7 Vital Steps to Finding & Keeping Clients

This guide is ideally aimed at freelancers, creatives and agencies but it's applicable to virtually all self-sufficient, service providing businesses.

1. Streamline the client finding process on every platform possible

The power of platforms like Google, LinkedIn, Facebook, Slack and more can be manipulated to find projects in seconds. Master boolean search parameters and you’ll have projects on tap.

2. Only pick projects that are worth your time

Always aim for higher paying projects and requests for proposals. Sure, quick jobs help keep the cash flowing in. But doing that eats up time, your most valuable business asset.

3. Marketing doesn't guarantee growth. Repeat clients do.

They say 80% of business is marketing which I don’t deny. But if you set up a system to get notified of the right projects right away and then respond rapidly, marketing isn’t all that.

4. Automate the Admin. Clients don’t pay you to keep your shop in order.

Changing invoices, quotes, questionnaires and more every time you onboard a client is a time suck. Set your admin properly and all client docs can be changed in a few clicks.

5. Free is a freelancers best friend

Lets face it, spreadsheets, finances and balancing the books can be a bit, well, boring. There are literally hundreds of free tools to help with the hum drum - like Airtable, Google Sheets and more.

6. Stand your ground with service levels

Clients love a little scope creep. Set boundaries early with project constraints and service level agreements and they’ll respect you more. Fail to do so and you’ll have had enough by revision no.76.

7. Project management from a single point

Speaking of revisions, constant redrafting can snowball into a blizzard of documents and PDFs sent back and forth with the client. But all docs can be sent in a single link with Notion, another free tool.

A synced database in Notion will also let you update content one time and it’ll show across different pages in your client portal and project dashboard.

If you'd like know more on keeping clients plentiful and happy , then mosey on over to https://fuelance.xyz