Freelance Digital Marketing Technologist Templates
There is a huge number of templates that someone in the Freelance Digital Marketing Technologist 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 Technologist. 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 Performance Analysis
5. Paid Advertising Campaign Tracker
6. Website Analytics Dashboard
7. Content Marketing Strategy Template
8. Lead Generation Funnel Template
9. Client Project Proposal
10. Marketing Budget Tracker
Reports
Reports are often prepared by a Freelance Digital Marketing Technologist 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. Lead Generation 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 Technologist 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. Lead Generation SOP
7. Content Marketing Strategy SOP
8. Conversion Rate Optimization SOP
9. Customer Relationship Management SOP
10. Marketing Automation SOP
Presentations
Freelance Digital Marketing Technologist 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. Marketing Campaign Analysis
3. Social Media Engagement Metrics
4. Website Traffic and Conversion Rates
5. Customer Acquisition and Retention Analysis
Legal Docs
There are several key times when a Freelance Digital Marketing Technologist 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. Website Terms and Conditions
5. Privacy Policy
Health & Safety Templates
Health & Safety templates for a Freelance Digital Marketing Technologist 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 Technologist 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 Technologist 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. SEO Optimization Invoice
4. Content Creation Invoice
5. Website Development Invoice
Survey Templates
For a Freelance Digital Marketing Technologist to get insights related to the work they do, they need to send out Freelance Digital Marketing Technologist 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. Product Feedback Survey
5. Social Media Engagement Survey
Meeting Agendas
Having premade Freelance Digital Marketing Technologist 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 Meeting
2. Weekly Performance Review Meeting
3. Bi-weekly Content Planning Meeting
4. Monthly Analytics and Reporting Meeting
5. Quarterly Campaign Evaluation Meeting
Budget Templates
To manage finances well, a Freelance Digital Marketing Technologist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Marketing Campaign Budget
3. Social Media Advertising Budget
4. Website Development Budget
5. Professional Development and Training Budget
Dashboards
Dashboards are a useful way for a Freelance Digital Marketing Technologist 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. Email Marketing Dashboard
5. Conversion Rate Optimization Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Digital Marketing Technologist 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. Website Optimization Proposal
3. Email Marketing Campaign Proposal
4. Content Creation and 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 Technologist 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.