Freelance B2B Marketing Consultant Templates

Looking for Freelance B2B Marketing Consultant Templates to download? See the main templates that a Freelance B2B Marketing Consultant would use in their day-to-day work.

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Freelance B2B Marketing Consultant Templates

There is a huge number of templates that someone in the Freelance B2B Marketing Consultant 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 B2B Marketing Consultant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Marketing Report
2. Marketing Strategy Template
3. Content Calendar
4. Social Media Analytics Dashboard
5. Email Marketing Campaign Template
6. Lead Generation Tracker
7. Competitor Analysis Spreadsheet
8. Client Proposal Template
9. Marketing Budget Template
10. Marketing Project Plan


Reports are often prepared by a Freelance B2B Marketing Consultant 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. Conversion Rate Report
4. Website Traffic Report
5. Social Media Engagement Report
6. Email Marketing Campaign Report
7. Customer Satisfaction Report
8. Competitor Analysis Report
9. Marketing ROI Report
10. Monthly Marketing Strategy 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 B2B Marketing Consultant does and how they do it.


Freelance B2B Marketing Consultant 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 Analysis
2. Marketing Strategy Overview
3. Lead Generation Campaign Results
4. Social Media Marketing Report
5. Competitive Analysis and Market Trends

Legal Docs

There are several key times when a Freelance B2B Marketing Consultant 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. Service Agreement
3. Independent Contractor Agreement
4. Statement of Work (SOW)
5. Proposal Template

Health & Safety Templates

Health & Safety templates for a Freelance B2B Marketing Consultant ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Incident Report Form
3. Emergency Evacuation Plan
4. Risk Assessment Template
5. Health and Safety Training Attendance Record


Setting up Freelance B2B Marketing Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Content Calendar
2. Social Media Calendar
3. Email Marketing Calendar
4. Event Calendar
5. Sales and Promotions Calendar

Invoice Templates

Several types of Freelance B2B Marketing Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Marketing Strategy Invoice
2. Social Media Management Invoice
3. Content Creation and Copywriting Invoice
4. Email Marketing Campaign Invoice
5. Market Research and Analysis Invoice

Survey Templates

For a Freelance B2B Marketing Consultant to get insights related to the work they do, they need to send out Freelance B2B Marketing Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Brand Awareness Survey
4. Product Feedback Survey
5. Lead Generation Survey

Meeting Agendas

Having premade Freelance B2B Marketing Consultant 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 Marketing Strategy Review
2. Sales Pipeline Analysis
3. Content Planning and Creation
4. Campaign Performance Evaluation
5. Client Progress Update

Budget Templates

To manage finances well, a Freelance B2B Marketing Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing Campaign Budget Template
4. Travel and Entertainment Expenses Template
5. Annual Financial Forecast Template


Dashboards are a useful way for a Freelance B2B Marketing Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Lead Generation Dashboard
4. Customer Acquisition Dashboard
5. Social Media Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Freelance B2B Marketing Consultant 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 Marketing Strategy Proposal
2. Social Media Campaign Proposal
3. Content Marketing Proposal
4. Email Marketing Proposal
5. Lead Generation 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 B2B Marketing Consultant 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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