Freelance Digital Administrative Assistant Templates
There is a huge number of templates that someone in the Freelance Digital Administrative Assistant 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 Digital Administrative Assistant. 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 Sales Report
2. Expense Tracker
3. Client Database
4. Project Timeline
5. Meeting Agenda
6. Social Media Content Calendar
7. Invoice Template
8. Email Newsletter Template
9. Task Tracker
10. Weekly Schedule
Reports
Reports are often prepared by a Freelance Digital Administrative Assistant 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. Website Traffic Report
4. Social Media Engagement Report
5. Email Marketing Performance Report
6. Project Status Report
7. Expense Report
8. Time Tracking Report
9. Inventory Report
10. Task Completion 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 Digital Administrative Assistant does and how they do it.
1. Email Management SOP
2. Calendar Management SOP
3. Data Entry SOP
4. Social Media Management SOP
5. File Organization SOP
6. Meeting Coordination SOP
7. Research and Reporting SOP
8. Customer Support SOP
9. Task Prioritization SOP
10. Project Management SOP
Presentations
Freelance Digital Administrative Assistant 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 Meeting Presentation Template
3. Project Progress Update Template
4. Team Performance Review Template
5. Financial Analysis Presentation Template
Legal Docs
There are several key times when a Freelance Digital Administrative Assistant 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. Invoice Template
5. Confidentiality Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Digital Administrative Assistant 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. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Digital Administrative Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Meeting Schedule Calendar
3. Content Creation Calendar
4. Social Media Posting Calendar
5. Project Deadline Calendar
Invoice Templates
Several types of Freelance Digital Administrative Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Administrative Services Invoice
2. Customer Support Services Invoice
3. Data Entry Services Invoice
4. Virtual Assistant Services Invoice
5. Email Management Services Invoice
Survey Templates
For a Freelance Digital Administrative Assistant to get insights related to the work they do, they need to send out Freelance Digital Administrative Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Market Research Survey
4. Product Feedback Survey
5. Website User Experience Survey
Meeting Agendas
Having premade Freelance Digital Administrative Assistant 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 Planning Meeting
4. Performance Review Meeting
5. Training and Development Meeting
Budget Templates
To manage finances well, a Freelance Digital Administrative Assistant 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. Travel and Transportation Expenses Template
5. Office Supplies and Equipment Budget Template
Dashboards
Dashboards are a useful way for a Freelance Digital Administrative Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Website Traffic Dashboard
3. Social Media Engagement Dashboard
4. Customer Support Dashboard
5. Project Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Digital Administrative Assistant 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. Monthly Social Media Management Proposal
2. Website Maintenance and Updates Proposal
3. Email Marketing Campaign Proposal
4. Virtual Meeting and Event Planning Proposal
5. Data Entry and Organization 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 Digital Administrative Assistant 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.