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T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

#FRECKLEDFREELANCER

the ultimate

FREELANCE
P R E PA R AT I O N
WORKBOOK
prepare yourself for a
successful freelance career with
this guided workbook, containing
exercises & checklists for e very
step of your journey
WWW.FRECKLEDDESIGNSTUDIO.COM

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

BEFORE YOU MAKE THE LEAP

CR E AT E A SAFE TY N E T
Start planning your future and give yourself financial security for your first months of
business. Allow yourself to set reasonable and achievable targets and eliminate as much
financial pressure as possible.
W here do yo u fee l yo u ca n cut co s ts to save fo r a s afe ty ne t b e fo re y o u s tar t y o u r f ree l ance caree r ? H o w can
you k eep exp en se s lo w i n yo ur f i rs t yea r of b u s i ne s s ? W h at i s a reas o nab le f i nanc i al go al to s e t ? B rai ns to r m a
few idea s he re.

AS K FO R HE L P
Start planning how you will be tackling the tasks which do not fall within your expertise.
Trying to learn loads of new skills to launch your business will steal time away from
what you do best and spread your efforts thin.
W ha t communi ty g ro up s ca n yo u get i n vo l ved i n t h at wo u l d b e ne f i t y o u r b u s i ne s s ? W h at Tw i tte r par ti e s wo u l d
inc lude pa r ti ci p a n ts f ro m yo ur i n d us t r y? W h e re co u l d y o u f i nd a m e nto r ? W h e re s u pple m e ntar y i nd u s t r i e s
would your b ra n d b en e f i t f ro m? Wo uld i t he l p to m ak e fr i e nd s w i t h a l aw y e r and de s i g ne r ? W h e re can y o u
f ind them a n d ho w ca n yo u s ta rt t he co n versa ti o n to ge t t h e m e ng aged i n y o u r free l ance j o u r ne y ? Can y o u
offer a trade swa p, s ha ri n g yo ur s k i lls a n d k no w led ge fo r t h e i r s ?

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

B E F O R E YO U M A K E T H E L E A P C O N T.

TA K E T H E TI M E TO PRO PE RLY DEV ELOP YOUR OFFERINGS


Make a Venn diagram of what you love, what you're good at and what you can make
money from. Determine what your most profitable offerings are and create a menu
that highlights those. Keep your offerings small to start off with and, as client base
and readership grows, grow with them. Don't be afraid to refine your services to 2 or 3
packages.
W ha t a re yo u b e s t a t ? W ha t se r v i ce s wo uld y o u lo ve to i nc l u de ? W h at s e r v i ce s wo u l d y o u b e h appy to ne ve r
offer a ga in? Ho w ca n yo u b en e f i t yo ur d rea m c l i e nts ? W h e re do e s y o u r pas s i o n l i e ? W h at s e ts y o u r s e r v i ce s
a pa rt from o t he rs i n yo ur f i e ld ? Ho w ca n yo u pac k age t h e s e i nto of fe r i ng s y o u r c l i e nts wo u l d b e h appy to pay
for?

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

B E F O R E YO U M A K E T H E L E A P C O N T.

L EA R N H OW TO M ARK E T YO URSELF
And while you're at it, learn about exactly what marketing is and why it works. How are
other freelancers & entrepreneurs in your field engaging potential clients? Then create a
marketing strategy and plan your engagement on your chosen platforms.
W here doe s yo ur i dea l c li e n t ha n g o ut ? W hi c h s o c i al m ed i a pl atfo r m s do e s s h e / h e ge t i nvo l ved o n? H o w wo u l d
your drea m c li en t re sp o n d to yo ur to n e a n d l ang u age i n y o u r po s ts ? W h at s o r t of i m age r y wo u l d ge t t h e m
exc i ted to c li ck t hro ug h a n d f i n d o ut m o re a b o u t y o u and y o u r s e r v i ce s ?

