Looking for Freelance Email Manager Templates to download? See the main templates that a Freelance Email Manager would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Email Manager role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Email Manager. 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 Newsletter Template
2. Email Campaign Performance Report Template
3. Email Marketing Strategy Template
4. Customer Support Email Template
5. Email Response Time Tracker Template
6. Email Contact List Template
7. Email Template for New Client Onboarding
8. Email Template for Client Follow-ups
9. Email Template for Sales Inquiries
10. Email Template for Customer Feedback Surveys
Reports are often prepared by a Freelance Email Manager 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 Email Performance Report
2. Email Open Rate Report
3. Click-through Rate Report
4. Unsubscribe Rate Report
5. Bounce Rate Report
6. Conversion Rate Report
7. Email Campaign ROI Report
8. Email List Growth Report
9. A/B Testing Report
10. Email Segmentation Report
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 Manager does and how they do it.
1. Email Response Template
2. Email Follow-up Template
3. Email Inquiry Template
4. Email Complaint Template
5. Email Newsletter Template
6. Email Announcement Template
7. Email Confirmation Template
8. Email Reminder Template
9. Email Thank You Template
10. Email Cancellation Template
Freelance Email Manager 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 Email Performance Report
2. Customer Feedback Analysis
3. Email Campaign Strategy Proposal
4. A/B Testing Results Presentation
5. Email Marketing Best Practices Training
There are several key times when a Freelance Email Manager 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. Invoice Template
4. Client Contract
5. Privacy Policy
Health & Safety templates for a Freelance Email Manager 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. Health and Safety Inspection Checklist Template
Setting up Freelance Email Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Editorial Calendar
2. Social Media Content Calendar
3. Email Marketing Campaign Calendar
4. Project Management Calendar
5. Client Meeting Schedule Calendar
Several types of Freelance Email Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Email Management Services Invoice
2. Email Campaign Creation and Management Invoice
3. Email List Building and Segmentation Invoice
4. Email Automation and Workflow Setup Invoice
5. Email Analytics and Reporting Invoice
For a Freelance Email Manager to get insights related to the work they do, they need to send out Freelance Email Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Email Performance Survey
3. Email Content Survey
4. Email Delivery Survey
5. Email Preference Survey
Having premade Freelance Email Manager 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 Team Meeting
2. Client Onboarding Meeting
3. Weekly Progress Update Meeting
4. Performance Review Meeting
5. Project Planning Meeting
To manage finances well, a Freelance Email Manager 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 Payment Tracker
3. Business Expenses Tracker
4. Savings and Investment Tracker
5. Annual Budget Planner
Dashboards are a useful way for a Freelance Email Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Email Performance Dashboard
2. Subscriber Growth Dashboard
3. Campaign Engagement Dashboard
4. Conversion Rate Dashboard
5. Customer Support Dashboard
For bidding or requesting work, a Freelance Email Manager 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 Marketing Proposal
2. Email Campaign Optimization Proposal
3. Customer Segmentation Proposal
4. Email Automation Proposal
5. Email Performance Analysis Proposal
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 Manager 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.