Freelance Wordsmith Templates

There is a huge number of templates that someone in the Freelance Wordsmith 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 Wordsmith. 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. Client Agreement Template
3. Invoice Template
4. Content Calendar Template
5. Writing Style Guide Template
6. Editing Checklist Template
7. Research Template
8. Blog Post Template
9. Social Media Content Template
10. Time Tracking Template

Reports

Reports are often prepared by a Freelance Wordsmith 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 Income Report
2. Project Status Report
3. Client Feedback Report
4. Word Count Report
5. Editing and Proofreading Report
6. Marketing and Promotion Report
7. Research and Content Development Report
8. Social Media Engagement Report
9. Website Traffic Report
10. 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 Wordsmith does and how they do it.

1. Client Briefing Template
2. Research Template
3. Writing Template
4. Editing Template
5. Proofreading Template
6. Formatting Template
7. SEO Optimization Template
8. Content Calendar Template
9. Invoice Template
10. Project Completion Template

Presentations

Freelance Wordsmith 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 Writing Portfolio
2. Client Project Update
3. Writing Workshop Presentation
4. Content Marketing Strategy
5. Language Translation Services Overview

Legal Docs

There are several key times when a Freelance Wordsmith 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. Freelance Services Agreement
3. Copyright Assignment Agreement
4. Independent Contractor Agreement
5. Terms and Conditions Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Wordsmith 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

Calendars

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

1. Editorial Calendar
2. Project Timeline Calendar
3. Client Meeting Calendar
4. Deadlines Calendar
5. Personal Schedule Calendar

Invoice Templates

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

1. Monthly Writing Services Invoice
2. Editing and Proofreading Invoice
3. Translation Services Invoice
4. Content Creation Invoice
5. Copywriting Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Content Quality Assessment Survey
3. Writing Style Preference Survey
4. Translation Accuracy Survey
5. Feedback on Delivery and Communication Survey

Meeting Agendas

Having premade Freelance Wordsmith 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 Client Meeting
2. Editorial Team Meeting
3. Content Planning Meeting
4. Marketing Strategy Meeting
5. Project Review Meeting

Budget Templates

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

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

Dashboards

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

1. Monthly Writing Progress Dashboard
2. Translation Project Overview Dashboard
3. Client Feedback and Ratings Dashboard
4. Financial Performance Dashboard
5. Content Marketing Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Wordsmith 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. Content Writing Proposal
2. Copywriting Proposal
3. Editing and Proofreading Proposal
4. Translation Proposal
5. Social Media Management 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 Wordsmith 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.

Freelance Wordsmith Templates