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kimmolinkama says...

If you're a freelance writer like me, I'm sure you've come across these problems when working on a project with a client team:

  • How to keep your draft copy in one place
  • Allow every project participant view it, make amendments and comments
  • Get rid of endless e-mails concerning the copy
  • Stay on top of the amendments made by the team
  • Do all this without investing in proprietary software or paying monthly fees

Let me propose a solution: Writeboard by 37signals (yes, the makers of Basecamp). Let me also point out that I'm in no way affiliated or compensated by 37signals, I'm just someone who finds Writeboard an excellent solution for my needs.

What you get

With Writeboard, you can create as many Writeboards as you want and invite as many collaborators to each of them as you like. Each Writeboard is assigned a name and password of its own. The only snag is that you will need to keep track of the names and passwords, although there's an option of sending a message to the service to retrieve the names and passwords of all the Writeboards you've created by e-mail.

The way it works is that you either write your copy in the application or copy-paste it from a word processor/text editor. You can add rudimentary text enhancements, such as headings, bullet points, indented paragraphs etc through wiki-style markup.

Everyone you've invited to collaborate can edit the file and save a new version of it. The system keeps track of all the versions and allows comparison between two versions of your choice, showing what was deleted and what was added. You can also attach comments to the file, each comment notifying you which version the comment relates to.

There's the possibility of exporting the file in TXT or HTML format, should any of the team members want to download it to his or her own computer or for review.

What you don't get

Writeboard is a subset of the Basecamp package, so don't expect automatic e-mail notifications to participants about changes or any other of Basecamp's project management features. Writeboard is sharable text, that's all. Also, all participants have full rights to edit the document, you can't assign different editing rights.

Why Writeboard, then?

True, you can achieve the same with other free online apps, such as Google Docs or Adobe's Acrobat.com, both of which, however, require that users sign up for an account. In my experience, clients generally don't want to sign up for anything just to work with a supplier. With Writeboard, you just invite whomever you want. You can create unlimited Writeboards, so provided you can keep track of them, you can create a new Writeboard for every new project.

I've probably missed some of the features here, but I hope this will help you. If your needs grow, you can always migrate to any of 37signals' paid subscriptions giving more options and features.

Filed under: freelancing

kimmolinkama says...

I just read a guest post on Creative Freelancing touting the benefits of becoming a freelancer. Although much of what is said in the post is true, there's a flip side to most of those things. To save aspiring new freelancers from disappointment, I thought a reality check might be in order.

1. Freelance freedom – The writer gives independence as one of the biggest benefits of freelancing. True, you do get rid of office politics, unnecessary meetings and so on, but the point about setting your schedules yourself simply isn't true. Although you don't have a boss breathing down your neck, you have your clients breathing down your neck. Unlike your boss, the clients have the decisive vote on whether they will give you money or not. So, once you've agreed on what to deliver by when, you'd better stick to it. Failure to do so will have a lot graver consequences than your boss telling you off.

2. Liberty of choice and timings – Yes, you can decide which projects to accept and devote as much time to them as you like. Providing you have enough projects to do any choosing and clients who are willing to accept your schedules. The writer's point about "enabling a professional to work anytime, anywhere" can easily turn into "forcing a professional to work anytime, anywhere". Also, "full" control over projects, timelines and price is only a dream, in practice you play by your clients' rules.

3. Cost effectiveness – It is absolutely true that because freelancers usually work from home, their daily expenses are lower. No commuting, no gas, no suits, no restaurant lunches. But, and it is a big but, working solo entails a number of costs a salaried employee has never had to worry about. Unless you want to learn accounting yourself, you need to hire an accountant. You need to get the necessary equipment to do your job (space, furniture, computer, software, office supplies). You need to build an online presence (website, at the very minimum), which takes either money or time. Before taking the jump, do some hard math.

4. Opportunities to make more money – The writer's vision of putting your skills to worldwide use is, well, wishful thinking. Of course, you might hit pay dirt, but I would caution an aspiring freelancer against setting his or her hopes too high. Cultural differences are an efficient hindrance, unless you're quick to grasp what moves your foreign audience—who probably doesn't speak English. Social networking, given as a way of helping to earn "great profits", take months, if not years, to cultivate before any financial benefit transpires. The online project forums he mentions are notorious for their rock-bottom fees.

5. Less pressure and work stress – The level of frustration and resultant stress is relatively very low in freelancing? Come on. If you don't get assignments, you don't get money. Let me assure you, an annoying boss is a minuscule problem in comparison with $200 on your bank account, your personal and business bills to pay and not a single job in sight for weeks.

6. No job risks – While the economic slowdown has indeed provided opportunities for freelancers, you'd be naïve to think there's no job risk. Being employed, you may be fired, but being independent, the moment you don't earn, you don't eat. Calculate the risk.

At the end of the post, the writer lists things a freelancer must pay attention to in order to succeed: stay up to date with latest technologies, trends, demands and the market, and invest in continuous learning. True. And you guessed it, all this takes more time and money.

Don't get me wrong. I'm not trying to discourage anyone from becoming a freelancer. There are many great aspects in being your own boss and carving out your own niche in business—but you need to consider whether you have the personal qualities to do it and how much uncertainty you're prepared to handle. And you have your family to think of.

Filed under: freelancing

Kami says...

Like many a freelance writer, Kami L. Rice is based somewhere (Nashville) but lives life everywhere and tweets @KamiTheWriter.

This afternoon I rushed into the small film production office somewhat late even though the gig’s short hours are very flexible. Currently this particular gig involves mailing out daily orders (calling it “fulfillment” makes it sound more impressive), and the Fed-Ex man who dictates my afternoon deadline was due in about 15 minutes.

 “Sorry I’m late,” I explained as I stepped inside. “I was putting out fires.”

