Looking for Freelance Publicist Templates to download? See the main templates that a Freelance Publicist would use in their day-to-day work.
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Freelance Publicist Templates
Contents
Freelance Publicist Templates
There is a huge number of templates that someone in the Freelance Publicist 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 Publicist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Press Release Template
2. Media Pitch Template
3. Media Contact List Template
4. Monthly PR Report Template
5. Social Media Content Calendar Template
6. Client Meeting Agenda Template
7. Event Planning Checklist Template
8. Blog Post Template
9. Email Newsletter Template
10. Sales Presentation Template
Reports
Reports are often prepared by a Freelance Publicist 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. Email Marketing Campaign Report
6. Advertising Campaign Report
7. Competitor Analysis Report
8. Client Satisfaction Survey Report
9. Lead Generation 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 Publicist does and how they do it.
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Presentations
Freelance Publicist 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 Pitch Template
2. Marketing Campaign Template
3. Product Launch Template
4. Client Presentation Template
5. Media Relations Template
Legal Docs
There are several key times when a Freelance Publicist 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 Publicist 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 Publicist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Editorial Calendar
2. Social Media Calendar
3. Event Calendar
4. Pitch Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Publicist 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 Placement Invoice
3. Event Promotion Invoice
4. Social Media Management Invoice
5. Content Creation Invoice
Survey Templates
For a Freelance Publicist to get insights related to the work they do, they need to send out Freelance Publicist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Brand Perception Survey
4. Product Feedback Survey
5. Advertising Effectiveness Survey
Meeting Agendas
Having premade Freelance Publicist 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 Update Meeting
2. Marketing Strategy Planning Meeting
3. Media Outreach and Pitching Meeting
4. Social Media Campaign Review Meeting
5. Monthly Performance Analysis Meeting
Budget Templates
To manage finances well, a Freelance Publicist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Marketing and Advertising Budget
4. Travel and Entertainment Expenses
5. Professional Development and Training Budget
Dashboards
Dashboards are a useful way for a Freelance Publicist 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. Website Traffic Dashboard
4. Email Marketing Campaign Dashboard
5. Media Coverage Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Publicist 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 Media Pitch Proposal
2. Social Media Campaign Proposal
3. Press Release Distribution Proposal
4. Event Promotion Proposal
5. Influencer Collaboration 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 Publicist 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.
