How to Land Your First Client

How to Land Your First Client

So you’ve taken the plunge into freelancing. At this point, you’ve likely done loads of work to launch your business and convince yourself that you can, indeed, do this!

It takes a lot of courage to put yourself out there and chart your own path. Once you’ve decided to freelance, your focus shifts to the biggest and scariest question: How do I get clients so I can pay my bills?!?

When you’re first starting out, you may be tempted to take anything and everything that comes your way. But you can set yourself up for success by thinking through exactly what type of client you want and how to engage them up-front.

In this post, we’re going to share our pro tips on how to land your first client.

A lot of freelancers will tell you to “niche down”.

Step 1: Figure out who you’re going after and what you’re selling.

You probably have a general sense of what you want to offer and who would be interested in it. Still, it’s important to spend time thinking through your ideal client. This isn’t just a manifestation practice (although, we’re all about that life).

A lot of freelancers will tell you to “niche down”—in other words, find a specialty early and really lean into it. What’s the logic? Well, setting yourself apart from your peers and charging what you’re worth can be tough, especially if your industry is saturated or you’re offering generalized services. A great way to stand out is by speaking to a very specific need. You can do this in many ways: narrowing down your offerings, focusing on a geographic region, or catering to a specific industry or company type.

At our boutique marketing consultancy, Interimly, we niched down by specializing in short-term engagements for early-stage, B2B SaaS companies. Most of them were in the process of building out their internal teams, and they needed a mix of strategy and execution. We acted as the bridge from one stage to the next, helping them gain momentum as they entered a new phase of growth. Our offerings were actually generic—we would help with SEO, paid programs, email marketing, operations, and more—but the types of companies we worked for were very specific, and that helped us a lot.

When you have a sense of who you want to cater to, it’s a lot easier to package your services, because you know what that audience needs. For many freelancers, this process is reversed: you know what you want to offer, and then you figure out who wants it. It works both ways. As long as you’re taking the time to identify a specific need and then fill it, you’re doing great.

    Nurture your network!

    Step 2: Get in front of your target audience.

    Once you’ve identified your ideal client, don’t be afraid to reach out to your network and contact list to get the word out. Letting your family, friends, and community know what you’re up to can create ripples that eventually nudge people your way. The more people you take the initiative to talk to, the more likely you generate new business!

    We know this can be scary, especially if you aren’t super comfortable with self-promotion. But talking yourself up a bit is a good thing! And it gets a lot easier the more you do it. Social media is a great starting place to connect with people and share what you’re working on. Try posting on your personal accounts, and even asking friends to share! Nurture your network!

    You’d be surprised how many freelancers run their business on referrals from friends, family, and other freelancers. Spend time forming connections in your field, especially with freelancers who offer complementary services to yours. Who knows? They might get a lead who’s not for them, but is for you—and if they know what you’re offering, they could send that business your way. Some freelancers, like Kat Boogaard, even share interesting gigs in their field via their newsletter and social media. Tune in!

    If you’re having trouble landing clients through your contacts and social media, you can try exploring sites like Fiverr, Upwork, Freelancer, PeoplePerHour, 99designs (for designers), or Credo (for digital marketers). These sites are marketplaces for freelancers and clients to connect. Also, some freelancer communities like WorkFrom offer job boards where people can post about gigs and advertise their own services. Ask around to see what other sites and communities people in your field are using to land new clients.

    Step 3: Sell the value of your services.

    After you put in some work to market your services and reach potential clients, we hope you’ll get bites quickly. If you start chatting with a prospect over Instagram or someone responds on a marketplace, make sure to be responsive, confident, and clear. This is the moment to sell your value.

    It’s easy to jump straight into the details, explaining your tactics, sharing your pricing, and discussing the nitty-gritty. And all of that is essential, yes. But in early talks with a prospect, it’s super important to focus on the true value of your services.

    How do you do that? Talk to them first about the outcomes you can help them achieve, so they can see all the value you bring to the table. Paint a picture of how the work you do will meet their needs. This is a great moment to reference work you’ve done at previous jobs or for other clients (if you have them!). It gets their wheels turning, imagining all the awesome work you’ll do for them too.

    Once you’ve sold them on your value – you can discuss the nitty gritty details of how you work and your pricing.

    At this stage you should be able to qualify a client and make sure the work you are offering will meet their needs and vice versa.

    Step 4: Get that proposal and contract signed!

    If the early conversations with a prospect go well and they’re interested in moving forward, make sure you set expectations for next steps. (Well, the first step is to perform a touchdown dance as soon as you’re off the call—you don’t need to mention that part.) Let them know when you’ll follow up with a proposal and give them a general sense of what that will include. Then, go forth and close that deal.

    Our recommendation: Get a proposal created and follow up promptly so you can make a great impression and keep the ball rolling. We know this part of operating a business can be confusing. So when you’re ready to lock in your client, we suggest checking out our article on proposals and contracts. It breaks down all the basics, explaining what these documents are and how you can use them effectively.

