Freelance Digital Marketing Specialist Templates
There is a huge number of templates that someone in the Freelance Digital Marketing Specialist 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 Marketing Specialist. 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 Marketing Report
2. Social Media Content Calendar
3. Blog Post Template
4. Email Newsletter Template
5. SEO Audit Template
6. PPC Campaign Performance Report
7. Website Analytics Dashboard
8. Client Proposal Template
9. Competitor Analysis Spreadsheet
10. Project Timeline Template
Reports
Reports are often prepared by a Freelance Digital Marketing Specialist 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. Email Marketing Performance Report
5. Keyword Ranking Report
6. Competitor Analysis Report
7. Content Performance Report
8. Ad Campaign Performance Report
9. Customer Acquisition Report
10. Return on Investment (ROI) 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 Marketing Specialist does and how they do it.
1. Social Media Content Creation SOP
2. SEO Optimization SOP
3. Email Marketing Campaign SOP
4. Website Analytics Reporting SOP
5. Paid Advertising Campaign SOP
6. Content Marketing Strategy SOP
7. Lead Generation SOP
8. Client Communication SOP
9. Competitor Analysis SOP
10. Project Management SOP
Presentations
Freelance Digital Marketing Specialist 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. Social Media Marketing Strategy
3. Website Analytics and Optimization
4. Content Marketing Campaign Analysis
5. Search Engine Optimization (SEO) Audit
Legal Docs
There are several key times when a Freelance Digital Marketing Specialist 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. Content License Agreement
4. Website Terms and Conditions
5. Freelance Contract
Health & Safety Templates
Health & Safety templates for a Freelance Digital Marketing Specialist 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 Marketing Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Social Media Posting Calendar
3. Email Marketing Calendar
4. SEO and Keyword Research Calendar
5. Analytics and Reporting Calendar
Invoice Templates
Several types of Freelance Digital Marketing Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly SEO Services Invoice
2. Social Media Management Invoice
3. Content Creation and Marketing Invoice
4. Website Design and Development Invoice
5. Email Marketing Campaign Invoice
Survey Templates
For a Freelance Digital Marketing Specialist to get insights related to the work they do, they need to send out Freelance Digital Marketing Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Website User Experience Survey
3. Social Media Engagement Survey
4. Content Marketing Effectiveness Survey
5. Lead Generation Survey
Meeting Agendas
Having premade Freelance Digital Marketing Specialist 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 Marketing Strategy Review
2. Content Planning and Creation Meeting
3. Social Media Campaign Analysis
4. Website Performance Evaluation
5. Client Progress Update Meeting
Budget Templates
To manage finances well, a Freelance Digital Marketing Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Marketing Campaign Budget Template
3. Social Media Advertising Budget Template
4. Website Development Budget Template
5. Client Project Budget Template
Dashboards
Dashboards are a useful way for a Freelance Digital Marketing Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Website Traffic Dashboard
2. Social Media Engagement Dashboard
3. Lead Generation Dashboard
4. Conversion Rate Optimization Dashboard
5. Campaign Performance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Digital Marketing Specialist 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. Social Media Marketing Proposal
2. Website Design and Development Proposal
3. Search Engine Optimization Proposal
4. Email Marketing Campaign Proposal
5. Content Marketing Strategy 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 Marketing Specialist 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.