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.
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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. Creative Brief Template
2. Brand Strategy Template
3. Marketing Plan Template
4. Social Media Content Calendar Template
5. Client Proposal Template
6. Competitive Analysis Template
7. Brand Identity Guidelines Template
8. Project Timeline Template
9. Budget Spreadsheet Template
10. Monthly Performance Report 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. Monthly Sales Report
2. Client Satisfaction Report
3. Project Progress Report
4. Social Media Analytics Report
5. Website Traffic Report
6. Competitor Analysis Report
7. Marketing Campaign Performance Report
8. Brand Perception Report
9. Budget and Expense Report
10. Creative Portfolio Performance 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 Discovery Template
3. Competitor Analysis Template
4. Target Audience Research Template
5. Brand Positioning Template
6. Creative Concept Development Template
7. Brand Identity Guidelines Template
8. Content Strategy Template
9. Social Media Campaign Template
10. Brand Performance Analysis 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. “Brand Identity Presentation”
2. “Marketing Campaign Overview”
3. “Competitor Analysis Report”
4. “Creative Concept Pitch”
5. “Brand Strategy Roadmap
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. Statement of Work (SOW)
4. Independent Contractor Agreement
5. Copyright Assignment Agreement
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. Project Timeline Calendar
3. Client Meeting Calendar
4. Social Media Posting Calendar
5. Deadlines and Deliverables 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 Design Services Invoice
2. Branding Strategy Consultation Invoice
3. Creative Content Creation Invoice
4. Social Media Marketing Campaign Invoice
5. Website Design and Development 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. Client Satisfaction Survey
2. Brand Perception Survey
3. Market Research Survey
4. Creative Concept Evaluation Survey
5. Advertising Campaign Effectiveness 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. Creative Briefing Meeting Template
2. Brand Strategy Review Meeting Template
3. Design Concept Presentation Meeting Template
4. Client Feedback and Revisions Meeting Template
5. Project Wrap-Up and Evaluation Meeting Template
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 Expenses Template
2. Project Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Entertainment Budget Template
5. Savings and Investment Budget Template
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. Brand Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Analytics Dashboard
4. Content Marketing Dashboard
5. Client Project Status 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. Brand Identity Proposal
2. Marketing Campaign Proposal
3. Website Design Proposal
4. Social Media Strategy Proposal
5. Content Creation Proposal
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