Freelance Technology Marketing Specialist Templates

Looking for Freelance Technology Marketing Specialist Templates to download? See the main templates that a Freelance Technology Marketing Specialist would use in their day-to-day work.

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Freelance Technology Marketing Specialist Templates

There is a huge number of templates that someone in the Freelance Technology Marketing Specialist 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 Technology Marketing Specialist. 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 Marketing Report
2. Content Calendar
3. Social Media Analytics
4. Email Marketing Campaign Template
5. Website Traffic Analysis
6. Lead Generation Tracker
7. Client Project Proposal
8. Competitive Analysis Spreadsheet
9. Marketing Budget Tracker
10. Monthly Newsletter Template


Reports are often prepared by a Freelance Technology Marketing Specialist 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 Website Traffic Report
2. Lead Generation Report
3. Social Media Engagement Report
4. Email Marketing Performance Report
5. Content Marketing Effectiveness Report
6. Competitor Analysis Report
7. Conversion Rate Optimization Report
8. Marketing Campaign ROI Report
9. Customer Satisfaction Survey Report
10. Sales Funnel 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 Technology Marketing Specialist does and how they do it.

1. Content Creation SOP
2. Social Media Management SOP
3. Email Marketing SOP
4. SEO Optimization SOP
5. Website Analytics SOP
6. Lead Generation SOP
7. Client Communication SOP
8. Project Management SOP
9. Competitive Analysis SOP
10. Reporting and Analysis SOP


Freelance Technology Marketing Specialist 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 Sales Report
2. Product Launch Presentation
3. Competitive Analysis Presentation
4. Client Proposal Presentation
5. Industry Trends and Insights

Legal Docs

There are several key times when a Freelance Technology Marketing Specialist 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. Statement of Work (SOW)
4. Intellectual Property Assignment Agreement
5. Independent Contractor Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Technology Marketing Specialist 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. Personal Protective Equipment (PPE) Checklist Template


Setting up Freelance Technology Marketing Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Content Calendar
2. Social Media Calendar
3. Email Marketing Calendar
4. Event Calendar
5. Project Management Calendar

Invoice Templates

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

1. Monthly Marketing Services Invoice
2. Website Development Invoice
3. Social Media Management Invoice
4. Content Creation Invoice
5. Email Marketing Campaign Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Brand Awareness Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Freelance Technology Marketing Specialist 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 Marketing Strategy Meeting
2. Weekly Project Status Meeting
3. Bi-weekly Content Planning Meeting
4. Quarterly Performance Review Meeting
5. Monthly Client Update Meeting

Budget Templates

To manage finances well, a Freelance Technology Marketing Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expenses Template
2. Project Budget Template
3. Marketing Campaign Budget Template
4. Travel and Accommodation Budget Template
5. Professional Development and Training Budget Template


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

1. Marketing Performance Dashboard
2. Website Analytics Dashboard
3. Social Media Engagement Dashboard
4. Lead Generation Dashboard
5. Campaign ROI Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Technology Marketing Specialist 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 Marketing Strategy Proposal
2. Website Development Proposal
3. Social Media Advertising Proposal
4. Content Creation Proposal
5. Lead Generation Campaign 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 Technology Marketing Specialist 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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