Freelance Research Assistant Templates

Looking for Freelance Research Assistant Templates to download? See the main templates that a Freelance Research Assistant would use in their day-to-day work.

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Freelance Research Assistant Templates

There is a huge number of templates that someone in the Freelance Research Assistant 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 Research Assistant. 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 Research Report
2. Client Meeting Agenda
3. Research Proposal Template
4. Data Collection Spreadsheet
5. Literature Review Template
6. Research Project Timeline
7. Survey Questionnaire Template
8. Research Findings Presentation
9. Research Budget Spreadsheet
10. Research Ethics Approval Application


Reports are often prepared by a Freelance Research Assistant 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 Sales Report
2. Customer Satisfaction Report
3. Inventory Report
4. Financial Performance Report
5. Marketing Campaign Report
6. Website Traffic Report
7. Social Media Engagement Report
8. Competitor Analysis Report
9. Project Progress Report
10. Time and Expense Report


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 Research Assistant does and how they do it.

1. Research Project Proposal Template
2. Literature Review Template
3. Data Collection Template
4. Data Analysis Template
5. Research Report Template
6. Meeting Minutes Template
7. Client Communication Template
8. Project Timeline Template
9. Research Presentation Template
10. Project Evaluation Template


Freelance Research Assistant 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 Research Report
2. Data Analysis Presentation
3. Market Trends Overview
4. Client Project Update
5. Research Findings Presentation

Legal Docs

There are several key times when a Freelance Research Assistant 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 Release Form
5. Data Protection Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Research Assistant 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


Setting up Freelance Research Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Meeting Schedule Calendar
3. Project Timeline Calendar
4. Deadlines Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Freelance Research Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Research Services Invoice
2. Travel Expenses Invoice
3. Equipment Rental Invoice
4. Miscellaneous Expenses Invoice
5. Project Completion Invoice

Survey Templates

For a Freelance Research Assistant to get insights related to the work they do, they need to send out Freelance Research Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Market Research Survey
4. Product Feedback Survey
5. Event Evaluation Survey

Meeting Agendas

Having premade Freelance Research Assistant 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 Team Meeting
2. Project Progress Meeting
3. Client Feedback Meeting
4. Research Planning Meeting
5. Data Analysis Meeting

Budget Templates

To manage finances well, a Freelance Research Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Travel and Transportation Budget
4. Office Supplies and Equipment Budget
5. Professional Development and Training Budget


Dashboards are a useful way for a Freelance Research Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Project Progress Dashboard
4. Financial Analysis Dashboard
5. Social Media Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Research Assistant 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 Research Report Proposal
2. Data Analysis Proposal
3. Market Research Proposal
4. Customer Satisfaction Survey Proposal
5. Administrative Support 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 Research Assistant 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.

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