Freelance Web Developer Templates

Freelance Web Developer Templates

There is a huge number of templates that someone in the Freelance Web Developer 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 Web Developer. 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 Financial Report
2. Budget Spreadsheet
3. Income Statement Template
4. Balance Sheet Template
5. Cash Flow Projection Worksheet
6. Expense Tracker Spreadsheet
7. Invoice Template
8. Timesheet Template
9. Project Proposal Template
10. Client Contract Template

Reports

Reports are often prepared by a Freelance Web Developer 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 Financial Statement
2. Profit and Loss Report
3. Balance Sheet
4. Cash Flow Statement
5. Accounts Receivable Aging Report
6. Accounts Payable Aging Report
7. Budget Variance Report
8. Sales Report
9. Expense Report
10. Tax 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 Web Developer does and how they do it.

1. Client Onboarding SOP
2. Website Development SOP
3. Security and Privacy SOP
4. Content Management SOP
5. SEO Optimization SOP
6. E-commerce Integration SOP
7. Payment Gateway Integration SOP
8. Website Maintenance SOP
9. Performance Monitoring SOP
10. Reporting and Analytics SOP

Presentations

Freelance Web Developer 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. Financial Performance Report
2. Budget Analysis Presentation
3. Investment Portfolio Review
4. Tax Planning Strategies
5. Financial Forecasting and Projections

Legal Docs

There are several key times when a Freelance Web Developer 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. Website Development Agreement
4. Independent Contractor Agreement
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Web Developer 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. Emergency Evacuation Plan Template
4. Health and Safety Training Record Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Freelance Web Developer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Payment Due Dates Calendar
4. Content Creation Calendar
5. Marketing Campaign Calendar

Invoice Templates

Several types of Freelance Web Developer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Web Development Services Invoice
2. Website Maintenance and Support Invoice
3. E-commerce Development Invoice
4. Custom Web Design Invoice
5. SEO Optimization Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Website Usability Survey
3. Financial Services Feedback Survey
4. Accounting Software User Survey
5. Online Payment Experience Survey

Meeting Agendas

Having premade Freelance Web Developer 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. Budget Planning Meeting
3. Stakeholder Update Meeting
4. Team Collaboration Meeting
5. Client Feedback Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Project Budget Tracker
3. Client Invoicing Template
4. Tax Deduction Tracker
5. Savings and Investment Planner

Dashboards

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

1. Financial Performance Dashboard
2. Budget Analysis Dashboard
3. Cash Flow Management Dashboard
4. Sales and Revenue Dashboard
5. Expense Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Web Developer 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 Development Proposal for Financial Consulting Firm
2. E-commerce Platform Proposal for Accounting Software Company
3. Responsive Web Design Proposal for Investment Advisory Firm
4. Custom Web Application Proposal for Tax Preparation Service
5. SEO Optimization Proposal for Financial Planning Agency

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 Web Developer 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.