Freelance Digital Marketing Strategist Templates
There is a huge number of templates that someone in the Freelance Digital Marketing 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 Marketing 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 Marketing Report
2. Social Media Content Calendar
3. Email Marketing Campaign Template
4. SEO Audit Checklist
5. Competitor Analysis Spreadsheet
6. Content Marketing Strategy Template
7. Paid Advertising Performance Report
8. Website Analytics Dashboard
9. Client Proposal Template
10. Marketing Budget Spreadsheet
Reports
Reports are often prepared by a Freelance Digital Marketing 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. Email Marketing Performance Report
5. Paid Advertising Campaign Report
6. SEO Performance Report
7. Content Marketing Effectiveness Report
8. Customer Acquisition Cost Report
9. Return on Investment (ROI) Report
10. Competitor 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 Marketing Strategist does and how they do it.
1. Social Media Content Creation SOP
2. SEO Keyword Research SOP
3. Email Marketing Campaign SOP
4. Google Ads Campaign SOP
5. Content Marketing Strategy SOP
6. Website Analytics Reporting SOP
7. Social Media Advertising SOP
8. Influencer Marketing SOP
9. Customer Relationship Management SOP
10. Conversion Rate Optimization SOP
Presentations
Freelance Digital Marketing 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. Sales Performance Report
2. Social Media Analytics Dashboard
3. SEO Audit Presentation
4. Content Marketing Strategy Overview
5. Email Marketing Campaign Analysis
Legal Docs
There are several key times when a Freelance Digital Marketing 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. Independent Contractor Agreement
4. Content License Agreement
5. Website Terms and Conditions
Health & Safety Templates
Health & Safety templates for a Freelance Digital Marketing 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. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Digital Marketing 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. Email Marketing Calendar
4. Advertising Campaign Calendar
5. Analytics and Reporting Calendar
Invoice Templates
Several types of Freelance Digital Marketing Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Marketing Services Invoice
2. Social Media Management Invoice
3. Content Creation and Copywriting Invoice
4. SEO Optimization Invoice
5. Email Marketing Campaign Invoice
Survey Templates
For a Freelance Digital Marketing Strategist to get insights related to the work they do, they need to send out Freelance Digital Marketing Strategist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Brand Awareness Survey
4. Social Media Engagement Survey
5. Website User Experience Survey
Meeting Agendas
Having premade Freelance Digital Marketing 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. Content Planning Meeting
3. Campaign Performance Analysis Meeting
4. Client Progress Update Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Digital Marketing Strategist 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. Content Creation Budget Template
5. Professional Development and Training Budget Template
Dashboards
Dashboards are a useful way for a Freelance Digital Marketing Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Email Marketing Dashboard
5. Customer Acquisition Cost Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Digital Marketing 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. Monthly Social Media Marketing Proposal
2. Email Marketing Campaign Proposal
3. SEO Optimization Proposal
4. Content Marketing Strategy Proposal
5. Paid 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 Marketing 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.