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Freelancing: How not to Suck

How not to suck at freelancing for Drupal

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Freelancing: How not to Suck

  1. 1. FREELANCING: HOW NOT TO SUCK Andy Walters andy@andy-walters.com
  2. 2. INTRODUCTION
  3. 3. INTRODUCTIONHow many of you are freelancers?
  4. 4. INTRODUCTIONHow many of you are freelancers?How many of you are considering freelancing?
  5. 5. INTRODUCTIONHow many of you are freelancers?How many of you are considering freelancing?How many of you got lost and ended up hereaccidentally?
  6. 6. INTRODUCTIONHow many of you are freelancers?How many of you are considering freelancing?How many of you got lost and ended up hereaccidentally?Story Time.
  7. 7. THE FIRST WAY NOT TO SUCK AT FREELANCING
  8. 8. THE FIRST WAY NOT TO SUCK AT FREELANCING Don’t freelance.
  9. 9. WHY YOU SHOULDN’T FREELANCE
  10. 10. WHY YOU SHOULDN’T FREELANCEIncome
  11. 11. WHY YOU SHOULDN’T FREELANCEIncomeSelf-Discipline
  12. 12. WHY YOU SHOULDN’T FREELANCEIncomeSelf-DisciplineAttracting Clients
  13. 13. WHY YOU SHOULDN’T FREELANCEIncomeSelf-DisciplineAttracting ClientsAccounting & Legal
  14. 14. WHY YOU SHOULDN’T FREELANCEIncomeSelf-DisciplineAttracting ClientsAccounting & LegalProficiency
  15. 15. BAD REASONS TOSTART FREELANCING
  16. 16. BAD REASONS TOSTART FREELANCING"I want more time to code."
  17. 17. BAD REASONS TOSTART FREELANCING"I want more time to code.""I dont like BS meetings."
  18. 18. BAD REASONS TOSTART FREELANCING"I want more time to code.""I dont like BS meetings.""I dont like my coworkers."
  19. 19. BAD REASONS TOSTART FREELANCING"I want more time to code.""I dont like BS meetings.""I dont like my coworkers.""Im going to make more money next month."
  20. 20. BAD REASONS TOSTART FREELANCING"I want more time to code.""I dont like BS meetings.""I dont like my coworkers.""Im going to make more money next month.""I can get away with telling everyone to show up naked to mypresentation at Drupal Camp." (Apparently, this is true.)
  21. 21. BAD REASONS TOSTART FREELANCING"I want more time to code.""I dont like BS meetings.""I dont like my coworkers.""Im going to make more money next month.""I can get away with telling everyone to show up naked to mypresentation at Drupal Camp." (Apparently, this is true.)Incidentally, I started freelancing for all of these reasons.
  22. 22. GOOD REASONS TOSTART FREELANCING
  23. 23. GOOD REASONS TOSTART FREELANCING"I want to have a flexible schedule."
  24. 24. GOOD REASONS TOSTART FREELANCING"I want to have a flexible schedule.""I want to work for myself."
  25. 25. GOOD REASONS TOSTART FREELANCING"I want to have a flexible schedule.""I want to work for myself.""I want to have an unlimited income."
  26. 26. DON’T QUIT MONDAY
  27. 27. DON’T QUIT MONDAYStart small.
  28. 28. DON’T QUIT MONDAYStart small.Build up your client base while you have a full timegig.
  29. 29. DON’T QUIT MONDAYStart small.Build up your client base while you have a full timegig.Fire your boss, but nicely.
  30. 30. DON’T QUIT MONDAYStart small.Build up your client base while you have a full timegig.Fire your boss, but nicely.Dont burn bridges.
  31. 31. FIND THE RIGHT CLIENTS
  32. 32. FIND THE RIGHT CLIENTSNetworking Meetups
  33. 33. FIND THE RIGHT CLIENTSNetworking MeetupsCraigslist
  34. 34. FIND THE RIGHT CLIENTSNetworking MeetupsCraigslistOdesk, etc
  35. 35. FIND THE RIGHT CLIENTSNetworking MeetupsCraigslistOdesk, etcWord of Mouth
  36. 36. FIND THE RIGHT CLIENTSNetworking MeetupsCraigslistOdesk, etcWord of MouthRecruiters
  37. 37. FIND THE RIGHT CLIENTSNetworking MeetupsCraigslistOdesk, etcWord of MouthRecruitersPortfolio Site
  38. 38. FIND YOUR ZEN SPACE
  39. 39. FIND YOUR ZEN SPACEIt’s not your bedroom.
  40. 40. FIND YOUR ZEN SPACEIt’s not your bedroom.It’s not your living room.
  41. 41. FIND YOUR ZEN SPACEIt’s not your bedroom.It’s not your living room.It’s probably not a coffee shop.
  42. 42. FIND YOUR ZEN SPACEIt’s not your bedroom.It’s not your living room.It’s probably not a coffee shop.It probably is a home office or a coworking space.
  43. 43. FIND A PARTNERDesigners, meet programmers. Programers, meetdesigners.
  44. 44. DEFINE & SELL YOUR PROCESSAs a programmer or designer, it’s easy to focus on yourpiece of the process. But there’s more to it!Client expectations management. (Story: “uploadinga PSD”).Today I’m giving away my process that I’ve built overfive years.
