Freelance Consultant Templates

Freelance Consultant Templates

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

1. Project Proposal Template
2. Client Agreement Template
3. Invoice Template
4. Timesheet Template
5. Content Creation Template
6. Editing Checklist Template
7. Translation Glossary Template
8. Marketing Plan Template
9. Monthly Expense Tracker Template
10. Client Feedback Survey Template

Reports

Reports are often prepared by a Freelance Consultant 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. Client Satisfaction Report
3. Project Progress Report
4. Financial Performance Report
5. Marketing Campaign Report
6. Website Traffic Report
7. Content Engagement Report
8. Competitor Analysis Report
9. Freelancer Productivity Report
10. Language Translation Quality 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 Consultant does and how they do it.

1. Client Onboarding SOP
2. Project Proposal SOP
3. Research and Analysis SOP
4. Writing and Editing SOP
5. Translation and Localization SOP
6. Quality Assurance SOP
7. Client Communication SOP
8. Project Delivery SOP
9. Invoicing and Payment SOP
10. Performance Evaluation SOP

Presentations

Freelance Consultant 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. Monthly Progress Report Template
2. Client Presentation Template
3. Marketing Strategy Template
4. Content Creation Template
5. Translation Project Template

Legal Docs

There are several key times when a Freelance Consultant 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. Freelance Contract
4. Copyright Assignment Agreement
5. Confidentiality Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Consultant 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 Response Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

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

1. Monthly Work Schedule Calendar
2. Project Deadlines Calendar
3. Client Meeting Calendar
4. Content Creation Calendar
5. Financial Tracking Calendar

Invoice Templates

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

1. Monthly Writing Services Invoice
2. Translation Services Invoice
3. Editing and Proofreading Invoice
4. Content Creation Invoice
5. Project Management Invoice

Survey Templates

For a Freelance Consultant to get insights related to the work they do, they need to send out Freelance Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Quality of Work Survey
3. Communication Effectiveness Survey
4. Time Management Survey
5. Pricing and Value Survey

Meeting Agendas

Having premade Freelance Consultant 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 Progress Review Meeting
2. Client Feedback Meeting
3. Team Collaboration Meeting
4. Project Planning Meeting
5. Budget and Resource Allocation Meeting

Budget Templates

To manage finances well, a Freelance Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expenses Budget Template
2. Project Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Transportation Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

Dashboards are a useful way for a Freelance Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Content Engagement Dashboard
3. Project Management Dashboard
4. Financial Analysis Dashboard
5. Client Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Consultant 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. Content Writing Proposal
2. Website Translation Proposal
3. Copywriting Proposal
4. Proofreading and Editing Proposal
5. Localization Services 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 Consultant 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.