Freelance Email Automation Specialist Templates
There is a huge number of templates that someone in the Freelance Email Automation Specialist 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 Email Automation Specialist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Email Campaign Performance Report
2. Email Automation Strategy Template
3. Email Content Calendar
4. Email Template Design Guidelines
5. Email A/B Testing Results
6. Email Automation Workflow Template
7. Email Subscriber Segmentation Template
8. Email Performance Dashboard
9. Email Automation Project Plan
10. Email Automation ROI Analysis
Reports
Reports are often prepared by a Freelance Email Automation Specialist 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. Email Performance Report
2. Conversion Rate Report
3. Click-Through Rate Report
4. Open Rate Report
5. Bounce Rate Report
6. Unsubscribe Rate Report
7. List Growth Report
8. A/B Testing Report
9. Revenue Generated Report
10. Customer Segmentation 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 Email Automation Specialist does and how they do it.
1. Email Campaign Creation SOP
2. Email List Segmentation SOP
3. A/B Testing SOP
4. Email Copywriting SOP
5. Email Design SOP
6. Email Automation Workflow SOP
7. Email Performance Tracking SOP
8. Email Deliverability Optimization SOP
9. Email Personalization SOP
10. Email Automation Troubleshooting SOP
Presentations
Freelance Email Automation Specialist 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 Report
2. Email Campaign Analysis
3. Customer Segmentation Analysis
4. Conversion Rate Optimization
5. A/B Testing Results
Legal Docs
There are several key times when a Freelance Email Automation Specialist 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. Privacy Policy
5. Terms and Conditions
Health & Safety Templates
Health & Safety templates for a Freelance Email Automation Specialist 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 Email Automation Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Email Campaign Calendar
3. Social Media Posting Calendar
4. Sales Promotion Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Email Automation Specialist 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 services provided as a freelance email automation specialist.
2. Marketing Invoice: This template is used to invoice clients for any marketing-related tasks or campaigns completed during the month.
3. Retainer Invoice: This template is used to bill clients for the retainer fee agreed upon for ongoing email automation services.
4. Consultation Invoice: This template is used to invoice clients for any consultation or advisory services provided in the sales and marketing field.
5. Project Invoice: This template is used to bill clients for specific email automation projects completed within the month
Survey Templates
For a Freelance Email Automation Specialist to get insights related to the work they do, they need to send out Freelance Email Automation Specialist 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. Lead Generation Survey
5. Email Campaign Performance Survey
Meeting Agendas
Having premade Freelance Email Automation Specialist 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 Campaign Planning Meeting
3. Email Automation Strategy Meeting
4. Client Progress Update Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Email Automation Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing Campaign Budget Template
4. Software and Tools Budget Template
5. Personal Expenses Budget Template
Dashboards
Dashboards are a useful way for a Freelance Email Automation Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Email Campaign Analytics Dashboard
3. Lead Generation Dashboard
4. Customer Engagement Dashboard
5. Revenue and ROI Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Email Automation Specialist 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 Email Campaign Proposal
2. Lead Generation Proposal
3. Email Drip Campaign Proposal
4. Sales Funnel Optimization Proposal
5. Customer Retention Strategy 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 Email Automation Specialist 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.