SOP
8. Campaign Analysis SOP
9. Sales Presentation SOP
10. Client Onboarding SOP
Freelance Marketing 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. Marketing Campaign Analysis
3. Client Presentation
4. Competitive Analysis
5. Sales Pitch Deck
There are several key times when a Freelance Marketing 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. Independent Contractor Agreement Template
4. Marketing Services Agreement Template
5. Client Proposal Template
Health & Safety templates for a Freelance Marketing 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. Personal Protective Equipment (PPE) Checklist Template
Setting up Freelance Marketing Sales Executive calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Content Marketing Calendar
3. Social Media Calendar
4. Email Marketing Calendar
5. Event Calendar
Several types of Freelance Marketing 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 monthly retainer fee for ongoing marketing 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 monthly subscription fees for marketing software or tools used in the job
For a Freelance Marketing Sales Executive to get insights related to the work they do, they need to send out Freelance Marketing 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. Competitive Analysis Survey
Having premade Freelance Marketing 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 Meeting
2. Client Update Meeting
3. Marketing Strategy Meeting
4. Performance Review Meeting
5. Business Development Meeting
To manage finances well, a Freelance Marketing 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. Marketing Campaign Budget Template
3. Sales Performance Analysis Template
4. Client Project Budget Template
5. Annual Sales and Marketing Budget Template
Dashboards are a useful way for a Freelance Marketing 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. Customer Acquisition Dashboard
4. Social Media Engagement Dashboard
5. Campaign ROI Dashboard
For bidding or requesting work, a Freelance Marketing 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 Marketing Strategy Proposal
2. Social Media Advertising Proposal
3. Email Marketing Campaign Proposal
4. Content Creation and SEO Proposal
5. Lead Generation and Conversion Proposal
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