Freelance Social Media Marketer Templates

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

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Freelance Social Media Marketer Templates

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


Reports are often prepared by a Freelance Social Media Marketer 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. Audience Demographics Report
3. Content Performance Report
4. Conversion Rate Report
5. Social Media Reach Report
6. Competitor Analysis Report
7. Campaign Performance Report
8. ROI Report
9. Social Media Trends Report
10. Monthly Analytics 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 Marketer does and how they do it.


Freelance Social Media Marketer 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. Sales Performance Report
2. Social Media Analytics Dashboard
3. Monthly Marketing Strategy
4. Client Campaign Review
5. Social Media Content Calendar

Legal Docs

There are several key times when a Freelance Social Media Marketer 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. Influencer Agreement
4. Content Release Form
5. Copyright Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Social Media Marketer 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 Marketer 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. Marketing Campaign Calendar
5. Client Meeting Schedule

Invoice Templates

Several types of Freelance Social Media Marketer 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. Consultation and Strategy Development Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Social Media Engagement Survey
3. Brand Awareness Survey
4. Market Research Survey
5. Competitor Analysis Survey

Meeting Agendas

Having premade Freelance Social Media Marketer 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. Weekly Content Planning Meeting
3. Bi-weekly Performance Review Meeting
4. Monthly Client Update Meeting
5. Quarterly Social Media Campaign Evaluation Meeting

Budget Templates

To manage finances well, a Freelance Social Media Marketer 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 Promotion Budget Template
5. Miscellaneous Expenses Tracker Template


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

1. Social Media Engagement Dashboard
2. Audience Growth Dashboard
3. Content Performance Dashboard
4. Campaign Analytics Dashboard
5. ROI and Revenue Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Social Media Marketer 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 Marketer 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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