Freelance Freelancer Templates

Freelance Freelancer Templates

There is a huge number of templates that someone in the Freelance Freelancer 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 Freelancer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Proposal Template
2. Client Agreement Template
3. Invoice Template
4. Timesheet Template
5. Content Writing Template
6. Editing Checklist Template
7. Translation Glossary Template
8. Marketing Plan Template
9. Social Media Content Calendar Template
10. Monthly Expense Tracker Template

Reports

Reports are often prepared by a Freelance Freelancer 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 Income Report
2. Project Status Report
3. Client Feedback Report
4. Time Tracking Report
5. Expense Report
6. Marketing Analytics Report
7. Website Traffic Report
8. Social Media Engagement Report
9. Project Profitability Report
10. Client Satisfaction 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 Freelancer does and how they do it.

1. Client Onboarding SOP
2. Project Briefing SOP
3. Research and Planning SOP
4. Writing and Editing SOP
5. Proofreading and Quality Assurance SOP
6. Formatting and Layout SOP
7. Client Review and Feedback SOP
8. Revisions and Finalization SOP
9. Project Delivery SOP
10. Client Follow-up and Satisfaction SOP

Presentations

Freelance Freelancer 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 Writing Progress Report
2. Translation Project Overview
3. Client Satisfaction Survey Results
4. Writing Portfolio Showcase
5. Language Services Pricing Proposal

Legal Docs

There are several key times when a Freelance Freelancer 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. Freelance Services Agreement
3. Copyright Assignment Agreement
4. Independent Contractor Agreement
5. Terms and Conditions Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Freelancer 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 Freelancer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Content Calendar
2. Editorial Calendar
3. Project Timeline Calendar
4. Client Meeting Calendar
5. Deadlines Calendar

Invoice Templates

Several types of Freelance Freelancer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Writing Services Invoice
2. Translation Services Invoice
3. Editing and Proofreading Invoice
4. Content Creation Invoice
5. Copywriting Services Invoice

Survey Templates

For a Freelance Freelancer to get insights related to the work they do, they need to send out Freelance Freelancer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Content Quality Assessment Survey
3. Language Proficiency Evaluation Survey
4. Project Feedback Survey
5. Freelancer Performance Review Survey

Meeting Agendas

Having premade Freelance Freelancer 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 Client Update Meeting
2. Content Planning Meeting
3. Editing and Proofreading Meeting
4. Marketing Strategy Meeting
5. Project Evaluation Meeting

Budget Templates

To manage finances well, a Freelance Freelancer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income Budget Template
2. Expense Budget Template
3. Project Budget Template
4. Savings Budget Template
5. Tax Budget Template

Dashboards

Dashboards are a useful way for a Freelance Freelancer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Income Dashboard
2. Project Progress Dashboard
3. Client Feedback Dashboard
4. Time Management Dashboard
5. Marketing Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Freelancer 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. Content Writing Proposal
2. Copywriting Proposal
3. Translation Proposal
4. Editing and Proofreading Proposal
5. Transcription 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 Freelancer 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.