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 Brand Strategy Report
2. Client Proposal Template
3. Brand Audit Spreadsheet
4. Social Media Content Calendar
5. Brand Identity Guidelines
6. Competitive Analysis Template
7. Marketing Campaign Brief
8. Brand Messaging Framework
9. Brand Persona Template
10. Brand Strategy Presentation
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 Report
2. Marketing Report
3. Social Media Analytics Report
4. Website Traffic Report
5. Brand Perception Report
6. Competitor Analysis Report
7. Customer Feedback Report
8. Campaign Performance Report
9. Brand Identity Report
10. Industry Trends 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. Brand Discovery SOP
3. Competitor Analysis SOP
4. Target Audience Research SOP
5. Brand Positioning SOP
6. Brand Identity Development SOP
7. Content Strategy SOP
8. Social Media Strategy SOP
9. Brand Guidelines Creation SOP
10. Brand Performance Analysis 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. Creative Portfolio Template
2. Brand Identity Template
3. Marketing Strategy Template
4. Social Media Campaign Template
5. Competitive Analysis Template
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. Copyright Assignment Agreement
4. Independent Contractor 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
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. Project Timeline Calendar
3. Client Meeting Calendar
4. Social Media Posting Calendar
5. Deadlines and Deliverables 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. Logo Design and Brand Identity Invoice
3. Social Media Marketing Campaign Invoice
4. Website Design and Development Invoice
5. Creative Content Creation and Copywriting 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. Brand Perception Survey
3. Market Research Survey
4. Competitive Analysis Survey
5. Product Feedback 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. Creative Brainstorming Session
3. Client Presentation Meeting
4. Project Kick-off Meeting
5. Team Collaboration 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 Expenses Template
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Professional Development and Training 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. Brand Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Campaign Analytics 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. Brand Identity Proposal
2. Marketing Strategy Proposal
3. Social Media Campaign Proposal
4. Website Redesign Proposal
5. Content Creation Proposal
Get Your Template Made
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