Looking for Freelance E-Commerce Strategist Templates to download? See the main templates that a Freelance E-Commerce Strategist would use in their day-to-day work.
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Freelance E-Commerce Strategist Templates
Contents
Freelance E-Commerce Strategist Templates
There is a huge number of templates that someone in the Freelance E-Commerce 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 E-Commerce 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. Sales Report
2. Marketing Plan
3. Product Catalog
4. Competitor Analysis
5. Customer Segmentation
6. Social Media Calendar
7. Email Marketing Campaign
8. Website Analytics
9. Budget Forecast
10. Project Timeline
Reports
Reports are often prepared by a Freelance E-Commerce 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. Sales Performance Report
2. Website Traffic Report
3. Conversion Rate Report
4. Customer Acquisition Report
5. Customer Retention Report
6. Email Marketing Campaign Report
7. Social Media Engagement Report
8. Competitor Analysis Report
9. Inventory Management 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 E-Commerce Strategist does and how they do it.
1. Product Listing Optimization SOP
2. Keyword Research SOP
3. Competitor Analysis SOP
4. Social Media Marketing SOP
5. Email Marketing SOP
6. Customer Relationship Management SOP
7. Conversion Rate Optimization SOP
8. Inventory Management SOP
9. Sales Funnel Optimization SOP
10. Reporting and Analytics SOP
Presentations
Freelance E-Commerce 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 Analysis
2. Marketing Campaign Overview
3. Customer Segmentation Analysis
4. Competitor Analysis Report
5. E-Commerce Conversion Rate Optimization
Legal Docs
There are several key times when a Freelance E-Commerce 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. Terms and Conditions
5. Privacy Policy
Health & Safety Templates
Health & Safety templates for a Freelance E-Commerce 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 E-Commerce Strategist 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. Sales Promotion Calendar
5. Analytics and Reporting Calendar
Invoice Templates
Several types of Freelance E-Commerce Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill clients for the products or services sold during the month.
2. Marketing Invoice: This template is used to invoice clients for marketing services provided, such as advertising campaigns or social media management.
3. Consulting Invoice: This template is used to bill clients for consulting services rendered, such as providing e-commerce strategy advice or conducting market research.
4. Retainer Invoice: This template is used to invoice clients for monthly retainer fees, which cover ongoing services or availability.
5. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred during the month, such as travel or advertising costs
Survey Templates
For a Freelance E-Commerce Strategist to get insights related to the work they do, they need to send out Freelance E-Commerce 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. Product Feedback Survey
4. Website Usability Survey
5. Social Media Engagement Survey
Meeting Agendas
Having premade Freelance E-Commerce 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 Sales Review Meeting
2. Marketing Strategy Planning Meeting
3. E-Commerce Performance Analysis Meeting
4. Client Progress Update Meeting
5. Team Collaboration and Brainstorming Meeting
Budget Templates
To manage finances well, a Freelance E-Commerce Strategist 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. Website Development Budget
4. Advertising and Promotions Budget
5. Sales Forecast and Revenue Projection Template
Dashboards
Dashboards are a useful way for a Freelance E-Commerce Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Customer Acquisition Dashboard
4. Website Traffic Dashboard
5. Conversion Rate Dashboard
Proposal Templates
For bidding or requesting work, a Freelance E-Commerce 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 Marketing Strategy Proposal
2. E-Commerce Website Redesign Proposal
3. Social Media Advertising Campaign Proposal
4. Email Marketing Automation Proposal
5. Conversion Rate Optimization Proposal
Get Your Template Made
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