Freelance Visual Experience Specialist Templates
There is a huge number of templates that someone in the Freelance Visual Experience 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 Experience 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. Mood Board Template
4. Design Concept Template
5. Wireframe Template
6. Style Guide Template
7. Design Presentation Template
8. Project Timeline Template
9. Invoice Template
10. Expense Tracker Template
Reports
Reports are often prepared by a Freelance Visual Experience 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. Monthly Sales Report
2. Client Satisfaction Report
3. Project Progress Report
4. Website Traffic Report
5. Social Media Engagement Report
6. Design Trends Report
7. Competitor Analysis Report
8. Budget and Expenses Report
9. User Experience Testing Report
10. Creative Portfolio Performance 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 Experience Specialist does and how they do it.
1. Project Brief Template
2. Creative Brief Template
3. Mood Board Template
4. Wireframe Template
5. Style Guide Template
6. User Persona Template
7. User Journey Template
8. Design Review Template
9. Presentation Template
10. Project Closure Template
Presentations
Freelance Visual Experience 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. Creative Portfolio Showcase
2. Brand Identity Presentation
3. User Experience Design Review
4. Marketing Campaign Analysis
5. Visual Trends and Inspiration Update
Legal Docs
There are several key times when a Freelance Visual Experience 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. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Visual Experience Specialist 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up Freelance Visual Experience Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Content Creation Calendar
3. Social Media Posting Calendar
4. Client Meeting Calendar
5. Deadlines and Deliverables Calendar
Invoice Templates
Several types of Freelance Visual Experience Specialist 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. Photography Services Invoice
3. Branding and Logo Design Invoice
4. Website Development Invoice
5. Social Media Marketing Invoice
Survey Templates
For a Freelance Visual Experience Specialist to get insights related to the work they do, they need to send out Freelance Visual Experience Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. User Experience Survey
3. Brand Perception Survey
4. Product Feedback Survey
5. Market Research Survey
Meeting Agendas
Having premade Freelance Visual Experience 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. Monthly Project Review Meeting
2. Creative Brainstorming Session
3. Client Feedback Meeting
4. Team Collaboration Meeting
5. Design Strategy Planning Meeting
Budget Templates
To manage finances well, a Freelance Visual Experience Specialist 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. Equipment and Software Budget Template
5. Travel and Accommodation Budget Template
Dashboards
Dashboards are a useful way for a Freelance Visual Experience Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Website Analytics Dashboard
3. Social Media Engagement Dashboard
4. Project Management Dashboard
5. Client Satisfaction Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Visual Experience 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. Website Redesign Proposal
2. Branding and Identity Proposal
3. Social Media Marketing Proposal
4. Graphic Design Services Proposal
5. User Interface (UI) Design 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 Experience 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.