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Freelancer's Anonymous - Best practices and tools
1. FREELANCER’SANONYMOUS TOOLS FOR BILLING AND CLIENT MANAGEMENT August 3, 2011 Meetup Los Angeles / Pasadena Graphics Designer’s Meetup Group Noel Saw @WPVerse NoelSaw.com/+
3. Tonight’s Format Got Google+ ? Guiding Principles for Web Design (and more…) Accounting – invoicing and time tracking Project Management & Collaboration Misc. Tools
4. Got Google + Need an invite? What it’s good for… Ideas, sharing resources, and meeting new people Do I need it?
11. Freshbooks Good for Invoices, Sending Invoices, Time Tracking, and Tracking Expenses
12. Harvest Good for invoicing Free account is liberal with number of clients
13. Project and Team Collaboration Dropbox Basecamp P2 Theme for WordPress Thoughtboxes Switch to Gmail + Rapportive
14. Client Management Basics – Best Practices When estimating projects, clearly state hours as “estimated” and hourly rate thereafter Ask for deposits – 25% to 33% Ask for milestones if possible (film “step” deals) Under promise and over deliver Setup draft sites under your own demo URL until completion and ready to move Be very specific about time frames like first drafts and deadlines
15. Client Crisis Management Remember to empathize… Don’t take it personally… Don’t respond personally… Don’t attack… Wait a few hours to respond… Perhaps don’t respond via email… Perhaps bring them into an office environment