Freelance Freelancer Templates

Looking for Freelance Freelancer Templates to download? See the main templates that a Freelance Freelancer 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 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. Creative Brief Template
3. Mood Board Template
4. Design Concept Template
5. Client Presentation Template
6. Design Review Template
7. Invoice Template
8. Timesheet Template
9. Expense Tracker Template
10. Project Status Report 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. Project Status Report
2. Time Tracking Report
3. Revenue and Expenses Report
4. Client Satisfaction Report
5. Design Portfolio Report
6. Marketing Campaign Report
7. Social Media Analytics Report
8. Website Traffic Report
9. Competitor Analysis Report
10. Sales Conversion 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. Project Brief Template
2. Creative Brief Template
3. Design Proposal Template
4. Client Agreement Template
5. Mood Board Template
6. Style Guide Template
7. Design Review Template
8. Final Artwork Delivery Template
9. Invoice Template
10. Project Closure Template

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. Creative Portfolio Showcase
2. Client Project Progress Report
3. Marketing Campaign Analysis
4. Brand Identity Proposal
5. Website Design Pitch

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. Statement of Work (SOW)

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. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Freelance Freelancer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Editorial Content Calendar
3. Social Media Posting Calendar
4. Client Meeting Calendar
5. Deadlines and Deliverables 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 Design Services Invoice
2. Logo Design Invoice
3. Website Development Invoice
4. Graphic Design Invoice
5. Branding and Identity 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. Design Preference Survey
3. Branding Effectiveness Survey
4. User Experience Survey
5. Market Research 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. Project Kickoff Meeting
2. Design Review Meeting
3. Client Feedback Meeting
4. Team Collaboration Meeting
5. Monthly Progress 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. Project Overview Dashboard
2. Time Tracking Dashboard
3. Revenue and Expenses Dashboard
4. Client Feedback Dashboard
5. Social Media 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. Website Design Proposal
2. Logo Design Proposal
3. Social Media Marketing Proposal
4. Branding and Identity Proposal
5. Graphic Design 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.

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