Freelance Email Deliverability Consultant Templates
There is a huge number of templates that someone in the Freelance Email Deliverability 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 Email Deliverability 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. Email Deliverability Audit Report
2. Email Deliverability Best Practices Guide
3. Email Deliverability Metrics Dashboard
4. Email Deliverability Strategy Proposal
5. Email Deliverability Test Plan
6. Email Deliverability Performance Analysis
7. Email Deliverability Troubleshooting Checklist
8. Email Deliverability Training Manual
9. Email Deliverability Monthly Performance Report
10. Email Deliverability Client Onboarding Checklist
Reports
Reports are often prepared by a Freelance Email Deliverability 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. Email deliverability performance report
2. Email engagement metrics report
3. Spam complaint analysis report
4. Bounce rate analysis report
5. Email list hygiene report
6. Email deliverability benchmarking report
7. Sender reputation analysis report
8. Email deliverability improvement recommendations report
9. Email campaign performance analysis report
10. Email deliverability trends and insights 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 Deliverability Consultant does and how they do it.
1. Email Campaign Setup SOP
2. Email List Segmentation SOP
3. Email Content Creation SOP
4. Email A/B Testing SOP
5. Email Deliverability Audit SOP
6. Email Reputation Management SOP
7. Email Bounce Handling SOP
8. Email Unsubscribe Process SOP
9. Email Metrics Tracking SOP
10. Email Automation Workflow SOP
Presentations
Freelance Email Deliverability 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. Email Campaign Metrics
3. Deliverability Audit Report
4. Best Practices for Email Deliverability
5. Email Deliverability Troubleshooting Guide
Legal Docs
There are several key times when a Freelance Email Deliverability 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. Data Processing Agreement (DPA)
4. Email Marketing Consent Form
5. Privacy Policy
Health & Safety Templates
Health & Safety templates for a Freelance Email Deliverability Consultant 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 Response Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Email Deliverability Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Email Campaign Calendar
2. Client Meeting Schedule Calendar
3. Content Creation and Publishing Calendar
4. Email Deliverability Monitoring Calendar
5. Sales and Marketing Events Calendar
Invoice Templates
Several types of Freelance Email Deliverability Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Email Deliverability Audit Invoice
2. Email Deliverability Strategy Consultation Invoice
3. Email Deliverability Training Workshop Invoice
4. Email Deliverability Performance Report Invoice
5. Email Deliverability Troubleshooting and Support Invoice
Survey Templates
For a Freelance Email Deliverability Consultant to get insights related to the work they do, they need to send out Freelance Email Deliverability Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Email Engagement Survey
3. Email Deliverability Assessment Survey
4. Email Marketing Effectiveness Survey
5. Email Campaign Performance Survey
Meeting Agendas
Having premade Freelance Email Deliverability 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 Email Deliverability Performance Review
2. Email Campaign Strategy Planning
3. Client Progress Update Meeting
4. Email Deliverability Best Practices Training
5. Troubleshooting and Issue Resolution Meeting
Budget Templates
To manage finances well, a Freelance Email Deliverability Consultant 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. Travel and Accommodation Budget Template
5. Professional Development and Training Budget Template
Dashboards
Dashboards are a useful way for a Freelance Email Deliverability Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Email Performance Dashboard
2. Deliverability Metrics Dashboard
3. Engagement Analysis Dashboard
4. Subscriber Segmentation Dashboard
5. Campaign Comparison Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Email Deliverability 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. Monthly Email Deliverability Audit Proposal
2. Email Deliverability Best Practices Training Proposal
3. Email Deliverability Improvement Strategy Proposal
4. Email Deliverability Monitoring and Reporting Proposal
5. Email Deliverability Crisis Management Proposal
Get Your Template Made
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