Looking for Freelance Creative Data Strategist Templates to download? See the main templates that a Freelance Creative Data Strategist would use in their day-to-day work.
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Freelance Creative Data Strategist Templates
Contents
Freelance Creative Data Strategist Templates
There is a huge number of templates that someone in the Freelance Creative Data Strategist 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 Data 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 Data Analysis Report
2. Client Project Proposal
3. Social Media Content Calendar
4. Marketing Campaign Performance Dashboard
5. Creative Brief Template
6. Client Meeting Agenda
7. Project Timeline and Milestones
8. Budget and Expense Tracker
9. Competitor Analysis Spreadsheet
10. Monthly Performance Review Presentation
Reports
Reports are often prepared by a Freelance Creative Data 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 Performance Report
2. Audience Analysis Report
3. Social Media Engagement Report
4. Website Traffic Report
5. Conversion Rate Report
6. Campaign Effectiveness Report
7. Competitor Analysis Report
8. Content Performance Report
9. Email Marketing Report
10. ROI Analysis 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 Data Strategist does and how they do it.
1. Client Onboarding SOP
2. Data Analysis SOP
3. Market Research SOP
4. Content Strategy SOP
5. Campaign Planning SOP
6. Social Media Management SOP
7. Reporting and Analytics SOP
8. Project Management SOP
9. Team Collaboration SOP
10. Client Communication SOP
Presentations
Freelance Creative Data 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. Monthly Performance Report
2. Client Pitch Deck
3. Data Analysis Presentation
4. Creative Strategy Proposal
5. Design Trends and Insights Update
Legal Docs
There are several key times when a Freelance Creative Data 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. Copyright Assignment Agreement
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Creative Data 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
Calendars
Setting up Freelance Creative Data 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. Social Media Posting Calendar
4. Editorial Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Creative Data Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Creative Data Strategy Invoice
2. Design and Analytics Invoice
3. Marketing Campaign Performance Invoice
4. Data Analysis and Insights Invoice
5. Creative Strategy Consultation Invoice
Survey Templates
For a Freelance Creative Data Strategist to get insights related to the work they do, they need to send out Freelance Creative Data Strategist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Market Research Survey
3. Brand Perception Survey
4. User Experience Survey
5. Advertising Effectiveness Survey
Meeting Agendas
Having premade Freelance Creative Data 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. Project Kick-off Meeting
4. Client Progress Update Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Creative Data 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
Dashboards are a useful way for a Freelance Creative Data Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Performance Overview Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Campaign Analytics Dashboard
5. Client Project Progress Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Creative Data 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. Branding and Identity Proposal
3. Website Design and Development Proposal
4. Social Media Strategy Proposal
5. Data Analysis and Reporting Proposal
Get Your Template Made
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