Freelance Social Media Designer Templates

There is a huge number of templates that someone in the Freelance Social Media Designer 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 Designer. 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 Content Calendar
2. Social Media Post Template
3. Social Media Analytics Report
4. Client Proposal Template
5. Invoice Template
6. Social Media Campaign Brief
7. Social Media Style Guide
8. Social Media Ad Template
9. Client Onboarding Checklist
10. Social Media Strategy Template

Reports

Reports are often prepared by a Freelance Social Media Designer 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. Campaign Performance Report
7. Conversion Rate Report
8. Social Media Ad Performance Report
9. Influencer Collaboration Report
10. Social Media 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 Social Media Designer does and how they do it.

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Presentations

Freelance Social Media Designer 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. “Social Media Analytics Report”
2. “Monthly Content Calendar”
3. “Campaign Performance Review”
4. “Brand Identity Guidelines”
5. “Social Media Strategy Proposal

Legal Docs

There are several key times when a Freelance Social Media Designer 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. Copyright Release Form
4. Independent Contractor Agreement
5. Client Approval Form

Health & Safety Templates

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

1. Monthly Content Calendar
2. Social Media Posting Schedule
3. Editorial Calendar
4. Project Timeline
5. Client Meeting Schedule

Invoice Templates

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

1. Monthly Social Media Design Services Invoice
2. Social Media Advertising Campaign Invoice
3. Branding and Logo Design Invoice
4. Social Media Content Creation Invoice
5. Social Media Analytics and Reporting Invoice

Survey Templates

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

1. Monthly Social Media Engagement Survey
2. Client Satisfaction Survey
3. Social Media Content Effectiveness Survey
4. Audience Demographics Survey
5. Social Media Trends and Preferences Survey

Meeting Agendas

Having premade Freelance Social Media Designer 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 Client Meeting
2. Team Collaboration Meeting
3. Content Planning Meeting
4. Performance Review Meeting
5. Creative Brainstorming Meeting

Budget Templates

To manage finances well, a Freelance Social Media Designer 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 Budget Template
4. Marketing and Advertising Expenses Template
5. Savings and Investment Tracker Template

Dashboards

Dashboards are a useful way for a Freelance Social Media Designer 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 Insights Dashboard
4. Campaign Analytics Dashboard
5. Social Media ROI Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Social Media Designer 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 Content Proposal
2. Social Media Ad Campaign Proposal
3. Social Media Branding Proposal
4. Social Media Analytics Proposal
5. Social Media Strategy 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 Designer 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.

Freelance Social Media Designer Templates