Freelance Sales Representative Templates

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

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. Client Contact List
4. Sales Presentation
5. Sales Proposal
6. Sales Contract
7. Sales Invoice
8. Expense Report
9. Lead Generation Tracker
10. Sales Performance Dashboard


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. Lead Generation Report
3. Customer Acquisition Report
4. Sales Conversion Report
5. Sales Pipeline Report
6. Customer Retention Report
7. Sales Forecast Report
8. Competitor Analysis Report
9. Marketing Campaign Performance Report
10. Sales Territory Analysis Report


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 SOP
2. Lead Generation SOP
3. Sales Presentation SOP
4. Follow-up SOP
5. Customer Relationship Management SOP
6. Sales Reporting SOP
7. Sales Training SOP
8. Sales Territory Management SOP
9. Sales Forecasting SOP
10. Sales Incentive Program SOP


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. Product Launch Presentation
3. Client Pitch Deck
4. Market Analysis Presentation
5. Sales Training Workshop

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. Commission Agreement Template
4. Independent Contractor Agreement Template
5. Sales Proposal 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


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 Schedule
3. Marketing Campaign Timeline
4. Sales Goal Tracker
5. Follow-Up Reminder 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 made.
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. Market Research Survey
3. Product Feedback Survey
4. Lead Generation Survey
5. Sales Performance 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 Presentation Meeting
3. Monthly Sales Review Meeting
4. Marketing 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 Sales Budget Template
2. Marketing Expenses Budget Template
3. Travel and Entertainment Budget Template
4. Commission and Incentives Budget Template
5. Miscellaneous Expenses Budget Template


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. Lead Generation Dashboard
3. Customer Acquisition Dashboard
4. Pipeline Management Dashboard
5. Revenue Forecasting 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 Forecast Proposal
2. Marketing Campaign Proposal
3. Lead Generation Strategy Proposal
4. Customer Retention Plan 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 Representative 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.

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