KEEPING AND
MANAGING
FREELANCE
CLIENTS
Who Am I?
• Freelancer
• Director of Find a Creative Pro Ltd
• Creativity, not commodity
• Publishing
• Marketing
• Journalist
• Content Creation 40+ years
May I ask:
who are you?
Today We’re Going To Cover …
Part One: Peer To Peer
Part Two: Defined And Clear
Part Three: Professional Communication
Part Four: When Things Go Wrong
Part Five: Project End
Part One:
Peer to Peer
Relationships
Part Two:
Building A
RelationshipPart Two:
Defined And Clear
Pain!
Activity One
Split into small groups
Take five minutes
Answer this question:
What info needs to go into a brief?
What Goes Into A Good Brief?
• Project scope
• History
• Current position
• Desired position
• Competitor review
• Likes / dislikes
• Objectives
• Evidence or research
• Timeline
• Budget
Activity Two
Split into small groups
Take ten minutes
Answer this question:
Under what circumstances would you ask a
client for a signed contract, and why?
Get A Contract - Every Time
Terms and conditions, for example:
Charge by time, or fixed fee per project?
Service Level Agreements
Termination
Intellectual Property Rights
Get Paid:
Set your payment terms
Ask for prepayment
Penalties for non-payment
Part Two:
Building A
Relationship
Part Three:
Project Journey
Part Three:
Professional
Communications
Activity Three
Split into small groups
Take five minutes
Use form
List and rank the ways you can contact people
Professional Communications
• Plan the message, what do you need to convey?
• Is it a formal or informal communication?
• Does it need to be documented?
• Think about time and place for your client
• Set some respectful barriers
Part Four:
When It Goes Wron
When Things Go Wrong
Do …
 Take responsibility for mistakes
 Offer solutions ASAP
 Reassure your client
 Think before you react
 Only put in writing, what you are
prepared to see in public
 Be clear if you can’t help
Don’t …
 Prove a Point
 Panic
 Post on Social
 Act in the heat of the moment
 Write a scathing rant that will
haunt you later!
 Quit
Communicating During Project
• At the start of the project, agree formal check back points
• During the project, check back with the client informally
• During client contact: summarise the agreed actions verbally
• After client contact: follow up in writing, request confirmation
• Be clear (in your contract) how many amends you will make
Part Two:
Building A
Relationship
Part Three:
Project Journey
Part Four:
Project End
Part Five:
Project End
Ask For More Business
• Keep in touch with your client (send Christmas Cards, links to relevant
news stories etc.)
• Write short, evidenced case studies, request a testimonial from client
• Request endorsements i.e. LinkedIn
• If a client was delighted, be brave and ask them to give you a referral
to another business
In Summary
Clarity
Make sure everything is clear, every step of the way
Checkback
Keep in touch with the client
Calmness
Always be professional and act as a peer
Contact
Before, during and after the project
THANK YOU

Bath Spa Uni - Managing and Keeping Freelance Clients (Find a Creative ProLtd)

  • 1.
  • 2.
    Who Am I? •Freelancer • Director of Find a Creative Pro Ltd • Creativity, not commodity • Publishing • Marketing • Journalist • Content Creation 40+ years
  • 3.
  • 4.
    Today We’re GoingTo Cover … Part One: Peer To Peer Part Two: Defined And Clear Part Three: Professional Communication Part Four: When Things Go Wrong Part Five: Project End
  • 5.
    Part One: Peer toPeer Relationships
  • 8.
  • 9.
  • 10.
    Activity One Split intosmall groups Take five minutes Answer this question: What info needs to go into a brief?
  • 11.
    What Goes IntoA Good Brief? • Project scope • History • Current position • Desired position • Competitor review • Likes / dislikes • Objectives • Evidence or research • Timeline • Budget
  • 12.
    Activity Two Split intosmall groups Take ten minutes Answer this question: Under what circumstances would you ask a client for a signed contract, and why?
  • 13.
    Get A Contract- Every Time Terms and conditions, for example: Charge by time, or fixed fee per project? Service Level Agreements Termination Intellectual Property Rights Get Paid: Set your payment terms Ask for prepayment Penalties for non-payment
  • 15.
    Part Two: Building A Relationship PartThree: Project Journey Part Three: Professional Communications
  • 16.
    Activity Three Split intosmall groups Take five minutes Use form List and rank the ways you can contact people
  • 17.
    Professional Communications • Planthe message, what do you need to convey? • Is it a formal or informal communication? • Does it need to be documented? • Think about time and place for your client • Set some respectful barriers
  • 18.
  • 19.
    When Things GoWrong Do …  Take responsibility for mistakes  Offer solutions ASAP  Reassure your client  Think before you react  Only put in writing, what you are prepared to see in public  Be clear if you can’t help Don’t …  Prove a Point  Panic  Post on Social  Act in the heat of the moment  Write a scathing rant that will haunt you later!  Quit
  • 20.
    Communicating During Project •At the start of the project, agree formal check back points • During the project, check back with the client informally • During client contact: summarise the agreed actions verbally • After client contact: follow up in writing, request confirmation • Be clear (in your contract) how many amends you will make
  • 21.
    Part Two: Building A Relationship PartThree: Project Journey Part Four: Project End Part Five: Project End
  • 22.
    Ask For MoreBusiness • Keep in touch with your client (send Christmas Cards, links to relevant news stories etc.) • Write short, evidenced case studies, request a testimonial from client • Request endorsements i.e. LinkedIn • If a client was delighted, be brave and ask them to give you a referral to another business
  • 23.
    In Summary Clarity Make sureeverything is clear, every step of the way Checkback Keep in touch with the client Calmness Always be professional and act as a peer Contact Before, during and after the project
  • 24.