Freelance Editor Templates

Looking for Freelance Editor Templates to download? See the main templates that a Freelance Editor 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 Editor Templates

There is a huge number of templates that someone in the Freelance Editor 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 Editor. 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 Editorial Calendar
2. Editing Checklist
3. Invoice Template
4. Client Feedback Form
5. Project Proposal Template
6. Style Guide Template
7. Time Tracking Spreadsheet
8. Expense Tracker
9. Content Brief Template
10. Freelance Contract Template

Reports

Reports are often prepared by a Freelance Editor 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 Sales Report
2. Customer Satisfaction Report
3. Editorial Performance Report
4. Content Quality Report
5. Project Progress Report
6. Revenue and Expenses Report
7. Social Media Engagement Report
8. Website Traffic Report
9. Editorial Calendar Report
10. Freelancer 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 Editor does and how they do it.

1. Content Editing SOP
2. Proofreading SOP
3. Formatting SOP
4. Fact-Checking SOP
5. Style Guide Compliance SOP
6. Client Communication SOP
7. Project Management SOP
8. Quality Assurance SOP
9. Time Management SOP
10. Invoice and Payment SOP

Presentations

Freelance Editor 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. Team Performance Review Template
4. Project Status Update Template
5. Training Program Evaluation Template

Legal Docs

There are several key times when a Freelance Editor 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. Freelance Editing Contract
3. Copyright Release Form
4. Invoice Template
5. Client Feedback Form

Health & Safety Templates

Health & Safety templates for a Freelance Editor 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 Editor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Editorial Calendar
2. Project Calendar
3. Meeting Calendar
4. Deadlines Calendar
5. Personal Calendar

Invoice Templates

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

1. Monthly Editing Services Invoice
2. Additional Editing Hours Invoice
3. Rush Editing Services Invoice
4. Editing Services for Special Projects Invoice
5. Editing Services for Multiple Clients Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Content Quality Survey
3. Editing Efficiency Survey
4. Communication Effectiveness Survey
5. Overall Freelance Experience Survey

Meeting Agendas

Having premade Freelance Editor 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 Editorial Team Meeting
2. Client Feedback Meeting
3. Project Kick-off Meeting
4. Weekly Progress Review Meeting
5. Monthly Performance Evaluation Meeting

Budget Templates

To manage finances well, a Freelance Editor 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 Entertainment Budget Template
5. Savings and Investment Budget Template

Dashboards

Dashboards are a useful way for a Freelance Editor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Sales Dashboard
2. Customer Satisfaction Dashboard
3. Content Performance Dashboard
4. Project Management Dashboard
5. Financial Overview Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Editor 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 Content Editing Proposal
2. Proofreading and Copyediting Proposal
3. Manuscript Editing and Formatting Proposal
4. Website Content Editing Proposal
5. Social Media Copy Editing 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 Editor 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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