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BreezeDoc | Document signing is a breeze.
BreezeDoc | Document signing is a breeze.
This is an alternative to DocuSign that looks like a good option for freelancers and small businesses. The free plan is limited to 2 documents per month, but the lifetime licenses are pretty cheap to increase that number.
·breezedoc.com·
BreezeDoc | Document signing is a breeze.
DYF’s “All Freelancer Marketing Strategies, Ranked” Master Database | Notion
DYF’s “All Freelancer Marketing Strategies, Ranked” Master Database | Notion
A database with marketing strategies for freelancers, focused primarily on helping established freelancers and consultants grow their businesses. I'm hesitant to place too much stock in the exact percentages shown for each strategy, but the comparison of which strategies are good for which kinds of freelancers is useful. The notes on how long each strategy takes to be effective and how predictable they are are also helpful.
·dyf.notion.site·
DYF’s “All Freelancer Marketing Strategies, Ranked” Master Database | Notion
Need a client?
Need a client?
From the "Double Your Freelancing" newsletter, a simple exercise for identifying what strategies work for finding clients, even if you're brand new. I don't actually recommend Upwork as this author does, but the overall system here makes sense. Think about what you've done in the past that has worked. Spend 5 hours/week doing that thing. Track your time and results.
·app.bentonow.com·
Need a client?
Donald Taylor's questions for startups
Donald Taylor's questions for startups

These are great questions to ask when startups ask for reviews of a product. They're also great questions to ask yourself if you're a freelancer or consultant to think about your positioning.

"What problem are you solving for your clients?" "Do your clients know they have that problem?" "Are your clients ready to pay enough for this solution?"

