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Business

Jose Morales-Mendizabal
Jose Morales-Mendizabal
19,175 Points

I need freelance workflow advice

Hi everyone,

I just wanted to know your opinions on being a freelancer and how to best deal with multiple projects in terms of an efficient workflow. I ask this because currently three potential clients have contacted me and asked for a website. Should I accept all 3 projects? and if so, how should I go about working on them? Should I work on one all the way through from design to development before jumping on to the next one?

How do you usually deal with these situations?

3 Answers

Andrew McCormick
Andrew McCormick
17,730 Points

Everyone may have a different opinion on this, but I'll jump out there first. The main thing is to be honest with your client. Don't tell all three they can have it by the end of the week. Also on how much you are charging. If you know how much you want to make each month, and a client is paying that even if it will only take you a week, then take the other time for education, vacation or whatever and tell your other clients it will take an extra month. Careful with that though, but if you are able to charge that much then you are probably in enough demand to get more work the next month.

You need to judge how long the projects will take and consult with the clients. Then block of time over the next x number of days/weeks to work on each project. For example you may work on design for project A on Tuesday from 9-11 and then schedule time to work on development for project B from 2-6.

With websites, it's rarely possible to work on one project all day from start to finish. There are these pesky variables called clients that never are as attentive as you, nor never think communication is urgent, except when they email you asking why the project isn't done yet. Chances are that you will meet with a client for brainstorming, then come back with design ideas, revamp the designs, meet again, develop the site, meet again, fix issues, meet again, wait for the client to get back to you about something, meet again, and finally get the site live. YMMV, but rarely are clients ready to meet as soon as you are done with a stage. Meaning that you could sit for a day or two waiting to hear back from the client.

Use a calendar and block of your days and meetings. If you know that you are meeting with client A on Monday and Client B on tuesday. Then you can probably work on the first stages of project A before or after meeting with client B. So you can go through the next week or so and make blocks of time devoted to each stage. of each project.

Also, use a project manager. I use Mavenlink because I like free. Others use Basecamp, Nozbe, or Google Tasks. Mavenlink allows me to have separate projects for each project. I can keep all my correspondence in the project as well as assign myself tasks with deadlines. This allows me to pull up all my tasks for all my projects and easily see my workload so I can give clients reasonable deadline expectations. On certain projects I will even add a client to that particular project in Mavenlink so that we can easily follow a thread of correspondence, share files, and assign the client tasks (<- also good if working with other freelancers).

I hope that helps a little.

Jose Morales-Mendizabal
Jose Morales-Mendizabal
19,175 Points

Thanks, Andrew for your thorough response! It seems as though I should just challenge myself and go for it, but time and task management will be crucial for a successful, efficient workflow. I need to get better at sticking with a schedule, but I will use this opportunity to level up in that regard.

I echo everything that Andrew has already outlined, with one addition: you just gotta get your hands dirty. If you feel like you can tackle all three projects at once, go for it! The fact that you're just starting out and already have three clients ready to pay you for your skills, that's awesome. But I will say that one of the hardest things about being a freelancer is finding the fine line between keeping your head down and doing the work, while also "coming up for air" and looking where you're heading in the long run.

As for simple tools, I use the following: ā€¢ Wunderlist (for task management and communication with contractors) ā€¢ Freshbooks (for finances and giving clients the option to pay w/ a credit card) ā€¢ Squarespace (for an easy online marketplace for "quick" projects) ā€¢ 3-Minute Journal (for super-quick daily reflection on the work I've done, which helps with the "head down/head up" balance)

Jose Morales-Mendizabal
Jose Morales-Mendizabal
19,175 Points

Hey Zak, thanks for your response! You're right, I just need to get my hands dirty and go for it. This opportunity will certainly be a time management boot-camp and I will challenging, but I believe I can manage it.

Sure thing Jose! Best of luck to you.