Freelance Sales And Customer Relationship Manager Templates
There is a huge number of templates that someone in the Freelance Sales And Customer Relationship 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 Customer Relationship 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. Customer Database
3. Sales Forecast
4. Lead Generation Tracker
5. Customer Satisfaction Survey
6. Sales Presentation
7. Sales Proposal
8. Sales Contract
9. Sales Invoice
10. Sales Performance Dashboard
Reports
Reports are often prepared by a Freelance Sales And Customer Relationship 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. Customer Acquisition Report
3. Customer Retention Report
4. Sales Forecast Report
5. Lead Generation Report
6. Customer Satisfaction Report
7. Sales Conversion Report
8. Sales Funnel Analysis Report
9. Competitor Analysis Report
10. Marketing Campaign Performance 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 Customer Relationship Manager does and how they do it.
1. Sales Lead Generation SOP
2. Customer Onboarding SOP
3. Sales Pitch SOP
4. Customer Relationship Management SOP
5. Sales Follow-up SOP
6. Customer Feedback SOP
7. Sales Performance Tracking SOP
8. Sales Reporting SOP
9. Customer Retention SOP
10. Sales Training SOP
Presentations
Freelance Sales And Customer Relationship 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. Customer Satisfaction Analysis
3. New Product Launch Presentation
4. Sales Training Workshop
5. Marketing Campaign Overview
Legal Docs
There are several key times when a Freelance Sales And Customer Relationship 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. Customer Service Agreement Template
4. Sales Proposal Template
5. Client Contract Template
Health & Safety Templates
Health & Safety templates for a Freelance Sales And Customer Relationship 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 Customer Relationship Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Customer Relationship Management (CRM) Calendar
3. Marketing Campaign Calendar
4. Lead Generation Calendar
5. Follow-up and Sales Pipeline Calendar
Invoice Templates
Several types of Freelance Sales And Customer Relationship Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This invoice is used to bill clients for products or services sold by the company. It includes details such as the item description, quantity, price, and total amount due.
2. Service Invoice: This invoice is used to bill clients for services provided by the company. It includes details such as the service description, hourly rate, number of hours worked, and total amount due.
3. Retainer Invoice: This invoice is used to bill clients for a retainer fee, which is a prepayment for future services. It includes details such as the retainer amount, payment terms, and expiration date.
4. Late Payment Invoice: This invoice is used to remind clients of overdue payments and to request immediate payment. It includes details such as the original invoice number, amount due, and late payment fees.
5. Credit Memo: This invoice is used to issue a credit to a client’s account for returned products or services. It includes details such as the reason for the credit,
Survey Templates
For a Freelance Sales And Customer Relationship Manager to get insights related to the work they do, they need to send out Freelance Sales And Customer Relationship Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Sales Performance Survey
3. Market Research Survey
4. Lead Generation Survey
5. Customer Feedback Survey
Meeting Agendas
Having premade Freelance Sales And Customer Relationship 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 Team Performance Review Meeting
2. Customer Relationship Management Meeting
3. Sales Strategy Planning Meeting
4. Sales Pipeline Review Meeting
5. Monthly Sales and Marketing Report Meeting
Budget Templates
To manage finances well, a Freelance Sales And Customer Relationship 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. Customer Relationship Management Budget Template
4. Freelance Expenses Budget Template
5. Monthly Income and Expenditure Budget Template
Dashboards
Dashboards are a useful way for a Freelance Sales And Customer Relationship Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Acquisition Dashboard
3. Customer Retention Dashboard
4. Lead Generation Dashboard
5. Marketing Campaign Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Sales And Customer Relationship 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. Customer Retention Proposal
3. New Product Launch Proposal
4. Market Research Proposal
5. Sales Training Proposal
Get Your Template Made
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