Freelance Brand Strategist Templates

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

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 Client Report
2. Content Calendar
3. Brand Strategy Proposal
4. Social Media Analytics Dashboard
5. Competitive Analysis Template
6. Brand Messaging Guide
7. Marketing Campaign Brief
8. Website Audit Template
9. Brand Identity Guidelines
10. Project Budget Tracker


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. Monthly Sales Report
2. Marketing Campaign Performance Report
3. Social Media Engagement Report
4. Website Traffic Report
5. Customer Satisfaction Survey Report
6. Competitor Analysis Report
7. Content Performance Report
8. Brand Perception Report
9. Email Marketing Report
10. ROI Analysis 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 Brand Strategist does and how they do it.

1. Client Onboarding SOP
2. Content Creation SOP
3. Social Media Management SOP
4. Brand Messaging SOP
5. Market Research SOP
6. Competitive Analysis SOP
7. Brand Identity Development SOP
8. Brand Guidelines SOP
9. Client Reporting SOP
10. Project Management SOP


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. Brand Analysis Report
2. Marketing Strategy Presentation
3. Competitive Analysis Deck
4. Brand Identity Guidelines
5. Content Marketing Plan

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. Copyright Assignment Agreement
5. Statement of Work (SOW)

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


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. Editorial Calendar
3. Project Timeline Calendar
4. Client Meeting Calendar
5. Deadlines 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. Content Writing and Editing Invoice
3. Translation Services Invoice
4. Social Media Management Invoice
5. Marketing Campaign Planning 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. Content Evaluation Survey
5. Competitor 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. Monthly Strategy Review Meeting
2. Content Planning Meeting
3. Client Update Meeting
4. Creative Brainstorming Meeting
5. Project Kick-off Meeting

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 Expense Tracker
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Accommodation Budget Template
5. Professional Development and Training Budget Template


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. Monthly Content Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic and Conversion Dashboard
4. Brand Perception and Sentiment Dashboard
5. Competitor Analysis 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. Branding Strategy Proposal
2. Content Marketing Proposal
3. Social Media Strategy Proposal
4. Website Redesign Proposal
5. Market Research 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 Brand Strategist 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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