Looking for Freelance Online Sales Executive Templates to download? See the main templates that a Freelance Online Sales Executive would use in their day-to-day work.
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Freelance Online Sales Executive Templates
Contents
Freelance Online Sales Executive Templates
There is a huge number of templates that someone in the Freelance Online Sales Executive 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 Online 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. Sales Forecast
3. Client Proposal
4. Product Catalog
5. Marketing Plan
6. Lead Generation Tracker
7. Sales Presentation
8. Customer Feedback Survey
9. Sales Invoice
10. Expense Tracker
Reports
Reports are often prepared by a Freelance Online 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. Customer Retention Report
6. Website Traffic Report
7. Social Media Engagement Report
8. Email Marketing Campaign Report
9. Competitor Analysis Report
10. Return on Investment (ROI) 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 Online Sales Executive does and how they do it.
1. Sales Lead Generation SOP
2. Customer Relationship Management SOP
3. Sales Pitch and Presentation SOP
4. Sales Negotiation and Closing SOP
5. Sales Order Processing SOP
6. Sales Reporting and Analysis SOP
7. Sales Team Collaboration SOP
8. Sales Training and Onboarding SOP
9. Sales Performance Evaluation SOP
10. Sales Strategy and Planning SOP
Presentations
Freelance Online 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 Strategy Presentation
3. Client Pitch Deck
4. Product Launch Presentation
5. Sales Training Workshop
Legal Docs
There are several key times when a Freelance Online 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. Terms and Conditions Template
5. Privacy Policy Template
Health & Safety Templates
Health & Safety templates for a Freelance Online Sales Executive ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Incident Report Form
3. Emergency Evacuation Plan
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Attendance Record
Calendars
Setting up Freelance Online Sales Executive calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Marketing Campaign Calendar
3. Content Creation Calendar
4. Social Media Posting Calendar
5. Client Follow-up Calendar
Invoice Templates
Several types of Freelance Online 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 they have purchased from the freelance online sales executive.
2. Commission Invoice: This template is used to calculate and invoice clients for the commission earned by the freelance online sales executive on sales made.
3. Retainer Invoice: This template is used to invoice clients for the retainer fee paid by them to the freelance online sales executive for ongoing sales and marketing services.
4. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred by the freelance online sales executive during the course of their work.
5. Subscription Invoice: This template is used to invoice clients for recurring subscription fees charged by the freelance online sales executive for ongoing sales and marketing support
Survey Templates
For a Freelance Online Sales Executive to get insights related to the work they do, they need to send out Freelance Online 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. Sales Performance Survey
Meeting Agendas
Having premade Freelance Online 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 Performance Review Meeting
2. Monthly Sales Strategy Meeting
3. Client Account Review Meeting
4. Marketing Campaign Planning Meeting
5. Sales Forecasting and Goal Setting Meeting
Budget Templates
To manage finances well, a Freelance Online Sales Executive would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Revenue Budget Template
2. Marketing Expenses Budget Template
3. Operating Expenses Budget Template
4. Profit and Loss Budget Template
5. Cash Flow Budget Template
Dashboards
Dashboards are a useful way for a Freelance Online 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. Marketing Campaign Dashboard
3. Customer Acquisition Dashboard
4. Lead Generation Dashboard
5. Revenue Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Online 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 Sales Performance Proposal
2. Marketing Strategy Proposal
3. Lead Generation Proposal
4. Social Media Advertising Proposal
5. Customer Retention Proposal
Get Your Template Made
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