Freelance Creative Support Specialist Templates
There is a huge number of templates that someone in the Freelance Creative Support Specialist 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 Support Specialist. 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 Expense Report
2. Client Invoice Template
3. Project Proposal Template
4. Time Tracking Spreadsheet
5. Weekly Task List Template
6. Meeting Agenda Template
7. Social Media Content Calendar
8. Client Feedback Form
9. Project Status Report Template
10. Weekly Sales Report
Reports
Reports are often prepared by a Freelance Creative Support Specialist 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. Customer Satisfaction Report
3. Project Progress Report
4. Financial Performance Report
5. Time Tracking Report
6. Inventory Report
7. Marketing Campaign Report
8. Website Analytics Report
9. Social Media Engagement Report
10. Expense 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 Support Specialist does and how they do it.
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Presentations
Freelance Creative Support Specialist 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 Sales Report Template
2. Client Presentation Template
3. Project Status Update Template
4. Training Session Template
5. Team Meeting Agenda Template
Legal Docs
There are several key times when a Freelance Creative Support Specialist 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 Release Form
5. Invoice Template
Health & Safety Templates
Health & Safety templates for a Freelance Creative Support Specialist 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 Support Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Project Timeline Calendar
3. Meeting Schedule Calendar
4. Social Media Content Calendar
5. Billing and Invoicing Calendar
Invoice Templates
Several types of Freelance Creative Support Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Creative Services Invoice
2. Graphic Design Project Invoice
3. Virtual Assistance Invoice
4. Social Media Management Invoice
5. Content Writing Invoice
Survey Templates
For a Freelance Creative Support Specialist to get insights related to the work they do, they need to send out Freelance Creative Support Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Website Usability Survey
Meeting Agendas
Having premade Freelance Creative Support Specialist 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 Team Meeting
2. Client Update Meeting
3. Project Kick-off Meeting
4. Performance Review Meeting
5. Training and Development Meeting
Budget Templates
To manage finances well, a Freelance Creative Support Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Invoicing Template
3. Project Budget Template
4. Business Expenses Tracker
5. Savings and Investment Planner
Dashboards
Dashboards are a useful way for a Freelance Creative Support Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Project Management Dashboard
4. Social Media Analytics Dashboard
5. Financial Performance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Creative Support Specialist 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. Customer Service Improvement Proposal
2. Administrative Process Streamlining Proposal
3. Virtual Assistant Services Proposal
4. Social Media Management Proposal
5. Email Marketing Campaign 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 Support Specialist 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.