Freelance SEO Specialist Templates

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. Client Meeting Agenda
10. Monthly Performance Summary

Reports

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. Monthly SEO Performance Report
2. Keyword Ranking Report
3. Website Traffic Report
4. Backlink Analysis Report
5. Competitor Analysis Report
6. On-Page Optimization Report
7. Conversion Rate Optimization Report
8. Social Media Engagement Report
9. Content Performance Report
10. Monthly ROI 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 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. SEO Audit SOP
7. Competitor Analysis SOP
8. Reporting and Analytics SOP
9. Local SEO SOP
10. Social Media Optimization SOP

Presentations

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. Invoice Template
5. Copyright Release Form

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. Incident Report Form
3. Emergency Evacuation Plan
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Attendance Record

Calendars

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. Social Media Posting Calendar
3. Editorial Calendar
4. Client Meeting Calendar
5. Task and Project Management 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. Keyword Research Invoice
3. On-Page Optimization Invoice
4. Off-Page Optimization Invoice
5. SEO Audit 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. Customer Satisfaction Survey
2. Website Usability Survey
3. Keyword Research Survey
4. Competitor Analysis Survey
5. SEO Performance Evaluation 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 Performance Review Meeting
2. Keyword Research and Strategy Meeting
3. Content Planning and Optimization Meeting
4. Backlink Analysis and Outreach Meeting
5. Website Audit and Technical SEO 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. Marketing and Advertising Expenses Template
4. Professional Development and Training Expenses Template
5. Savings and Investment Tracker Template

Dashboards

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. Website Traffic Dashboard
4. Backlink Analysis Dashboard
5. Competitor Analysis 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. On-Page Optimization Proposal
3. Off-Page Optimization Proposal
4. Content Marketing Proposal
5. Local SEO 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.