“How do you have fires to put out? You’re a writer,” Ian, the production manager guy, quipped a little seriously.

(If I hadn’t been so absorbed with my fires, I might have managed to come up with some pithy reply to his question, as it’s begging for any number of pithy replies: I was burning notes from the sources I promised not to out to the Feds. I was finishing a profile on a local fireman. I was inspired by heaven to write a poem and came up with this great fire metaphor about laundry. Maybe it’s okay that I was absorbed by my fires.)

Grant, a producer type who’s borrowing office space, stood up for me, noting that I’m important enough to have fires to put out. Thanks, Grant. I think.

Anyway, it was all in friendliness, and it provided some welcome relief from the heat, but I was glad when Ian asked the next question--“What are the fires?”—because I needed to talk about them.

You see, as most of us might agree, freelancing can be one of the best kinds of life. I love my schedule. I love the entrepreneurial aspect of my work. I love creating and learning and days that are never the same. I love meeting strangers. I even mostly like being a businesswoman.

Another of my favorite things about freelancing is that I get to belong to everyone and to no one all at once. With many of my most regular clients, I’m part of the family enough to hear all the internal goings-on, to be a confidante, to be welcomed with open arms. But I’m not a part of the family enough to be at the mercy of the unhealthiness that is always lurking even in the best of companies.

However, today’s fires reminded me of the negative side of that mostly positive in-but-not-of-the-family thing. A publication I write for has changed ownership, and I’m pretty sure it’s been messy. However, I’m just a contractor. I’m not in the office. No one’s sending me memos. My guesses about the politics raging between old and new people are only assumptions that don’t offer any credible map for navigating the new state of things. And because of that lack of knowledge, one little emailed question from me created a fire. It wasn’t my fire, really, but I apparently added a big unintentional log to something that was already smoldering. Its flame flared up in my face and I had to find some water. Quick.

This fire then viscerally pointed out the negative side of another mostly positive aspect of freelancing: you’re your own boss and your own co-workers. But that means there are no fellow firefighters to help you strategize about how to attack a particular fire. Fortunately, this time, I remembered an appropriate contact from the Rolodex in my head and got the sounding board help I needed. But sometimes the Rolodex comes up empty, and I’m left calling my mom because at least she’ll listen as I ramble through my options.

The moral of the story is that the next time some burned-out cubicle worker looks over longingly at my glamorously romantic, freewheeling, no-boundaries freelance life, I’ll salve her wounds with stories of the time I, too, was singed by a firestorm. The next time some regular-paycheck-receiving, paid-vacation-earning, health-insurance-policy-holding production manager looks down his nose at my not-a-real-job profession, I’ll hold my head high and tell him that I, too, have fires to put out.

Filed under: freelancing

therealpecan says...

Much has been written this past week about the Federal Trade Commission's "Guides Concerning the Use of Endorsements and Testimonials in Advertising" which goes into effect December 1st, 2009. These guidelines effect all persons providing commentary (reviews) on products for which they have received any form of material compensation in exchange for their commentary. The FTC seems to be giving a pass to traditional media outlets such as newspaper, television, radio and magazine news outlets and concentrates on "real" individuals who give testimonials in exchange for money or products. Going forward these individuals have to disclose when they are receiving material compensation or face fines for not doing so.

Personally I think people should have been doing this all along and some have. Better bloggers will not risk ruining their credibility by endorsing a product which is substandard. Most consumers are smarter than the FTC seems to think. Consumers who are naive enough to grant credibility to a sponsored review on a blog or an infomercial are as likely to believe the same sort of fluff from a "valid" news organization or a magazine which has to print "advertisement" over a rave review for the next big thing.

Since they don't appear to be doing much with these guidelines to protect consumers from themselves, what is the FTC really doing? Are they now in the business of regulating what qualifies as news? Several articles I've read have expressed this concern and I think it is valid. It deserves close scrutiny to examine how that all plays out. When Government gets involved in judging what is legitimate news and insinuating citizen journalism is illegitimate they are walking dangerously close to censorship similar to the Chinese model. I'm not sure that is what they are attempting to do nor do I think, if this were the FTCs motive, they could get away with it long term. There are too many individuals and lawyers to challenge them.

What I have seen curiously absent is any mention of material compensation being monitored as income. At least I find it curious and I am not much of a conspiracy theorist. The United States is in the midst of an economic recession and the United States budget is running a previously incomprehensible deficit. Anyone would be foolish to think the United States Federal Government doesn't need as many tax dollars as it can get its hands on. You're likely thinking bloggers who collect Adsense revenue and the occasional freebie in exchange for a review are making peanuts for their efforts and in many cases you may be right but there is no doubt some freelancers are making a living from web content.

Freelancers are self employed and it is generally easier for the self employed to juggle their books to appear as though they are making less income than they actually are. I can attest to this since part of my profession is to indemnify people for loss of income. The cost of these policies are partially based on the amount of income a person makes which is determined by how much the individual claims on their income taxes. When it comes time to collect on these indemnity policies it is not at all unusual for the policy holder to miraculously present alternate proof their actual income is greater than previously stated.

As the public turns away from traditional media in favour of the internet and advertisers turn from conventional print advertising to viral and guerrilla internet marketing techniques there are increasingly more opportunities for individual freelancers to profit from new media. If PR firms are seeing this, I am seeing this, and freelancers are seeing this wouldn't it be naive to think the United States Federal Government isn't? Rather than wondering whether the FTC is crawling in bed with the FCC why isn't anyone wondering whether they are crawling into bed with the IRS?


(image from www.acf-fr.org)
(The author received no compensation material, monetary or otherwise for writing this post.)

Filed under: Freelancing

kOoLiNuS says...

Just as it is for big corporations, successful branding is essential to the success of a freelancing business and to just one self-employed web worker.

Filed under: freelancing

TRS-ONE says...

