Freelance Business Blueprint℠ DIY Program
Buy now
Learn more
Getting Started
Introduction
About your Instructor
How to Succeed in this Program
1:1 Mentorship Sessions
MODULE 1: BUSINESS SET-UP & ESSENTIALS
Overview: Business Set-Up & Essentials
M1 Week 1: Preparation & Your Why
Personal SWOT Analysis
Values & Desires
SMART goals
M1 Week 2: Business Filing & Planning
Business Entities & Forming an LLC
File Your EIN
Writing Your Business Plan
Defining your Target Audience
Resources
M1 Week 3: Finances & Accounting
Financial Information Disclaimer
Financial Services Comparison
Bookkeeping
Quickbooks for Freelancers
P&L + Financial Forecasting
Taxes
Tax Write Offs
Invoicing & Payment Processing
Resources
M1 Week 4: Legalese
Delayed 7 days
Legal Information Disclaimer
Business Insurance
Ethics & Copyright
Contracts
Anatomy of a Contract
Scope Management
Addendums / Change Orders
Using Contracts and Collecting Signatures
Negotiating
Seeking Legal Advice
Resources
MODULE 2: OPERATIONS
Delayed 7 days
Overview: Operations
M2 Week 5: Workflows & Systems
Delayed 7 days
Day-to-Day Operations
Folder Structure, File Management & Naming Conventions
Backup, Backup, Backup!
Stress Management as a Freelancer
M2 Week 6: Project Management
Delayed 7 days
Project Management
How Agencies Make Client Work
Standard Operating Procedure (SOP)
Documenting Your Process
Software & Tools
Creative Brief
Creating Project Timelines
Time Management
Building Flexibility into Your Process
Task Prioritization
Automating Tasks
Revisions & Feedback Management
Tracking Project Metrics
Learning from Completed Projects
M2 Week 7: Client Management
Delayed 7 days
Client Onboarding Process
Communication
Handling Difficult Clients
Setting Boundaries
Client Feedback Loops
Client Retention Strategies
Juggling Multiple Clients
Client Evaluations
MODULE 3: PORTFOLIOS & CASE STUDIES
Delayed 49 days
Overview: Portfolios & Case Studies
M3 Week 8: Creating Your Portfolio & Case Studies
Delayed 49 days
Why You Need a Portfolio
Structuring a Portfolio
Choosing the Right Work to Include
Visual Storytelling
Writing About Your Projects
Process Matters
Project Credits
Showcasing Personal Projects
Common Mistakes
5 Tips I've Learned
Case Studies
M3 Week 9: Utilization & Strategy
Delayed 56 days
Creating a Portfolio Website
Building Out Your Other Website Pages
Creating a Print or PDF Portfolio
Updating Your Portfolio
SEO for Your Portfolio
Using Testimonials
Metrics and Results
MODULE 4: SALES & MARKETING
Delayed 63 days
Overview: Sales & Marketing
M4 Week 10: Pricing Your Services
Delayed 63 days
Developing your Offerings
Pricing Formulas
Pricing Ladder
Retainer vs. Project Pricing
M4 Week 11: Becoming a Creative Salesperson
Delayed 70 days
Positioning
Revisiting Our Sales Process
Capabilities Decks
Customer Relationship Management (CRM)
Finding Right-Fit Clients
Collecting Testimonials
M4 Week 12: Creating Your Marketing Ecosystem
Delayed 77 days
Revisiting Our Business Plan
Developing Your Brand
Marketing 101
Developing a Marketing Strategy
Google Business Profile
PUTTING IT ALL TOGETHER
Delayed 77 days
Congratulations! — Now what?
Join the Discord Server
Extra support with 1:1 Mentorship Sessions
Did you enjoy this program? Consider Leaving as Review!
