Freelance Sales And Marketing Content Specialist Templates
There is a huge number of templates that someone in the Freelance Sales And Marketing Content 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 Sales And Marketing Content 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. Sales Report
2. Marketing Plan
3. Content Calendar
4. Client Proposal
5. Social Media Analytics
6. Email Campaign Template
7. Lead Generation Tracker
8. Competitive Analysis
9. Blog Post Template
10. Sales Presentation
Reports
Reports are often prepared by a Freelance Sales And Marketing Content 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. Marketing Campaign Analysis Report
3. Lead Generation Report
4. Website Traffic Report
5. Social Media Engagement Report
6. Email Marketing Report
7. Customer Satisfaction Report
8. Competitor Analysis Report
9. Content Performance Report
10. ROI (Return on Investment) 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 Sales And Marketing Content Specialist does and how they do it.
1. Sales Pitch Template
2. Email Marketing Template
3. Social Media Content Template
4. Blog Post Template
5. Sales Presentation Template
6. Lead Generation Template
7. Customer Relationship Management Template
8. Content Calendar Template
9. Market Research Template
10. Sales Report Template
Presentations
Freelance Sales And Marketing Content 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. Product Launch Presentation
4. Competitive Analysis Overview
5. Client Pitch Deck
Legal Docs
There are several key times when a Freelance Sales And Marketing Content 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. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Marketing Services Agreement Template
4. Content Licensing Agreement Template
5. Independent Contractor Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Sales And Marketing Content 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 Sales And Marketing Content Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Social Media Calendar
3. Email Marketing Calendar
4. Sales Campaign Calendar
5. Blog Editorial Calendar
Invoice Templates
Several types of Freelance Sales And Marketing Content Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Content Writing Invoice
2. Marketing Strategy Consultation Invoice
3. Social Media Management Invoice
4. Email Marketing Campaign Invoice
5. Website Content Creation Invoice
Survey Templates
For a Freelance Sales And Marketing Content Specialist to get insights related to the work they do, they need to send out Freelance Sales And Marketing Content 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. Lead Generation Survey
5. Brand Awareness Survey
Meeting Agendas
Having premade Freelance Sales And Marketing Content 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 Sales Team Meeting
2. Marketing Strategy Review Meeting
3. Content Planning and Brainstorming Meeting
4. Client Account Review Meeting
5. Performance Analysis and Goal Setting Meeting
Budget Templates
To manage finances well, a Freelance Sales And Marketing Content Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Marketing Campaign Budget Template
4. Travel and Entertainment Expense Tracker
5. Annual Sales and Marketing Budget Template
Dashboards
Dashboards are a useful way for a Freelance Sales And Marketing Content Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Lead Generation Dashboard
4. Social Media Engagement Dashboard
5. Website Analytics Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Sales And Marketing Content 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 Sales Strategy Proposal
2. Marketing Campaign Proposal
3. Content Creation Proposal
4. Social Media Management Proposal
5. Lead Generation 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 Sales And Marketing Content 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.