Looking for Freelance Visual Marketing Consultant Templates to download? See the main templates that a Freelance Visual Marketing Consultant would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Visual Marketing Consultant role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Visual Marketing Consultant. 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 Marketing Report
2. Social Media Content Calendar
3. Client Project Proposal
4. Branding Style Guide
5. Website Wireframe Template
6. Email Marketing Campaign Template
7. Graphic Design Portfolio Template
8. Competitive Analysis Spreadsheet
9. Marketing Budget Template
10. Client Invoice Template
Reports are often prepared by a Freelance Visual Marketing Consultant 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 Marketing Performance Report
2. Social Media Engagement Report
3. Website Traffic Analysis Report
4. Email Marketing Campaign Report
5. Content Marketing Effectiveness Report
6. Competitor Analysis Report
7. Customer Satisfaction Survey Report
8. Sales Funnel Conversion Report
9. Brand Awareness and Perception Report
10. Return on Investment (ROI) Analysis 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 Marketing Consultant does and how they do it.
1. Client Onboarding SOP
2. Social Media Content Creation SOP
3. Website Design and Development SOP
4. Branding and Logo Design SOP
5. Email Marketing Campaign SOP
6. Video Production and Editing SOP
7. Photography and Image Editing SOP
8. Print Design and Production SOP
9. Market Research and Analysis SOP
10. Project Management SOP
Freelance Visual Marketing Consultant 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. “Minimalist Showcase”
2. “Bold and Vibrant”
3. “Elegant and Sophisticated”
4. “Modern and Sleek”
5. “Creative Collage
There are several key times when a Freelance Visual Marketing Consultant 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. Client Proposal Template
Health & Safety templates for a Freelance Visual Marketing Consultant 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
Setting up Freelance Visual Marketing Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Content Calendar
2. Social Media Posting Calendar
3. Project Timeline Calendar
4. Client Meeting Calendar
5. Deadlines and Deliverables Calendar
Several types of Freelance Visual Marketing Consultant 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. Social Media Marketing Invoice
3. Branding and Logo Design Invoice
4. Website Development Invoice
5. Photography and Videography Services Invoice
For a Freelance Visual Marketing Consultant to get insights related to the work they do, they need to send out Freelance Visual Marketing Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Brand Perception Survey
3. Market Research Survey
4. Product Feedback Survey
5. Social Media Engagement Survey
Having premade Freelance Visual Marketing Consultant 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 Update Meeting
2. Creative Brainstorming Session
3. Project Kick-off Meeting
4. Design Review Meeting
5. Marketing Strategy Meeting
To manage finances well, a Freelance Visual Marketing Consultant 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. Professional Development Budget Template
Dashboards are a useful way for a Freelance Visual Marketing Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Performance Overview Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Email Marketing Campaign Dashboard
5. Brand Awareness and Reach Dashboard
For bidding or requesting work, a Freelance Visual Marketing Consultant 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. Social Media Marketing Proposal
2. Branding and Identity Proposal
3. Website Design and Development Proposal
4. Content Creation and Strategy Proposal
5. Graphic Design and Print Collateral Proposal
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 Marketing Consultant 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.
