Freelance Web Researcher Templates

Looking for Freelance Web Researcher Templates to download? See the main templates that a Freelance Web Researcher would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Freelance Web Researcher Templates

There is a huge number of templates that someone in the Freelance Web Researcher 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 Researcher. 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 Research Report
2. Client Project Tracker
3. Website Content Audit Template
4. Competitor Analysis Spreadsheet
5. Customer Support Ticket Log
6. Data Entry Template
7. Email Outreach Tracker
8. Social Media Analytics Dashboard
9. Meeting Minutes Template
10. Invoice Template


Reports are often prepared by a Freelance Web Researcher 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 Website Traffic Report
2. Customer Satisfaction Survey Report
3. Competitor Analysis Report
4. Keyword Research Report
5. Social Media Engagement Report
6. Email Marketing Campaign Report
7. Content Performance Report
8. Lead Generation Report
9. Website Conversion Rate Report
10. Monthly Revenue 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 Web Researcher does and how they do it.

1. Research Brief Template
2. Data Collection Template
3. Data Analysis Template
4. Report Writing Template
5. Client Communication Template
6. Project Management Template
7. Quality Assurance Template
8. Time Tracking Template
9. Invoice Template
10. Performance Review Template


Freelance Web Researcher 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. Monthly Performance Report
2. Customer Satisfaction Survey Results
3. Market Research Analysis
4. Competitor Analysis
5. Website Traffic and Analytics Report

Legal Docs

There are several key times when a Freelance Web Researcher 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. Independent Contractor Agreement
4. Copyright Release Form
5. Data Protection Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Web Researcher 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. Health and Safety Inspection Checklist Template


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

1. Monthly Task Calendar
2. Project Deadline Calendar
3. Client Meeting Calendar
4. Content Creation Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly Research Report Invoice
2. Data Collection and Analysis Invoice
3. Market Research Invoice
4. Competitor Analysis Invoice
5. Customer Satisfaction Survey Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Product Feedback Survey
4. Website Usability Survey
5. Employee Satisfaction Survey

Meeting Agendas

Having premade Freelance Web Researcher 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. Client Progress Update Meeting
3. Team Collaboration Meeting
4. Weekly Task Planning Meeting
5. Performance Evaluation Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Client Billing Template
3. Project Budget Template
4. Savings and Investment Template
5. Tax Planning Template


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

1. Monthly Sales Dashboard
2. Customer Satisfaction Dashboard
3. Website Traffic Dashboard
4. Social Media Engagement Dashboard
5. Project Progress Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Web Researcher 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 Market Research Proposal
2. Competitive Analysis Proposal
3. Customer Satisfaction Survey Proposal
4. Website Usability Testing Proposal
5. Data Entry and Analysis 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 Web Researcher 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.

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