10_tips_for_working_with_clients_remotely1

When you’re working with clients remotely it can sometimes be difficult to keep everyone happy and your project on track. Without the benefit of face-to-face meetings, it’s easy for a client to feel neglected or out of the loop.

The key to successful remote work relationships is frequent and honest communication and trust between both parties. The tips below will help improve your everyday interactions with clients, no matter how far away they may be.

Please note that this is part 2 of a series – part 1 outlined the first 5 steps for remote interactions with clients which you can read here.

Now, let’s look at 5 more tips that can help improve your relationship with your clients.

6. Use Design Documentation

As you move through your design process, think about the many ways documentation can help to get you and your clients on the same page. Although documentation takes time up front to create, it can save you endless hours in unnecessary revisions caused by miscommunications. These documents also become natural check-points for approval and sign-off. Below are the web design documents I find most helpful:

  • Creative briefs. A concise overview of the project that outlines the strategy around which you will design and develop the website. This should answer high-level questions such as why you are designing the site, who you are designing for, what the motivation behind the design will be, and what you hope to accomplish with the final product. It will act as a guide for all decision-making during the project, both for you and the client. Though you and your client may have talked at length about these issues, putting them on paper is always helpful. Any discrepancies between what they said and what you heard can then be cleared up before work starts.
  • Sitemaps. Sometimes, a client comes to you with a very clear idea of what pages they want. It may be a small site with 5 pages, in which case a sitemap can be agreed upon without further documentation. For anything larger, a sitemap can help the client to visualize what pages are going to get created and how they will relate to each other. I have had many freelance clients bring me a sitemap they created on their own. While this is a nice starting point, I suggest taking a few minutes to review what they have produced and suggest any improvements you think will help the site. Your client is likely too close to the content to develop the most usable information architecture. This article from Boxes and Arrows will get you started – it includes a number of great ideas for quickly producing sitemap documents.
  • Content matrix. Getting content is often one of the toughest hurdles to getting a website launched. A content matrix, usually an Excel spreadsheet, can greatly simplify the process of producing and migrating content for both you and the client. It should list each page of content and additional “micro-content” that might be needed such as taglines, related links, images, etc. As the content trickles in, you can check off each piece in the matrix and know at a glance what you’re missing. Keep it handy and refer to it during check-ins to remind clients what they need to provide in order to be ready for a timely launch.
  • Wireframes. A wireframe is a simple visual representation of a web page. Geometric shapes are used to represent fundamental content chunks such as the navigation, content, feature areas, ads, etc. They help to show the relationship between content pieces – for instance, what piece will be most prominent on the page – without bringing aesthetic decisions like color and font style into the mix. This helps to keep the client from getting hung up on design issues too early in the process.
  • Notes on mockups. Your design deliverables no doubt include a set of mockups. But how can you be sure that your client remembers (and translates to other parties) the ideas behind them? Adding an area for notes to each mockup – perhaps in a sidebar on the left or right – gives you a place to outline the thinking behind your design decisions. Tell your story successfully and client buy-in will be easier to get.

7. Avoid Assumptions

With meetings few and far between and communication somewhat limited, it’s very easy to assume you “know” what your client expects or wants without actually asking. As designers, we are trained to believe that we know what is best. While this is often true when it comes to design decisions, it’s not always true about other parts of the web design process.

If at any point you feel you don’t have enough information to make an accurate decision about a part of the project, resist the urge to make assumptions. Instead, stop and ask for feedback.  You’ll save yourself countless hours.

8. Be Accessible

When you are miles away, being accessible is incredibly important to maintain healthy client relationships. Make sure you’re quick to respond to emails and voicemails, and let your client know that they are welcome to contact you during business hours to discuss any questions or concerns they have. If you take days to respond to email or never answer their calls, they’ll start to wonder how far down they are on your priority list.

Clients need to know you take their project—and them—seriously. Being accessible makes it obvious that the work you’re doing for them is one of your top priorities.

9. Be Honest and Admit Mistakes

During the course of any project, no matter how great the communication is, there are bound to be a few things that go wrong or don’t meet client expectations. Most clients understand that setbacks are a natural part of the process. While your first reaction may be to cover up or make excuses for the mistake, it pays to be honest and carefully review the error (and the subsequent solution, which of course you took care of right away!) with your client.

You will continue to build trust and show that you can pinpoint and fix problems as they arise. Depending on the nature of the mistake, it might make sense to add more check-ins to avoid future problems.

10. Trust Your Instincts

You’ve heard it a thousand times before, but it’s important to trust your gut when working with clients remotely. Your intuition is a biological survival tool you shouldn’t ignore. Keep your feelers out and pay attention to that little voice in the back of your head. Even if everything appears to be moving smoothly, if you feel like something is off, you are probably right.

The best thing to do is address the issue directly, then move on. Simple as they seem, these proactive approaches to working remotely with clients can have a huge impact on the success of your projects. Incorporate a few into your workflow today and reap the benefits.

Written exclusively for WDD by Mindy Wagner.

What are some of the challenges you experience when working with clients remotely? Please share your comments below…

Filed under: freelancing

TRS-ONE says...

10_tips_for_working_with_clients_remotely

Collaborating with clients you never meet face-to-face has become normal for most web workers. Ours is an industry where working remotely poses very few real obstacles — nearly every part of the web design process can be done from the comfort of a home office or coffee shop.

We’re lucky to have this flexibility, especially in tough economic times when a swanky office doesn’t fit in the business budget. Even if you do have an office, chances are you will land a few clients who aren’t located around the block. But you quickly discover that working remotely has its downsides.

Without face-to-face interaction it’s easy for major communication issues to develop… often without you knowing until it’s too late. Avoid a major meltdown with these simple tips.

