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. Website Analytics Dashboard
5. Client Proposal Template
6. Marketing Budget Spreadsheet
7. SEO Audit Checklist
8. Content Marketing Strategy Template
9. Lead Generation Tracker
10. Project Timeline Template
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 Website Traffic Report
2. Social Media Engagement Report
3. Email Marketing Performance Report
4. Lead Generation Report
5. Conversion Rate Optimization Report
6. Content Marketing Effectiveness Report
7. SEO Ranking Report
8. Competitor Analysis Report
9. Advertising Campaign Performance Report
10. Return on Investment (ROI) 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. SEO Optimization SOP
6. Website Development SOP
7. Analytics Reporting SOP
8. Lead Generation SOP
9. Campaign Planning 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. Website Analytics and SEO Analysis
3. Social Media Campaign Overview
4. Email Marketing Campaign Results
5. Lead Generation and Conversion Analysis
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. Website Terms and Conditions
5. Privacy Policy
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. Health and Safety Inspection 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. Project Timeline Calendar
3. Social Media Posting Calendar
4. Editorial Calendar
5. Client Meeting Schedule 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. Website Development Invoice
3. Social Media Management Invoice
4. Content Creation Invoice
5. SEO Optimization 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. Market Research Survey
3. Product Feedback Survey
4. Website Usability Survey
5. Brand Perception 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. Weekly Project Status Meeting
3. Bi-weekly Client Update Meeting
4. Monthly Performance Review Meeting
5. Quarterly Marketing Campaign Planning 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. Project Budget Template
3. Marketing Campaign Budget Template
4. Travel and Accommodation Budget Template
5. Professional Development and Training 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. Website Traffic Dashboard
2. Social Media Engagement Dashboard
3. Email Marketing Performance Dashboard
4. Lead Generation Dashboard
5. Conversion Rate Optimization 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. Website Development Proposal
2. Social Media Marketing Proposal
3. SEO Optimization Proposal
4. Content Creation Proposal
5. Email Marketing Campaign 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 Specialist 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.
