Freelance Digital Design Advisor Templates

Looking for Freelance Digital Design Advisor Templates to download? See the main templates that a Freelance Digital Design Advisor would use in their day-to-day work.

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Freelance Digital Design Advisor Templates

There is a huge number of templates that someone in the Freelance Digital Design Advisor 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 Design Advisor. 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. Design Concept Presentation Template
5. Client Feedback Form Template
6. Design Revision Tracker Template
7. Invoice Template
8. Time Tracking Spreadsheet Template
9. Social Media Content Calendar Template
10. Design Portfolio Template

Reports

Reports are often prepared by a Freelance Digital Design Advisor 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 Design Performance Report
2. Website Traffic Analysis Report
3. Social Media Engagement Report
4. Conversion Rate Optimization Report
5. User Experience Analysis Report
6. Competitor Analysis Report
7. Email Marketing Campaign Report
8. Content Marketing Effectiveness Report
9. Design Project Progress Report
10. Client Satisfaction Survey 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 Design Advisor does and how they do it.

1. Client Onboarding SOP
2. Design Briefing SOP
3. Creative Concept Development SOP
4. Design Review and Feedback SOP
5. File Management and Organization SOP
6. Design Revisions and Iterations SOP
7. Final Design Approval SOP
8. Project Delivery and Handover SOP
9. Client Communication and Updates SOP
10. Project Closure and Evaluation SOP

Presentations

Freelance Digital Design Advisor 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 Presentation
3. Website Design and Development Pitch
4. Social Media Marketing Strategy Overview
5. User Experience (UX) Design Analysis

Legal Docs

There are several key times when a Freelance Digital Design Advisor 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. Website Terms and Conditions

Health & Safety Templates

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

1. Monthly Project Calendar
2. Content Creation Calendar
3. Social Media Posting Calendar
4. Client Meeting Calendar
5. Deadlines and Deliverables Calendar

Invoice Templates

Several types of Freelance Digital Design Advisor 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. Website Development Invoice
3. Logo Design Invoice
4. Social Media Marketing Invoice
5. Branding and Identity Design Invoice

Survey Templates

For a Freelance Digital Design Advisor to get insights related to the work they do, they need to send out Freelance Digital Design Advisor 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. Social Media Engagement Survey
5. Design Trends Survey

Meeting Agendas

Having premade Freelance Digital Design Advisor 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 Design Review Meeting
2. Client Project Kickoff Meeting
3. Creative Brainstorming Session
4. Progress Update Meeting
5. Design Strategy Planning Meeting

Budget Templates

To manage finances well, a Freelance Digital Design Advisor 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. Professional Development and Training Budget Template

Dashboards

Dashboards are a useful way for a Freelance Digital Design Advisor 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. Conversion Rate Dashboard
5. Client Project Progress Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Digital Design Advisor 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. Branding and Logo Design Proposal
3. Social Media Marketing Proposal
4. UI/UX Design Proposal
5. Digital Advertising 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 Digital Design Advisor 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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