Looking for Freelance Email Strategist Templates to download? See the main templates that a Freelance Email Strategist would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Freelance Email Strategist Templates
Contents
Freelance Email Strategist Templates
There is a huge number of templates that someone in the Freelance Email 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 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. Monthly Email Marketing Report
2. Email Campaign Brief
3. Email Content Calendar
4. Email Copy Template
5. A/B Testing Spreadsheet
6. Email Performance Analysis
7. Email Subscriber Segmentation Template
8. Email Automation Workflow
9. Email Design Template
10. Email Strategy Proposal
Reports
Reports are often prepared by a Freelance Email 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 Performance Report
2. Subscriber Growth Report
3. Open Rate Analysis Report
4. Click-through Rate Analysis Report
5. Conversion Rate Report
6. Unsubscribe Rate Report
7. A/B Testing Results Report
8. Email Campaign ROI Report
9. Email List Segmentation 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 Strategist does and how they do it.
1. Email Campaign Planning Template
2. Email Content Creation Template
3. Email Subject Line Testing Template
4. Email A/B Testing Template
5. Email Performance Tracking Template
6. Email List Segmentation Template
7. Email Automation Workflow Template
8. Email Design and Layout Template
9. Email Personalization Template
10. Email Deliverability Monitoring Template
Presentations
Freelance Email 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. Monthly Email Performance Report
2. Email Campaign Analysis and Recommendations
3. Email Marketing Strategy Proposal
4. A/B Testing Results and Insights
5. Email Copywriting Guidelines
Legal Docs
There are several key times when a Freelance Email 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. Freelance Contract
4. Copyright Release Form
5. Invoice Template
Health & Safety Templates
Health & Safety templates for a Freelance Email 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 Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Editorial Calendar
3. Email Campaign Calendar
4. Social Media Calendar
5. Project Timeline Calendar
Invoice Templates
Several types of Freelance Email Strategist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Email Marketing Strategy Invoice
2. Email Copywriting Invoice
3. Email Campaign Analytics Invoice
4. Email Automation Setup Invoice
5. Email Newsletter Design Invoice
Survey Templates
For a Freelance Email Strategist to get insights related to the work they do, they need to send out Freelance Email 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. Content Quality Assessment Survey
4. Subscriber Engagement Survey
5. Email Preference Survey
Meeting Agendas
Having premade Freelance Email 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. Content Planning Meeting
3. Performance Review Meeting
4. Client Onboarding Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Email Strategist 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. Project Budget Planner
4. Tax Deduction Tracker
5. Savings and Investment Tracker
Dashboards
Dashboards are a useful way for a Freelance Email Strategist 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. Revenue Generation Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Email 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 Marketing Strategy Proposal
2. Email Campaign Optimization Proposal
3. Email Copywriting Proposal
4. A/B Testing and Analytics Proposal
5. Email Automation and 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 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.