FACE BOOK

1 2 3 4 5 6 7 8 9 10

DAY

MON

TU E S

WED

TH U R S

FRI

SAT

SUN

PI NTERE ST

1 2 3 4 5 6 7 8 9 10

DAY

MON

TU E S

WED

TH U R S

FRI

SAT

SUN

I NSTAG RA M

1 2 3 4 5 6 7 8 9 10

DAY

MON

TU E S

WED

TH U R S

FRI

SAT

SUN

BLOG

1 2 3 4 5 6 7 8 9 10

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TU E S

WED

TH U R S

FRI

SAT

SUN

PE RI SCOP E

1 2 3 4 5 6 7 8 9 10

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WED

TH U R S

FRI

SAT

SUN

TWI TTER

1 2 3 4 5 6 7 8 9 10

DAY

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WED

TH U R S

FRI

SAT

SUN

G OOG LE+

1 2 3 4 5 6 7 8 9 10

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WED

TH U R S

FRI

SAT

SUN

LI NKE D I N

1 2 3 4 5 6 7 8 9 10

DAY

MON

TU E S

WED

TH U R S

FRI

SAT

SUN

CO N TE N T I DE AS

I N S P I RATI O N

P RO P S FO R P H OTO S

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

B E F O R E YO U M A K E T H E L E A P C O N T.

B E P R E PARE D TO FE E L LO N ELY SOMETIMES


It may se em silly, but going from a busy office to a quiet desk at home can be lonely. At
first the reprieve from office politics may outweigh the lack of conversation but as your
delight at being your own boss wanes (just like a honeymoon phase) it's going to be
tough being by yourself the whole damn day.
How could y o u co m b a t t he se fee li n gs of lo n e l i ne s s ? W h e re co u l d y o u e ng age i n a co m m u ni ty and w h at wo u l d
you be doin g? Ho w ca n yo u sched ule i n ti m e to ge t away f ro m y o u r de s k and i nte rac t w i t h o t h e r peo ple ? W h e re
ca n you rent a de s k sp ace , p a rt ti m e, to b e su r ro u nded b y o t h e r e nt re pre ne u r s ? W h at co ll ab o rati o ns co u l d
you ini tia te t ha t wo uld crea te a se n se of co m m u ni ty fo r y o u r s e l f ?

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

YOUR JOURNEY HAS BEGUN

G E T S U BSCRI B E RS
Look beyond that yucky word and consider ways in which you can community of people
who appreciate your content and are interested in your services.
How wi ll yo u e n co ura ge p eo p le to b eco m e a p ar t of y o u r t r i b e ? H o w are y o u go i ng to c reate a s e ns e of
communi ty o n yo ur b lo g? W ha t s to ri e s o r b ehi nd t h e s ce ne s i nfo r m ati o n co u l d y o u s h are w i t h t h e m and h o w
wi ll thi s draw t hem c lo se r to yo ur b usi n e ss? W h at exc l u s i ve co nte nt u pg rade s o r free b i e s co u l d y o u g i ve t h e m
to s ha re your ex p erti se a n d b ui ld t rus t ?

WHO
Who are yo u tr y i ng to bui ld a co mmuni ty wi t h? Wh at's you r i d ea l s u b s c r i b er a n d w h at a re t h ey i nteres ted i n?

W H AT
What co nte nt upg ra d e s , s to r i e s a n d b eh i n d -t h e- s cen es i nfo c a n you s h a re w i t h t h em?

WHERE
Where a re yo u go i ng to e nco ura ge pe o p l e to s i g n u p? Hom e p a ge, b l og s i d eb a r, Fa ceb ook, Tw i t ter ?

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

YO U R J O U R N E Y H A S B E G U N C O N T.

M A N AG E YO UR FI N AN CE S
I know it's super boring and admin-based but youll really thank yourself in the long
run if you keep a sharp eye, allowing you to see financial growth and viability of your
business.
How a re you go i n g to k eep t rack of t he i n co mi ng and o u t go i ng f i nance s ? Wi ll y o u b e u s i ng y o u r pe r s o nal
cheque acco un t fo r a ll t he t ra n sac ti o n s? I f n o t , w h at do e s t h e b ank need fro m y o u to o pe n u p ano t h e r/
busine ss acco un t ? Ho w wi ll yo u k eep yo ur sal ar y and b u s i ne s s s av i ng s s e parate ? W h at ab o u t tax ? H o w m u c h
of your mont hly ea rni n gs s ho uld yo u se t a si de fo r t hi s ?

