Freelance Transcriptionist Templates

Freelance Transcriptionist Templates

There is a huge number of templates that someone in the Freelance Transcriptionist 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 Transcriptionist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Transcription Template
2. Invoice Template
3. Time Tracker Template
4. Client Information Template
5. Project Tracker Template
6. Expense Tracker Template
7. Payment Tracker Template
8. Tax Deduction Template
9. Mileage Tracker Template
10. Client Feedback Template

Reports

Reports are often prepared by a Freelance Transcriptionist 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 Income Report
2. Client Feedback Report
3. Project Completion Report
4. Quality Assurance Report
5. Time Management Report
6. Invoice and Payment Report
7. Project Status Report
8. Productivity Report
9. Client Satisfaction Report
10. Workload 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 Transcriptionist does and how they do it.

1. Transcription Guidelines
2. Formatting Standards
3. Quality Control Checklist
4. Time Management SOP
5. Client Communication Protocol
6. File Organization Procedure
7. Proofreading and Editing Guidelines
8. Confidentiality Agreement
9. Invoice and Payment Process
10. Troubleshooting and Technical Support SOP

Presentations

Freelance Transcriptionist 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 Client Report Template
2. Project Progress Update Template
3. Quality Assurance Checklist Template
4. Invoice and Payment Template
5. Marketing and Promotional Presentation Template

Legal Docs

There are several key times when a Freelance Transcriptionist 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. Copyright Assignment Agreement
5. Confidentiality Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Transcriptionist 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. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Work Schedule Calendar
2. Project Deadline Calendar
3. Payment Due Dates Calendar
4. Client Meeting Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly Transcription Services Invoice
2. Editing and Proofreading Invoice
3. Rush Transcription Invoice
4. Translation Services Invoice
5. Additional Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Quality Assurance Survey
3. Time Management Survey
4. Communication Effectiveness Survey
5. Workload Management Survey

Meeting Agendas

Having premade Freelance Transcriptionist 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 Client Meeting
2. Team Collaboration Meeting
3. Project Kick-off Meeting
4. Quality Assurance Meeting
5. Professional Development Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Client Payment Tracker
3. Monthly Budget Planner
4. Tax Deduction Tracker
5. Savings Goal Tracker

Dashboards

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

1. Monthly Earnings Dashboard
2. Productivity Tracker Dashboard
3. Client Feedback Dashboard
4. Project Status Dashboard
5. Time Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Transcriptionist 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 Transcription Services Proposal
2. Transcription and Translation Proposal
3. Audio-to-Text Transcription Proposal
4. Legal Transcription Services Proposal
5. Medical Transcription 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 Transcriptionist 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.