Looking for Freelance Sales Coach Templates to download? See the main templates that a Freelance Sales Coach would use in their day-to-day work.
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Freelance Sales Coach Templates
Contents
Freelance Sales Coach Templates
There is a huge number of templates that someone in the Freelance Sales Coach 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 Coach. 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 Training Plan
2. Sales Performance Tracker
3. Sales Coaching Agenda
4. Sales Call Evaluation Form
5. Sales Presentation Template
6. Sales Prospecting Tracker
7. Sales Pipeline Analysis
8. Sales Goal Setting Worksheet
9. Sales Meeting Agenda
10. Sales Report Template
Reports
Reports are often prepared by a Freelance Sales Coach 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. Pipeline Analysis Report
4. Sales Forecast Report
5. Sales Funnel Report
6. Customer Acquisition Report
7. Sales Conversion Report
8. Sales Activity Report
9. Sales Trend Report
10. Sales Territory 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 Coach does and how they do it.
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Presentations
Freelance Sales Coach 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. Sales Training Workshop
3. Sales Strategy Review
4. Sales Pitch Deck
5. Sales Team Motivation
Legal Docs
There are several key times when a Freelance Sales Coach 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 Training Agreement
2. Non-Disclosure Agreement
3. Independent Contractor Agreement
4. Sales Coaching Contract
5. Client Consultation Form
Health & Safety Templates
Health & Safety templates for a Freelance Sales Coach 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 Coach calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Goals Calendar
2. Client Meeting Schedule Calendar
3. Sales Training and Development Calendar
4. Marketing Campaign Calendar
5. Follow-up and Lead Generation Calendar
Invoice Templates
Several types of Freelance Sales Coach invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Coaching Services Invoice
2. Monthly Coaching Retainer Invoice
3. Sales Training Workshop Invoice
4. Sales Strategy Consultation Invoice
5. Commission-Based Sales Invoice
Survey Templates
For a Freelance Sales Coach to get insights related to the work they do, they need to send out Freelance Sales Coach surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Sales Performance Evaluation Survey
2. Customer Satisfaction Survey
3. Sales Training Needs Assessment Survey
4. Market Research Survey
5. Sales Team Feedback Survey
Meeting Agendas
Having premade Freelance Sales Coach 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. Sales Strategy Planning Meeting
3. Sales Training and Development Meeting
4. Client Account Review Meeting
5. Sales Pipeline Analysis Meeting
Budget Templates
To manage finances well, a Freelance Sales Coach would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Sales Performance Analysis Template
3. Marketing Campaign Budget Template
4. Client Acquisition Cost Calculator
5. Savings and Investment Planner
Dashboards
Dashboards are a useful way for a Freelance Sales Coach to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Pipeline Management Dashboard
4. Sales Funnel Analysis Dashboard
5. Client Retention Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Sales Coach 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. Sales Training Proposal
2. Sales Strategy Proposal
3. Sales Performance Evaluation Proposal
4. Sales Team Development Proposal
5. Sales Process Improvement 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 Sales Coach 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.
