In this episode Scott and Wes talk about the freelance client lifecycle—from gathering requirements, to project hand-off, and everything in between.

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Show Notes

03:29 - Gathering Requirements

Probably the most important part of the process. If you botch this, you'll be dealing with change orders and scope-creep throughout the entire project. Poor planning is why agencies have project managers and why many freelancers hate their clients.
Ask lots of questions
Get lots of examples
Break down each page into functionality
Ask about budget
Clarify who will be updating the site
Do this in person if possible

17:00 - Quote

Figuring out the quote
Break it down into major functional areas that don't necessarily depend on each other.
Multi-staged quotes are great because if it's too expensive, the client knows they can add additional features later in the project.
Explain the tech you will use in relation to how it will help their business, or how easy it will be for them to manage.
Presenting the quote
- List what will be included
- List what won't be included
- Make your quote valid for two weeks
- Create a template that looks professional
  - Our agency had a professional template, printed on heavy paper in an embossed folder with our logo on it.
- You don't have to go this far, but experience matters. Think Apple. You can quote more if you have a higher perception of quality.

30:20 - Timelines

Timelines should include hard dates. You should have a "hard on" and and "hard off".
Assume 24-hour turnaround on questions
Be generous with your estimates. Under promise, over deliver.
Quoting time is a huge skill

35:58 - Contract

You best have one
Spell out what the client is getting (from quote)
At the very least, have the client sign your quote
Clear communication and a good relationship is extremely important
Use online templates, or have a lawyer create something specific

41:09 - Setting Expectations

Don't make yourself available 24/7
Establish a professional environment by not being too casual
Your choices will set the course for your relationship
Don't be too quick to reply to email
Schedule emails for 10a.m.

Links

Syntax 036: Hasty Treat - Freelancing Hot Tips
docracy
Boomerang for Gmail

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