What problem are you solving for your clients?
·linkedin.com·
Donald Taylor's questions for startups
WorkWise Design | Instructional Design Subscription
WorkWise Design | Instructional Design Subscription
This is an interesting model for instructional design work. It's essentially a retainer, where you subscribe and get to make multiple requests per month (but only 1 or 2 at a time). This is focused on workshops and classroom training, not elearning, but you could use a similar model for selling elearning development as a subscription/retainer.
·workwisedesign.com·
WorkWise Design | Instructional Design Subscription
My 25 favorite freelancing tips
My 25 favorite freelancing tips
From the "Double Your Freelancing" newsletter, this is a bunch of tips about how to improve your freelancing business. Some of this is the same advice I have given to others--track your time, spend time working ON your business and not just IN your business, etc. Solid tips if you're a one-person company or small agency, regardless of what industry you work in.
·app.bentonow.com·
My 25 favorite freelancing tips
The Magic Email - Closing the Loop
The Magic Email - Closing the Loop
The "magic email" is a template for getting prospective clients to respond to you even if they've been ghosting you for weeks (or even months). The intro of the article talks about sending it in September, but it really works at any time of year. I've used this, or variations of it, with several clients, and it's amazing how quick people respond and how high of a success rate this has.
·winwithoutpitching.com·
The Magic Email - Closing the Loop
The Independent Consulting Manual - Your Guide to a Consulting Career
The Independent Consulting Manual - Your Guide to a Consulting Career
Free ebook and video series on independent consulting. I'm not familiar with all of these authors and speakers, but I have learned a lot from Kai Davis over the years. The topics include writing proposals, pricing, automating processes, email and phone scripts, positioning, and more.
·independentconsultingmanual.com·
The Independent Consulting Manual - Your Guide to a Consulting Career
Red Flags to Watch Out For in Freelance Contracts
Red Flags to Watch Out For in Freelance Contracts
I hear a lot of questions from new freelancers and consultants about contracts and what to watch for. I agree with this list of red flags: non-compete clauses, no payment terms, intellectual property, indemnity clauses, and rights. Most ID and elearning work is work-for-hire, but sometimes you create something you should license so you can also reuse it (like non-confidential portions of a course for your portfolio).
·lili.co·
Red Flags to Watch Out For in Freelance Contracts
STRUCTURE magazine | Understanding Indemnification Clauses
STRUCTURE magazine | Understanding Indemnification Clauses
Freelancers and consultants need to know how to read contracts and watch for potential red flags. One concern is indemnification clauses. This article provides very specific notes on language to watch for and suggestions for revising the language to be reasonable for the kind of risks individual consultants should assume.
One issue that often arises is the language of the indemnification clause. The reason for this is simple – indemnification clauses can shift significant risks to the design professional, and these risks may not be insurable.
·structuremag.org·
STRUCTURE magazine | Understanding Indemnification Clauses
Planning Your 2023 Projects and Projections • Kai Davis
Planning Your 2023 Projects and Projections • Kai Davis
If you work independently, now is a good time to think about planning for the new year. I suspect most people in our field can't really make projections a whole year in advance as this free spreadsheet template shows. However, projecting even a few months in advance helps you see where you're already booked solid and where you have gaps to fill.
·kaidavis.com·
Planning Your 2023 Projects and Projections • Kai Davis
Standard Operating Procedures: The Foundation of a Freelancing or Consulting Business • Kai Davis
Standard Operating Procedures: The Foundation of a Freelancing or Consulting Business • Kai Davis
Free Google Doc template for creating SOPs for freelancers. For a one-person business, this documentation doesn't have to be very fancy--but it does help to document processes to improve your efficiency. You don't have to keep making the same decisions over and over about what comes next if you write down some processes, even for yourself.
·kaidavis.com·
Standard Operating Procedures: The Foundation of a Freelancing or Consulting Business • Kai Davis
How much does it cost to start freelancing in instructional design?
How much does it cost to start freelancing in instructional design?
Cara North breaks down the expenses to get started freelancing, using her actual costs plus a few alternatives. For setting up an LLC, website, hardware, software, and professional development, you can expect to spend a few thousand dollars in the first year.
So how much does it cost to start as a freelance instructional designer? My estimate is between $3000 and $5000.
·caranorth.net·
How much does it cost to start freelancing in instructional design?
Identify your superpower and learn to leverage it - Chris Lema
Identify your superpower and learn to leverage it - Chris Lema
What are the things you're good at, but take other people a lot of time and effort? What do people compliment you on, but you downplay it because it feels so easy to you? What can you do well that surprises other people? Chris Lema shares questions to reflect on your skills to identify your special strengths. This isn't about instructional design, but it seems relevant to our field where there's a wide range of skills under the general umbrella. Within that broad scope of L&D, what's your superpower? This is also another way to think about identifying a niche for freelancers and consulting businesses.
·chrislema.com·
Identify your superpower and learn to leverage it - Chris Lema
How to Find Your Next 20 Clients Online in 63 Days
How to Find Your Next 20 Clients Online in 63 Days
Specific tactics for finding new clients as a freelancer or consultant. This is broken into three phases: an initial phase to get your first 5 clients and learn what you like the best, a second phase of defining your ideal client, and a third phase of scaling by partnering with others and teaching new audiences. eLearning and instructional design freelancers may not even need the third phase (which includes a lot of building a large audience), but I like the targeted alternatives to cold emails here.
<p>If you don’t know who your ideal client&nbsp;is, answer these three questions:</p> <ol> <li>Who is doing work you respect?</li> <li>Who would be fun to work with?</li> <li>Who could give you additional exposure if you worked for them?</li></ol>
·videofruit.com·
How to Find Your Next 20 Clients Online in 63 Days
Learnexus
Learnexus
Learnexus is a platform for freelancers to find projects and clients to find freelancers. It's focused on instructional designers and elearning developers, rather than being a general freelancer site like UpWork. They also screen freelancers, so they are hopefully filtering out some of the folks at the low end of the market. The site is new though, so the pool of people and projects is small currently.
·learnexus.com·
Learnexus
GovTribe
GovTribe
If you're a consultant, freelancer, or agency interested in working on US government contracts, this site helps people find opportunities and work through the RFP and contract process.
·govtribe.com·
GovTribe