Freelance Trainer Templates

Looking for Freelance Trainer Templates to download? See the main templates that a Freelance Trainer 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 Trainer Templates

There is a huge number of templates that someone in the Freelance Trainer 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 Trainer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Training Agenda
2. Training Evaluation Form
3. Training Feedback Summary
4. Training Needs Assessment
5. Training Plan
6. Training Presentation
7. Training Schedule
8. Training Sign-In Sheet
9. Training Survey
10. Training Workbook


Reports are often prepared by a Freelance Trainer 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. Monthly Training Attendance Report
2. Training Evaluation Report
3. Training Needs Assessment Report
4. Training Effectiveness Report
5. Training Budget Report
6. Training Materials Inventory Report
7. Training Program ROI Report
8. Training Feedback Report
9. Training Completion Report
10. Training Performance Metrics 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 Trainer does and how they do it.

1. New Employee Onboarding SOP
2. Customer Service SOP
3. Email Etiquette SOP
4. Data Entry SOP
5. Phone Etiquette SOP
6. Time Management SOP
7. Meeting Facilitation SOP
8. Conflict Resolution SOP
9. Report Generation SOP
10. Training Evaluation SOP


Freelance Trainer 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. Introduction to Customer Support Training
2. Effective Communication Techniques for Admin Professionals
3. Problem-Solving Strategies for Customer Support Teams
4. Time Management Skills for Admin Professionals
5. Conflict Resolution in Customer Support Scenarios

Legal Docs

There are several key times when a Freelance Trainer 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. Non-Disclosure Agreement (NDA)
2. Independent Contractor Agreement
3. Training Services Agreement
4. Liability Waiver
5. Copyright Release Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Trainer 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Attendance Record Template


Setting up Freelance Trainer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Training Schedule
2. Client Meeting Calendar
3. Task and Deadline Tracker
4. Personal Time Off Calendar
5. Training Materials Development Timeline

Invoice Templates

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

1. Training Services Invoice
2. Consulting Services Invoice
3. Workshop Fee Invoice
4. Travel Expenses Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Monthly Training Evaluation Survey
2. Customer Satisfaction Survey
3. Administrative Support Feedback Survey
4. Training Needs Assessment Survey
5. Performance Improvement Survey

Meeting Agendas

Having premade Freelance Trainer 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 Training Review Meeting
2. Team Collaboration Meeting
3. Client Feedback Meeting
4. Training Needs Assessment Meeting
5. Performance Evaluation Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Client Billing Template
3. Travel and Accommodation Expenses Template
4. Training Materials and Resources Template
5. Marketing and Advertising Expenses Template


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

1. Training Performance Dashboard
2. Customer Satisfaction Dashboard
3. Training Attendance Dashboard
4. Training Evaluation Dashboard
5. Training Revenue Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Trainer 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. Training Needs Assessment Proposal
2. Customer Service Training Proposal
3. Administrative Skills Development Proposal
4. Time Management Training Proposal
5. Conflict Resolution Workshop 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 Trainer 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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