Social Media Specialist (Marketing) Templates

Looking for Social Media Specialist (Marketing) Templates to download? See the main templates that a Social Media Specialist (Marketing) would use in their day-to-day work.

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Social Media Specialist (Marketing) Templates

There is a huge number of templates that someone in the Social Media Specialist (Marketing) 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 Social Media Specialist (Marketing). 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 Social Media Content Calendar
2. Social Media Performance Report
3. Social Media Strategy Template
4. Social Media Campaign Brief
5. Social Media Ad Performance Tracker
6. Social Media Influencer Collaboration Agreement
7. Social Media Crisis Communication Plan
8. Social Media Analytics Dashboard
9. Social Media Competitor Analysis Template
10. Social Media Budget Tracker


Reports are often prepared by a Social Media Specialist (Marketing) 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. Social media engagement report
2. Social media reach report
3. Social media conversion report
4. Social media content performance report
5. Social media audience demographics report
6. Social media competitor analysis report
7. Social media campaign performance report
8. Social media ad performance report
9. Social media influencer collaboration report
10. Social media ROI 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 Social Media Specialist (Marketing) does and how they do it.

1. Social Media Content Creation SOP
2. Social Media Posting Schedule SOP
3. Social Media Engagement SOP
4. Social Media Analytics Tracking SOP
5. Social Media Advertising SOP
6. Social Media Influencer Outreach SOP
7. Social Media Crisis Management SOP
8. Social Media Brand Voice Guidelines SOP
9. Social Media Customer Service SOP
10. Social Media Collaboration SOP


Social Media Specialist (Marketing) 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 Social Media Performance Report
2. Social Media Content Calendar
3. Social Media Campaign Analysis
4. Social Media Strategy Proposal
5. Social Media Trends and Insights Update

Legal Docs

There are several key times when a Social Media Specialist (Marketing) 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. Social Media Content Release Form
2. Influencer Collaboration Agreement
3. Social Media Contest Rules and Regulations
4. Social Media Advertising Agreement
5. Social Media Privacy Policy

Health & Safety Templates

Health & Safety templates for a Social Media Specialist (Marketing) ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Workplace Inspection Checklist Template
4. Health and Safety Training Attendance Template
5. Hazard Identification and Risk Assessment Template


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

1. Content Calendar:
2. Editorial Calendar:
3. Campaign Calendar:
4. Social Media Calendar:
5. Event Calendar

Invoice Templates

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

1. Monthly Social Media Management Invoice
2. Social Media Advertising Campaign Invoice
3. Content Creation and Curation Invoice
4. Social Media Analytics and Reporting Invoice
5. Social Media Strategy and Consultation Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Social Media Engagement Survey
3. Brand Awareness Survey
4. Content Effectiveness Survey
5. Competitor Analysis Survey

Meeting Agendas

Having premade Social Media Specialist (Marketing) 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 Social Media Strategy Meeting
2. Content Planning and Creation Meeting
3. Performance Analysis and Reporting Meeting
4. Social Media Campaign Review Meeting
5. Collaboration and Brainstorming Meeting

Budget Templates

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

1. Monthly Advertising Budget Template
2. Social Media Content Creation Budget Template
3. Influencer Marketing Budget Template
4. Social Media Analytics Budget Template
5. Social Media Campaign Budget Template


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

1. Social Media Engagement Dashboard
2. Content Performance Dashboard
3. Audience Insights Dashboard
4. Campaign Analytics Dashboard
5. Social Media ROI Dashboard

Proposal Templates

For bidding or requesting work, a Social Media Specialist (Marketing) 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 Social Media Content Proposal
2. Social Media Advertising Proposal
3. Influencer Collaboration Proposal
4. Social Media Analytics and Reporting Proposal
5. Social Media Strategy 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 Social Media Specialist (Marketing) 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.

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