Freelance Sales Planner Templates

There is a huge number of templates that someone in the Freelance Sales Planner 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 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 Proposal Template
2. Sales Forecast Spreadsheet
3. Client Meeting Agenda Template
4. Sales Presentation Template
5. Sales Performance Report Spreadsheet
6. Sales Contract Template
7. Sales Territory Analysis Spreadsheet
8. Sales Target Setting Template
9. Sales Pipeline Tracking Spreadsheet
10. Sales Training Manual Template

Reports

Reports are often prepared by a Freelance Sales 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. Lead Generation Report
3. Conversion Rate Report
4. Customer Acquisition Report
5. Sales Funnel Analysis Report
6. Sales Forecasting Report
7. Competitor Analysis Report
8. Marketing Campaign Effectiveness Report
9. Customer Satisfaction Report
10. Sales Territory 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 Planner does and how they do it.

1. Sales Forecasting Template
2. Lead Generation Template
3. Sales Pipeline Template
4. Sales Presentation Template
5. Sales Proposal Template
6. Sales Follow-up Template
7. Sales Performance Tracking Template
8. Sales Training Template
9. Sales Report Template
10. Sales Strategy Template

Presentations

Freelance Sales 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. Market Research Insights
3. Sales Strategy Development
4. Client Proposal Presentation
5. Sales Training and Development

Legal Docs

There are several key times when a Freelance Sales 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 Agreement Template
2. Non-Disclosure Agreement Template
3. Sales Proposal Template
4. Independent Contractor Agreement Template
5. Sales Report Template

Health & Safety Templates

Health & Safety templates for a Freelance Sales 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

Calendars

Setting up Freelance Sales 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. Client Meeting Calendar
4. Lead Generation Calendar
5. Sales Target Calendar

Invoice Templates

Several types of Freelance Sales Planner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Commission Invoice
2. Advertising Campaign Invoice
3. Event Planning Invoice
4. Marketing Strategy Invoice
5. Sales Training Invoice

Survey Templates

For a Freelance Sales Planner to get insights related to the work they do, they need to send out Freelance Sales 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. Sales Performance Survey
5. Lead Generation Survey

Meeting Agendas

Having premade Freelance Sales 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. Client Account Review Meeting
3. Sales Team Performance Meeting
4. Marketing Campaign Planning Meeting
5. Sales Forecasting and Goal Setting Meeting

Budget Templates

To manage finances well, a Freelance Sales Planner would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing Campaign Budget Template
4. Travel and Entertainment Expense Tracker
5. Annual Sales Forecast Template

Dashboards

Dashboards are a useful way for a Freelance Sales Planner 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. Revenue Forecasting Dashboard
5. Marketing Campaign Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Sales 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 Forecast Proposal
2. Marketing Campaign Proposal
3. Lead Generation Strategy Proposal
4. Sales Training and Development Proposal
5. Customer Retention Plan 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 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.

Freelance Sales Planner Templates