Looking for Freelance Personal Assistant Templates to download? See the main templates that a Freelance Personal Assistant would use in their day-to-day work.
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Freelance Personal Assistant Templates
Contents
Freelance Personal Assistant Templates
There is a huge number of templates that someone in the Freelance Personal Assistant 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 Personal Assistant. 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 Schedule Template
2. Expense Report Template
3. To-Do List Template
4. Meeting Minutes Template
5. Travel Itinerary Template
6. Contact List Template
7. Invoice Template
8. Project Tracker Template
9. Weekly Timesheet Template
10. Client Feedback Survey Template
Reports
Reports are often prepared by a Freelance Personal Assistant 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 Expense Report
2. Task Completion Report
3. Time Tracking Report
4. Client Satisfaction Report
5. Project Progress Report
6. Invoice Summary Report
7. Meeting Minutes Report
8. Travel Expense Report
9. Sales Performance Report
10. Social Media Analytics 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 Personal Assistant does and how they do it.
1. Daily Task Checklist
2. Email Management SOP
3. Calendar Management SOP
4. Travel Arrangements SOP
5. Meeting Preparation SOP
6. Expense Reporting SOP
7. Document Organization SOP
8. Research and Data Analysis SOP
9. Social Media Management SOP
10. Client Communication SOP
Presentations
Freelance Personal Assistant 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. Meeting Agenda Template
3. Project Status Update Template
4. Expense Report Template
5. Client Presentation Template
Legal Docs
There are several key times when a Freelance Personal Assistant 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. Invoice Template
4. Client Contract Template
5. Independent Contractor Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Personal Assistant 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 Personal Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Appointment Calendar
3. Project Deadline Calendar
4. Social Media Content Calendar
5. Personal Schedule Calendar
Invoice Templates
Several types of Freelance Personal Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Administrative Services Invoice
2. Travel and Expense Reimbursement Invoice
3. Project-based Task Invoice
4. Hourly Rate Invoice
5. Retainer Fee Invoice
Survey Templates
For a Freelance Personal Assistant to get insights related to the work they do, they need to send out Freelance Personal Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Client Satisfaction Survey
2. Monthly Task Completion Survey
3. Monthly Time Management Survey
4. Monthly Communication Effectiveness Survey
5. Monthly Feedback and Improvement Survey
Meeting Agendas
Having premade Freelance Personal Assistant 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. Weekly Check-In Meeting Template
2. Monthly Task Review Meeting Template
3. Quarterly Goal Setting Meeting Template
4. Annual Performance Review Meeting Template
5. Client Onboarding Meeting Template
Budget Templates
To manage finances well, a Freelance Personal Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Bill Payment Schedule
3. Client Invoice Template
4. Travel Expense Report
5. Time Tracking Spreadsheet
Dashboards
Dashboards are a useful way for a Freelance Personal Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Task Tracker Dashboard
2. Expense and Budget Tracker Dashboard
3. Client Communication and Follow-up Dashboard
4. Calendar and Appointment Scheduler Dashboard
5. Project Management and Progress Tracker Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Personal Assistant 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 Task Proposal
2. Schedule and Calendar Proposal
3. Travel and Accommodation Proposal
4. Expense Management Proposal
5. Meeting and Event Coordination 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 Personal Assistant 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.