1. Build Trust From The Start

A client’s trust will make or break a project. Without it you’ll spend endless hours explaining and defending your ideas. It’s easy to build trust when you’re meeting once a week to present your work and report your progress, but how do you do it with someone 10,000 miles away?

First, introduce yourself – and I don’t mean send them a link to your portfolio. I see designers skip this step all the time, but it’s essential. Before you dive in to any work, schedule a quick kickoff meeting. A video conference is ideal – I recommend Skype – but if they can’t manage it, a phone call will work almost as well. If you’re in different time zones, wake up nice and early (or go to bed very late) to accommodate them.

Going the video route? Make sure you’re dressed appropriately and your environment looks professional. When you get on the call, take a few minutes to introduce yourself and highlight your accomplishments the way you would if everyone was gathered around a conference table and you were standing at the front of the room. Even if they know you and your work, it’s a good reminder that you are a professional who does this for a living… someone who should be valued and trusted.

Another way to establish trust early in the process is to make the client feel involved. Ask probing questions and brainstorm with them before you propose any solutions. If you’re short on meeting time, send out questionnaires for them to fill out. When it comes time to present work, make sure your solutions reflect at least a few of their ideas and explain to them how the idea was incorporated. This shows that you’re listening. Like any human relationship, that is half the battle.

2. Write A Bulletproof Contract

I know way too many freelancers accepting work without a contract because there is nothing fun about crafting up that type of documentation. It’s stupid no matter what, but when you’re working remotely this is extremely dangerous. You might get away with it for years, but sooner or later you’ll run into a disaster that could have been avoided had you bothered to get sign-off on a few key points.

As a general rule of thumb, if I estimate spending more than 10 hours on a project I will craft a contract and get a client signature before I start working. It doesn’t have to be complex, but it should always include:

  • A detailed scope of work. What exactly are you planning to provide the client? What isn’t included? Spend some time and make sure that it’s clear what they are paying for. When the client asks you where the forum is (you know, that one they forgot to mention they needed) you can simply show them that it was never part of the original scope they signed off on. Then you can add it on and charge accordingly.
  • A list of deliverables. Will you be creating IA documents, wireframes, style guides, and user manuals for that slick new CMS? Will they get ownership of layered PSDs and all your original artwork or just the HTML, graphics and source files? Make a list to avoid miscommunications.
  • A limit on revisions. When I first started freelancing, I failed to set a limit on revisions. 12 updates later it was clear what a big oversight this was. Clearly state how many revisions are included in your proposal and what your definition of “revision” is. (If, God forbid, they hate everything about the design and want you to start over, will you call it a revision?) Include an hourly rate for extra revision hours so that clients understand it doesn’t mean you won’t do them, it just means they’ll pay more.
  • A plan for client delays. It’s not uncommon to finish a site completely on your end, then wait 4 months for the client to provide the content. If you’re contract says “final payment upon completion” you’re stuck in limbo until they get their act together. To avoid this, set deadlines on content and any other milestone that requires client approval or sign-off. State in the contract that if content (approval, etc.) hasn’t arrived by the deadline, the site will still be considered finished and payment is due.
  • Payment terms. This one is a no-brainer! Half up front and half upon completion is common. If it’s a bigger project, tie payments to milestones so you’re not waiting months and months to collect a paycheck.

Not sure where to start? AIGA provides a Standard Form of Agreement for Design Services that you can customize for your needs.

3. Set Deadlines (And Enforce Them)

This is important for both sides. You already know you need deadlines to keep yourself on track, but you need to set them for the client as well. Asking for timely feedback keeps the project moving forward. Every time you produce something that requires feedback or sign-off, set a short-term deadline and make sure it’s documented in writing somewhere. If the client lets the deadlines slip repeatedly, they can’t complain when the project is delivered.

Having deadlines motivates clients to focus on your work, which may be one of a zillion projects sitting on their desk needing attention. It is also a subtle way of asking for (and getting) respect.

4. Communicate Clearly And Often

Since you’re not meeting face-to-face (and probably aren’t calling too much either) the limited interactions you do have are incredibly important. Make sure you craft your emails and messages carefully; realize that every word you write is amplified and your dry sense of humor isn’t going to come across very well. Best to just be straightforward.

Don’t inundate your clients with needless emails, but make sure you communicate enough to keep them feeling comfortable with your progress. Quick, regular check-ins help set everyone at ease. If you think the client is confused, pick up the phone and have a real conversation. You’ll be amazed how much can be cleared up in 2 minutes when you’re not trying to explain it over email.

Keep a copy of all your correspondence for future reference – you never know when you might need it.

5. Use Web Apps To Facilitate Communication

There are tons of great tools out there for online client collaboration. Pick the ones that work best for your process and use them religiously. Insist that your client uses them too.

I’ve run into quite a few clients who don’t want to be bothered logging in to a new tool – they would rather flood your inbox with email after email after email. Trouble is, email does little to keep everyone on the same page. Unless you have a dedicated project manager, get yourself a web-based project management tool. Make to-do lists, set milestones, and keep discussions in a public space where you can easily point back to them.

Basecamp is one of the most widely used web-based project management tools out there, and for good reason. It’s cheap, it’s easy to set up, it doesn’t have a bunch of extra whistles you don’t need, and clients find it intuitive which means they’ll actually be inclined to use it. It has to-do lists, milestones, a message center and a file repository and even time-tracking. Chances are it will cover most of your needs. There are plenty of other online project management tools out there if Basecamp isn’t your thing. Try huddle.net or wrike.com.

Additional online collaboration tools that you may find useful include:

  • ConceptShare – Get feedback on your designs and live web pages. You can add notes to the concept pieces and so can your client.
  • Adobe ConnectNow – A free, easy way to hold a virtual meeting. Screen share to present a PowerPoint, share concepts with your client or walk them through a live website. Use the video, audio or chat features to communicate while you’re presenting.
  • BlinkSale – Send out bills and reminders in a more formal way. Takes some of the awkwardness out of hounding clients for money.