BA N K C H EC K L IST

TA X CH ECKL I S T

FOR EC AST E D E A R N ING S


Client

D e li ve ra ble s

Pro j e c te d
End Date

ACTUA L E A R N I N GS
Es t i m ated
A m ou nt

Cl i ent

Del i vera b l es

Proj ec t
Du rat i on

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

I nvoi ce
Tot a l

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

YO U R J O U R N E Y H A S B E G U N C O N T.

S ET U P A W E B SI TE
This is an important part of lead generation and establishing yourself as an expert,
don't neglect it.
How could y o u go a b o ut setti n g up a web si te ? A re y o u ab le to do t hi s y o u r s e l f o r are y o u go i ng to hi re an
ex per t? W ha t p la tfo rm s b e s t sui t yo ur req ui re m e nts ? W h at are t h e pro s and co ns of t h at pl atfo r m? W h at w i ll
your doma in b e ?

S ET U P YO UR SO CI AL ACCO UNTS
Take advantage of social media to connect and market your business. You've already
established which platforms would be most beneficial to you and what your marketing
strategy looks like, now go create those accounts.
Ma inta in co n si s te n cy t hro ug ho ut yo ur p rof i le s b y u s i ng a reco g ni z ab le s ty le fo r all prof i le pi c tu re s , h eade r s /
cover ima ge s a n d co n te n t i m a ge s . Co n si de r h o w y o u co u l d e nco u rage c l i c k s to y o u r prof i le .

PLATFOR M

COV E R IM AG E

P RO F I L E I M AGE

CO N TE N T I M AGE
TE M P L ATE

FACE BOOK
PI NTERE ST
I NSTAG RA M
BLOG
PE RI SCOP E
TWI TTER
G OOG LE+
LI NKE D I N

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

OTH E R

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

YO U R J O U R N E Y H A S B E G U N C O N T.

M A K E FRI E N DS
Get to know other bosses in your industry, meet other entrepreneurs and make
meaningf ul connections. Youll get to learn new things, be inspired, create opportunities
for collaborations and get referrals.
W ha t Facebo o k m a s termi n d g ro up s co uld yo u j o i n? W h at lo cal ac ti v i ti e s are s c h ed u led i n y o u r area and h o w
wi ll you s tr i k e up a co n ve rsa ti o n wi t h o t he r e nt re pre ne u r s ? D o e s y o u r d ream c l i e nt l i k e ar t o r m u s i c ? W h at
other ac tivi ti e s wo uld o p e n n e w do o rs fo r yo u to m ak e ne w f r i e nd s ?

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

W E L L O N YO U R WAY

I N V E S T YO UR TI M E W I SE LY, WHILE YOU HAV E IT


Youre probably a little quiet for the first few months and working hard to make sure it
picks up. And it will, if youre using your time wisely.
How muc h ti m e do yo u have each d ay a f te r yo u r c l i e nt wo r k , s o c i al m ed i a and b lo g po s ts are do ne ? H o w can
you uti li ze thi s ti m e to crea te yo ur b usi n e ss te m pl ate s ? W h at s tati o ne r y do y o u s ti ll need i n y o u r ar s e nal ?
Have you c rea ted a so ci a l m ed i a sched ule a nd s e t u p y o u r B u f fe r acco u nt ? W h e n co u l d y o u o rg ani z e a ph o to
s hoot to crea te a ca ta lo gue of i m a ge s to d ra w f ro m fo r I ns tag ram and Face b o o k? D o y o u h ave ti m e to wo r k o n
your ma r k eti n g s t ra teg y fo r a ha lf ho ur each d ay ?

