Looking for Freelance Brand Strategist Templates to download? See the main templates that a Freelance Brand Strategist would use in their day-to-day work.
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Freelance Brand Strategist Templates
Contents
Freelance Brand Strategist Templates
There is a huge number of templates that someone in the Freelance Brand Strategist 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 Strategist. 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. Brand Strategy Proposal
3. Social Media Content Calendar
4. Competitive Analysis Template
5. Brand Messaging Guide
6. Sales Presentation Template
7. Marketing Budget Spreadsheet
8. Client Onboarding Checklist
9. Brand Audit Template
10. Marketing Campaign Performance Tracker
Reports
Reports are often prepared by a Freelance Brand Strategist 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. Marketing Campaign Analysis Report
3. Customer Acquisition Report
4. Social Media Engagement Report
5. Website Traffic Report
6. Brand Perception Report
7. Competitor Analysis Report
8. Email Marketing Report
9. ROI Analysis Report
10. Market Research 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 Strategist does and how they do it.
1. Client Onboarding SOP
2. Market Research SOP
3. Competitive Analysis SOP
4. Brand Positioning SOP
5. Target Audience Analysis SOP
6. Brand Messaging SOP
7. Marketing Campaign Planning SOP
8. Social Media Strategy SOP
9. Content Creation SOP
10. Performance Tracking and Reporting SOP
Presentations
Freelance Brand Strategist 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 Report
2. Marketing Campaign Analysis
3. Brand Positioning Strategy
4. Competitive Market Analysis
5. Customer Segmentation Analysis
Legal Docs
There are several key times when a Freelance Brand Strategist 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. Intellectual Property Assignment Agreement
5. Client Proposal Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Brand Strategist 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 Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Social Media Calendar
3. Marketing Campaign Calendar
4. Client Meeting Calendar
5. Project Timeline Calendar
Invoice Templates
Several types of Freelance Brand Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Brand Strategy Consultation Invoice
2. Social Media Marketing Campaign Invoice
3. Market Research and Analysis Invoice
4. Brand Identity Development Invoice
5. Advertising and Promotions Invoice
Survey Templates
For a Freelance Brand Strategist to get insights related to the work they do, they need to send out Freelance Brand Strategist 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 Perception Survey
4. Product Feedback Survey
5. Competitive Analysis Survey
Meeting Agendas
Having premade Freelance Brand Strategist 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 Kickoff Meeting Template
2. Brand Strategy Review Meeting Template
3. Marketing Campaign Planning Meeting Template
4. Social Media Content Planning Meeting Template
5. Monthly Performance Review Meeting Template
Budget Templates
To manage finances well, a Freelance Brand Strategist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Entertainment Budget Template
5. Savings and Investment Budget Template
Dashboards
Dashboards are a useful way for a Freelance Brand Strategist 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. Customer Engagement Dashboard
4. Brand Awareness Dashboard
5. Social Media Analytics Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Brand Strategist 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. Brand Identity Development Proposal
3. Social Media Campaign Proposal
4. Market Research and Analysis Proposal
5. Advertising and Promotions Proposal
Get Your Template Made
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