Follow these steps and you’re well on your way to avoiding major conflicts and keeping your project on track. Stay tuned for the second half of this article and 5 more ways to successfully work with clients remotely.

Written exclusively for WDD by Mindy Wagner.

What are some of the challenges you experience when working with a client remotely? Please share your comments below…

Filed under: freelancing

TRS-ONE says...

Just as it is for big corporations, successful branding is essential to the success of a freelancing business and to just one self-employed web worker.

It is often times overlooked, most likely because many don’t realize the large benefits that can come from it.

The first thing we think of when we think “brand identity” is a good logo.

A good logo can do wonders for a self-employed freelancer, but branding identity goes far beyond that, into entire website development, content, business cards, and even into offline scenarios.

In this article, we’ll take a closer look at ways to define a brand for something as unique as a freelancing business, and what one needs to do to get started on the right track to a successful brand.

Before we get into the specifics, let’s take a look at how a brand can help any sort of business.

A good brand will lead to success now and in the future, and that is essential for a self-employed person that doesn’t ever want to be forced back into a 9-5 job. If created correctly, a good brand will:

  • Create a memorable business
    This will make the clients want to come back to, creating user loyalty.
  • Create a basis for the business to expand in new ways
    When launching a new project, a brand can be used to jump-start it successfully.
  • A good brand confirms credibility
    This is top concern among many potential clients.
  • A properly implemented brand will target the right clients
    This will help finding the right clients looking for exactly your style.

The Importance of Branding


1. Define Your Business Goals

Before one even gets started in the design process of branding, one must define what they want the brand to communicate.

In order to do that, we must define a few specific things in general, the first being the freelancing business’s goals.

Beyond helping to develop a brand, defining business goals will help in a number of other ways.

For one, it will help visualize the ultimate goals of the business, helping smaller goals become more proactive in reaching the long-term accomplishments.

It will also keep you, as the leader of the business, on track, from personal self-management, to anyone you may be managing in the future.

Getting off track is why many businesses fail, and why many freelancers eventually go back to a day job they hate. Goals and a business plan will help you to stay on track.

Take some time aside to set goals properly. Write them down, detail them, and think about them critically. Goals can help plan the future of a freelancing career for years to come. Below are ten items to keep in mind when setting goals:

    • Be specific
      Losing sight of where you’re going is an issue that comes from having no goals, but having unspecific goals will also create this problem.
    • Create a business plan
      This should be a separate article in itself, but it is a great way to outline goals as well as include finances and tools into accomplishing those goals.
    • Set short-term goals along with your long-term goals
      It’s easy to turn ultimate dreams into business goals, as we should, but shorter, more technical goals can track success better.
    • Keep committed
      This is an obvious point, but think of lifestyle changes that will help you commit to the goals that are made. For example, if you would like to expand your skill set, set aside a time each day in your schedule to study.
    • It may help to make goals public
      Make your freelancing business and goals associated with it as public as possible. If this means sharing with only friends and family, then so be it. It will help to motivate you to complete goals — keeping your business on track.
    • Be realistic
      It’s ok to dream high, but don’t set unachievable goals for a time given.
    • Have relevant goals
      If a goal ends up providing little or nothing to the growth of the business, then it is pointless. For example, don’t set a goal to take on another client each week that you can’t handle — this will likely only limit the time you have to grow and market the business in other ways. A relevant goal would be, for example, to expand to more than a 1-man (or 1-woman) operation.
    • Create an action plan for each goal
      “I’d like to someday own my own design firm”, is just not good enough. Have a goal-by-goal plan to complete broader goals like this. In other words, make the goal actionable.
    • Keep everything in line when working on a new goal.
      Reaching goals means business and lifestyle changes, so make sure your finances and other forms of security are still tightly in place throughout the process.
    • Take a step back to analyze the progress
      Take what you’ve learned onto the next goal. As an example, if you’re trying to market your portfolio better, what marketing strategies worked? Which strategies didn’t work?


      2. Define Your Target Audience

      After defining business and career goals, you need to define who you’ll need to attract to keep the business alive.

      These people are, of course, the clients. Who is your ideal client? Beyond clients, are you willing to work with others on group projects (i.e. developer and designer)? Who would that ideal partner be?

      Target audiences are often more related to one that sells products, or to a blog or other form of website that relies heavily on its visitor count. However, selling services is no different. One must recognize this and take the necessary steps to define their target audience.

      Both how a brand is designed visually and how it is presented professionally will lean towards a certain type of person.

      This person should be someone you’d like to work with, as well as the type of person that will help your brand grow.

      audience

      When seemingly ready to open up Illustrator and start on a logo design, wait one more second and get prepared for the visual aspect of the brand-to-be.

      Below are some questions to ask about the target audience before jumping into the design phase of your brand.


      What is your design style?

      If it is more creative, you may want to appeal to groups that would need a creative website.

      If it is more Web 2.0 and sleek, you’re going to want to appeal to business owners or vendors of “high-technology fields.”

      Consulting agencies, app websites, and other sites of the like would be great targets.


      To What Level Are you Willing to Help and Communicate?

      It’s true; all clients have varying levels of understanding web technologies, and well, technology in general.

      Do you want to attract a client that knows nothing of the web world, in which you will be responsible for providing an easy to maintain website? Or, would you rather communicate with a group of web professionals, sending out the final project to one client?

      This can dig deeper into clients as well. Attracting a client, for example that is maintaining a site dedicated to some sort of technology may be easier to communicate with about technology if you prefer that.

      Any other type of website that coincides with the “offline world” though may hold a client that would need a simpler website.


      What work would you like to be responsible for?

