Looking for Freelance Marketing Consultant Templates to download? See the main templates that a Freelance Marketing Consultant would use in their day-to-day work.
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Freelance Marketing Consultant Templates
Contents
Freelance Marketing Consultant Templates
There is a huge number of templates that someone in the Freelance Marketing 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 Marketing 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. Monthly Marketing Report
2. Social Media Content Calendar
3. Email Marketing Campaign Template
4. Website Analytics Dashboard
5. Client Proposal Template
6. Marketing Budget Spreadsheet
7. Competitor Analysis Template
8. Content Marketing Strategy Template
9. Employee Training Plan
10. Marketing Project Timeline
Reports
Reports are often prepared by a Freelance Marketing 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 Website Traffic Report
2. Social Media Engagement Report
3. Email Marketing Performance Report
4. Lead Generation Report
5. Conversion Rate Report
6. Customer Acquisition Cost Report
7. Return on Investment (ROI) Report
8. Competitor Analysis Report
9. Content Marketing Report
10. Employee Training Effectiveness 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 Marketing Consultant does and how they do it.
1. Client Onboarding SOP
2. Social Media Marketing SOP
3. Content Creation SOP
4. Email Marketing SOP
5. SEO Optimization SOP
6. Lead Generation SOP
7. Analytics and Reporting SOP
8. Website Development SOP
9. Event Marketing SOP
10. Client Communication SOP
Presentations
Freelance Marketing 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. Monthly HR Training Report
2. Employee Engagement Analysis
3. Recruitment Strategy Presentation
4. Performance Evaluation Review
5. Diversity and Inclusion Training Update
Legal Docs
There are several key times when a Freelance Marketing 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. Independent Contractor Agreement
4. Confidentiality Agreement
5. Marketing Services Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Marketing 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. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Marketing Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Social Media Posting Calendar
3. Email Marketing Calendar
4. Event Planning Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Marketing Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Marketing Strategy Invoice
2. Social Media Management Invoice
3. Content Creation and Editing Invoice
4. Email Marketing Campaign Invoice
5. Training and Development Program Invoice
Survey Templates
For a Freelance Marketing Consultant to get insights related to the work they do, they need to send out Freelance Marketing Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Onboarding Experience Survey
5. Leadership Development Feedback Survey
Meeting Agendas
Having premade Freelance Marketing 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. Monthly Marketing Strategy Review
2. HR Training Needs Assessment
3. Employee Engagement Workshop Planning
4. Social Media Campaign Analysis
5. Client Progress Update Meeting
Budget Templates
To manage finances well, a Freelance Marketing Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Client Billing Tracker
3. Project Budget Tracker
4. Travel Expense Tracker
5. Marketing and Advertising Budget Tracker
Dashboards
Dashboards are a useful way for a Freelance Marketing Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. HR Performance Dashboard
2. Training Program Effectiveness Dashboard
3. Employee Engagement Dashboard
4. Recruitment Metrics Dashboard
5. Learning and Development Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Marketing 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. Monthly Social Media Marketing Proposal
2. Employee Training and Development Proposal
3. Employer Branding and Recruitment Proposal
4. HR Consulting and Strategy Proposal
5. Performance Management and Employee Engagement Proposal
Get Your Template Made
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