Freelance Visual Brand Strategist Templates

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

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Freelance Visual Brand Strategist Templates

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

1. Brand Strategy Proposal
2. Brand Identity Guidelines
3. Creative Brief
4. Mood Board
5. Brand Audit Report
6. Social Media Content Calendar
7. Marketing Campaign Plan
8. Client Presentation Deck
9. Project Timeline
10. Invoice


Reports are often prepared by a Freelance Visual Brand Strategist 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 Brand Performance Report
2. Competitor Analysis Report
3. Social Media Engagement Report
4. Website Traffic and Conversion Report
5. Email Marketing Campaign Report
6. Customer Satisfaction Survey Report
7. Brand Perception and Awareness Report
8. Content Marketing Effectiveness Report
9. Sales and Revenue Report
10. Project Management and Time Tracking 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 Visual Brand Strategist does and how they do it.

1. Client Onboarding SOP
2. Brand Discovery SOP
3. Competitive Analysis SOP
4. Target Audience Research SOP
5. Brand Positioning SOP
6. Visual Identity Development SOP
7. Brand Guidelines Creation SOP
8. Content Strategy SOP
9. Social Media Strategy SOP
10. Brand Performance Analysis SOP


Freelance Visual Brand Strategist 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. “Brand Identity Overview”
2. “Competitor Analysis Report”
3. “Social Media Strategy Presentation”
4. “Website Redesign Proposal”
5. “Marketing Campaign Launch Plan

Legal Docs

There are several key times when a Freelance Visual Brand Strategist 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. Copyright Assignment Agreement
4. Independent Contractor Agreement
5. Statement of Work (SOW)

Health & Safety Templates

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

1. Monthly Content Calendar
2. Project Timeline Calendar
3. Client Meeting Calendar
4. Social Media Posting Calendar
5. Design and Creative Deadlines Calendar

Invoice Templates

Several types of Freelance Visual Brand Strategist 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. Branding Strategy Consultation Invoice
3. Logo Design and Development Invoice
4. Social Media Marketing Campaign Invoice
5. Website Design and Development Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Brand Perception Survey
3. Competitor Analysis Survey
4. Target Audience Research Survey
5. Design Preference Survey

Meeting Agendas

Having premade Freelance Visual Brand Strategist 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 Strategy Meeting
2. Creative Brainstorming Session
3. Project Kick-off Meeting
4. Design Review and Feedback Meeting
5. Monthly Progress and Performance Review

Budget Templates

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

1. Income and Expenses Template
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Professional Development Budget Template
5. Savings and Investment Budget Template


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

1. Brand Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Analytics Dashboard
4. Content Marketing Dashboard
5. Client Project Status Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Visual Brand Strategist 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. Brand Identity Proposal
2. Website Design Proposal
3. Social Media Marketing Proposal
4. Packaging Design Proposal
5. Print Collateral 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 Visual Brand Strategist 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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