Freelance Email Marketing Strategist Templates
There is a huge number of templates that someone in the Freelance Email Marketing Strategist 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 Marketing Strategist. 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 Content Calendar
3. Email Design Template
4. Email A/B Testing Results
5. Email Subscriber List
6. Email Automation Workflow
7. Email Newsletter Template
8. Email Conversion Tracking Sheet
9. Email Marketing Budget Tracker
10. Email Marketing Strategy Proposal
Reports
Reports are often prepared by a Freelance Email Marketing Strategist 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 Campaign Performance Report
2. Subscriber Growth Report
3. Open Rate Analysis Report
4. Click-through Rate Analysis Report
5. Conversion Rate Analysis Report
6. Unsubscribe Rate Analysis Report
7. A/B Testing Results Report
8. Email List Segmentation Report
9. Revenue Generated Report
10. Email Engagement Metrics 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 Marketing Strategist does and how they do it.
1. Email Campaign Planning Template
2. Email Content Creation Template
3. Email Design Template
4. Email List Segmentation Template
5. A/B Testing Template
6. Email Automation Workflow Template
7. Email Performance Tracking Template
8. Email Analytics Reporting Template
9. Email Optimization Template
10. Email Compliance Checklist Template
Presentations
Freelance Email Marketing Strategist 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 Strategy
4. A/B Testing Results
5. Email Newsletter Design
Legal Docs
There are several key times when a Freelance Email Marketing Strategist 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 Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Email Marketing Strategist 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
Calendars
Setting up Freelance Email Marketing Strategist 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 Calendar
4. Sales Promotion Calendar
5. Analytics and Reporting Calendar
Invoice Templates
Several types of Freelance Email Marketing Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Email Marketing 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
Survey Templates
For a Freelance Email Marketing Strategist to get insights related to the work they do, they need to send out Freelance Email Marketing Strategist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Email Campaign Performance Survey
3. Lead Generation Effectiveness Survey
4. Email List Segmentation Survey
5. Email Content Relevance Survey
Meeting Agendas
Having premade Freelance Email Marketing Strategist 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 Strategy Meeting
2. Campaign Performance Review Meeting
3. Content Planning Meeting
4. Client Update Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Email Marketing Strategist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Client Billing 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 Marketing Strategist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Email Performance Dashboard
2. Conversion Rate Dashboard
3. Subscriber Growth Dashboard
4. Campaign Engagement Dashboard
5. Revenue Generation Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Email Marketing Strategist 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 Automation Proposal
4. A/B Testing Proposal
5. Email List Segmentation 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 Marketing Strategist 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.