Freelance Online Visibility Consultant Templates
There is a huge number of templates that someone in the Freelance Online Visibility 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 Online Visibility 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 SEO Report
2. Website Audit Template
3. Content Calendar
4. Social Media Analytics Spreadsheet
5. Keyword Research Template
6. Competitor Analysis Spreadsheet
7. Link Building Tracker
8. Client Onboarding Checklist
9. Monthly Performance Dashboard
10. Project Proposal Template
Reports
Reports are often prepared by a Freelance Online Visibility 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. Website Traffic Report
2. Keyword Ranking Report
3. Backlink Analysis Report
4. Competitor Analysis Report
5. Social Media Engagement Report
6. Conversion Rate Report
7. Content Performance Report
8. Email Marketing Report
9. Online Advertising Campaign Report
10. Monthly Performance Summary 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 Online Visibility Consultant does and how they do it.
1. Website Audit SOP
2. Keyword Research SOP
3. On-Page Optimization SOP
4. Off-Page Optimization SOP
5. Content Creation SOP
6. Social Media Management SOP
7. Link Building SOP
8. Analytics and Reporting SOP
9. Conversion Rate Optimization SOP
10. Reputation Management SOP
Presentations
Freelance Online Visibility 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 Website Performance Report
2. Social Media Analytics Presentation
3. SEO Audit and Recommendations
4. Content Marketing Strategy Overview
5. Online Advertising Campaign Analysis
Legal Docs
There are several key times when a Freelance Online Visibility 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. Website Terms and Conditions
4. Privacy Policy
5. Intellectual Property Assignment Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Online Visibility 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. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Online Visibility 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. Client Meeting Calendar
4. Project Deadline Calendar
5. Industry Event Calendar
Invoice Templates
Several types of Freelance Online Visibility Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly SEO Audit Invoice
2. Website Optimization Invoice
3. Social Media Management Invoice
4. Content Creation Invoice
5. Online Advertising Campaign Invoice
Survey Templates
For a Freelance Online Visibility Consultant to get insights related to the work they do, they need to send out Freelance Online Visibility Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Website Usability Survey
3. Social Media Engagement Survey
4. Competitor Analysis Survey
5. Online Reputation Management Survey
Meeting Agendas
Having premade Freelance Online Visibility 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 Client Progress Review Meeting
2. Weekly Team Collaboration Meeting
3. Bi-weekly Content Strategy Meeting
4. Monthly Analytics and Reporting Meeting
5. Quarterly Business Development Meeting
Budget Templates
To manage finances well, a Freelance Online Visibility Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expenses Budget Template
2. Marketing and Advertising Budget Template
3. Professional Development Budget Template
4. Client Project Budget Template
5. Savings and Investment Budget Template
Dashboards
Dashboards are a useful way for a Freelance Online Visibility Consultant 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. SEO Performance Dashboard
4. Lead Generation Dashboard
5. Conversion Rate Optimization Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Online Visibility 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. Website Optimization Proposal
2. Social Media Marketing Proposal
3. Content Creation and Blogging Proposal
4. Search Engine Optimization Proposal
5. Online Advertising 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 Online Visibility 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.