      Many of us don’t like all the work that comes from freelancing. Especially in the world of website creation, many clients want us to do it all — design, develop, market, and more.

      If you specialize in one area though, it may be beneficial to have part of your target audience be those looking for partnership projects.

      For example, if you are a designer, you may want to include web developers in your target audience so that they could contact you to partner up on a bigger project.

      This way, whether you know how to or not, you wouldn’t be stuck with the coding and you can stick with what you love.


      Define it on Paper

      After asking these questions and researching a bit more, write out your target audience in a list.

      Each item should not be a single-line type of person, like “Clients with a lot of web experience”, but rather a small very descriptive paragraph.

      The more detailed the description, the more success you’ll have once it’s time to start the design process of the brand.

      Define it on Paper

      Further Resources


      3. The Business Name

      Is it your own name, or a more formal and creative name?

      This is often times a step overlooked, but it is incredibly relevant to the final goals of the website. If you plan to be the owner of a firm someday, or develop a team of web professionals in any other way, your given name as a brand may not be appropriate.

      However, many freelancers chose to grow their business by always freelancing solo, while still outsourcing some of their work. There is a difference in each situation, and a personal name would thrive on this type of business.

      Also, bigger names may attract bigger projects, while a personal name would attract many smaller clients. Depending on what you’d like to do in terms of work greatly depends on the brand’s name.

      So, in the plainest sense: an alternative name would be more versatile, but your own name as a brand would be more personable and each would lead to a different type of client.

      Brand Name

      Image credit: Mark McGall, 72 Thinking


      4. The Logo

      The logo is the first step into the design process of the brand. It is the one graphic that your business will survive upon.

      Your website, content, and all other design elements must compliment a brand’s logo, as well as work with it towards the ultimate goal of making the sale to the client.

      Whether designing it yourself or hiring someone else to do it for you — you’ll need to be the one that decides how it will look.

      Many times I get clients that let me have too much creative control when it comes to their brand design. While creative control is always appreciated, when it comes to a brand — that’s a bad choice.

      Be sure to research and create a plan for the brand of your freelancing business so you can take control.

      Logos

      Everything mentioned so far in this article will come into play for the initial design phase of the brand.

      The name is an obvious factor, but the target audience and business’s goals will also come into play. Keep a few questions in mind concerning all of this when beginning the logo design phase:

      • What does the overall style of the logo need to be to attract the right audience?
      • What type of colors should be used? As different types of colors provoke different emotions, this ties in greatly to the target audience.
      • How versatile does it need to be? How will it grow with your freelancing as a business?
      • Does it need to be formatted well with print material as well as web material?
      • What shape does it need to be, generally (more rounded/square, or rectangular)? This has a lot to do with what materials you’ll be using it on and the format it will need to take when combined with content.


      Some Examples

      Alex Arts

      The above logo says “professional, fun, and personable”. Notice how the varying colors in the web design turn into a more playful approach, which in turn makes it more personable.

      The smooth curves in both the font and the image portion of the logo also take the strict factor away, making him as a business person approachable.

      This freelancer runs as a single freelancer, branding his business as him — most likely returning to him one-on-one clients with great communication and many smaller, more creative projects.


      Outline 2 Design

      This brand is a group of designers working together under one website. The brand has a more generalized name, and even a more professional, company-like feel.

      Furthermore, looking more into their portfolio, one can see that the image compliment on the logo highlights their design style: clean and sleek with a hint of outside-the-box creativity.


      Momono

      The abstraction of this logo tells the viewer right away about the style of this designer. Also, a bright color also plays into it. It is simple, effective, and portrays the designer’s intentions well.


      Yodaa

      Playful, light and super creative is what this brand is all about. The logo complimenting this brand is incredibly creative, and lacks a more formal look. That’s not to say it isn’t effective though. Its overall look is still professional while being quirky and original.


      Valen Designs

      This is a single freelancer with a portfolio full of Web 2.0 material. The logo quickly reflects that, and the nature theme provides a calm, cool, and collected tone. The brand says professional and high-tech, but not rigid or boring.


      Southern Media

      This brand is the most classical of all the logos above. Along with it comes a business that is more traditional and formal. This likely creates more credibility for them as a team, rather than a single freelancer, allowing them to take on bigger clients.


      5. Your Website Design, Business Card Design, and Everything Else

      Now that you have a logo, you’ve gone through much of the design process for nearly everything else that will require design. It only takes a bit more planning to complete the design process.

      If your brand is very personal, a hand-drawn website design may work well to compliment the logo and brand as a whole. If the brand is Web 2.0, you’ll want a sleek web design, sleek business card design, and sleek, high-end stationary and other printed material.

      Because the rest of your design needs can be based primarily off of the logo design, most of the target audience and business goals implementation will come into place naturally.

      Still, keep them in mind as you develop the brand further. Don’t lose sight of the goals, and always pertain to the original message you’ve planned for.

      Examples Continued

      Outline 2 Design

      This group keeps to their image with the rest of their design as professional yet creative.


      Momono

      The colors, wireframe, and work featured on this portfolio are all abstract, just as the logo is. It is also very clean, to the point, and has a lot of whitespace — again mimicking the logo and brand design.


      Yodaa

      The web design of this brand is the primary focus, and it is playful, personable, and approachable. It mixes very well with the logo and highlights the brand very well.


      Valen Designs

      The web design is super clean and web 2.0, just as the logo is. Furthermore the design is laid out in a way that is systematized, letting visitors in on all the information necessary, which is a very professional, company-like approach.


      Southern Media

      This web design is very traditional, attracting clients that would like a straight approach to their web services. Like the logo and appeal to the brand, it is “gimmick-free” and professional. A high level of credibility is present in the web design as it is in the entire brand.


      6. Write an Elevator Pitch

      An elevator pitch is traditionally used offline when trying to sell your services in about 30 seconds or less.

