Organize Your Workflow as a Freelancer

Freelancers are unique workers who need a high degree of self-discipline and organization to get the job done. They aren’t regulated by the 9 to 5 system or any other system for that matter. They simply have tasks that must be completed before the deadline. Freelancers do not have salaries; their income depends on how much they work. This shows why workflow organization is fundamental because more work means more money.

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An efficient workflow has several benefits besides more money. It makes it convenient to work, thus reducing work-related stress. The freelancer can allocate time for work as well as other activities like leisure. Finally, it reduces the last-minute rush and other common vices that lead to poor results or lateness. This guide will assist you to organize your workflow and harness its benefits. Let’s get started. 

Set Time for Client Acquisition

The primary goal of a freelancer is to keep his existing clients and find new ones. This grows the income and keeps it consistent. You should consider this as part of the workflow because it is critical. There are different places where you can find jobs as a freelancer. They include the following:

• Social Media such as Twitter, Facebook, & Instagram;
• Networking Sites like LinkedIn;
• Joab Boards such as Upwork and Fiverr;
• Media Advertisement;
• Referrals.

You should create a standard profile that will appealingly display your capabilities. Even though every job will require you to tweak your profile a little, having a standard template will ease the job. The best platform to search for clients depends on the nature of your work. 

Setting a strategic time for this is important because different times have varying success rates. Once the potential clients reach out, you should engage them professionally and document the discussions. Also, filtering the serious clients from the jokers will prevent you from wasting valuable time. Finally, ensure that you have a contractual agreement of some sort. Sites like Upwork will protect you through the platform, but direct engagements need more care.

Gather All the Critical Info and Summarize the Deliverables

The workload can increase rapidly, so having all the information you need is important. Another time waster is starting the work and pausing several times to ask for clarification. All this must be done beforehand. Once all the information has been obtained, you should document it and share it with the client before you start working.

The main purpose of this part of the work is to have specific deliverables and prevent the client from asking for more at the same price. This could lead to time wasting and disgruntlement. 

Task Management

The most critical information at this point is the deadline. As a freelancer, you could be having various tasks from the same or different clients. You should make a to-do list and work on the most urgent tasks first. Ideally, you should always charge more if a client needs the work to be done urgently.

Once you list and prioritize the tasks, you can start working on them sequentially. However, this must be done strategically because the deadlines may fall around the same time. Thus, you may be in trouble if you don’t start early. Finally, you should know how much work you can handle. If you feel like you are unable to deliver, it is important to decline some tasks or create a network of trusted freelancers that can work for you. Also, learn to use tech at this point. Many apps can send you automatic reminders of the deadlines. 

Start Working

The planning will be null and void if the execution is not top-notch. You should be able to work consistently with minimal or no interruptions. Since this is a job, the best thing to do is to set up a sacred space or office for working. You should set a specific work time with scheduled breaks and rules on the use of your phone for other things.

You can set an alarm for everything and try to achieve your daily goals. Once you are done for the day, check whether you have achieved your goals and plan accordingly for the next day. Also, set time for activities like gym workouts or evening walks, which will elevate your mood and help to keep you at bay. Do not be tempted to continue working beyond the set time.

Once everything is done, invoicing and billing should be done on time to facilitate prompt payment. Ensure that you get client feedback that will help you to improve your work. You should continue fine-tuning your workflow until it fits your preference. These guidelines will lead to a smooth efficient workflow and fantastic outcomes for you and your clients.