Looking for Freelance Marketing Specialist Templates to download? See the main templates that a Freelance Marketing Specialist would use in their day-to-day work.
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Freelance Marketing Specialist Templates
Contents
Freelance Marketing Specialist Templates
There is a huge number of templates that someone in the Freelance Marketing Specialist 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 Specialist. 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. Client Proposal Template
5. Marketing Budget Spreadsheet
6. Website Analytics Report
7. Marketing Project Timeline
8. Competitor Analysis Template
9. Content Marketing Strategy Template
10. Marketing Performance Dashboard
Reports
Reports are often prepared by a Freelance Marketing Specialist 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 Marketing Specialist does and how they do it.
1. Client Onboarding SOP
2. Social Media Management SOP
3. Content Creation SOP
4. Email Marketing SOP
5. Website Optimization SOP
6. SEO Strategy SOP
7. Graphic Design SOP
8. Branding and Identity SOP
9. Analytics and Reporting SOP
10. Project Management SOP
Presentations
Freelance Marketing Specialist 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 Marketing Performance Report
2. Social Media Campaign Analysis
3. Website Traffic and Conversion Analysis
4. Branding and Design Strategy Proposal
5. Creative Content Development Plan
Legal Docs
There are several key times when a Freelance Marketing Specialist 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. Copyright Assignment Agreement
5. Client Proposal Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Marketing Specialist 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 Specialist 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. Project Management Calendar
Invoice Templates
Several types of Freelance Marketing Specialist 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 Marketing Specialist to get insights related to the work they do, they need to send out Freelance Marketing Specialist 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 Marketing Specialist 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 Progress Update Meeting
4. Social Media Campaign Review Meeting
5. Website Analytics and Optimization Meeting
Budget Templates
To manage finances well, a Freelance Marketing Specialist 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. Social Media Advertising Budget Template
4. Design and Creative Project Budget Template
5. Freelance Marketing Specialist Annual Budget Template
Dashboards
Dashboards are a useful way for a Freelance Marketing Specialist 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 Marketing Specialist 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. Website Design and Development Proposal
3. Branding and Logo Design Proposal
4. Content Marketing Strategy Proposal
5. Email Marketing Campaign Proposal
Get Your Template Made
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