Marketing Specialist Templates

Marketing Specialist Templates

There is a huge number of templates that someone in the Marketing Specialist 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 Marketing Specialist. 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 Marketing Report
2. Social Media Content Calendar
3. Email Marketing Campaign Template
4. Marketing Budget Spreadsheet
5. Marketing Project Plan
6. Marketing Analytics Dashboard
7. Marketing Presentation Template
8. Marketing Strategy Template
9. Marketing Campaign Evaluation Form
10. Marketing Event Checklist

Reports

Reports are often prepared by a Marketing Specialist 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. Sales Performance Report
2. Website Traffic Report
3. Social Media Engagement Report
4. Email Marketing Campaign Report
5. Lead Generation Report
6. Customer Satisfaction Report
7. Competitor Analysis Report
8. Marketing ROI Report
9. Content Marketing Report
10. Market Research 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 Marketing Specialist does and how they do it.

1. Social Media Posting SOP
2. Email Marketing SOP
3. Content Creation SOP
4. SEO Optimization SOP
5. Event Planning SOP
6. Market Research SOP
7. Branding Guidelines SOP
8. Advertising Campaign SOP
9. Lead Generation SOP
10. Analytics Reporting SOP

Presentations

Marketing Specialist 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 Marketing Performance Report
2. Social Media Campaign Analysis
3. Customer Segmentation and Targeting Strategy
4. Marketing Budget Allocation and ROI Analysis
5. Competitive Analysis and Market Trends

Legal Docs

There are several key times when a Marketing Specialist 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. Marketing Campaign Proposal
4. Client Contract
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Marketing Specialist 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. Workplace Inspection Checklist Template

Calendars

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

1. Monthly Marketing Campaign Calendar
2. Social Media Content Calendar
3. Email Marketing Calendar
4. Event and Trade Show Calendar
5. Content Creation and Blogging Calendar

Invoice Templates

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

1. Monthly Marketing Services Invoice
2. Advertising Campaign Invoice
3. Social Media Management Invoice
4. Graphic Design Services Invoice
5. Email Marketing Campaign Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Brand Awareness Survey
4. Product Feedback Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Marketing Specialist 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 Marketing Strategy Meeting
2. Campaign Planning Meeting
3. Social Media Analytics Review Meeting
4. Content Creation Brainstorming Meeting
5. Marketing Performance Evaluation Meeting

Budget Templates

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

1. Monthly Marketing Budget Template
2. Advertising Budget Template
3. Social Media Marketing Budget Template
4. Content Marketing Budget Template
5. Event Marketing Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Email Marketing Campaign Dashboard
5. Customer Acquisition Dashboard

Proposal Templates

For bidding or requesting work, a Marketing Specialist 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 Marketing Campaign Proposal
2. Social Media Strategy Proposal
3. Content Marketing Proposal
4. Email Marketing Proposal
5. Market Research 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 Marketing Specialist 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.