Sales and Client Management Systems for Freelancers (Work Without Upwork Series)

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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

Other posts in this series ✨

As always, I’m available to help troubleshoot or implement the tech pieces of your business

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