Freelance Branding Expert Templates

Freelance Branding Expert Templates

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

1. Branding Proposal
2. Branding Strategy Document
3. Branding Mood Board
4. Branding Style Guide
5. Branding Presentation
6. Branding Project Timeline
7. Branding Budget Spreadsheet
8. Branding Client Questionnaire
9. Branding Competitor Analysis
10. Branding Performance Report

Reports

Reports are often prepared by a Freelance Branding Expert 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. Competitor Analysis Report
3. Social Media Engagement Report
4. Website Traffic and Conversion Report
5. Customer Satisfaction Survey Report
6. Brand Perception Report
7. Marketing Campaign Effectiveness Report
8. Sales and Revenue Report
9. Branding Strategy Evaluation Report
10. Client Feedback and Testimonial 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 Branding Expert does and how they do it.

1. Client Onboarding SOP
2. Brand Discovery SOP
3. Brand Strategy SOP
4. Logo Design SOP
5. Brand Identity Guidelines SOP
6. Website Design SOP
7. Social Media Branding SOP
8. Packaging Design SOP
9. Brand Collateral Design SOP
10. Brand Audit SOP

Presentations

Freelance Branding Expert 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. “Minimalist Showcase”
2. “Bold and Vibrant”
3. “Elegant and Sophisticated”
4. “Playful and Fun”
5. “Modern and Sleek

Legal Docs

There are several key times when a Freelance Branding Expert 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. Freelance Contract
5. Intellectual Property License Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Branding Expert 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. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Freelance Branding Expert calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Content Calendar
2. Project Timeline Calendar
3. Social Media Posting Calendar
4. Client Meeting Calendar
5. Deadlines and Deliverables Calendar

Invoice Templates

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

1. Monthly Branding Services Invoice
2. Logo Design Invoice
3. Packaging Design Invoice
4. Website Design Invoice
5. Social Media Marketing Invoice

Survey Templates

For a Freelance Branding Expert to get insights related to the work they do, they need to send out Freelance Branding Expert 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. Competitor Analysis Survey
5. Product Feedback Survey

Meeting Agendas

Having premade Freelance Branding Expert 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 Meeting
2. Client Onboarding Meeting
3. Creative Brainstorming Session
4. Project Status Update Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Freelance Branding Expert 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 Branding Expert 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 Analytics Dashboard
4. Marketing Campaign Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Branding Expert 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. Logo Design Proposal
3. Website Redesign Proposal
4. Social Media Marketing Proposal
5. Brand Identity Development 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 Branding Expert 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.