Freelance Brand Messaging Specialist Templates
There is a huge number of templates that someone in the Freelance Brand Messaging Specialist 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 Brand Messaging Specialist. 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 Client Report
2. Brand Messaging Strategy Template
3. Content Calendar
4. Brand Messaging Audit Template
5. Social Media Post Template
6. Brand Messaging Workshop Agenda
7. Brand Messaging Proposal Template
8. Brand Messaging Style Guide
9. Brand Messaging Questionnaire
10. Brand Messaging Presentation Template
Reports
Reports are often prepared by a Freelance Brand Messaging Specialist 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 Brand Performance Report
2. Social Media Engagement Report
3. Website Traffic Analysis Report
4. Competitor Analysis Report
5. Content Marketing Effectiveness Report
6. Email Marketing Campaign Report
7. Customer Satisfaction Survey Report
8. Brand Perception Research Report
9. Sales and Revenue Report
10. Brand Messaging Strategy Evaluation 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 Freelance Brand Messaging Specialist does and how they do it.
1. Client Onboarding SOP
2. Brand Discovery SOP
3. Messaging Strategy SOP
4. Tone of Voice Guidelines SOP
5. Content Creation SOP
6. Social Media Management SOP
7. Website Copywriting SOP
8. Email Marketing SOP
9. Brand Messaging Audit SOP
10. Reporting and Analytics SOP
Presentations
Freelance Brand Messaging Specialist 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. Brand Strategy Presentation
2. Creative Concept Pitch Deck
3. Brand Messaging Workshop Presentation
4. Brand Identity Guidelines Presentation
5. Marketing Campaign Analysis Report
Legal Docs
There are several key times when a Freelance Brand Messaging Specialist 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. Copyright Assignment Agreement
4. Independent Contractor Agreement
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Brand Messaging Specialist 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 Freelance Brand Messaging Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Editorial Calendar
3. Social Media Calendar
4. Project Timeline Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Brand Messaging Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Brand Messaging Consultation Invoice
2. Brand Messaging Strategy Development Invoice
3. Copywriting Services Invoice
4. Brand Voice and Tone Guide Invoice
5. Messaging Workshop Facilitation Invoice
Survey Templates
For a Freelance Brand Messaging Specialist to get insights related to the work they do, they need to send out Freelance Brand Messaging Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Brand Perception Survey
2. Creative Brief Feedback Survey
3. Brand Messaging Effectiveness Survey
4. Design Concept Evaluation Survey
5. Brand Voice Consistency Survey
Meeting Agendas
Having premade Freelance Brand Messaging Specialist 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 Client Update Meeting
2. Creative Brainstorming Session
3. Content Strategy Review Meeting
4. Brand Messaging Workshop
5. Project Kick-off Meeting
Budget Templates
To manage finances well, a Freelance Brand Messaging Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Client Invoices and Payments Template
3. Project Budget Template
4. Marketing and Advertising Expenses Template
5. Savings and Investment Tracker Template
Dashboards
Dashboards are a useful way for a Freelance Brand Messaging Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Brand Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Content Marketing Analytics Dashboard
5. Email Marketing Campaign Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Brand Messaging Specialist 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 Brand Messaging Strategy Proposal
2. Social Media Content Creation Proposal
3. Website Copywriting and Optimization Proposal
4. Brand Voice Development Proposal
5. Marketing Campaign Messaging Proposal
Get Your Template Made
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