Freelance Business Blueprint℠ DIY Program
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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
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Customer Relationship Management (CRM)

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