STATION E RY C H EC K L IST

SO CI A L M E DI A CH ECKL I S T

W E B S I TE CH ECKL I S T

I nvoi ce

Sc h ed u l i n g Accou nt s

Bl og Gra p h i c Tem p l ate

Bus i ne ss C a rd s

2 Week S c h ed u l e

Em a i l Tem p l ates

Thank Yo u C a rd

Profi l e Con s i s ten c y

Content Up g ra d es

Retu r n Ad d re ss Sta mp

Content Id ea Bra i n Du m p

Em a i l News l et ter s

Letter he a d

In s p i r i n g Accou nt s to Fol l ow

Bu t ton Gra p h i c s

Projec t Pro po s a l Te mplate


Medi a K i t | Pr i c i ng G ui d e

S TO P D EL AY I N G AN D OVE R-COMP LICATING


Putting p rojects on hold because you havent configured every small detail and making
every step more convoluted than it need be is a waste of your time. And in your
business isnt time money?
W ha t s ma ll deta i ls a re yo u o b se ssi n g o ver? A re y o u tak i ng ti m e to s ee t h e b i g ge r pi c tu re ? W h at pro j ec ts are
currently on ho ld f ro m la un chi n g b eca use yo ure was ti ng ti m e f i nal i z i ng de tai l s ? W h ats s to ppi ng y o u r prof i t
from reac hi n g yo ur go a l?

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

W E L L O N YO U R WAY C O N T.

S TO P U NDE R-CHARGI N G FO R YOUR SERVIC ES


If youre undercharging for your services, you dont look like an expert. You look like you
need the experience a client can offer. Price yourself competitively, moderately and with
steady increases.
Are you reac hi n g yo ur m o n t hly a n d q ua rte rly targe ts ? H o w m u c h m o ne y do y o u h ave to m ak e pe r pro j ec t to
meet your f i n a n ci a l re sp o n si b i li ti e s? Ho w m u c h d i s po s ab le i nco m e wo u l d y o u l i k e to h ave afte r t h at ? H ave
you re sea rched wha t yo ur co m p eti ti o n i s cha rg i ng fo r t h e i r s e r v i ce s ? H o w m u c h m o re ex pe r i e nce and s k i ll do
the y have? W ha t i s yo ur ti m e wo rt h?

What you wa nt to be e a r ni ng e a c h mo nth


How many pro j e c ts c a n yo u co mple te e a c h m ont h
How many ho ur s d o e s o ne pro j e c t ta ke to com p l ete
How many wo r k i ng ho ur s d o yo u have a d ay
What s hou ld yo ur s e r v i ce pr i ce be
What are yo ur pe e r s c ha rg i ng fo r the s a me s er vi ce
Will your d re a m c li e nts be a ble to af fo rd th i s s er vi ce
D oes this p r i ce ref le c t yo ur expe r i e nce a nd s ki l l

S TO P L ETTI N G B USI N E SS GE T IN THE WAY OF YOUR WORK


Don't fuss over business to the point that the small details take precedence over client
work and marketing yourself to new clients.
How a re you wa s ti n g yo ur ti m e d uri n g yo ur wo r k d ay ? A re y o u s pe nd i ng to o m u c h ti m e o n re s earc h and
inspira tion? I s so ci a l m ed i a a n e ver - e n d i n g p i t of no n- pro d u c ti o n? W h at b u s i ne s s de tai l s can y o u s to p
cons ta ntly ed i ti n g to en sure yo ure sp en d i n g ti m e o n w h at m atte r s m o s t ? H o w can y o u b e tte r s pe nd t hi s ti m e
ma r k eting to p o te n ti a l c li en ts a n d co m p leti ng c l i e nt pro j ec ts ?

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

T H E U LT I M A T E F R E E L A N C E P R E P A R A T I O N W O R K B O O K

W E L L O N YO U R WAY C O N T.

