Looking for Freelance Sales And Marketing Planner Templates to download? See the main templates that a Freelance Sales And Marketing Planner would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Sales And Marketing Planner role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Sales And Marketing Planner. 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 and Marketing Plan
2. Monthly Sales Report
3. Marketing Campaign Proposal
4. Sales Presentation Template
5. Lead Generation Tracker
6. Social Media Content Calendar
7. Email Marketing Template
8. Sales Forecast Spreadsheet
9. Competitor Analysis Template
10. Customer Satisfaction Survey
Reports are often prepared by a Freelance Sales And Marketing Planner 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. Marketing Campaign Analysis Report
3. Lead Generation Report
4. Customer Acquisition Report
5. Conversion Rate Report
6. Social Media Engagement Report
7. Website Traffic Report
8. Email Marketing Report
9. Competitor Analysis Report
10. Return on Investment (ROI) Report
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 Marketing Planner does and how they do it.
1. Sales Strategy Template
2. Marketing Campaign Template
3. Lead Generation Template
4. Social Media Marketing Template
5. Email Marketing Template
6. Content Creation Template
7. Sales Funnel Template
8. Customer Relationship Management Template
9. Market Research Template
10. Sales Performance Analysis Template
Freelance Sales And Marketing Planner 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 Analysis
2. Marketing Campaign Overview
3. Customer Segmentation Strategy
4. Competitive Analysis Report
5. Sales Forecast and Budget Review
There are several key times when a Freelance Sales And Marketing Planner 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 Contract Template
2. Marketing Proposal Template
3. Non-Disclosure Agreement Template
4. Client Agreement Template
5. Sales and Marketing Report Template
Health & Safety templates for a Freelance Sales And Marketing Planner 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
Setting up Freelance Sales And Marketing Planner 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 Calendar
5. Client Meeting Calendar
Several types of Freelance Sales And Marketing Planner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Report Invoice
2. Marketing Strategy Invoice
3. Advertising Campaign Invoice
4. Lead Generation Invoice
5. Client Retention Invoice
For a Freelance Sales And Marketing Planner to get insights related to the work they do, they need to send out Freelance Sales And Marketing Planner 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 Awareness Survey
5. Sales Performance Survey
Having premade Freelance Sales And Marketing Planner 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 Strategy Meeting
2. Marketing Campaign Review Meeting
3. Client Relationship Meeting
4. Team Collaboration Meeting
5. Performance Analysis Meeting
To manage finances well, a Freelance Sales And Marketing Planner would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales and Marketing Expenses Budget Template
2. Advertising and Promotion Budget Template
3. Travel and Entertainment Budget Template
4. Sales Commission Budget Template
5. Miscellaneous Expenses Budget Template
Dashboards are a useful way for a Freelance Sales And Marketing Planner 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. Lead Generation Dashboard
4. Customer Acquisition Dashboard
5. Social Media Engagement Dashboard
For bidding or requesting work, a Freelance Sales And Marketing Planner 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 Strategy Proposal
2. Marketing Campaign Proposal
3. Social Media Advertising Proposal
4. Lead Generation Proposal
5. Branding and Positioning Proposal
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 Sales And Marketing Planner 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.
