Freelance Ecommerce Consultant Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Freelance Ecommerce Consultant Templates

There is a huge number of templates that someone in the Freelance Ecommerce Consultant 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 Ecommerce Consultant. 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 Sales Report
2. Marketing Campaign Analysis
3. Website Traffic Analysis
4. Competitor Analysis
5. Project Timeline
6. Budget Tracker
7. Client Proposal
8. Content Calendar
9. SEO Audit Report
10. Social Media Performance Report

Reports

Reports are often prepared by a Freelance Ecommerce Consultant 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 Report
2. Inventory Report
3. Website Traffic Report
4. Conversion Rate Report
5. Customer Acquisition Report
6. Customer Retention Report
7. Email Marketing Report
8. Social Media Engagement Report
9. Competitor Analysis Report
10. Financial Performance 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 Ecommerce Consultant does and how they do it.

1. Client Onboarding SOP
2. Website Audit SOP
3. SEO Optimization SOP
4. Content Creation SOP
5. Social Media Management SOP
6. Email Marketing SOP
7. Conversion Rate Optimization SOP
8. Analytics and Reporting SOP
9. Customer Support SOP
10. Project Management SOP

Presentations

Freelance Ecommerce Consultant 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. Website Traffic Report
3. Conversion Rate Optimization
4. Social Media Marketing Strategy
5. Ecommerce Platform Comparison

Legal Docs

There are several key times when a Freelance Ecommerce Consultant 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 Ecommerce Consultant ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Risk Assessment Template
2. Incident Report Template
3. Health and Safety Policy Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Freelance Ecommerce Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Content Creation Calendar
3. Marketing Campaign Calendar
4. Sales and Promotions Calendar
5. Client Meeting and Follow-up Calendar

Invoice Templates

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

1. Monthly Ecommerce Development Invoice
2. Website Maintenance Invoice
3. SEO Optimization Invoice
4. Social Media Marketing Invoice
5. Ecommerce Analytics Invoice

Survey Templates

For a Freelance Ecommerce Consultant to get insights related to the work they do, they need to send out Freelance Ecommerce Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Website Usability Survey
3. Product Feedback Survey
4. Market Research Survey
5. User Experience Survey

Meeting Agendas

Having premade Freelance Ecommerce Consultant 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 Progress Review Meeting
2. Strategy Planning Meeting
3. Project Kick-off Meeting
4. Weekly Status Update Meeting
5. Client Feedback and Review Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Client Billing Tracker
4. Travel Expense Report
5. Annual Business Budget Plan

Dashboards

Dashboards are a useful way for a Freelance Ecommerce Consultant 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. Conversion Rate Dashboard
4. Customer Acquisition Dashboard
5. Inventory Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Ecommerce Consultant 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. Ecommerce Platform Migration Proposal
3. SEO Optimization Proposal
4. Social Media Marketing Proposal
5. Conversion Rate Optimization 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 Ecommerce Consultant 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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