Looking for Freelance Creative Strategist Templates to download? See the main templates that a Freelance Creative Strategist would use in their day-to-day work.
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Freelance Creative Strategist Templates
Contents
Freelance Creative Strategist Templates
There is a huge number of templates that someone in the Freelance Creative 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 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. Project Proposal Template
2. Creative Brief Template
3. Client Presentation Template
4. Content Calendar Template
5. Social Media Post Template
6. Marketing Campaign Report Template
7. Budget Spreadsheet Template
8. Invoice Template
9. Timesheet Template
10. Project Status Update Template
Reports
Reports are often prepared by a Freelance Creative 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. Client Performance Report
2. Campaign Analysis Report
3. Social Media Engagement Report
4. Website Traffic Report
5. Content Marketing Report
6. Brand Awareness Report
7. Competitor Analysis Report
8. Email Marketing Report
9. Conversion Rate Optimization 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 Strategist does and how they do it.
1. Client Brief Template
2. Creative Concept Template
3. Content Strategy Template
4. Social Media Campaign Template
5. Branding Guidelines Template
6. Website Design Template
7. Marketing Plan Template
8. Project Proposal Template
9. Creative Brief Template
10. Campaign Evaluation Template
Presentations
Freelance Creative 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. Creative Portfolio Showcase
2. Branding and Identity Pitch
3. Social Media Marketing Campaign Analysis
4. Website User Experience Audit
5. Design Trends and Inspiration Update
Legal Docs
There are several key times when a Freelance Creative 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. Copyright Assignment Agreement
4. Independent Contractor Agreement
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Creative 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 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. Editorial Calendar
4. Social Media Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Creative 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 and Logo Design Invoice
3. Social Media Marketing Invoice
4. Website Development Invoice
5. Creative Consultation Invoice
Survey Templates
For a Freelance Creative Strategist to get insights related to the work they do, they need to send out Freelance Creative 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. User Experience Survey
5. Creative Concept Evaluation Survey
Meeting Agendas
Having premade Freelance Creative 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. Brainstorming Session Meeting Template
3. Client Presentation Meeting Template
4. Project Status Update Meeting Template
5. Post-Project Evaluation Meeting Template
Budget Templates
To manage finances well, a Freelance Creative 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 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 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. 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 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.
