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. Creative Brief Template
4. Project Timeline Template
5. Budget Spreadsheet Template
6. Invoice Template
7. Timesheet Template
8. Content Calendar Template
9. Marketing Plan Template
10. Monthly Performance Report 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 Revenue Report
2. Client Project Status Report
3. Expenses and Profitability Report
4. Time Tracking Report
5. Client Satisfaction Survey Report
6. Marketing Campaign Performance Report
7. Website Analytics Report
8. Social Media Engagement Report
9. Competitor Analysis Report
10. Design Portfolio Performance 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. Project Proposal Template
2. Creative Brief Template
3. Design Concept Template
4. Client Presentation Template
5. Project Timeline Template
6. Budget Template
7. Design Review Template
8. Final Deliverables Template
9. Client Feedback Template
10. Project Closure Template

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. Creative Portfolio Showcase
2. Branding and Identity Pitch
3. Website Design Proposal
4. Social Media Marketing Strategy
5. User Experience Research Findings

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. Independent Contractor Agreement
4. Intellectual Property Assignment Agreement
5. Statement of Work (SOW)

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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Content Creation Calendar
4. Marketing and Promotion Calendar
5. Financial and Invoicing 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 Design Services Invoice
2. Creative Project Invoice
3. Branding and Logo Design Invoice
4. Website Development Invoice
5. Marketing Campaign 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. Brand Perception Survey
3. Market Research Survey
4. User Experience Survey
5. Creative Trends 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. Project Kickoff Meeting
2. Design Review Meeting
3. Client Feedback Meeting
4. Progress Update Meeting
5. Project Closure 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 Entertainment Budget Template
5. Savings and Investment 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. Project Management Dashboard
3. Client Satisfaction Dashboard
4. Financial Analysis Dashboard
5. Marketing Campaign 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. Website Redesign Proposal
2. Branding and Logo Design Proposal
3. Social Media Marketing Proposal
4. Graphic Design and Illustration Proposal
5. Content Creation and Copywriting 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.

Freelance Consultant Templates