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. Blog Editorial Calendar
4. Email Newsletter Template
5. Client Proposal Template
6. Marketing Budget Spreadsheet
7. Competitor Analysis Template
8. Marketing Campaign Brief
9. Website Analytics Report
10. Marketing Project Timeline

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. Monthly Marketing Performance Report
2. Social Media Engagement Report
3. Website Traffic and Conversion Report
4. Email Marketing Campaign Report
5. Content Marketing Effectiveness Report
6. Advertising Campaign ROI Report
7. Competitor Analysis Report
8. Customer Segmentation Report
9. Brand Awareness and Perception Report
10. Marketing Budget and Expenses 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. Social Media Content Creation SOP
2. Email Marketing Campaign SOP
3. Graphic Design Project SOP
4. Website Development SOP
5. Branding Strategy SOP
6. Market Research SOP
7. Advertising Campaign SOP
8. Video Production SOP
9. Event Planning SOP
10. Client Communication 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. Creative Portfolio Showcase
2. Branding and Identity Pitch
3. Social Media Marketing Strategy
4. Website Design and Development Proposal
5. Content Marketing Campaign Analysis

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. Copyright Assignment Agreement
4. Freelance Contract
5. Intellectual Property Release Form

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. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Content Calendar
2. Social Media Calendar
3. Email Marketing Calendar
4. Advertising Calendar
5. Project Management 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. Monthly Marketing Services Invoice
2. Graphic Design Project Invoice
3. Social Media Management Invoice
4. Content Creation Invoice
5. Website Development Invoice

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. Brand Perception Survey
3. Market Research Survey
4. Product Feedback Survey
5. Advertising Effectiveness 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. Creative Brainstorming Session
3. Client Project Update Meeting
4. Social Media Campaign Review Meeting
5. Analytics and Performance Evaluation 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 Expenses Template
2. Client Project Budget Template
3. Marketing Campaign Budget Template
4. Social Media Advertising Budget Template
5. Professional Development and Training 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. Marketing Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Email Marketing 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. Social Media Marketing Proposal
2. Branding and Identity Proposal
3. Website Design and Development Proposal
4. Content Marketing 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 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.