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. Content Calendar Template
6. Client Feedback Form Template
7. Time Tracking Spreadsheet Template
8. Expense Tracker Template
9. Project Status Report Template
10. Freelance Contract 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 Editing Summary Report
2. Client Project Status Report
3. Word Count Analysis Report
4. Grammar and Spelling Error Report
5. Formatting and Style Consistency Report
6. Turnaround Time Report
7. Client Feedback Summary Report
8. Invoice and Payment Report
9. Project Pipeline Report
10. Quality Assurance 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. Editorial Style Guide
3. Grammar and Punctuation Workshop
4. Copy Editing Best Practices
5. Proofreading Checklist

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. Personal Protective Equipment (PPE) 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. Content Calendar
4. Deadlines Calendar
5. Marketing 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. Project-Based Editing Invoice
3. Rush Editing Services Invoice
4. Additional Revisions Invoice
5. Consultation and Feedback 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. Content Quality Assessment Survey
3. Editing Efficiency Survey
4. Communication Effectiveness Survey
5. Project Feedback 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. Monthly 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. Project Budget Template
3. Marketing and Advertising Budget Template
4. Professional Development Budget Template
5. Savings and Investment Budget 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. Content Performance Dashboard
2. Editorial Calendar Dashboard
3. Client Project Tracker Dashboard
4. Revenue and Expenses Dashboard
5. Social Media Analytics 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. Website Content Editing Proposal
2. Social Media Copy Editing Proposal
3. Branding and Marketing Materials Editing Proposal
4. Blog Post Editing Proposal
5. Email Newsletter Editing 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.

Freelance Copy Editor Templates