Freelance Creative Design Expert Templates

There is a huge number of templates that someone in the Freelance Creative Design Expert 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 Design Expert. 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 Template
5. Logo Design Template
6. Website Design Template
7. Social Media Post Template
8. Presentation Template
9. Invoice Template
10. Timesheet Template

Reports

Reports are often prepared by a Freelance Creative Design Expert 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. Project Status Report
2. Time Tracking Report
3. Invoice Report
4. Revenue Report
5. Expense Report
6. Profit and Loss Report
7. Client Feedback Report
8. Marketing Analytics Report
9. Social Media Analytics Report
10. Website Traffic 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 Design Expert does and how they do it.

1. Project Brief Template
2. Creative Brief Template
3. Design Proposal Template
4. Mood Board Template
5. Logo Design Template
6. Website Design Template
7. Social Media Graphics Template
8. Print Design Template
9. Branding Guidelines Template
10. Client Feedback Template

Presentations

Freelance Creative Design Expert 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. Modern Minimalist
2. Bold and Colorful
3. Elegant and Sophisticated
4. Playful and Whimsical
5. Clean and Professional

Legal Docs

There are several key times when a Freelance Creative Design Expert 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. Independent Contractor Agreement
3. Statement of Work (SOW)
4. Copyright Assignment Agreement
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Freelance Creative Design Expert 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. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Freelance Creative Design Expert 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 and Deliverables Calendar
5. Marketing and Promotions Calendar

Invoice Templates

Several types of Freelance Creative Design Expert 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. Logo Design Invoice
3. Website Design Invoice
4. Branding and Identity Design Invoice
5. Print Design Invoice

Survey Templates

For a Freelance Creative Design Expert to get insights related to the work they do, they need to send out Freelance Creative Design Expert surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Design Preference Survey
3. Branding Effectiveness Survey
4. User Experience Survey
5. Market Research Survey

Meeting Agendas

Having premade Freelance Creative Design Expert 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. Project Kickoff Meeting
2. Design Review Meeting
3. Client Feedback Meeting
4. Team Collaboration Meeting
5. Monthly Progress Meeting

Budget Templates

To manage finances well, a Freelance Creative Design Expert 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. Equipment and Software Budget Template
5. Professional Development and Training Budget Template

Dashboards

Dashboards are a useful way for a Freelance Creative Design Expert to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Overview Dashboard
2. Client Feedback Dashboard
3. Time and Task Management Dashboard
4. Financial Performance Dashboard
5. Social Media Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Creative Design Expert 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 Redesign Proposal
2. Logo Design Proposal
3. Branding and Identity Proposal
4. Social Media Marketing Proposal
5. Print Design 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 Design Expert 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 Creative Design Expert Templates