  45. 45. MY PROCESS
  46. 46. MY PROCESSPaperwork
  47. 47. MY PROCESSPaperworkPlanning
  48. 48. MY PROCESSPaperworkPlanningGraphic Design
  49. 49. MY PROCESSPaperworkPlanningGraphic DesignDevelopment
  50. 50. MY PROCESSPaperworkPlanningGraphic DesignDevelopmentTesting & Training
  51. 51. MY PROCESSPaperworkPlanningGraphic DesignDevelopmentTesting & TrainingContent Entry
  52. 52. MY PROCESSPaperworkPlanningGraphic DesignDevelopmentTesting & TrainingContent EntrySite Launch
  53. 53. MY PROCESSPaperworkPlanningGraphic DesignDevelopmentTesting & TrainingContent EntrySite LaunchMaintenance
  54. 54. PROCESS: PAPERWORK
  55. 55. PROCESS: PAPERWORKEstimate
  56. 56. PROCESS: PAPERWORKEstimate Flat vs. hourly. How many work flat? Hourly?
  57. 57. PROCESS: PAPERWORKEstimate Flat vs. hourly. How many work flat? Hourly? Demo: Estimating tool (I’m giving this away, too).
  58. 58. PROCESS: PAPERWORKEstimate Flat vs. hourly. How many work flat? Hourly? Demo: Estimating tool (I’m giving this away, too).Statement of Work
  59. 59. RATES
  60. 60. RATESPOLL: What are your rates
  61. 61. RATESPOLL: What are your rates$0 - $50/hr?
  62. 62. RATESPOLL: What are your rates$0 - $50/hr?$50 - $75/hr?
  63. 63. RATESPOLL: What are your rates$0 - $50/hr?$50 - $75/hr?$75 - $100/hr?
  64. 64. RATESPOLL: What are your rates$0 - $50/hr?$50 - $75/hr?$75 - $100/hr?$100 - $125/hr?
  65. 65. RATESPOLL: What are your rates$0 - $50/hr?$50 - $75/hr?$75 - $100/hr?$100 - $125/hr?$125+?
  66. 66. PAYMENT
  67. 67. PAYMENTDo not undercharge.
  68. 68. PAYMENTDo not undercharge.Do not take “portfolio” projects unless you actuallyneed them.
  69. 69. PAYMENTDo not undercharge.Do not take “portfolio” projects unless you actuallyneed them.Always invoice.
  70. 70. PAYMENTDo not undercharge.Do not take “portfolio” projects unless you actuallyneed them.Always invoice.Work either for free or at your full rate.
  71. 71. PAYMENTDo not undercharge.Do not take “portfolio” projects unless you actuallyneed them.Always invoice.Work either for free or at your full rate.Always, always, ALWAYS get half up front.
  72. 72. PAYMENTDo not undercharge.Do not take “portfolio” projects unless you actuallyneed them.Always invoice.Work either for free or at your full rate.Always, always, ALWAYS get half up front.Watch for red flags: story time.
  73. 73. PROCESS: PLANNING
  74. 74. PROCESS: PLANNINGSitemap
  75. 75. PROCESS: PLANNINGSitemapWireframes
  76. 76. PROCESS: PLANNINGSitemapWireframesBut its simple enough that I dont need to wireframe!No, its not.
  77. 77. DESIGN & DEV
  78. 78. DESIGN & DEVYou should know about this already so I’m skipping it,except to say...
  79. 79. DESIGN & DEVYou should know about this already so I’m skipping it,except to say...COMMUNICATE WITH YOUR CLIENT
  80. 80. TESTING, TRAINING, CONTENT ENTRY
  81. 81. TESTING, TRAINING, CONTENT ENTRYExplain to clients that bugs are normal (and are notfree to fix)
  82. 82. TESTING, TRAINING, CONTENT ENTRYExplain to clients that bugs are normal (and are notfree to fix)Test it yourself thoroughly (or hire testers if you can)
  83. 83. TESTING, TRAINING, CONTENT ENTRYExplain to clients that bugs are normal (and are notfree to fix)Test it yourself thoroughly (or hire testers if you can)Walk clients through the features of the site by havingthem add content. As they go along, they’ll find thingsyou missed. Fix them promptly.
  84. 84. LAUNCHMake sure to set the expectation that this process is notautomatic. There is no big red button you arepushing.
  85. 85. MAINTENANCE
  86. 86. MAINTENANCESecurity & feature updates can be great recurringrevenue.
  87. 87. MAINTENANCESecurity & feature updates can be great recurringrevenue.Some models for maintenance contracts:
  88. 88. MAINTENANCESecurity & feature updates can be great recurringrevenue.Some models for maintenance contracts: Discounted hour chunk (e.g., 60 hours)
  89. 89. MAINTENANCESecurity & feature updates can be great recurringrevenue.Some models for maintenance contracts: Discounted hour chunk (e.g., 60 hours) Use it or lose it (e.g., 10 hours/mo.)
  90. 90. MAINTENANCESecurity & feature updates can be great recurringrevenue.Some models for maintenance contracts: Discounted hour chunk (e.g., 60 hours) Use it or lose it (e.g., 10 hours/mo.) Monthly invoice
  91. 91. YOU’RE GOLDEN!Story to sum up.Find this presentation, the estimating tool and myprocess document at my blog, blog.andy-walters.com

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