Talent Agent Templates

Talent Agent Templates

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

1. Client Contract Template
2. Talent Agreement Template
3. Casting Call Template
4. Performance Schedule Template
5. Budget Spreadsheet Template
6. Marketing Plan Template
7. Talent Profile Template
8. Event Recap Template
9. Revenue Report Template
10. Talent Evaluation Template

Reports

Reports are often prepared by a Talent Agent 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 Revenue Report
2. Artist Performance Report
3. Casting Opportunities Report
4. Contract Renewal Report
5. Talent Acquisition Report
6. Marketing Campaign Report
7. Industry Trends Report
8. Financial Forecast Report
9. Social Media Engagement Report
10. Event Attendance 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 Talent Agent does and how they do it.

1. Talent scouting SOP
2. Contract negotiation SOP
3. Audition scheduling SOP
4. Casting call organization SOP
5. Talent promotion SOP
6. Event coordination SOP
7. Client management SOP
8. Marketing and branding SOP
9. Talent development SOP
10. Industry networking SOP

Presentations

Talent Agent 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. Talent Showcase
2. Casting Call
3. Industry Trends
4. Client Portfolio
5. Marketing Strategy

Legal Docs

There are several key times when a Talent Agent 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. Talent Representation Agreement
2. Non-Disclosure Agreement
3. Talent Release Form
4. Performance Contract
5. Licensing Agreement

Health & Safety Templates

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

1. Monthly Schedule Calendar
2. Casting Calendar
3. Event Calendar
4. Travel Calendar
5. Deadline Calendar

Invoice Templates

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

1. Talent Booking Invoice
2. Commission Invoice
3. Performance Fee Invoice
4. Travel Expense Invoice
5. Royalty Payment Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Talent Performance Evaluation Survey
3. Industry Trends and Insights Survey
4. Talent Preferences and Demographics Survey
5. Event Feedback Survey

Meeting Agendas

Having premade Talent Agent 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. Client Meeting Template
2. Casting Meeting Template
3. Contract Negotiation Meeting Template
4. Industry Networking Meeting Template
5. Team Collaboration Meeting Template

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Client Commission Tracker
3. Marketing and Promotion Budget
4. Travel and Accommodation Budget
5. Professional Development and Training Budget

Dashboards

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

1. Sales Performance Dashboard
2. Client Relationship Management Dashboard
3. Talent Acquisition Dashboard
4. Event and Performance Tracking Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Talent Agent 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. Talent Booking Proposal
2. Event Sponsorship Proposal
3. Artist Representation Proposal
4. Casting Proposal
5. Brand Partnership 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 Talent Agent 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.