Looking for Freelance Creative Consultant Templates to download? See the main templates that a Freelance Creative Consultant would use in their day-to-day work.
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Freelance Creative Consultant Templates
Contents
Freelance Creative Consultant Templates
There is a huge number of templates that someone in the Freelance Creative 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 Creative 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. Creative Brief Template
3. Mood Board Template
4. Design Concept Presentation Template
5. Project Timeline Template
6. Budget Spreadsheet Template
7. Client Invoice Template
8. Timesheet Template
9. Content Calendar Template
10. Project Evaluation Template
Reports
Reports are often prepared by a Freelance Creative 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. Client Project Status Report
2. Financial Performance Report
3. Time Tracking Report
4. Creative Brief Analysis Report
5. Marketing Campaign Effectiveness Report
6. Competitor Analysis Report
7. Design Trends Report
8. Client Satisfaction Survey Report
9. Social Media Analytics Report
10. Project Proposal Conversion Rate 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 Creative Consultant does and how they do it.
1. Project Brief Template
2. Creative Brief Template
3. Proposal Template
4. Contract Template
5. Mood Board Template
6. Design Presentation Template
7. Style Guide Template
8. Content Calendar Template
9. Client Feedback Template
10. Project Closure Template
Presentations
Freelance Creative 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. Advertising Campaign Presentation
Legal Docs
There are several key times when a Freelance Creative 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. Copyright Assignment Agreement
4. Independent Contractor Agreement
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Creative 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Creative 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. Deadlines Calendar
5. Marketing and Promotion Calendar
Invoice Templates
Several types of Freelance Creative 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 Concept Development Invoice
3. Branding and Logo Design Invoice
4. Website Design and Development Invoice
5. Social Media Marketing Campaign Invoice
Survey Templates
For a Freelance Creative Consultant to get insights related to the work they do, they need to send out Freelance Creative 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. Product Feedback Survey
5. Creative Trends Survey
Meeting Agendas
Having premade Freelance Creative 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. Monthly Client Update Meeting
2. Creative Brainstorming Session
3. Project Kick-off Meeting
4. Design Review Meeting
5. Monthly Progress Report Meeting
Budget Templates
To manage finances well, a Freelance Creative Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. 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
Dashboards are a useful way for a Freelance Creative Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Overview Dashboard
2. Client Performance Dashboard
3. Financial Metrics Dashboard
4. Social Media Engagement Dashboard
5. Creative Portfolio Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Creative 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. Branding and Identity Proposal
2. Website Design and Development 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 Creative 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.
