Looking for Freelance Sales And Brand Manager Templates to download? See the main templates that a Freelance Sales And Brand Manager would use in their day-to-day work.
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Freelance Sales And Brand Manager Templates
Contents
Freelance Sales And Brand Manager Templates
There is a huge number of templates that someone in the Freelance Sales And Brand Manager 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 Sales And Brand Manager. 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. Sales Presentation
5. Brand Strategy
6. Sales Forecast
7. Competitive Analysis
8. Social Media Calendar
9. Product Launch Plan
10. Sales Performance Dashboard
Reports
Reports are often prepared by a Freelance Sales And Brand Manager 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. Brand Awareness Report
3. Lead Generation Report
4. Customer Acquisition Report
5. Conversion Rate Report
6. Social Media Engagement Report
7. Competitor Analysis Report
8. Marketing Campaign Effectiveness Report
9. Sales Funnel 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 Sales And Brand Manager does and how they do it.
1. Sales Strategy SOP
2. Branding Guidelines SOP
3. Lead Generation SOP
4. Sales Pitch SOP
5. Social Media Marketing SOP
6. Customer Relationship Management SOP
7. Sales Reporting SOP
8. Product Launch SOP
9. Market Research SOP
10. Sales Training SOP
Presentations
Freelance Sales And Brand Manager 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. Brand Strategy Presentation
4. Client Pitch Deck
5. Competitive Analysis Presentation
Legal Docs
There are several key times when a Freelance Sales And Brand Manager 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. Brand Partnership Agreement Template
4. Independent Contractor Agreement Template
5. Marketing Services Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Sales And Brand Manager 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 Sales And Brand Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Marketing Campaign Calendar
3. Social Media Content Calendar
4. Client Meeting Calendar
5. Project Deadline Calendar
Invoice Templates
Several types of Freelance Sales And Brand Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice
2. Branding Services Invoice
3. Commission Invoice
4. Marketing Campaign Invoice
5. Consulting Services Invoice
Survey Templates
For a Freelance Sales And Brand Manager to get insights related to the work they do, they need to send out Freelance Sales And Brand Manager 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. Brand Perception Survey
5. Sales Performance Survey
Meeting Agendas
Having premade Freelance Sales And Brand Manager 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 Performance Review Meeting
2. Marketing Strategy Planning Meeting
3. Client Account Review Meeting
4. Team Collaboration Meeting
5. Sales and Marketing Training Session
Budget Templates
To manage finances well, a Freelance Sales And Brand Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Budget Template
2. Marketing Budget Template
3. Advertising Budget Template
4. Travel and Entertainment Budget Template
5. Miscellaneous Expenses Budget Template
Dashboards
Dashboards are a useful way for a Freelance Sales And Brand Manager 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. Brand Awareness Dashboard
5. Social Media Engagement Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Sales And Brand Manager 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 Proposal
2. Branding Strategy Proposal
3. Marketing Campaign Proposal
4. Social Media Management Proposal
5. Customer Retention Proposal
Get Your Template Made
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