Freelance Visual Communication Specialist Templates
There is a huge number of templates that someone in the Freelance Visual Communication Specialist 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 Communication Specialist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Project Proposal Template
2. Creative Brief Template
3. Marketing Plan Template
4. Social Media Content Calendar Template
5. Client Presentation Template
6. Branding Guidelines Template
7. Invoice Template
8. Timesheet Template
9. Expense Report Template
10. Monthly Performance Report Template
Reports
Reports are often prepared by a Freelance Visual Communication Specialist 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. Sales Performance Report
2. Marketing Campaign Analysis Report
3. Customer Engagement Report
4. Social Media Analytics Report
5. Website Traffic Report
6. Email Marketing Report
7. Lead Generation Report
8. Competitor Analysis Report
9. ROI Analysis Report
10. Client Satisfaction 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 Visual Communication Specialist does and how they do it.
1. Client Briefing Template
2. Creative Concept Template
3. Design Proposal Template
4. Project Timeline Template
5. Content Creation Template
6. Social Media Strategy Template
7. Branding Guidelines Template
8. Presentation Template
9. Website Design Template
10. Campaign Evaluation Template
Presentations
Freelance Visual Communication Specialist 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. Sales Performance Report
2. Marketing Campaign Analysis
3. Product Launch Presentation
4. Competitive Analysis Overview
5. Client Pitch Deck
Legal Docs
There are several key times when a Freelance Visual Communication Specialist 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 Release Form
4. Independent Contractor Agreement
5. Purchase Order Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Visual Communication Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Risk Assessment Template
2. Incident Report Template
3. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Record Template
Calendars
Setting up Freelance Visual Communication Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Social Media Calendar
3. Marketing Campaign Calendar
4. Project Timeline Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Visual Communication Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This invoice is used to bill clients for the services provided in the sales and marketing industry.
2. Marketing Invoice: This invoice is used to bill clients specifically for marketing services rendered.
3. Design Invoice: This invoice is used to bill clients for design services provided as a visual communication specialist.
4. Consulting Invoice: This invoice is used to bill clients for consulting services offered in the sales and marketing field.
5. Project Invoice: This invoice is used to bill clients for specific projects completed as a freelance visual communication specialist in the sales and marketing industry
Survey Templates
For a Freelance Visual Communication Specialist to get insights related to the work they do, they need to send out Freelance Visual Communication Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Brand Perception Survey
4. Product Feedback Survey
5. Advertising Effectiveness Survey
Meeting Agendas
Having premade Freelance Visual Communication Specialist 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. Sales Team Meeting Template
2. Marketing Strategy Meeting Template
3. Client Presentation Meeting Template
4. Creative Brainstorming Meeting Template
5. Project Status Update Meeting Template
Budget Templates
To manage finances well, a Freelance Visual Communication Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expenses Budget 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 Visual Communication Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Customer Engagement Dashboard
4. Lead Generation Dashboard
5. Social Media Analytics Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Visual Communication Specialist 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. Sales Pitch Proposal
2. Marketing Campaign Proposal
3. Branding Strategy Proposal
4. Social Media Advertising Proposal
5. Graphic Design 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 Visual Communication Specialist 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.