Freelance Digital Strategist Templates

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

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Freelance Digital Strategist Templates

There is a huge number of templates that someone in the Freelance Digital 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 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 Analytics Report
2. Social Media Content Calendar
3. Website Audit Template
4. Client Proposal Template
5. Competitor Analysis Spreadsheet
6. Project Timeline Template
7. Email Marketing Campaign Template
8. Content Strategy Template
9. SEO Audit Checklist
10. Client Onboarding Template

Reports

Reports are often prepared by a Freelance Digital 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. Social Media Engagement Report
3. Conversion Rate Report
4. Keyword Ranking Report
5. Competitor Analysis Report
6. Content Performance Report
7. Email Marketing Report
8. Customer Acquisition Report
9. ROI Analysis Report
10. Monthly Performance Summary 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 Strategist does and how they do it.

1. Client Onboarding SOP
2. Keyword Research SOP
3. Competitor Analysis SOP
4. Content Creation SOP
5. Social Media Management SOP
6. SEO Optimization SOP
7. Website Analytics SOP
8. Email Marketing SOP
9. Paid Advertising SOP
10. Monthly Reporting SOP

Presentations

Freelance Digital 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. Competitive Analysis Presentation
3. Marketing Strategy Presentation
4. Client Proposal Presentation
5. Project Update Presentation

Legal Docs

There are several key times when a Freelance Digital 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. Independent Contractor Agreement
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Digital 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. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Freelance Digital 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. Social Media Posting Calendar
4. Client Meeting Calendar
5. Editorial Calendar

Invoice Templates

Several types of Freelance Digital Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Consulting Services Invoice
2. Website Development Invoice
3. Social Media Marketing Invoice
4. Content Creation Invoice
5. Graphic Design Services Invoice

Survey Templates

For a Freelance Digital Strategist to get insights related to the work they do, they need to send out Freelance Digital Strategist 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. Market Research Survey
5. Competitor Analysis Survey

Meeting Agendas

Having premade Freelance Digital 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. Client Project Update Meeting
3. Team Collaboration Meeting
4. Performance Analysis Meeting
5. New Business Development Meeting

Budget Templates

To manage finances well, a Freelance Digital Strategist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. 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 Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Overall Website Performance Dashboard
2. Social Media Engagement Dashboard
3. SEO Performance Dashboard
4. Lead Generation Dashboard
5. Competitor Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Digital 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 Development Proposal
2. Social Media Marketing Proposal
3. Search Engine Optimization Proposal
4. Content Marketing Proposal
5. Branding and Design 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 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.

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