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Upping Your Freelance Game
1.
2. I’m Melanie
• I am a former Art Teacher, I.T. Director, and Apple at Home Expert
• I have been Freelancing for about 10 years (Full-time for 8 years) -
long enough to have made many of the mistakes that freelancers
make.
melanie@mgacreativedesigns.com
3. Topics
• Have a process
• Finding Clients
• Proposals
• Contracts
• Onboarding
• Design / Prototype
• Development
• Delivery
• Maintenance
• Recurring Revenue
4. Have A Playbook
Market Leads Meeting Nuture
Proposal Onboarding Development Delivery
Maintenance Referrals
*based on WP Elevation Blueprint
5. Market
• Do you have/need a niche market?
• How do you find it?
• Finding an “in”
• Position Yourself as an Expert
6. Incoming Leads
• Position yourself as a solution provider, consultant, company owner, instead
of website designer or developer
• Look for Red Flags (listen to your gut)
• Learn to say “no thanks”
• Take control of the project via your process
• Avoid looking or sounding desperate
7. Qualify Clients
• Gather project information via phone, meeting, form or a paid
discovery session. Talk to the decision makers.
• Rank your clients on budget, project, client respect. Bad clients
aren’t worth the hassle but a great client leads to another.
• PITA upcharge
8. Nuture Clients
• Walk the line between nonchalance and desperation
• Send follow-up emails but WAIT
9. Proposals
• Develop a template or use a good one to save time or use online
tools like Bid Sketch, 17 Hats, Better Proposals, or Proposify until you
find the one or create it.
• Outline business goals, target audience, detailed scope of work with a
timeline including client delivery of content.
• List your Care Plans and other services in your proposal.
10. Contracts
• Use a CONTRACT!
• Cover use of stock images, premium plugin licenses and renewals, security, hosting,
updates and backups
• Intellectual Property, TOS, and Privacy Policy
• Timelines (Design Process and Payment Schedule)
• Suspended and Abandoned Projects
• Termination, Cancellations, and Refund Policy
11. Onboarding
• It is your job to educate your clients on their role in the project
• Single point of contact
• Give them a worksheet on their responsibilities i.e. what content (text
and images) you are expecting and put a due date on it. Use a
Project Management tool to nag your clients.
• Use a project management system Asana, Trello, Basecamp, Plutio,
etc. The tool will nag the client verses you personally nagging them.
12. Delivery
• Create a delivery checklist
• Provide client training videos (Video User Manual or WP 101), or step
by step guides (iorad.com)
• Define bugs / limitations in your contract
13. Recurring Revenue
• Website Care Plans
• Hosting - (use a quality host)
• SEO Services
• Social Media
• Paid Marketing