Freelance WordPress Trainer Templates

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

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Freelance WordPress Trainer Templates

There is a huge number of templates that someone in the Freelance WordPress Trainer 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 Trainer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Lesson Plan Template
2. Training Schedule Template
3. Attendance Sheet Template
4. Invoice Template
5. Expense Tracker Template
6. Client Feedback Form Template
7. Content Calendar Template
8. Blog Post Template
9. Social Media Content Template
10. Project Proposal Template


Reports are often prepared by a Freelance WordPress Trainer 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 Training Attendance Report
2. Website Performance Report
3. Training Feedback Report
4. Revenue and Expenses Report
5. Training Material Usage Report
6. Client Satisfaction Report
7. Training Completion Report
8. Website Security Report
9. Training Revenue Report
10. Training Progress 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 WordPress Trainer does and how they do it.

1. Introduction to WordPress
2. WordPress Installation and Setup
3. WordPress Themes and Plugins
4. WordPress Customization and Design
5. WordPress Security and Maintenance
6. WordPress SEO and Analytics
7. WordPress E-commerce and Payment Gateways
8. WordPress Multisite and Network Administration
9. WordPress Backup and Restore
10. WordPress Troubleshooting and Support


Freelance WordPress Trainer 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 to WordPress
2. WordPress Themes and Customization
3. WordPress Plugins and Functionality
4. WordPress SEO and Optimization
5. WordPress Security and Maintenance

Legal Docs

There are several key times when a Freelance WordPress Trainer 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. Copyright Assignment Agreement
5. Privacy Policy Agreement

Health & Safety Templates

Health & Safety templates for a Freelance WordPress Trainer 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. Training Attendance Register Template
5. Equipment Inspection Checklist Template


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

1. Monthly Training Schedule
2. Client Meeting Calendar
3. Content Creation Timeline
4. Project Management Calendar
5. Personal Task Planner

Invoice Templates

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

1. Monthly Training Invoice
2. Website Development Invoice
3. Customization Services Invoice
4. Maintenance and Support Invoice
5. Consultation and Strategy Invoice

Survey Templates

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

1. Monthly Training Feedback Survey
2. WordPress Training Needs Assessment Survey
3. Client Satisfaction Survey
4. Website Development Survey
5. WordPress Plugin Usage Survey

Meeting Agendas

Having premade Freelance WordPress Trainer 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 Training Session
2. Client Progress Review
3. Team Collaboration Meeting
4. Marketing Strategy Discussion
5. Website Maintenance Planning

Budget Templates

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

1. Monthly Income and Expenses Template
2. Client Project Budget Template
3. Marketing and Advertising Budget Template
4. Training and Professional Development Budget Template
5. Savings and Investment Budget Template


Dashboards are a useful way for a Freelance WordPress Trainer 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 Trainer 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
2. WordPress Training Proposal
3. Custom Theme Design Proposal
4. Plugin Integration Proposal
5. Website Maintenance 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 Trainer 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.