Freelance Social Media Manager Templates

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

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Freelance Social Media Manager Templates

There is a huge number of templates that someone in the Freelance Social Media Manager 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 Manager. 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 Analytics Report
3. Social Media Strategy Proposal
4. Social Media Campaign Brief
5. Social Media Post Template
6. Social Media Advertising Budget Tracker
7. Social Media Influencer Collaboration Agreement
8. Social Media Client Onboarding Checklist
9. Social Media Monthly Performance Review
10. Social Media Crisis Communication Plan


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


Freelance Social Media Manager 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 Presentation
4. Social Media Campaign Analysis
5. Social Media Trends and Insights Update

Legal Docs

There are several key times when a Freelance Social Media Manager 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. Social Media Content Agreement
2. Non-Disclosure Agreement
3. Influencer Collaboration Agreement
4. Copyright Release Form
5. Social Media Advertising Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Social Media Manager 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 Manager 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. Project Calendar:
5. Client Meeting Calendar

Invoice Templates

Several types of Freelance Social Media Manager 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 Invoice
3. Social Media Advertising Invoice
4. Graphic Design Invoice
5. Monthly Analytics Report Invoice

Survey Templates

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

1. Monthly Social Media Performance Survey
2. Audience Engagement Survey
3. Content Effectiveness Survey
4. Customer Satisfaction Survey
5. Competitor Analysis Survey

Meeting Agendas

Having premade Freelance Social Media Manager 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 and Creation Meeting
3. Performance Analysis and Reporting Meeting
4. Client Collaboration and Feedback Meeting
5. Team Brainstorming and Idea Generation Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Client Billing and Payment Tracker Template
3. Social Media Advertising Budget Template
4. Content Creation and Production Budget Template
5. Professional Development and Training Budget Template


Dashboards are a useful way for a Freelance Social Media Manager 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 Manager 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. Influencer Marketing Proposal
5. Social Media Analytics 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 Manager 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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