Freelance Sales Writer Templates

Looking for Freelance Sales Writer Templates to download? See the main templates that a Freelance Sales Writer would use in their day-to-day work.

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Freelance Sales Writer Templates

There is a huge number of templates that someone in the Freelance Sales Writer 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 Writer. 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. Client Agreement Template
3. Invoice Template
4. Sales Report Template
5. Content Calendar Template
6. Project Brief Template
7. Client Questionnaire Template
8. Marketing Plan Template
9. Sales Pitch Template
10. Expense Report Template


Reports are often prepared by a Freelance Sales Writer 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. Client Acquisition Report
3. Revenue Analysis Report
4. Content Engagement Report
5. Conversion Rate Report
6. Lead Generation Report
7. Social Media Analytics Report
8. Website Traffic Report
9. Email Marketing Report
10. Competitor 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 Writer does and how they do it.

1. Client Onboarding SOP
2. Content Creation SOP
3. Editing and Proofreading SOP
4. SEO Optimization SOP
5. Social Media Management SOP
6. Lead Generation SOP
7. Sales Pitch SOP
8. Client Communication SOP
9. Project Management SOP
10. Monthly Reporting SOP


Freelance Sales Writer 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 Pitch Template
2. Client Proposal Template
3. Marketing Plan Template
4. Case Study Template
5. Competitive Analysis Template

Legal Docs

There are several key times when a Freelance Sales Writer 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. Freelance Writer Contract Template
4. Copyright Assignment Agreement Template
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Freelance Sales Writer 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 Writer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Editorial Calendar
2. Content Calendar
3. Project Calendar
4. Marketing Calendar
5. Client Calendar

Invoice Templates

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

1. Monthly Writing Services Invoice
2. Editing and Proofreading Invoice
3. Content Creation Invoice
4. Copywriting Services Invoice
5. Translation Services Invoice

Survey Templates

For a Freelance Sales Writer to get insights related to the work they do, they need to send out Freelance Sales Writer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Content Feedback Survey
3. Market Research Survey
4. Writing Style Preference Survey
5. Client Testimonial Survey

Meeting Agendas

Having premade Freelance Sales Writer 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 Review Meeting
2. Content Planning Meeting
3. Client Onboarding Meeting
4. Team Collaboration Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Freelance Sales Writer 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. Project Budget Template
4. Tax Deduction Tracker
5. Savings and Investment Tracker


Dashboards are a useful way for a Freelance Sales Writer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Client Acquisition Dashboard
3. Revenue Analysis Dashboard
4. Content Engagement Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Sales Writer 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. Content Writing Proposal
2. Copywriting Proposal
3. Editing and Proofreading Proposal
4. Translation Services Proposal
5. Social Media Management 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 Writer 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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