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 Template
4. Client Onboarding Checklist
5. Social Media Post Template
6. Social Media Advertising Budget Tracker
7. Social Media Campaign Proposal
8. Social Media Influencer Collaboration Agreement
9. Monthly Social Media 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 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 social media 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 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. Content Calendar for the Month
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 Contest Rules

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. Social Media Calendar:
3. Editorial Calendar:
4. Project Calendar:
5. Client 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. Social Media Analytics Report Invoice
5. Social Media Strategy Consultation 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 Meeting
3. Performance Review Meeting
4. Client Update Meeting
5. Team Collaboration 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 Expense Tracker
2. Client Billing and Payment Tracker
3. Social Media Advertising Budget
4. Content Creation and Promotion Budget
5. Professional Development and Training Expenses Tracker


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 Growth Dashboard
4. Campaign Analytics Dashboard
5. Competitor Analysis 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 Content Strategy Proposal
2. Social Media Advertising Proposal
3. Social Media Influencer Collaboration Proposal
4. Social Media Analytics and Reporting Proposal
5. Social Media Crisis Management 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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