Freelance Marketer Templates

Freelance Marketer Templates

There is a huge number of templates that someone in the Freelance Marketer 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 Marketer. 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 Marketing Report
2. Social Media Content Calendar
3. Email Marketing Campaign Template
4. Sales Funnel Analysis Spreadsheet
5. Client Proposal Template
6. Marketing Budget Spreadsheet
7. Competitor Analysis Report
8. Content Marketing Strategy Template
9. Marketing Project Timeline
10. Marketing Performance Dashboard

Reports

Reports are often prepared by a Freelance Marketer 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. Sales Performance Report
2. Marketing Campaign Analysis Report
3. Customer Acquisition Report
4. Website Traffic Report
5. Social Media Engagement Report
6. Email Marketing Report
7. Lead Generation Report
8. Conversion Rate Report
9. Competitor Analysis Report
10. Return on Investment (ROI) 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 Marketer does and how they do it.

1. Client Onboarding SOP
2. Social Media Management SOP
3. Content Creation SOP
4. Email Marketing SOP
5. SEO Optimization SOP
6. Lead Generation SOP
7. Campaign Analysis SOP
8. Website Analytics SOP
9. Paid Advertising SOP
10. Monthly Reporting SOP

Presentations

Freelance Marketer 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. Marketing Campaign Analysis
3. Customer Segmentation Presentation
4. Social Media Strategy Overview
5. Competitive Analysis Presentation

Legal Docs

There are several key times when a Freelance Marketer 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. Social Media Influencer Agreement
5. Content Licensing Agreement

Health & Safety Templates

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

1. Monthly Content Calendar
2. Social Media Calendar
3. Email Marketing Calendar
4. Advertising Campaign Calendar
5. Sales and Promotions Calendar

Invoice Templates

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

1. Sales Invoice: This template is used to bill clients for the products or services sold during the month.
2. Service Invoice: This template is used to bill clients for the marketing services provided during the month.
3. Retainer Invoice: This template is used to bill clients for the monthly retainer fee for ongoing marketing services.
4. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred during the month.
5. Late Payment Invoice: This template is used to send reminders and bill clients for late payment fees if invoices are not paid on time

Survey Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Brand Awareness Survey
4. Product Feedback Survey
5. Lead Generation Survey

Meeting Agendas

Having premade Freelance Marketer 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 Marketing Strategy Meeting
2. Client Progress Update Meeting
3. Content Planning Meeting
4. Campaign Performance Review Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Marketing Campaign Budget Template
3. Social Media Advertising Budget Template
4. Content Creation Budget Template
5. Travel and Event Expenses Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Social Media Engagement Dashboard
4. Website Traffic Dashboard
5. Lead Generation Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Marketer 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 Marketing Strategy Proposal
2. Social Media Advertising Proposal
3. Content Marketing Campaign Proposal
4. Email Marketing Automation Proposal
5. SEO Optimization 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 Marketer 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.