Freelance Creative Visual Storyteller Templates
There is a huge number of templates that someone in the Freelance Creative Visual Storyteller 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 Visual Storyteller. 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. Storyboard Template
5. Shot List Template
6. Production Schedule Template
7. Budget Template
8. Invoice Template
9. Client Feedback Template
10. Project Wrap-up Report Template
Reports
Reports are often prepared by a Freelance Creative Visual Storyteller 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 Project Summary Report
2. Client Feedback Report
3. Financial Performance Report
4. Time Tracking Report
5. Social Media Analytics Report
6. Website Traffic Report
7. Creative Asset Inventory Report
8. Competitor Analysis Report
9. Marketing Campaign Performance Report
10. Client Acquisition 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 Visual Storyteller does and how they do it.
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Presentations
Freelance Creative Visual Storyteller 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. Introduction Template
2. Portfolio Showcase Template
3. Client Pitch Template
4. Project Update Template
5. Case Study Template
Legal Docs
There are several key times when a Freelance Creative Visual Storyteller 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. Work-for-Hire Agreement
3. Copyright Release Form
4. Model Release Form
5. Client Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Creative Visual Storyteller 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up Freelance Creative Visual Storyteller 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 Visual Storyteller 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. Photography Services Invoice
3. Video Production Invoice
4. Graphic Design Invoice
5. Creative Consultation Invoice
Survey Templates
For a Freelance Creative Visual Storyteller to get insights related to the work they do, they need to send out Freelance Creative Visual Storyteller surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Brand Perception Survey
3. User Experience Survey
4. Market Research Survey
5. Creative Content Evaluation Survey
Meeting Agendas
Having premade Freelance Creative Visual Storyteller 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 Concept Meeting
2. Client Briefing Meeting
3. Project Progress Review Meeting
4. Design Presentation Meeting
5. Feedback and Revisions Meeting
Budget Templates
To manage finances well, a Freelance Creative Visual Storyteller 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. Travel and Accommodation Budget Template
Dashboards
Dashboards are a useful way for a Freelance Creative Visual Storyteller 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. Client Project Progress Dashboard
5. Financial Performance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Creative Visual Storyteller 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 Proposal
3. Social Media Marketing Proposal
4. Video Production Proposal
5. Graphic 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 Visual Storyteller 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.