Freelance Digital Experience Strategist Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Freelance Digital Experience Strategist Templates

There is a huge number of templates that someone in the Freelance Digital Experience 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 Digital Experience 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. Project Proposal Template
2. Creative Brief Template
3. User Persona Template
4. User Journey Map Template
5. Wireframe Template
6. Mood Board Template
7. Content Calendar Template
8. Social Media Analytics Template
9. Project Status Report Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance Digital Experience 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. User Engagement Report
4. Social Media Analytics Report
5. Email Marketing Performance Report
6. Content Performance Report
7. A/B Testing Results Report
8. Customer Satisfaction Survey Report
9. Competitor Analysis 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 Digital Experience Strategist does and how they do it.

1. Project Kickoff SOP
2. User Research SOP
3. Competitive Analysis SOP
4. Information Architecture SOP
5. Wireframing SOP
6. Prototyping SOP
7. Usability Testing SOP
8. Content Strategy SOP
9. Visual Design SOP
10. Project Delivery SOP

Presentations

Freelance Digital Experience 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. Monthly Performance Report
2. User Experience Analysis
3. Digital Marketing Strategy
4. Website Redesign Proposal
5. Social Media Campaign Analysis

Legal Docs

There are several key times when a Freelance Digital Experience 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. Statement of Work (SOW)
4. Freelance Contract
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Digital Experience 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 Response Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

Setting up Freelance Digital Experience Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Content Calendar
2. Project Timeline Calendar
3. Client Meeting Calendar
4. Social Media Posting Calendar
5. Personal Task Calendar

Invoice Templates

Several types of Freelance Digital Experience Strategist 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. Social Media Marketing Invoice
4. Content Creation Invoice
5. Branding and Identity Invoice

Survey Templates

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

1. User Satisfaction Survey
2. Website Usability Survey
3. Brand Perception Survey
4. Customer Feedback Survey
5. Market Research Survey

Meeting Agendas

Having premade Freelance Digital Experience 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 Strategy Review Meeting
2. Creative Brainstorming Session
3. Project Kick-off Meeting
4. Design Review and Feedback Meeting
5. Client Progress Update Meeting

Budget Templates

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

1. Performance Overview Dashboard
2. User Engagement Dashboard
3. Conversion Funnel Dashboard
4. Social Media Analytics Dashboard
5. Website Traffic Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Digital Experience 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 Strategy Proposal
3. Content Marketing Proposal
4. User Experience Audit 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 Digital Experience 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,