Freelance Visual Storytelling Consultant Templates
There is a huge number of templates that someone in the Freelance Visual Storytelling Consultant 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 Storytelling 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. Project Proposal Template
2. Creative Brief Template
3. Storyboard Template
4. Content Calendar Template
5. Client Invoice Template
6. Project Timeline Template
7. Social Media Content Template
8. Presentation Template
9. Budget Template
10. Project Evaluation Template
Reports
Reports are often prepared by a Freelance Visual Storytelling 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 Sales Report
2. Client Satisfaction Report
3. Project Progress Report
4. Social Media Analytics Report
5. Website Traffic Report
6. Competitor Analysis Report
7. Budget and Expenses Report
8. Content Performance Report
9. Creative Trends Report
10. ROI Analysis 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 Storytelling Consultant does and how they do it.
1. Client Onboarding SOP
2. Project Planning SOP
3. Content Creation SOP
4. Editing and Post-Production SOP
5. Social Media Promotion SOP
6. Client Feedback and Revisions SOP
7. Project Delivery SOP
8. Invoice and Payment SOP
9. Client Follow-Up SOP
10. Monthly Performance Analysis SOP
Presentations
Freelance Visual Storytelling 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. Introduction Template
2. Client Pitch Template
3. Project Update Template
4. Case Study Template
5. Final Presentation Template
Legal Docs
There are several key times when a Freelance Visual Storytelling 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. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Visual Storytelling 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Visual Storytelling Consultant 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. Editorial Calendar
Invoice Templates
Several types of Freelance Visual Storytelling Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Consulting Services Invoice
2. Creative Project Invoice
3. Photography Services Invoice
4. Video Production Invoice
5. Graphic Design Services Invoice
Survey Templates
For a Freelance Visual Storytelling Consultant to get insights related to the work they do, they need to send out Freelance Visual Storytelling Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Brand Perception Survey
3. Creative Concept Evaluation Survey
4. Visual Content Preference Survey
5. Design Trends Survey
Meeting Agendas
Having premade Freelance Visual Storytelling 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. Project Kickoff Meeting
2. Creative Brainstorming Meeting
3. Design Review Meeting
4. Client Feedback Meeting
5. Project Wrap-up Meeting
Budget Templates
To manage finances well, a Freelance Visual Storytelling Consultant 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 Storytelling Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Engagement Dashboard
2. Social Media Analytics Dashboard
3. Project Management Dashboard
4. Financial Performance Dashboard
5. Content Performance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Visual Storytelling 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. Monthly Social Media Content Proposal
2. Brand Identity and Logo Design Proposal
3. Website Redesign and Development Proposal
4. Video Production and Editing Proposal
5. Marketing Campaign Strategy 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 Storytelling 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.