Looking for Freelance Sales Representative Templates to download? See the main templates that a Freelance Sales Representative would use in their day-to-day work.
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Freelance Sales Representative Templates
Contents
Freelance Sales Representative Templates
There is a huge number of templates that someone in the Freelance Sales Representative 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 Representative. 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. Customer Database
4. Sales Presentation
5. Sales Proposal
6. Sales Contract
7. Expense Report
8. Lead Generation Tracker
9. Sales Call Log
10. Sales Performance Dashboard
Reports
Reports are often prepared by a Freelance Sales Representative 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. Customer Satisfaction Report
3. Lead Generation Report
4. Sales Conversion Report
5. Sales Pipeline Report
6. Sales Forecast Report
7. Product Performance Report
8. Competitor Analysis Report
9. Customer Retention Report
10. Sales Expenses 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 Representative does and how they do it.
1. Sales Call Script Template
2. Sales Email Template
3. Sales Meeting Agenda Template
4. Sales Proposal Template
5. Sales Follow-up Template
6. Sales Presentation Template
7. Sales Report Template
8. Sales Training Manual Template
9. Sales Forecast Template
10. Sales Territory Plan Template
Presentations
Freelance Sales Representative 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. Customer Satisfaction Analysis
3. Product Comparison Chart
4. Sales Pitch Deck
5. Monthly Sales Forecast
Legal Docs
There are several key times when a Freelance Sales Representative 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 Commission Agreement Template
4. Independent Contractor Agreement Template
5. Customer Service Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Sales Representative 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 Representative calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Follow-up and Outreach Calendar
4. Task and Deadline Calendar
5. Marketing and Promotions Calendar
Invoice Templates
Several types of Freelance Sales Representative invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill clients for the products or services sold during the month.
2. Commission Invoice: This template is used to calculate and invoice clients for the commission earned on sales.
3. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred during the month.
4. Retainer Invoice: This template is used to invoice clients for the retainer fee paid in advance for ongoing services.
5. Late Payment Invoice: This template is used to remind clients about overdue payments and request immediate payment
Survey Templates
For a Freelance Sales Representative to get insights related to the work they do, they need to send out Freelance Sales Representative surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Sales Performance Survey
4. Lead Generation Survey
5. Market Research Survey
Meeting Agendas
Having premade Freelance Sales Representative 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 Meeting
2. Client Update Meeting
3. Performance Review Meeting
4. Sales Strategy Meeting
5. Sales Training Meeting
Budget Templates
To manage finances well, a Freelance Sales Representative would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Sales and Commission Tracker Template
3. Client Invoice and Payment Tracker Template
4. Travel and Entertainment Expenses Template
5. Savings and Investment Tracker Template
Dashboards
Dashboards are a useful way for a Freelance Sales Representative to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Lead Generation Dashboard
4. Revenue Forecasting Dashboard
5. Sales Funnel Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Sales Representative 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 Proposal
2. Customer Retention Proposal
3. New Client Acquisition Proposal
4. Service Enhancement Proposal
5. Sales Training Proposal
Get Your Template Made
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