Freelance WordPress Designer Templates

Freelance WordPress Designer Templates

There is a huge number of templates that someone in the Freelance WordPress Designer 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 WordPress Designer. 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. Website Design Template
3. Website Development Template
4. Content Creation Template
5. SEO Optimization Template
6. Website Maintenance Template
7. Invoice Template
8. Time Tracking Template
9. Client Communication Template
10. Project Completion Template

Reports

Reports are often prepared by a Freelance WordPress Designer 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. Website Traffic Report
2. Conversion Rate Report
3. User Engagement Report
4. SEO Performance Report
5. Social Media Analytics Report
6. E-commerce Sales Report
7. Website Performance Report
8. Content Performance Report
9. Email Marketing Report
10. Project Time Tracking 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 WordPress Designer does and how they do it.

1. Client Onboarding SOP
2. Website Design SOP
3. Theme Customization SOP
4. Plugin Installation SOP
5. Content Creation SOP
6. SEO Optimization SOP
7. Website Testing SOP
8. Website Launch SOP
9. Maintenance and Updates SOP
10. Client Communication SOP

Presentations

Freelance WordPress Designer 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. “Client Website Redesign Proposal”
2. “Website Development Timeline”
3. “E-commerce Website Design Concepts”
4. “Website Maintenance and Support Plan”
5. “WordPress Training and Documentation

Legal Docs

There are several key times when a Freelance WordPress Designer 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. Website Design Agreement
2. Non-Disclosure Agreement
3. Service Agreement
4. Copyright Assignment Agreement
5. Website Maintenance Agreement

Health & Safety Templates

Health & Safety templates for a Freelance WordPress Designer 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 WordPress Designer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Content Creation Calendar
4. Website Maintenance Calendar
5. Marketing and Promotion Calendar

Invoice Templates

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

1. Monthly Website Maintenance Invoice
2. Website Design and Development Invoice
3. E-commerce Website Development Invoice
4. Custom Plugin Development Invoice
5. Website Migration and Optimization Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Website Usability Survey
3. Customer Feedback Survey
4. Project Evaluation Survey
5. Website Performance Survey

Meeting Agendas

Having premade Freelance WordPress Designer 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. Design Review Meeting
3. Development Progress Meeting
4. Content Review Meeting
5. Final Delivery and Feedback Meeting

Budget Templates

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

1. Income Budget Template
2. Expense Budget Template
3. Project Budget Template
4. Marketing Budget Template
5. Savings Budget Template

Dashboards

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

1. Website Traffic Dashboard
2. Conversion Rate Dashboard
3. SEO Performance Dashboard
4. Social Media Engagement Dashboard
5. Revenue and Sales Dashboard

Proposal Templates

For bidding or requesting work, a Freelance WordPress Designer 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. E-commerce Website Development Proposal
3. Custom WordPress Theme Proposal
4. Website Maintenance and Support Proposal
5. SEO Optimization 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 WordPress Designer 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.