Looking for Freelance Marketing Representative Templates to download? See the main templates that a Freelance Marketing Representative would use in their day-to-day work.
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Freelance Marketing Representative Templates
Contents
Freelance Marketing Representative Templates
There is a huge number of templates that someone in the Freelance Marketing Representative 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 Representative. 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 Sales Report
2. Marketing Campaign Plan
3. Social Media Content Calendar
4. Client Proposal Template
5. Email Marketing Newsletter
6. Competitor Analysis Spreadsheet
7. Marketing Budget Tracker
8. Lead Generation Tracker
9. Marketing Performance Dashboard
10. Client Meeting Agenda
Reports
Reports are often prepared by a Freelance Marketing Representative 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. Lead Generation Report
3. Customer Acquisition Report
4. Social Media Engagement Report
5. Email Marketing Report
6. Website Traffic Report
7. Conversion Rate Report
8. Competitor Analysis Report
9. Marketing Campaign ROI 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 Representative does and how they do it.
1. Client Onboarding SOP
2. Social Media Management SOP
3. Email Marketing Campaign SOP
4. Content Creation SOP
5. Lead Generation SOP
6. Market Research SOP
7. Sales Funnel Optimization SOP
8. Reporting and Analytics SOP
9. Customer Relationship Management SOP
10. Project Management SOP
Presentations
Freelance Marketing Representative 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. Competitive Analysis Overview
5. Social Media Strategy Update
Legal Docs
There are several key times when a Freelance Marketing Representative 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. Sales Contract
5. Marketing Proposal
Health & Safety Templates
Health & Safety templates for a Freelance Marketing Representative 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 Marketing Representative calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Marketing Campaign Calendar
2. Social Media Content Calendar
3. Email Marketing Calendar
4. Sales Promotion Calendar
5. Client Meeting Schedule
Invoice Templates
Several types of Freelance Marketing Representative 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. Commission Invoice: This template is used to bill clients for the commission earned on sales made during the month.
4. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred during the month.
5. Retainer Invoice: This template is used to bill clients for the retainer fee paid in advance for ongoing marketing services
Survey Templates
For a Freelance Marketing Representative to get insights related to the work they do, they need to send out Freelance Marketing Representative surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Product Feedback Survey
4. Brand Awareness Survey
5. Lead Generation Survey
Meeting Agendas
Having premade Freelance Marketing Representative 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 Sales Review Meeting
2. Marketing Strategy Planning Meeting
3. Client Account Update Meeting
4. Team Collaboration Meeting
5. Performance Evaluation Meeting
Budget Templates
To manage finances well, a Freelance Marketing Representative would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Marketing Campaign Budget Template
3. Travel and Entertainment Budget Template
4. Advertising and Promotions Budget Template
5. Miscellaneous Expenses Budget Template
Dashboards
Dashboards are a useful way for a Freelance Marketing Representative 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. Lead Generation Dashboard
4. Social Media Engagement Dashboard
5. Website Analytics Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Marketing Representative 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 Campaign Proposal
5. SEO Optimization Proposal
Get Your Template Made
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