CR E AT E A SCHE DUL E
You have an idea of what your day-to-day consists of so sit down, grab a pencil and
write out a schedule. Then stick to it. By creating a weekly or daily routine, youll be
liberating yourself from scatter-brained, time-wasting unproductiveness.
W ha t doe s yo ur wo rk d ay co n si s t of ? Ho w m u c h ti m e do e s eac h tas k real i s ti call y tak e ? H ave y o u s c h ed u led
time for lunch a way f ro m yo ur de s k? Have yo u co ns i de red h o w m u c h ti m e s o c i al m ed i a tak e s ? Wi ll y o u b e
upda ting s t ri c tly a t set ti m e s each d ay? Ho w w i ll y o u s tay o n t rac k w i t h y o u r s c h ed u le ? A re t h e re any apps o r
tools tha t co uld he lp yo u s tay fo cused ?

TI ME

M ON

T UE S

WED

TH U R S

7.00
7.30
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8.30
9.0 0
9.30
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10.30
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11.30
12.00
12.30
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13.30
14 .0 0
14 .30
15.0 0
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16.0 0
16.30
17.0 0
17.30

C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6
C O P Y R I G H T F R E C K L E D D E S I G N S T U D I O ( P T Y ) LT D 2 0 1 6

FRI

WHERE TO NEXT?

I ho p e t his workbook helped you fi nd cl a ri ty i n the j ourney a he a d a nd


cre ated a conversation withi n yourse l f a bout your fre e l a nce ca re e r. I
h o p e you feel empowered by your m a ny stre ng ths a nd re a dy to ta ckl e
yo u r weaknesses. There are so m a ny ways thi s j ourney coul d be the m ost
rewardi ng of your l i fe .
T ime- co n sumin g, blo o d -sea t - a n d -tea r s i n d u ci n g,
late ni g hts and ea rl y mo r ni n gs ... bu t rewa rd i n g!

A re yo u ready to take all t hat youve di scove re d a bout yourse l f a nd cre ate
a b ra nd t hat at t rac ts your drea m cl i e nts? He re a re som e i de a s on what to
do next:

1. DEVELOP A STRONG BRAND AND CONTENT


D o thi s b y a s s e s s i n g y o u r co re , to n e a n d va l ue s a n d i den ti f y y our d rea m c l i en t . Crea te s t ron g
co n te n t t h a t s p ea ks to t hem i n a way t ha t on l y y ou ca n .

2. WORK WITH A DESIGNER TO DEVELOP A BRAND IDENTITY


Wo r k w i t h a de s i g n e r to t ra n s l a te y our uni q ue l a n gua ge a n d s tor y i n to a n i n ten ti on a l a n d
ho n e s t b ra n d i de n ti ty t h a t w i ll reach y our d rea m c l i en ts . Con si der pri n t a n d d i g i ta l touchp o i n ts to ad d dept h to y our bra n d experi en ce.

3 . TA K E I T O N L I N E
Take yo u r co n te n t a n d n e w b ra n d i den ti ty l i ve by crea ti n g a s t ron g websi te (a n d blog ) to use
as a h o me - b a s e to b u i l d a loy a l fo llowi n g a n d a m a rk eti n g tool to a tt rac t poten ti a l c l i en ts .

NEED HELP?
If youre i n te re s ted i n crea ti n g a s t ron g, a ut hen ti c a n d m em ora ble bra n d i den ti ty Id
lo ve to wo r k w i t h y o u ! I lo ve wo r k in g wi t h en t repren eurs a n d sm a ll busi n e sse s who a re
i n ve s ted i n t h e i r b ra n d a n d read y to m a k e a d i f feren ce i n t he i r i n d us t r y.

GET IN TOUCH

ABOUT FRECKLED DESIGN STUDIO

My name is Lorin and Im the owner and designer of Freckled


Design Studio. I work from my creative corner in sunny (or
windy) Cape Town to help other creatives and small businesses
create a brand that is honest, authentic and memorable. I give
you the tools you need to dig deep and discover your tone,
values and vision then translate them into a visual identity that
is not only irresistible to you, but also your dream clients.