Freelance Copy Editor Templates

Freelance Copy Editor Templates

There is a huge number of templates that someone in the Freelance Copy Editor 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 Copy Editor. 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 Invoice Template
2. Project Proposal Template
3. Editing Checklist Template
4. Style Guide Template
5. Client Feedback Form Template
6. Time Tracking Spreadsheet Template
7. Content Calendar Template
8. Freelance Contract Template
9. Expense Tracker Template
10. Writing Sample Template

Reports

Reports are often prepared by a Freelance Copy Editor 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 Income Report
2. Client Feedback Report
3. Project Completion Report
4. Word Count Analysis Report
5. Editing Time Analysis Report
6. Quality Assurance Report
7. Invoice and Payment Report
8. Project Pipeline Report
9. Client Acquisition 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 Copy Editor does and how they do it.

…

Presentations

Freelance Copy Editor 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 Client Report
2. Grammar and Style Guide Update
3. Editing Tips and Tricks
4. Writing Workshop Presentation
5. Freelance Copy Editing Services Overview

Legal Docs

There are several key times when a Freelance Copy Editor 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. Freelance Services Agreement
3. Copyright Assignment Agreement
4. Independent Contractor Agreement
5. Work-for-Hire Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Copy Editor 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. Health and Safety Inspection Checklist Template

Calendars

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

1. Editorial Calendar:
2. Project Calendar:
3. Deadlines Calendar:
4. Client Calendar:
5. Personal Calendar:

Invoice Templates

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

1. Monthly Editing Services Invoice
2. Proofreading Services Invoice
3. Copywriting Services Invoice
4. Translation Services Invoice
5. Content Creation Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Editing Quality Assessment Survey
3. Writing Style Preference Survey
4. Feedback on Communication and Timeliness Survey
5. Freelancer Performance Evaluation Survey

Meeting Agendas

Having premade Freelance Copy Editor 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 Editorial Meeting
2. Client Feedback Meeting
3. Team Collaboration Meeting
4. Project Kick-off Meeting
5. Performance Review Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Client Invoices and Payments Template
3. Tax and Deductions Template
4. Savings and Investments Template
5. Miscellaneous Expenses Template

Dashboards

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

1. Monthly Writing Performance Dashboard
2. Editing Efficiency Dashboard
3. Client Satisfaction Dashboard
4. Revenue and Expenses Dashboard
5. Project Pipeline Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Copy Editor 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. Monthly Editing Proposal
2. Proofreading and Formatting Proposal
3. Content Creation and Revision Proposal
4. Copy Editing for Website Proposal
5. Manuscript Editing and Feedback 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 Copy Editor 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.