Freelance Graphic Identity Consultant Templates

Looking for Freelance Graphic Identity Consultant Templates to download? See the main templates that a Freelance Graphic Identity Consultant would use in their day-to-day work.

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Freelance Graphic Identity Consultant Templates

There is a huge number of templates that someone in the Freelance Graphic Identity Consultant 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 Graphic Identity Consultant. 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. Branding Guidelines Template
3. Logo Design Template
4. Business Card Template
5. Letterhead Template
6. Social Media Graphics Template
7. Website Design Template
8. Presentation Template
9. Invoice Template
10. Timesheet Template


Reports are often prepared by a Freelance Graphic Identity Consultant 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 Sales Report
2. Client Satisfaction Report
3. Project Progress Report
4. Financial Performance Report
5. Marketing Campaign Report
6. Competitor Analysis Report
7. Website Traffic Report
8. Social Media Engagement Report
9. Design Trends Report
10. Client Retention 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 Graphic Identity Consultant does and how they do it.


Freelance Graphic Identity Consultant 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. “Minimalist Modern”
2. “Bold and Colorful”
3. “Elegant and Sophisticated”
4. “Playful and Whimsical”
5. “Clean and Professional

Legal Docs

There are several key times when a Freelance Graphic Identity Consultant 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. Copyright Assignment Agreement
4. Invoice Template
5. Proposal Template

Health & Safety Templates

Health & Safety templates for a Freelance Graphic Identity Consultant 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. Personal Protective Equipment (PPE) Checklist Template


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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Design and Production Calendar
4. Social Media Content Calendar
5. Personal Time and Task Calendar

Invoice Templates

Several types of Freelance Graphic Identity Consultant 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. Branding Package Invoice
3. Logo Design Invoice
4. Marketing Collateral Invoice
5. Website Design Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Brand Perception Survey
3. Market Research Survey
4. Competitor Analysis Survey
5. Design Trends Survey

Meeting Agendas

Having premade Freelance Graphic Identity Consultant 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. Progress Update Meeting
5. Final Presentation Meeting

Budget Templates

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

1. Income and Expenses Budget Template
2. Project Budget Template
3. Marketing and Advertising Budget Template
4. Equipment and Software Budget Template
5. Professional Development Budget Template


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

1. Client Project Overview Dashboard
2. Branding Performance Dashboard
3. Social Media Engagement Dashboard
4. Website Analytics Dashboard
5. Design Portfolio Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Graphic Identity Consultant 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. Branding Proposal
2. Logo Design Proposal
3. Website Design Proposal
4. Packaging Design Proposal
5. Marketing Collateral 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 Graphic Identity Consultant 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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