Freelance Public Relations Specialist Templates
There is a huge number of templates that someone in the Freelance Public Relations 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 Public Relations 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 PR Report
2. Media Contact List
3. Press Release Template
4. Social Media Content Calendar
5. Client Meeting Agenda
6. Event Planning Checklist
7. Email Newsletter Template
8. Crisis Communication Plan
9. Marketing Campaign Analysis
10. Client Proposal Template
Reports
Reports are often prepared by a Freelance Public Relations 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. Sales Performance Report
2. Media Coverage Report
3. Social Media Engagement Report
4. Website Traffic Report
5. Lead Generation Report
6. Brand Perception Report
7. Competitor Analysis Report
8. Campaign Effectiveness Report
9. Customer Satisfaction Report
10. ROI Analysis 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 Public Relations Specialist does and how they do it.
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Presentations
Freelance Public Relations 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. Sales Performance Report
2. Marketing Campaign Analysis
3. Media Coverage Summary
4. Social Media Engagement Metrics
5. Client Presentation
Legal Docs
There are several key times when a Freelance Public Relations 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. Media Release Form
3. Client Service Agreement
4. Copyright Release Form
5. Influencer Collaboration Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Public Relations 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 Public Relations Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Editorial Calendar
2. Social Media Content Calendar
3. Event Planning Calendar
4. Client Meeting Calendar
5. Project Deadline Calendar
Invoice Templates
Several types of Freelance Public Relations Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly PR Services Invoice
2. Media Outreach Invoice
3. Social Media Management Invoice
4. Content Creation Invoice
5. Event Planning and Coordination Invoice
Survey Templates
For a Freelance Public Relations Specialist to get insights related to the work they do, they need to send out Freelance Public Relations 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. Competitive Analysis Survey
Meeting Agendas
Having premade Freelance Public Relations 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 PR Strategy Meeting
2. Client Update Meeting
3. Media Outreach Planning Meeting
4. Crisis Communication Meeting
5. Social Media Campaign Review Meeting
Budget Templates
To manage finances well, a Freelance Public Relations Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Client Billing and Invoicing Template
3. Project Budget Template
4. Marketing and Advertising Budget Template
5. Travel and Entertainment Expenses Template
Dashboards
Dashboards are a useful way for a Freelance Public Relations Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Social Media Engagement Dashboard
3. Media Coverage Dashboard
4. Website Traffic Dashboard
5. Email Marketing Campaign Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Public Relations 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 PR Campaign Proposal
2. Social Media Marketing Proposal
3. Branding and Positioning Proposal
4. Media Relations and Press Release Proposal
5. Event Management and Promotion 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 Public Relations 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.