      Pre-planning a small speech to sell your stuff can help to include everything you need to, while still having a crafted pitch that is likely to sell.

      However, as the technologies of web work expand each year, elevator pitches are becoming increasingly important for online freelancers as well.

      An elevator pitch is very much a part of a brand. What is said in the pitch shares what you do, what your business does, and what you and your business can do for the person reading or hearing your pitch.

      When a prospect asks what you do, you should not respond with, “I’m a freelance web designer” or “I’m a freelance writer”. Instead, this is a chance to say, in about 15-30 seconds, what you do in detail.

      Nobody is interested in a “freelance web designer”, “freelance web developer” or a “freelance writer”.

      What potential clients are interested in is “a web designer that focuses primarily on user-centric web designs that are both creative and professional” or “a web developer that creates website apps focused around users needs — apps that are designed to sell”.

      Elevator Pitch

      Realistically, elevator pitches should be even better than the above. Furthermore, they can be used as an introduction to a portfolio, or used on the about page to help make sales there, too. To find out more about elevator pitches and how to write the perfect pitch, check out the resources below.

      Further Resources


      7. Write an About Page

      Your about page is where clients and others who may want to work with you can get to know you, before having to make any sort of contact. It should reflect yourself, and the way you do business.

      Is your brand fun, professional or to-the-point? Most likely, your brand so far has reflected your personality in its own sense already. It’s now up to you to write an about page that can “make the sale.

      If a person has become interested enough to check out the about page, you have somehow convinced them to become at least half-way interested in your services.

      Hopefully, you’ve attracted the right person based from your declared target audience. If so, how would you talk to this person?

      Content-wise, you’re going to want to keep to your original style. For example, if you want a more company-like approach, write more formally. For a more creative approach, be personable and fun.

      Your career choice as a freelancer and the work you do probably already reflects your personality a great deal, so just being yourself is the best option when trying to find a writing style for the about page.

      It is of utmost importance to not try to sound like anyone else — your own voice is what makes you different from every other freelancer on the planet.

      After figuring in the writing style and how to approach the page, one must outline what to include. Below is a minimum:

      • Your history in the field and what you do.
      • Your professional experience, and possibly school experience if present.
        (A written résumé)
      • Perhaps a link to a more formal resume.
      • Contact information, or a link to the contact page.
      • A relevant note to their problem, and how you can help them.
        (They need a website, you can make one for them.)

      One may want to include other sections that further define their personality and business.

      The more a potential client feels they know you, the more likely they’ll be to make contact because you and your business will seem more approachable. (Keep in mind though that it need not be a 10 page autobiography!)

      Example About Page

      Further Resources


      8. Get Clients to Reach You

      Now that you have a brand, it’s all about marketing and having clients find you.

      You’ve created a target audience, identified business goals (both present and future goals), built the brand in a design sense around those two definition, and created content that helps sell your material.

      This is all great, but at this point your brand is unknown and inactive. Don’t worry though — your brand is supposed to do the work for you, and given the time, it will.

      Let people know about your brand by getting listed on job websites, doing guest posts, or leaving messages in forums. Generally, marketing is the same — but now you must market your brand as opposed to yourself.


      Keeping Consistent

      In my own experiences with branding, I’ve found myself re-branding and trying out new things.

      It all came down to the fact that I had never taken the time to correctly brand my business, and specifically, that I had never taken the time to find my true target audience.

      That forced me to revamp my brand to meet my needs as time went on. I could have avoided the whole mess if I would have taken the time in the beginning.

      In the end, that has hurt my business because clients, readers, and other people that keep my business alive didn’t recognize me and my business after each revamp, and it also hurt my credibility.

      It is essential to keep a brand consistent, for the reasons mentioned above, and for a number of other reasons. Once you lose the brand, you lose all of the benefits that come along with it. If you change a brand, even if it is being changes to better match goals today, it will have to start marketing from base zero once again.

      Here are a few articles and tips on how to keep a brand consistent.


      Updating a Brand

      As we change as professionals and as people, there is no doubt that we will want to change our brand too. We may grow into a design firm rather than a freelance web designer, or a web developer more so than a designer.

      Much of the time a person will be focusing on one area of web work, only to find over time that their skill set and interests have expanded into something completely different.

      • That’s fine; that’s life — we live, we grow, we change.
      • The trick now is to not change your brand, but to upgrade it, and develop it further.
        This is where our initial goals step into place. With the correct planning of our goals in the first place, we were able to plan ahead for moving forward. Perhaps you were a single, lonely freelancer back in the day you created your brand, but now you’ve finally got a team together as a firm, just as one of your goals stated. If you planned the brand around that goal successfully, you may only need to make a few tweaks, while still making your brand recognizable and overall, the same.
      • To upgrade a brand, keep a few things consistent: the name, the style, and the main color combination.
        The name is the most recognizable part of a brand, so that is something you will never want to change. The overall style is very tightly knit into your target audience, and in order to keep your current client base, you’ll want to keep that. Lastly, color is one of the most memorable aspects visually, and most likely is the driving force visual for your brand. Keep this, and you keep the tone and memorable factor of your brand.


      Further Resources


      Wrapping Up

      Brand creation is definitely an art in itself, and takes a lot of time to plan.

      Don’t rush through this essential step of a freelancing career — having a brand can not only benefit you as a web professional, but also avoid fallbacks and can aid as a form of security.

      No matter how big your business is — how big your client base, your team, or your popularity is — develop a plan, a brand around it if you haven’t already.

      Then, stick to it, be consistent. It may also be helpful to take a step back if you already have a brand to analyze it. Can it be upgraded or further developed? Are you missing anything essential to your brand thus far?

      There are, of course, many more tips and suggestion that could be mentioned, and much of it is a matter of personal experiences.


