Freelance Transcriptionist Templates

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

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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. Monthly Invoice Template
2. Transcription Log Template
3. Time Tracking Spreadsheet
4. Client Contact Information Template
5. Project Tracker Template
6. Expense Tracker Spreadsheet
7. Quality Control Checklist Template
8. Weekly Work Schedule Template
9. Client Feedback Form Template
10. Monthly Income and Expense Report Template


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 Transcription Volume Report
2. Client Satisfaction Report
3. Quality Assurance Report
4. Turnaround Time Report
5. Billing and Payment Report
6. Productivity Report
7. Error Analysis Report
8. Client Feedback Report
9. Project Status Report
10. Training Needs Assessment 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 Transcriptionist does and how they do it.

1. Transcription Formatting SOP
2. Audio File Management SOP
3. Proofreading and Editing SOP
4. Time Management SOP
5. Client Communication SOP
6. Quality Control SOP
7. Confidentiality and Data Security SOP
8. Research and Terminology SOP
9. Transcription Software Usage SOP
10. Invoice and Payment SOP


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. Meeting Minutes Template
3. Training Presentation Template
4. Project Update Template
5. Sales Pitch 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. Invoice Template
4. Independent Contractor Agreement
5. Copyright Release Form

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


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. Client Meeting Calendar
4. Payment Due Dates 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. Standard Invoice: This is the most common invoice template that I use each month to bill my clients for my transcription services. It includes all the necessary details such as the client’s name, invoice number, date, and payment terms.

2. Hourly Invoice: This invoice template is used when I charge my clients on an hourly basis. It includes the number of hours worked, the hourly rate, and the total amount due.

3. Rush Order Invoice: When a client requests a rush order, I use this invoice template to bill them for the additional fee. It includes the regular transcription fee plus the rush order fee.

4. Retainer Invoice: Some clients prefer to pay a retainer fee upfront for my transcription services. This invoice template is used to bill them for the retainer fee and includes the payment terms and conditions.

5. Late Payment Invoice: Unfortunately, sometimes clients don’t pay on time. In this case, I use a late payment invoice template to remind them of the

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. Customer Satisfaction Survey
2. Quality Assurance Survey
3. Feedback on Transcription Accuracy Survey
4. Timeliness of Delivery Survey
5. Communication and Responsiveness 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 Team Meeting
2. Client Feedback Meeting
3. Project Kick-off Meeting
4. Quality Assurance Meeting
5. Training and 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 Expenses Template
2. Client Invoices and Payments Template
3. Tax and Deductions Template
4. Savings and Investments Template
5. Miscellaneous Expenses Template


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. Client Feedback Dashboard
3. Turnaround Time Dashboard
4. Quality Assurance Dashboard
5. Project Status 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 Quality Assurance Proposal
3. Transcription Project Management Proposal
4. Transcription Training and Development Proposal
5. Transcription Technology Upgrade 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.

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