Freelance Creative Web Strategist Templates

Looking for Freelance Creative Web Strategist Templates to download? See the main templates that a Freelance Creative Web Strategist would use in their day-to-day work.

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Freelance Creative Web Strategist Templates

There is a huge number of templates that someone in the Freelance Creative Web 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 Web 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 Client Report
2. Content Calendar
3. Project Proposal
4. Website Wireframe
5. Social Media Analytics
6. Marketing Campaign Plan
7. Budget Spreadsheet
8. Competitor Analysis
9. SEO Audit Report
10. Website Analytics Report

Reports

Reports are often prepared by a Freelance Creative Web 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. Website Traffic Report
2. Conversion Rate Report
3. Social Media Engagement Report
4. Content Performance Report
5. SEO Ranking Report
6. Email Marketing Report
7. User Behavior Report
8. Competitor Analysis Report
9. Sales Funnel 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 Web Strategist does and how they do it.

Presentations

Freelance Creative Web 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. “Website Performance Analysis”
3. “Social Media Marketing Strategy”
4. “User Experience Design Review”
5. “Content Marketing Campaign Analysis

Legal Docs

There are several key times when a Freelance Creative Web 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. Website Terms and Conditions
5. Freelance Contract

Health & Safety Templates

Health & Safety templates for a Freelance Creative Web 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 Web Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Content Calendar
2. Social Media Calendar
3. Project Timeline Calendar
4. Editorial Calendar
5. Client Meeting Calendar

Invoice Templates

Several types of Freelance Creative Web Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Web Design Invoice
2. Content Creation Invoice
3. Social Media Management Invoice
4. SEO Optimization Invoice
5. Consulting Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Website Usability Survey
3. Brand Perception Survey
4. Competitor Analysis Survey
5. User Experience Survey

Meeting Agendas

Having premade Freelance Creative Web 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 Client Strategy Meeting
2. Weekly Team Collaboration Meeting
3. Bi-weekly Project Status Meeting
4. Monthly Performance Review Meeting
5. Quarterly Business Development Meeting

Budget Templates

To manage finances well, a Freelance Creative Web 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 Web Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Website Performance Dashboard
2. Social Media Engagement Dashboard
3. Content Marketing Analytics Dashboard
4. Conversion Rate Optimization Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Creative Web 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. Website Redesign Proposal
2. Social Media Marketing Proposal
3. Content Creation Proposal
4. SEO Optimization Proposal
5. Branding and Identity 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 Web 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.

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