Looking for Freelance Sales Manager Templates to download? See the main templates that a Freelance Sales Manager 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 Manager Templates
Contents
Freelance Sales Manager Templates
There is a huge number of templates that someone in the Freelance Sales 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 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. Sales Forecast
3. Client Proposal
4. Sales Presentation
5. Lead Generation Tracker
6. Sales Pipeline Tracker
7. Sales Performance Dashboard
8. Client Contact List
9. Sales Meeting Agenda
10. Sales Invoice
Reports
Reports are often prepared by a Freelance Sales 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. Lead Generation Report
3. Conversion Rate Report
4. Customer Acquisition Report
5. Sales Pipeline Report
6. Sales Forecast Report
7. Customer Retention Report
8. Competitor Analysis Report
9. Marketing Campaign Performance Report
10. Sales Team 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 Manager does and how they do it.
…
Presentations
Freelance Sales 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 Strategy Presentation
3. Client Pitch Deck
4. Sales Training Workshop
5. Monthly Sales Review
Legal Docs
There are several key times when a Freelance Sales 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 Contract Template
2. Non-Disclosure Agreement Template
3. Sales Proposal Template
4. Independent Contractor Agreement Template
5. Sales Commission Agreement Template
As a Freelance Sales Manager in the Sales & Marketing industry, I rely on a variety of legal templates each month to ensure that my business runs smoothly and that my clients are protected. The Sales Contract Template is essential for outlining the terms of each sale, while the Non-Disclosure Agreement Template helps to protect confidential information. The Sales Proposal Template is used to pitch new business, while the Independent Contractor Agreement Template outlines the terms of my relationship with clients. Finally, the Sales Commission Agreement Template is used to ensure that I am fairly compensated for my work
Health & Safety Templates
Health & Safety templates for a Freelance Sales 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 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. Client Meeting Calendar
4. Lead Generation Calendar
5. Sales Target Calendar
Invoice Templates
Several types of Freelance Sales Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Commission Invoice
2. Monthly Sales Report Invoice
3. Marketing Campaign Invoice
4. Client Retainer Invoice
5. Sales Training Invoice
Survey Templates
For a Freelance Sales Manager to get insights related to the work they do, they need to send out Freelance Sales 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. Sales Performance Survey
5. Lead Generation Survey
Meeting Agendas
Having premade Freelance Sales 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. Client Account Review Meeting
3. Sales Strategy Planning Meeting
4. Sales Training and Development Meeting
5. Sales Forecasting and Goal Setting Meeting
Budget Templates
To manage finances well, a Freelance Sales Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Revenue Budget Template
2. Marketing Expenses Budget Template
3. Sales Team Compensation Budget Template
4. Travel and Entertainment Expenses Budget Template
5. Miscellaneous Expenses Budget Template
Dashboards
Dashboards are a useful way for a Freelance Sales Manager 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. Customer Acquisition Dashboard
4. Sales Funnel Dashboard
5. Revenue Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Sales 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 Forecast Proposal
2. Marketing Campaign Proposal
3. Client Acquisition Proposal
4. Sales Training Proposal
5. Competitive Analysis 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 Manager 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.
