Freelance Email Deliverability Expert Templates
There is a huge number of templates that someone in the Freelance Email Deliverability Expert 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 Expert. 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 Email Deliverability Report
2. Email Campaign Performance Analysis
3. Email Deliverability Audit Checklist
4. Email Deliverability Best Practices Guide
5. Email Deliverability Troubleshooting Template
6. Email Deliverability Metrics Dashboard
7. Email Deliverability Improvement Plan
8. Email Deliverability Test Results Template
9. Email Deliverability Client Onboarding Checklist
10. Email Deliverability Training Presentation
Reports
Reports are often prepared by a Freelance Email Deliverability Expert 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 Delivery Rate Report
2. Bounce Rate Report
3. Spam Complaint Rate Report
4. Open Rate Report
5. Click-through Rate Report
6. Unsubscribe Rate Report
7. Email Engagement Report
8. Email Conversion Rate Report
9. Email Revenue Report
10. Email Performance Summary 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 Expert 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 Monitoring SOP
6. Email Performance Analysis SOP
7. Email List Cleaning SOP
8. Email Automation Setup SOP
9. Email Personalization SOP
10. Email Compliance SOP
Presentations
Freelance Email Deliverability Expert 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. Client Success Stories
Legal Docs
There are several key times when a Freelance Email Deliverability Expert 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. Email Marketing Consent Form
4. Data Processing Agreement
5. Intellectual Property Assignment Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Email Deliverability Expert 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 Expert calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Email Campaign Calendar
2. Email Deliverability Monitoring Calendar
3. Sales and Marketing Events Calendar
4. Content Creation and Publishing Calendar
5. Client Reporting and Analysis Calendar
Invoice Templates
Several types of Freelance Email Deliverability Expert 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 Consultation Invoice
3. Email Deliverability Training Invoice
4. Email Deliverability Campaign Setup Invoice
5. Email Deliverability Performance Report Invoice
Survey Templates
For a Freelance Email Deliverability Expert to get insights related to the work they do, they need to send out Freelance Email Deliverability Expert surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Email Deliverability Survey: This survey aims to gather information on the email deliverability rates of the client’s email campaigns.
2. Customer Satisfaction Survey: This survey aims to measure the satisfaction levels of the client’s customers with their products or services.
3. Email Marketing Strategy Survey: This survey aims to gather information on the client’s email marketing strategy, including their target audience, frequency of emails, and content.
4. Competitor Analysis Survey: This survey aims to gather information on the client’s competitors, including their email marketing strategies and tactics.
5. Email List Quality Survey: This survey aims to measure the quality of the client’s email list, including the accuracy of email addresses and engagement rates
Meeting Agendas
Having premade Freelance Email Deliverability Expert 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. Client Onboarding and Strategy Meeting
3. Email Campaign Planning and Execution Meeting
4. Troubleshooting and Issue Resolution Meeting
5. Monthly Performance Analysis and Recommendations Meeting
Budget Templates
To manage finances well, a Freelance Email Deliverability Expert would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Invoicing Template
3. Marketing Campaign Budget Template
4. Travel and Accommodation Expenses Template
5. Professional Development and Training Budget Template
Dashboards
Dashboards are a useful way for a Freelance Email Deliverability Expert to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Email Campaign Performance Dashboard
2. Subscriber Engagement Dashboard
3. Deliverability Metrics Dashboard
4. Spam Complaints Dashboard
5. Email List Health Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Email Deliverability Expert 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 Training Proposal
3. Email Deliverability Best Practices Proposal
4. Email Deliverability Troubleshooting Proposal
5. Email Deliverability Strategy Proposal
Get Your Template Made
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