@mgacreative

I am a former Art Teacher in Palm Beach County,I.T. Director, and Apple At Home Expert.I have been Freelancing for about 9 years (Full-time for 7 years) - long enough to have made all the mistakes many freelancers make.

melanie@mgacreativedesigns.com

• Have a process• Finding Clients• Proposals• Contracts• Onboarding

• Design / Prototype• Development• Delivery• Maintenance• Recurring Revenue

Market Leads Meeting Nuture

Proposal Onboarding Development Delivery

Maintenance Referrals *based on WP Elevation Blueprint

• Do you have/need a niche market?

• How do you find it?

• Finding an “in”

• Position Yourself as an Expert

• Position yourself as a solution provider, consultant, company owner, instead of website designer

• Look for Red Flags (listen to your gut)

• Learn to say “no thanks”

• Take control of the project via your process

• Avoid looking or sounding desperate

• Gather project information via phone, meeting, form or a paid discovery session. Talk to the decision makers• Rank your clients on budget, project, client respect. Bad clients aren’t worth the hassle but a great client leads to another.

• PITA upcharge

• Walk the line between nonchalance and desperation

• Send follow-up emails but WAIT

• Develop a template or use a good one to save time or use online tools like Bid Sketch, 17 Hats, or Proposify until you find the one or create it.

• Outline business goals, target audience, detailed scope of work with a timeline including client delivery of content.

• List your Care Plans in your proposal.

• Use a CONTRACT!

• Cover use of stock images, premium plugin licenses and renewals, security, hosting, updates and backups

• Intellectual Property, TOS, and Privacy Policy

• Timelines (Design Process and Payment Schedule)

• Suspended and Abandoned Projects

• Termination, Cancellations, and Refund Policy

• It is your job to educate your clients on their role in the project

• single point of contact• give them a worksheet on their

responsibilities i.e. what content (text and images) you are expecting and put a due date on it.

• Create a delivery checklist

• Provide client training videos (Video User Manual or WP 101), or step by step guides (iorad.com)

• Define bugs / limitations

• Website Care Plans

• Hosting

• SEO Services

• Social Media

• Paid Marketing

WPElevation.com - WP Elevation

NathanIngram.com - Advance Forum

training.iThemes.com

sellyourservice.co.uk