Sales and Client Management Systems for Freelancers (Work Without Upwork Series)
If you've been getting clients on Upwork only, OR if you are new to freelancing, you will need to set up sales and client management systems to give you a bit of professional polish and effectively manage your projects.
Timestamps:
00:00 - Introduction: Overview of Systems Needed
00:16 - Software Options for Client Work Process
00:28 - Phases of Client Work: Inquiry, Proposal, Contract, Payment
00:44 - Agile Software for Payment Milestones
00:52 - Collecting Feedback and Reviews
01:16 - Exploration Calls, Email, Contact Forms
01:26 - Reducing Inquiries with Application Forms
01:55 - Scheduling Software Options
04:00 - Collecting Client Information Before Calls
06:13 - Ensuring Good Contact Page Visibility
10:39 - Creating Effective Proposals
15:05 - Software Options for Proposals
16:06 - Turning Proposals into Contracts
19:10 - Using a Scope of Work Page for Contracts
22:08 - Benefits of Milestone-Based Payment Systems
23:02 - Ensuring Payment Security with Ditto
Accompanying blog post ➡️ https://kcocreative.com/how-to-get-sa...
Other posts in this series ✨
1️⃣ Optimizing your freelancer website: • How to Win Clients Without Upwork: Optimiz...
2️⃣ Where to find clients off of Upwork: • How to Find Clients as a Freelancer Withou...
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