Freelance Social Media Strategist Templates

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

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Freelance Social Media Strategist Templates

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

Reports

Reports are often prepared by a Freelance Social Media Strategist 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. Monthly 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. ROI Analysis Report
9. Social Media Advertising Report
10. Trend Analysis 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 Strategist does and how they do it.

Presentations

Freelance Social Media Strategist 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 Campaign Analysis
3. Monthly Marketing Strategy
4. Audience Engagement Metrics
5. Competitor Analysis and Insights

Legal Docs

There are several key times when a Freelance Social Media Strategist 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 Release Form
4. Influencer Collaboration Agreement
5. Social Media Contest Rules

Health & Safety Templates

Health & Safety templates for a Freelance Social Media Strategist 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

Calendars

Setting up Freelance Social Media Strategist 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 Strategist 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. Analytics and Reporting Invoice
5. Consultation and Strategy Development Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Freelance Social Media Strategist 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 Coordination and Task Allocation Meeting

Budget Templates

To manage finances well, a Freelance Social Media Strategist 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. Professional Development and Training Budget Template

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Freelance Social Media Strategist 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. Monthly Social Media Content Proposal
2. Social Media Advertising Campaign Proposal
3. Influencer Marketing Proposal
4. Social Media Analytics and Reporting Proposal
5. Social Media Strategy and Consultation 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 Strategist 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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