Freelance Typist Templates

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

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Freelance Typist Templates

There is a huge number of templates that someone in the Freelance Typist 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 Typist. 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. Timesheet Template
3. Expense Report Template
4. Client Contact List Template
5. Project Tracker Template
6. Weekly Schedule Template
7. Meeting Minutes Template
8. To-Do List Template
9. Performance Evaluation Template
10. Monthly Sales Report Template


Reports are often prepared by a Freelance Typist 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 Sales Report
2. Customer Satisfaction Report
3. Expense Report
4. Productivity Report
5. Accounts Receivable Report
6. Accounts Payable Report
7. Inventory Report
8. Project Status Report
9. Time Tracking Report
10. Quality Assurance 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 Typist does and how they do it.

1. Client Onboarding SOP
2. Data Entry SOP
3. Email Management SOP
4. Document Formatting SOP
5. Transcription SOP
6. Proofreading SOP
7. File Organization SOP
8. Meeting Minutes SOP
9. Research and Data Collection SOP
10. Invoice Preparation SOP


Freelance Typist 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 Template
2. Client Meeting Presentation Template
3. Project Progress Update Template
4. Training Session Template
5. Team Performance Review Template

Legal Docs

There are several key times when a Freelance Typist 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
2. Service Agreement
3. Independent Contractor Agreement
4. Invoice Template
5. Confidentiality Agreement

Health & Safety Templates

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

1. Monthly Task Calendar
2. Project Deadline Calendar
3. Client Meeting Calendar
4. Payment Due Calendar
5. Personal Schedule Calendar

Invoice Templates

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

1. Monthly Typing Services Invoice
2. Editing and Proofreading Invoice
3. Data Entry Services Invoice
4. Transcription Services Invoice
5. Virtual Assistant Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Product/Service Improvement Survey
4. Market Research Survey
5. Website User Experience Survey

Meeting Agendas

Having premade Freelance Typist 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 Update Meeting
3. Project Planning Meeting
4. Performance Review Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Business Expenses Tracker
4. Savings and Investment Tracker
5. Annual Budget Planner


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

1. Monthly Sales Dashboard
2. Customer Satisfaction Dashboard
3. Productivity Dashboard
4. Financial Performance Dashboard
5. Task Completion Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Typist 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 Data Entry Proposal
2. Administrative Support Proposal
3. Customer Service Proposal
4. Virtual Assistant Proposal
5. Transcription Services 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 Typist 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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