Freelance Digital Research Associate Templates
There is a huge number of templates that someone in the Freelance Digital Research Associate 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 Research Associate. 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 Research Report
2. Client Meeting Agenda
3. Research Proposal Template
4. Data Analysis Spreadsheet
5. Project Timeline Template
6. Research Questionnaire
7. Competitor Analysis Template
8. Research Presentation Template
9. Client Feedback Form
10. Research Budget Spreadsheet
Reports
Reports are often prepared by a Freelance Digital Research Associate 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 Website Traffic Report
2. Social Media Engagement Report
3. Email Marketing Performance Report
4. Customer Satisfaction Survey Report
5. Competitor Analysis Report
6. Market Research Report
7. Content Performance Report
8. Conversion Rate Optimization Report
9. Search Engine Optimization Report
10. Sales and Revenue 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 Research Associate does and how they do it.
1. Research Project Proposal Template
2. Data Collection and Analysis Template
3. Literature Review Template
4. Survey Design Template
5. Interview Guide Template
6. Data Entry and Cleaning Template
7. Report Writing Template
8. Presentation Template
9. Client Communication Template
10. Time Management and Task Tracking Template
Presentations
Freelance Digital Research Associate 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 Sales Report Template
2. Customer Satisfaction Survey Template
3. Market Research Analysis Template
4. Competitive Analysis Presentation Template
5. Project Progress Update Template
Legal Docs
There are several key times when a Freelance Digital Research Associate 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. Copyright License Agreement
5. Confidentiality Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Digital Research Associate 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 Research Associate calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Project Deadline Calendar
3. Meeting Schedule Calendar
4. Content Creation Calendar
5. Social Media Posting Calendar
Invoice Templates
Several types of Freelance Digital Research Associate invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Research Report Invoice
2. Data Analysis Invoice
3. Market Research Invoice
4. Competitive Analysis Invoice
5. Customer Survey Invoice
Survey Templates
For a Freelance Digital Research Associate to get insights related to the work they do, they need to send out Freelance Digital Research Associate surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. User Experience Survey
5. Customer Support Evaluation Survey
Meeting Agendas
Having premade Freelance Digital Research Associate 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 Team Meeting
2. Client Progress Update Meeting
3. Project Planning Meeting
4. Weekly Task Review Meeting
5. Performance Evaluation Meeting
Budget Templates
To manage finances well, a Freelance Digital Research Associate 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 Transportation Budget Template
5. Professional Development and Training Budget Template
Dashboards
Dashboards are a useful way for a Freelance Digital Research Associate to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Website Traffic Dashboard
2. Social Media Engagement Dashboard
3. Email Marketing Performance Dashboard
4. Customer Satisfaction Dashboard
5. Sales and Revenue Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Digital Research Associate 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 Market Research Proposal
2. Customer Satisfaction Survey Proposal
3. Competitor Analysis Proposal
4. Social Media Analytics Proposal
5. Website Usability Testing 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 Research Associate 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.