Looking for Freelance Sales Influencer Templates to download? See the main templates that a Freelance Sales Influencer would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Freelance Sales Influencer Templates
Contents
Freelance Sales Influencer Templates
There is a huge number of templates that someone in the Freelance Sales Influencer 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 Influencer. 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 Performance Report
2. Client Proposal Template
3. Sales Funnel Tracker
4. Monthly Sales Forecast
5. Lead Generation Spreadsheet
6. Sales Presentation Template
7. Sales Call Log
8. Client Onboarding Checklist
9. Sales Target Tracker
10. Sales Invoice Template
Reports
Reports are often prepared by a Freelance Sales Influencer 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. Conversion Rate Report
4. Customer Acquisition Report
5. Sales Funnel Analysis Report
6. Revenue Forecast Report
7. Customer Retention Report
8. Competitor Analysis Report
9. Social Media Engagement Report
10. Email Marketing Campaign 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 Influencer does and how they do it.
…
Presentations
Freelance Sales Influencer 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. Market Trends and Insights
3. Product Launch Strategy
4. Client Acquisition and Retention
5. Sales Training and Development
Legal Docs
There are several key times when a Freelance Sales Influencer 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. Non-Disclosure Agreement Template
3. Influencer Collaboration Agreement Template
4. Social Media Promotion Agreement Template
5. Payment Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Sales Influencer 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 Influencer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Sales Target Calendar
3. Social Media Posting Calendar
4. Client Meeting Calendar
5. Sales Performance Tracking Calendar
Invoice Templates
Several types of Freelance Sales Influencer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Commission Invoice
2. Sponsored Content Invoice
3. Affiliate Marketing Invoice
4. Brand Collaboration Invoice
5. Consulting Services Invoice
Survey Templates
For a Freelance Sales Influencer to get insights related to the work they do, they need to send out Freelance Sales Influencer 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. Sales Performance Survey
5. Lead Generation Survey
Meeting Agendas
Having premade Freelance Sales Influencer 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. Monthly Sales Performance Review
2. Client Acquisition Strategy Meeting
3. Marketing Campaign Planning Session
4. Team Collaboration and Goal Setting Meeting
5. Sales Training and Skill Development Workshop
Budget Templates
To manage finances well, a Freelance Sales Influencer would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Payment Tracker
3. Marketing and Advertising Budget
4. Travel and Entertainment Expenses
5. Savings and Investment Plan
Dashboards
Dashboards are a useful way for a Freelance Sales Influencer 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. Social Media Engagement Dashboard
4. Conversion Rate Dashboard
5. Revenue Growth Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Sales Influencer 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. Social Media Marketing Proposal
3. Lead Generation Proposal
4. Sales Training and Development Proposal
5. Customer Retention 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 Influencer 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.
