Freelance Social Media Trainer Templates

There is a huge number of templates that someone in the Freelance Social Media Trainer 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 Trainer. 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 Strategy Template
3. Social Media Analytics Report
4. Social Media Campaign Plan
5. Social Media Audit Template
6. Social Media Training Presentation
7. Social Media Proposal Template
8. Social Media Advertising Budget Spreadsheet
9. Social Media Client Onboarding Checklist
10. Social Media Weekly Performance Report

Reports

Reports are often prepared by a Freelance Social Media Trainer 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. Social Media Reach Report
5. Conversion Rate Report
6. Competitor Analysis Report
7. Social Media Advertising Report
8. Influencer Campaign Report
9. Social Media ROI 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 Trainer does and how they do it.

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Presentations

Freelance Social Media Trainer 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 Analysis
2. Social Media Strategy Development
3. Content Creation and Curation
4. Social Media Advertising Campaigns
5. Social Media Analytics and Reporting

Legal Docs

There are several key times when a Freelance Social Media Trainer 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. Independent Contractor Agreement
4. Content Release Form
5. Social Media Influencer Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Social Media Trainer 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 Training Attendance Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Freelance Social Media Trainer 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. Marketing Campaign Calendar
4. Sales Promotion Calendar
5. Training and Workshop Schedule

Invoice Templates

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

1. Monthly Training Services Invoice
2. Social Media Strategy Consultation Invoice
3. Content Creation and Management Invoice
4. Social Media Advertising Campaign Invoice
5. Monthly Analytics and Reporting Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Social Media Usage Survey
3. Marketing Campaign Effectiveness Survey
4. Social Media Platform Preference Survey
5. Sales Lead Generation Survey

Meeting Agendas

Having premade Freelance Social Media Trainer 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. Analytics and Performance Review Meeting
4. Client Progress and Feedback Meeting
5. Team Collaboration and Training Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Client Billing Tracker
3. Marketing and Advertising Budget
4. Travel and Accommodation Budget
5. Professional Development Budget

Dashboards

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

1. Social Media Engagement Dashboard
2. Sales Funnel Dashboard
3. Content Performance Dashboard
4. Audience Demographics Dashboard
5. Campaign ROI Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Social Media Trainer 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. Social Media Analytics Proposal
5. Social Media Training 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 Trainer 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 Trainer Templates