Freelance SEO Specialist Templates

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

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Freelance SEO Specialist Templates

There is a huge number of templates that someone in the Freelance SEO 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 SEO 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 SEO Report
2. Keyword Research Template
3. Content Calendar
4. On-Page SEO Checklist
5. Backlink Analysis Spreadsheet
6. Competitor Analysis Template
7. SEO Audit Report
8. Social Media Analytics Dashboard
9. Google Analytics Dashboard
10. Monthly Performance Summary


Reports are often prepared by a Freelance SEO 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. Keyword Ranking Report
2. Website Traffic Report
3. Backlink Analysis Report
4. Competitor Analysis Report
5. On-Page SEO Audit Report
6. Conversion Rate Optimization Report
7. Content Performance Report
8. Social Media Engagement Report
9. Local SEO Performance Report
10. Monthly SEO Strategy 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 SEO Specialist does and how they do it.

1. Keyword Research SOP
2. On-Page Optimization SOP
3. Off-Page Optimization SOP
4. Content Creation SOP
5. Link Building SOP
6. Technical SEO Audit SOP
7. SEO Reporting SOP
8. Competitor Analysis SOP
9. Local SEO Optimization SOP
10. SEO Strategy Development SOP


Freelance SEO 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. Monthly SEO Performance Report
2. Keyword Research and Analysis Presentation
3. On-Page Optimization Strategy Presentation
4. Off-Page SEO Tactics Presentation
5. SEO Audit and Recommendations Report

Legal Docs

There are several key times when a Freelance SEO 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. Service Agreement
3. Freelance Contract
4. Copyright Assignment Agreement
5. Website Terms and Conditions

Health & Safety Templates

Health & Safety templates for a Freelance SEO Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Emergency Response Plan Template
3. Hazard Communication Program Template
4. Personal Protective Equipment (PPE) Assessment Form
5. Incident Report Form


Setting up Freelance SEO Specialist 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. Keyword Research Calendar
5. Client Meeting Calendar

Invoice Templates

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

1. Monthly SEO Services Invoice
2. Content Writing Invoice
3. Keyword Research Invoice
4. On-Page Optimization Invoice
5. Link Building Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Content Quality Assessment Survey
3. Keyword Research Effectiveness Survey
4. Website Traffic Analysis Survey
5. Competitor Analysis Feedback Survey

Meeting Agendas

Having premade Freelance SEO 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 SEO Strategy Meeting
2. Content Planning Meeting
3. Keyword Research Meeting
4. Performance Analysis Meeting
5. Client Progress Update Meeting

Budget Templates

To manage finances well, a Freelance SEO 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 Invoices and Payments Template
3. Project Expenses Template
4. Tax and Deductions Template
5. Savings and Investment Template


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

1. SEO Performance Dashboard
2. Keyword Ranking Dashboard
3. Traffic Analysis Dashboard
4. Backlink Monitoring Dashboard
5. Content Performance Dashboard

Proposal Templates

For bidding or requesting work, a Freelance SEO 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 SEO Audit Proposal
2. Keyword Research and Optimization Proposal
3. On-Page SEO Proposal
4. Off-Page SEO and Link Building Proposal
5. Content Creation and Optimization 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 SEO 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.

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