Freelance Sales Copywriter Templates

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

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Freelance Sales Copywriter Templates

There is a huge number of templates that someone in the Freelance Sales Copywriter 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 Copywriter. 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 Copy Template
2. Client Brief Template
3. Content Calendar Template
4. Invoice Template
5. Proposal Template
6. Sales Report Template
7. Email Marketing Template
8. Social Media Content Template
9. Landing Page Template
10. Client Feedback Template


Reports are often prepared by a Freelance Sales Copywriter 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. Lead Generation Report
3. Conversion Rate Report
4. Customer Acquisition Report
5. Campaign Effectiveness Report
6. Email Marketing Report
7. Social Media Engagement Report
8. Website Traffic Report
9. Competitor Analysis Report
10. ROI Analysis 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 Sales Copywriter does and how they do it.


Freelance Sales Copywriter 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. Product Launch Template
3. Client Proposal Template
4. Sales Training Template
5. Marketing Campaign Template

Legal Docs

There are several key times when a Freelance Sales Copywriter 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. Sales Contract
3. Freelance Services Agreement
4. Copyright Assignment Agreement
5. Invoice Template

Health & Safety Templates

Health & Safety templates for a Freelance Sales Copywriter 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 Sales Copywriter calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Content Calendar
2. Editorial Calendar
3. Social Media Calendar
4. Sales Campaign Calendar
5. Client Meeting Calendar

Invoice Templates

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

1. Sales Copywriting Services Invoice
2. Monthly Retainer Invoice
3. Project-Based Invoice
4. Rush Order Invoice
5. Revisions and Add-ons Invoice

Survey Templates

For a Freelance Sales Copywriter to get insights related to the work they do, they need to send out Freelance Sales Copywriter 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. Brand Perception Survey
5. Lead Generation Survey

Meeting Agendas

Having premade Freelance Sales Copywriter 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. Client Strategy Meeting
3. Content Planning Meeting
4. Performance Review Meeting
5. Marketing Campaign Review Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Client Invoices and Payments Template
3. Marketing and Advertising Expenses Template
4. Savings and Investment Tracker Template
5. Tax and Legal Expenses Template


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

1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Conversion Rate Dashboard
4. Customer Acquisition Cost Dashboard
5. Social Media Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Sales Copywriter 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 Pitch Proposal
2. Email Marketing Campaign Proposal
3. Social Media Advertising Proposal
4. Website Copywriting Proposal
5. Product Launch Copy 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 Copywriter 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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