Freelance Trendsetter Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Freelance Trendsetter Templates

There is a huge number of templates that someone in the Freelance Trendsetter 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 Trendsetter. 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 Trend Report
2. Client Proposal Template
3. Project Timeline Spreadsheet
4. Creative Brief Template
5. Social Media Content Calendar
6. Invoice Template
7. Mood Board Template
8. Design Portfolio Template
9. Marketing Plan Template
10. Budget Spreadsheet

Reports

Reports are often prepared by a Freelance Trendsetter 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 Trend Analysis Report
2. Client Project Status Report
3. Social Media Engagement Report
4. Website Traffic and Analytics Report
5. Sales and Revenue Report
6. Competitor Analysis Report
7. Content Performance Report
8. Email Marketing Campaign Report
9. Design and Creative Portfolio Report
10. Industry Research and Insights 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 Trendsetter does and how they do it.

1. Client Onboarding SOP
2. Creative Briefing SOP
3. Design Concept Development SOP
4. Design Review and Feedback SOP
5. File Organization and Naming SOP
6. Design File Delivery SOP
7. Social Media Content Creation SOP
8. Website Design and Development SOP
9. Branding and Logo Design SOP
10. Project Closure and Client Feedback SOP

Presentations

Freelance Trendsetter 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. Modern Minimalist
2. Bold and Colorful
3. Elegant and Sophisticated
4. Playful and Whimsical
5. Clean and Professional

Legal Docs

There are several key times when a Freelance Trendsetter 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. Freelance Services Agreement
3. Copyright Assignment Agreement
4. Model Release Form
5. Intellectual Property License Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Trendsetter 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 Trendsetter calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Editorial Calendar:
2. Project Timeline Calendar:
3. Social Media Content Calendar:
4. Client Meeting Calendar:
5. Personal Task Calendar:

Invoice Templates

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

1. Monthly Design Services Invoice
2. Logo Design Invoice
3. Website Development Invoice
4. Branding and Identity Invoice
5. Social Media Marketing Invoice

Survey Templates

For a Freelance Trendsetter to get insights related to the work they do, they need to send out Freelance Trendsetter 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 Perception Survey
5. Trend Analysis Survey

Meeting Agendas

Having premade Freelance Trendsetter 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 Trend Analysis Meeting
2. Creative Brainstorming Session
3. Client Project Review Meeting
4. Marketing Strategy Planning Meeting
5. Team Collaboration and Feedback Session

Budget Templates

To manage finances well, a Freelance Trendsetter 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 and Advertising Budget Template
4. Travel and Entertainment Budget Template
5. Savings and Investment Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Project Management Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Trendsetter 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 Marketing Proposal
2. Branding and Logo Design Proposal
3. Website Development and Design Proposal
4. Content Creation and Copywriting Proposal
5. Creative Campaign and Advertising 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 Trendsetter 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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