Freelance Office Typist Templates

Freelance Office Typist Templates

There is a huge number of templates that someone in the Freelance Office Typist 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 Office Typist. 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 Invoice Template
2. Expense Tracker Spreadsheet
3. Time Tracker Spreadsheet
4. Client Contact List Template
5. Project Tracker Spreadsheet
6. Weekly Schedule Template
7. Meeting Minutes Template
8. To-Do List Template
9. Monthly Report Template
10. Budget Planner Spreadsheet

Reports

Reports are often prepared by a Freelance Office Typist 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. Expense Report
3. Accounts Receivable Report
4. Accounts Payable Report
5. Inventory Report
6. Customer Satisfaction Report
7. Project Status Report
8. Time Tracking Report
9. Payroll Report
10. Performance Metrics 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 Office Typist does and how they do it.

1. Client Invoice Template
2. Meeting Minutes Template
3. Expense Report Template
4. Weekly Task Tracker Template
5. Email Response Template
6. Data Entry Template
7. Project Proposal Template
8. Time Sheet Template
9. Purchase Order Template
10. Customer Feedback Survey Template

Presentations

Freelance Office Typist 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. Client Meeting Presentation Template
3. Project Progress Update Template
4. Training Session Template
5. Team Performance Review Template

Legal Docs

There are several key times when a Freelance Office Typist 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Invoice Template
5. Service Agreement Template

Health & Safety Templates

Health & Safety templates for a Freelance Office Typist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Emergency Evacuation Plan Template
3. Workplace Hazard Assessment Form
4. Incident Report Form
5. Personal Protective Equipment (PPE) Assessment Form

Calendars

Setting up Freelance Office Typist 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. Payment Due Calendar
5. Personal Schedule Calendar

Invoice Templates

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

1. Monthly Typing Services Invoice
2. Editing and Proofreading Invoice
3. Data Entry Services Invoice
4. Transcription Services Invoice
5. Virtual Assistant Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Product/Service Evaluation Survey
4. Market Research Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Freelance Office Typist 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. Training and Development Meeting

Budget Templates

To manage finances well, a Freelance Office Typist 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. Office Supplies and Equipment Budget
4. Marketing and Advertising Expenses Tracker
5. Professional Development and Training Budget

Dashboards

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

1. Monthly Sales Dashboard
2. Customer Satisfaction Dashboard
3. Project Progress Dashboard
4. Financial Performance Dashboard
5. Task Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Office Typist 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 Report Proposal
2. Data Entry Proposal
3. Transcription Services Proposal
4. Virtual Assistant Proposal
5. Document Formatting 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 Office Typist 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.