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. Marketing Campaign Plan
4. Client Proposal Template
5. Marketing Budget Spreadsheet
6. Competitor Analysis Template
7. Email Marketing Template
8. Sales Funnel Analysis Spreadsheet
9. Marketing Strategy Template
10. Client Onboarding Checklist
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. 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. Competitor Analysis Report
8. ROI (Return on Investment) Report
9. Lead Generation Report
10. Customer Satisfaction 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 Management SOP
3. Content Creation SOP
4. Email Marketing SOP
5. SEO Optimization SOP
6. Lead Generation SOP
7. Campaign Analysis SOP
8. Market Research SOP
9. Branding Strategy SOP
10. Reporting and Analytics 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. Sales Performance Analysis
2. Marketing Strategy Overview
3. Social Media Campaign Report
4. Customer Segmentation Analysis
5. Competitor Analysis and Market Trends
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. Marketing Proposal Template
5. Client 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 Marketing Calendar
2. Content Creation Calendar
3. Social Media Calendar
4. Email Marketing Calendar
5. Sales and Promotions 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. Email Marketing Campaign Invoice
4. Content Creation and Distribution Invoice
5. Analytics and Reporting 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. Customer Satisfaction Survey
2. Market Research Survey
3. Brand Awareness Survey
4. Product Feedback Survey
5. Competitive Analysis 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. Client Progress Update
3. Team Collaboration and Brainstorming
4. Performance Metrics Analysis
5. New Client Onboarding 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. Monthly Income and Expenses Template
2. Client Project Budget Template
3. Marketing Campaign Budget Template
4. Travel and Entertainment Budget Template
5. Professional Development Budget Template
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. 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 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 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 Marketing 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.
