Looking for Freelance Creative Brand Strategist Templates to download? See the main templates that a Freelance Creative Brand Strategist would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Contents
There is a huge number of templates that someone in the Freelance Creative Brand Strategist role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Creative Brand Strategist. 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 Marketing Report
2. Brand Strategy Proposal
3. Social Media Content Calendar
4. Client Presentation Deck
5. Competitive Analysis Spreadsheet
6. Marketing Campaign Brief
7. Brand Identity Guidelines
8. Sales Pitch Template
9. Project Timeline Tracker
10. Creative Brief Template
Reports are often prepared by a Freelance Creative Brand Strategist 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. Sales Performance Report
2. Marketing Campaign Analysis Report
3. Customer Segmentation Report
4. Brand Perception Survey Report
5. Competitor Analysis Report
6. Social Media Engagement Report
7. Website Traffic and Conversion Report
8. Advertising ROI Report
9. Email Marketing Performance Report
10. Brand Equity Report
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 Creative Brand Strategist does and how they do it.
1. Client Brief Template
2. Brand Audit Template
3. Competitor Analysis Template
4. Target Audience Persona Template
5. Brand Positioning Template
6. Marketing Plan Template
7. Content Strategy Template
8. Social Media Strategy Template
9. Brand Guidelines Template
10. Monthly Performance Report Template
Freelance Creative Brand Strategist 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. Sales Performance Report
2. Marketing Campaign Analysis
3. Branding Strategy Proposal
4. Competitive Market Analysis
5. Customer Segmentation Analysis
There are several key times when a Freelance Creative Brand Strategist 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 for a Freelance Creative Brand Strategist 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
Setting up Freelance Creative Brand Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Social Media Calendar
3. Marketing Campaign Calendar
4. Client Meeting Calendar
5. Project Timeline Calendar
Several types of Freelance Creative Brand Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Client Invoice
2. Project-Based Invoice
3. Retainer Invoice
4. Milestone Invoice
5. Expense Reimbursement Invoice
For a Freelance Creative Brand Strategist to get insights related to the work they do, they need to send out Freelance Creative Brand Strategist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Brand Perception Survey
4. Product Feedback Survey
5. Competitive Analysis Survey
Having premade Freelance Creative Brand Strategist 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 Review Meeting
2. Creative Brainstorming Session
3. Client Presentation Meeting
4. Project Status Update Meeting
5. Team Collaboration Meeting
To manage finances well, a Freelance Creative Brand Strategist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Entertainment Budget Template
5. Savings and Investment Tracker
Dashboards are a useful way for a Freelance Creative Brand Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Social Media Engagement Dashboard
4. Customer Acquisition Dashboard
5. Brand Awareness Dashboard
For bidding or requesting work, a Freelance Creative Brand Strategist 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 Marketing Campaign Proposal
2. Brand Identity Development Proposal
3. Social Media Strategy Proposal
4. Website Redesign Proposal
5. Content Creation and Copywriting Proposal
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 Creative Brand Strategist 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.
