Looking for Freelance Writing Consultant Templates to download? See the main templates that a Freelance Writing Consultant 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 Writing Consultant Templates
Contents
Freelance Writing Consultant Templates
There is a huge number of templates that someone in the Freelance Writing Consultant 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 Writing Consultant. 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 Writing Report
2. Client Project Proposal
3. Content Calendar
4. Invoice Template
5. Client Agreement
6. Editing Checklist
7. Writing Style Guide
8. Research Template
9. Blog Post Template
10. Social Media Content Planner
Reports
Reports are often prepared by a Freelance Writing Consultant 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 Sales Report
2. Client Satisfaction Report
3. Project Progress Report
4. Financial Performance Report
5. Content Analysis Report
6. Marketing Campaign Report
7. Website Traffic Report
8. Social Media Engagement Report
9. Competitor Analysis Report
10. Freelancer Performance 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 Writing Consultant does and how they do it.
1. Client Onboarding SOP
2. Content Creation SOP
3. Editing and Proofreading SOP
4. SEO Optimization SOP
5. Social Media Management SOP
6. Project Management SOP
7. Client Communication SOP
8. Invoicing and Payment SOP
9. Research and Fact-checking SOP
10. Performance Tracking and Reporting SOP
Presentations
Freelance Writing Consultant 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 Performance Report
2. Content Strategy Proposal
3. Editing and Proofreading Services Overview
4. Writing Workshop Presentation
5. Translation Services Portfolio
Legal Docs
There are several key times when a Freelance Writing Consultant 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. Freelance Writing Contract Template
2. Non-Disclosure Agreement Template
3. Copyright Assignment Agreement Template
4. Content License Agreement Template
5. Freelance Invoice Template
Health & Safety Templates
Health & Safety templates for a Freelance Writing Consultant ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Risk Assessment Template
2. Incident Report Template
3. Emergency Evacuation Plan Template
4. Health and Safety Policy Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Writing Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Editorial Calendar
2. Project Calendar
3. Client Calendar
4. Marketing Calendar
5. Financial Calendar
Invoice Templates
Several types of Freelance Writing Consultant 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. Content Creation Invoice
4. Translation Services Invoice
5. Project-based Writing Invoice
Survey Templates
For a Freelance Writing Consultant to get insights related to the work they do, they need to send out Freelance Writing Consultant 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. Writer Performance Evaluation Survey
4. Market Research Survey
5. Writing Trends and Preferences Survey
Meeting Agendas
Having premade Freelance Writing Consultant 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 Update Meeting
2. Content Planning Meeting
3. Editing and Proofreading Meeting
4. Marketing and Promotion Meeting
5. Freelancer Networking Meeting
Budget Templates
To manage finances well, a Freelance Writing Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Invoice Template
3. Project Budget Worksheet
4. Tax Deduction Tracker
5. Annual Financial Summary Template
Dashboards
Dashboards are a useful way for a Freelance Writing Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Writing Performance Dashboard
2. Client Satisfaction Dashboard
3. Financial Performance Dashboard
4. Content Marketing Analytics Dashboard
5. Project Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Writing Consultant 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 Writing Consultant 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.
