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Freelance Tips

digisavvy
February 04, 2015

Freelance Tips

Slides from my Freelancing 101 talk where I discuss how I became a freelancer and how I have built my business and survive.

digisavvy

February 04, 2015
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  1. Have a Plan… DigiSavvy Alex Vasquez @alexjvasquez #freelancetips Plan to

    save money. 3 to 6 months of salary Plan to figure out how businesses will find you Plan to figure out how YOU will find business
  2. Knowing Your Target Market DigiSavvy Alex Vasquez @alexjvasquez #freelancetips Who

    would benefit from your services? Is the answer too broad? Can we narrow it down? What makes a client ideal? Think about: How they work, what they talk about, what drives them etc… Specializing is a good thing!
  3. How Will 
 You Get Found? DigiSavvy Alex Vasquez @alexjvasquez

    #freelancetips • Get a Website Up • WordPress.org • SquareSpace • Wix • Network • Related Business or Interest Meetups • Chambers of Commerce • Share Your Knowledge • Volunteer to speak at a related event • Create something worth talking about • Always be willing to help others
  4. Processes and Boundaries DigiSavvy Alex Vasquez @alexjvasquez #freelancetips Time, not

    know-how, is your most valuable resource. Stop screwing-off and do your work!
  5. Qualify Your Leads DigiSavvy Alex Vasquez @alexjvasquez #freelancetips Clients will

    have hoops for you to jump through to ensure you know your stuff. As Freelancers, we ought to have controls in place for vetting potential new business.
  6. Define How You Talk to Prospective Clients DigiSavvy Alex Vasquez

    @alexjvasquez #freelancetips Do you meet clients in person? If you do meet or talk on the phone, how long is that conversation? Will you charge for your consultation?
  7. Does Your Client Respect Your Process? DigiSavvy Alex Vasquez @alexjvasquez

    #freelancetips If a prospective client isn’t willing to respect your process i.e. fill out your project brief, do a cursory phone call etc. then consider walking away. Imagine what they’ll be like when working together.
  8. Track Your Time DigiSavvy Alex Vasquez @alexjvasquez #freelancetips Even if

    the work you’re doing isn’t billable, track your time. You need to know how your time is getting spent!
  9. DigiSavvy Alex Vasquez @alexjvasquez #freelancetips Don’t Cross the Streams!! Get

    a separate checking and savings account for your biz stuff
  10. Invoicing DigiSavvy Alex Vasquez @alexjvasquez #freelancetips • Freshbooks • Harvest

    • Xero • Less Acctg. • Solo • Freckle • Quickbooks Online • Cashboard • Pancake App • Invoice Plane • FusionInvoice Billing & Accounting Systems • Stripe • Paypal • WePay • Square Cash • Your Bank Payment Gateways
  11. Staying on Target DigiSavvy Alex Vasquez @alexjvasquez #freelancetips • Asana

    • Basecamp • PlanScope • Podio • Teamwork • Trello • Assembla • ActiveCollab • Solo App • Wrike Project Management
  12. Digital Signature Services DigiSavvy Alex Vasquez @alexjvasquez #freelancetips • contractual.ly

    • approveme.me (WordPress Plugin) • Docusign • HelloSign • Right Signature
  13. Document Templates DigiSavvy Alex Vasquez @alexjvasquez #freelancetips • github.com (true

    story!) • Docracy.com • docstoc.com Always have an attorney review your documents!
  14. Keep Balance DigiSavvy Alex Vasquez @alexjvasquez #freelancetips Set boundaries for

    how you work and when. Consider “regular office hours.” Make sure you clients know your boundaries