Freelance Social Media Consultant Templates

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

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Freelance Social Media Consultant Templates

There is a huge number of templates that someone in the Freelance Social Media Consultant 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 Social Media Consultant. 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 Social Media Report
2. Content Calendar
3. Social Media Strategy Template
4. Client Proposal Template
5. Social Media Audit Template
6. Social Media Campaign Template
7. Social Media Advertising Budget Template
8. Social Media Analytics Template
9. Social Media Content Template
10. Social Media Influencer Collaboration Template


Reports are often prepared by a Freelance Social Media Consultant 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. Social Media Engagement Report
2. Content Performance Report
3. Audience Demographics Report
4. Social Media Reach Report
5. Competitor Analysis Report
6. Conversion Tracking Report
7. Social Media Advertising Report
8. Influencer Campaign Report
9. Social Media ROI Report
10. Monthly Analytics Summary 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 Social Media Consultant does and how they do it.

1. Social Media Content Calendar Template
2. Social Media Strategy Template
3. Social Media Audit Template
4. Social Media Analytics Template
5. Social Media Campaign Template
6. Social Media Advertising Template
7. Social Media Influencer Collaboration Template
8. Social Media Crisis Management Template
9. Social Media Reporting Template
10. Social Media Client Onboarding Template


Freelance Social Media Consultant 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 Social Media Performance Report
2. Social Media Content Calendar
3. Social Media Strategy Proposal
4. Social Media Advertising Campaign Analysis
5. Social Media Trends and Insights Update

Legal Docs

There are several key times when a Freelance Social Media Consultant 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. Content License Agreement
4. Independent Contractor Agreement
5. Copyright Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Social Media Consultant 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. Health and Safety Inspection Checklist Template


Setting up Freelance Social Media Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Content Calendar:
2. Editorial Calendar:
3. Social Media Calendar:
4. Marketing Calendar:
5. Project Calendar

Invoice Templates

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

1. Monthly Social Media Management Invoice
2. Content Creation and Curation Invoice
3. Social Media Advertising Campaign Invoice
4. Social Media Analytics and Reporting Invoice
5. Social Media Strategy and Consultation Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Social Media Platform Usage Survey
3. Content Performance Survey
4. Audience Demographics Survey
5. Competitor Analysis Survey

Meeting Agendas

Having premade Freelance Social Media Consultant 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 Social Media Strategy Meeting
2. Content Planning Meeting
3. Performance Review Meeting
4. Client Update Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Freelance Social Media Consultant 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. Social Media Tools and Software Expenses Template
5. Professional Development and Training Expenses Template


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

1. Social Media Engagement Dashboard
2. Content Performance Dashboard
3. Audience Demographics Dashboard
4. Social Media Advertising Dashboard
5. Competitor Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Social Media Consultant 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. Social Media Strategy Proposal
2. Content Creation Proposal
3. Social Media Advertising Proposal
4. Social Media Analytics Proposal
5. Social Media Training 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 Social Media Consultant 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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