      Written exclusively for WDD by Kayla Knight.

      Please share any further tips or experiences you’ve had with branding as a freelancer. What have you learned from your own mistakes?



      Filed under: freelancing

      kimmolinkama says...

      My wife read my post about the communication levels of interruption and asked me whether I really thought I was such a guru that I can afford to be that cocky.

      Oops. Seems I stepped on a banana skin.

      In case you got the impression that I regard my schedule as sacred, I should have been clearer. Because phone calls are the most interruptive, I try to reserve phoning someone only for urgent matters. If getting a piece of writing done, for example, depends on one crucial number or answer to a question, then I think it's fine to call.

      Similarly, when you're establishing connection, it's fine to call. Especially in today's business environment where many client/customer relationships start and flourish without the parties having face-to-face contact, the telephone is a wonderful medium for introducing a measure of personal contact and "feel" into the connection.

      If, on the other hand, the subject of a phone call includes exact data, agreeing on schedules or something else that would require taking notes, it is better to use electronic means. For a number of reasons:

      • Phone calls and voicemail require the recipient to use another tool for taking notes while listening
      • Voice messages are prone to misunderstandings
      • E-mail and other text-based communication document the conversation while it is being conducted - very useful for later reference
      • Electronic messages are retraceable and searchable
      • Electronic messages can be read at a suitable time allowing better concentration and more time to think, hence also more thorough and organized answers

      From the above, I think we can conclude this: The more specific answer and the more urgently you need, the more you move up the interruption scale. The more detailed and exact information that is not time-critical you need or want to convey, the more you move down the interruption scale. Do you agree?

      Filed under: freelancing

       

      It's hard to explain the peculiar existence that is the freelancing life to people who don't, well, freelance. Sometimes it becomes difficult to separate my personal life from my professional one since both occur in pajamas, with 5 cups of coffee, and my ancient, chubby cat with the crazy eye on my lap. These are strange and wonderful days.

      Let us imagine for a moment a day in the life of the freelance writer (okay, it’s me). Mid-morning finds me padding into the kitchen for a snack in my uniform of ragtag, and probably unsettling to the outside eye, assortment of pajama clothes.  A little bit of work later, there I am shuffling (and sometimes marching, depending on how much coffee I’ve consumed) back to the kitchen for my reward for said work—some combination of meat and cheese if I’m lucky, cold soup out of a can if I’m not.  Often, when feeling particularly dedicated to a project, I transform from writer to adventurer. I know I must eat to go on, so I dutifully forage for sustenance and then slurp my Progresso so that I can sally forth, trusty steed (okay, it’s the same fat cat with the oddball eye) beside me, to add another sentence to my city of words.

      Really, all the hours of work, cans of soup, and pajamas to launder, come down to that one shining moment in the verbal zone. This zone often emerges out of the most difficult of writing tasks; you know the ones: they initially appear so confounding and insurmountable that you avoid them for as long as you can.  Avoidance techniques differ from person to person, but my evasion is usually of the aforementioned meat and cheese variety; but it can also involve a number of pointless activities, including, but not limited to, internet research that is really just gussied up social network prowling, searches for long-lost items that have fallen behind furniture, and the organization of the iTunes library; the one item it never seems to include, though, is cleaning—a fact immediately apparent upon entering this scribbler’s apartment. 

      However, on those rare occasions, the avoided chore becomes a piece of writing I can be proud of.  Watching that growth process, which many people describe as something that takes place outside of them, is rather extraordinary. It may not be the same as seeing a human born, but these word babies are the closest we logophiles get to that maternal miracle.  Face it folks, sentence spawning is sexy.

      Yet the maternal imagery doesn’t end there.  As my link to just about everything writerly, my computer has become the umbilical cord that connects me to my aspirations.  Every morning, I wake up and rush to turn it on, hoping to find a missive alerting me that I have become a writing success overnight (please note, this missive has not yet arrived). One of the most thrilling aspects of the life of the cyber-scribe is the refresh button, which seems to offer an eternal promise of newness; with a single click, everything could change.

      The flip side of this button’s potential ecstasies involves refreshing up a storm and seeing, with supreme glee, that I’ve received a message, only to discover that it’s a) a rejection letter, b) the last person I would ever want to hear from in my life, or, worst of all, c) a piece of writing that I’ve emailed myself.  I often use the email method instead of the perpetually misplaced memory stick that contains all my important writing, proudly purchased from a guy at Radio Shack who promised it would “change my life.” It didn’t;  what it did do was remain permanently lost, causing my inbox to bulge with souvenirs from writing travels past.

      If my email is ever successfully pilfered, the pirates will find themselves with slices of thought fraught with inconsistencies, typos, and, my personal favorite, evidence of interest lost. There is one reason, and one reason alone, however, that I would recommend that you don’t engage in this method of cyber memory: good old auto-epistolary disorder, or the unfortunate ailment that comes from accidentally receiving letters from yourself.  Let me put it this way, there is nothing more deflating than waiting for a sign of extra-writerial life, only to find that you have been contacted…by your own writing. 

      Ah well, what’s a gal to do?  The writing has become the best of friends over the years; indeed, the sound of a computer turning on has replaced the turning of a knob or the thump of a door in my social sonics.  At certain points, living becomes writing with brief, almost surreal, interludes of “real life.”  It starts to feel like my stories are reality and the outside world is the mad thing I’ve invented.  Yet, at the same time, I need that outer world to write about and, oh that’s right, to have some extra-writerial fun. I’m telling you, the life of the freelance writer can be so insular that next time I receive a letter from myself, I’m going to respond.  You never know, there may be some rich pen pal potential there.

      Caroline Hagood is a poet and freelance writer living in New York City. 

      www.carolinehagood.typepad.com

      Twitter: @Caroline_Hagood


      Filed under: freelancing