Products
Course
Section
Lesson
Client Onboarding Process
Client Onboarding Process
Freelance Business Blueprint℠ DIY Program
Buy now
Learn more
Getting Started
Introduction
About your Instructor
How to Succeed in this Program
1:1 Mentorship Sessions
MODULE 1: BUSINESS SET-UP & ESSENTIALS
Overview: Business Set-Up & Essentials
M1 Week 1: Preparation & Your Why
Personal SWOT Analysis
Values & Desires
SMART goals
M1 Week 2: Business Filing & Planning
Business Entities & Forming an LLC
File Your EIN
Writing Your Business Plan
Defining your Target Audience
Resources
M1 Week 3: Finances & Accounting
Financial Information Disclaimer
Financial Services Comparison
Bookkeeping
Quickbooks for Freelancers
P&L + Financial Forecasting
Taxes
Tax Write Offs
Invoicing & Payment Processing
Resources
This section is
delayed by 7 days.
M1 Week 4: Legalese
Legal Information Disclaimer
Business Insurance
Ethics & Copyright
Contracts
Anatomy of a Contract
Scope Management
Addendums / Change Orders
Using Contracts and Collecting Signatures
Negotiating
Seeking Legal Advice
Resources
This section is
delayed by 7 days.
MODULE 2: OPERATIONS
Overview: Operations
This section is
delayed by 7 days.
M2 Week 5: Workflows & Systems
Day-to-Day Operations
Folder Structure, File Management & Naming Conventions
Backup, Backup, Backup!
Stress Management as a Freelancer
This section is
delayed by 7 days.
M2 Week 6: Project Management
Project Management
How Agencies Make Client Work
Standard Operating Procedure (SOP)
Documenting Your Process
Software & Tools
Creative Brief
Creating Project Timelines
Time Management
Building Flexibility into Your Process
Task Prioritization
Automating Tasks
Revisions & Feedback Management
Tracking Project Metrics
Learning from Completed Projects
This section is
delayed by 7 days.
M2 Week 7: Client Management
Client Onboarding Process
Communication
Handling Difficult Clients
Setting Boundaries
Client Feedback Loops
Client Retention Strategies
Juggling Multiple Clients
Client Evaluations
This section is
delayed by 49 days.
MODULE 3: PORTFOLIOS & CASE STUDIES
Overview: Portfolios & Case Studies
This section is
delayed by 49 days.
M3 Week 8: Creating Your Portfolio & Case Studies
Why You Need a Portfolio
Structuring a Portfolio
Choosing the Right Work to Include
Visual Storytelling
Writing About Your Projects
Process Matters
Project Credits
Showcasing Personal Projects
Common Mistakes
5 Tips I've Learned
Case Studies
This section is
delayed by 56 days.
M3 Week 9: Utilization & Strategy
Creating a Portfolio Website
Building Out Your Other Website Pages
Creating a Print or PDF Portfolio
Updating Your Portfolio
SEO for Your Portfolio
Using Testimonials
Metrics and Results
This section is
delayed by 63 days.
MODULE 4: SALES & MARKETING
Overview: Sales & Marketing
This section is
delayed by 63 days.
M4 Week 10: Pricing Your Services
Developing your Offerings
Pricing Formulas
Pricing Ladder
Retainer vs. Project Pricing
This section is
delayed by 70 days.
M4 Week 11: Becoming a Creative Salesperson
Positioning
Revisiting Our Sales Process
Capabilities Decks
Customer Relationship Management (CRM)
Finding Right-Fit Clients
Collecting Testimonials
This section is
delayed by 77 days.
M4 Week 12: Creating Your Marketing Ecosystem
Revisiting Our Business Plan
Developing Your Brand
Marketing 101
Developing a Marketing Strategy
Google Business Profile
This section is
delayed by 77 days.
PUTTING IT ALL TOGETHER
Congratulations! — Now what?
Join the Discord Server
Extra support with 1:1 Mentorship Sessions
Did you enjoy this program? Consider Leaving as Review!
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