    Charge Your Worth. How to Discuss Freelancer Fees With Your Clients.

    Charge Your Worth. How to Discuss Freelancer Fees With Your Clients.

    Have you ever panic-priced yourself? It’s my term for when someone asks you for your rates and you spout off a sad number that is way lower than what you actually want to charge. I’ve done it more than a few times, especially early in my career—in job interviews, discovery calls, and casual chats with people who were genuinely interested in paying me a good rate. Imposter syndrome would possess me right at the moment I was prepared to advocate for myself, and I would sputter out something entirely different than what I had planned.

    Talking about money is uncomfortable for most of us, and especially so when you’re first establishing yourself as a freelancer. It’s awkward to name a price for your own work when you’re still building confidence. And sticking to that price can be tough if you’re faced with any resistance, real or perceived.

    Many of us are guilty of dropping our freelancer fees early on in order to appease clients. Sometimes you just need the money and options are slim. Sometimes an opportunity comes around that could lead to great referrals and future work, and it’s worth it to accommodate. But it’s important to recognize the difference between strategy and self-sabotage. The former moves you forward; the latter keeps you stuck in place. So before you go forth and rate-slash, try these tactics for navigating common scenarios.

    Talking about money is uncomfortable for most of us.

    Scenario #1: You present a price and your client pushes back.

    First, a word: You do not need to negotiate. Read that again. If someone questions your price or asks for a lower rate outright, you are by no means required to work with them on it. Your rates are your rates, just like watermelons at the grocery store cost… watermelon prices. Of course, offering flexibility will help you land more clients in the long run, but it’s important to remember that you have not signed a blood oath requiring you to accommodate people just because they ask. Okay. Great.

     

    Tweet from Kat Boorgaard reading potential client: can you do a lower rate if we commi to having way more regular work for you. me: does your utility company charge less when you use more power?

    Now, there are a couple of simple ways to navigate this conversation. First, instead of lowering your price automatically, try explaining the actual value of what you’re offering. Give them a detailed breakdown of your services, focusing on the positive impact this work will have on their business. If you’ve done similar work for other clients with KPIs you can reference, this is a great time to whip out those examples. If they don’t bite, you could instead offer to reduce the scope of the project to honor their budget, so you’re still charging what you deserve.

     

     

    Scenario #2: You’re in the middle of a project and your client wants to adjust the scope and add more work.

    Remember: No. Blood. Oath. Unless your contract says so, you are not required to take on additional work or shift your priorities just because your client requests it. (Hopefully, your proposal and contract explicitly laid out the work you’re doing for them, so you can refer back to it in these moments.) So if you’re not interested or able to do the work that your client is suggesting, you can absolutely push back.

    But let’s say your client comes to you and they want to switch gears because their priorities have shifted or there’s more work than expected. If it sounds like a good move for both of you, then you could try offering to adjust the scope of the project for an additional cost. Remind them of the original scope and explain to them that, because the scope is increasing or changing, there will be an additional charge. You can also offer to amend the contract to document these changes so everyone is on the same page. You should absolutely make sure any conversation around changing rates or scope is documented in writing so you can refer back to it later, just in case!

    Scenario #3: A project is deemed complete but the client comes back with heavy follow-up questions or requests for revisions.

    This is a very common scenario, and a great opportunity to practice boundaries with clients. It’s easy to jump right in and offer unpaid help to a client, especially once the invoice has been paid. But your time is not free. So when someone requests your help, it’s important to be clear about what you can and cannot do. One simple clarifying question? Sure. But if they send you time-intensive questions or make additional requests, then it’s time to discuss pricing (again).

    In this situation, let your client know that you’d love to continue working with them. Then, share your hourly rate. If you had previously charged a project fee or some other price structure, they may not realize that you offer hourly work. You can give them a time estimate if possible and offer to send over an invoice for the extra hours if they’d like to move forward with your help.

    Client pushback isn’t the signal to say no or give in entirely—it’s an opportunity to find a win-win.

    The Takeaway


    If you leave this post with one piece of wisdom, we hope it’s this: Client pushback isn’t the signal to say no or give in entirely—it’s an opportunity to find a win-win. These scenarios may test your confidence and your communication, which is kind of awesome. Having your freelancer fees questioned and navigating tricky conversations is great practice. It helps you build those muscles, so someday soon, you can have money conversations without stress.

      36 Best Apps for Freelancers to Manage and Grow Their Business

      36 Best Apps for Freelancers to Manage and Grow Their Business

      Having the right tool for the job is important for the success of any project. You (hopefully) wouldn’t try drilling a hole in the wall with a wrench. But sometimes we forget to apply that same scrutiny to the digital tools we use every day. Just like physical tools, the apps we use make a huge difference in our day-to-day work lives. Whether you’re creating an Instagram post, an invoice, or trying to destress between meetings, there’s probably a great app out there to support you.

      We know searching for apps and comparing functionality can be a headache, though. So below, we’ve compiled a foolproof list of the best apps for freelancers, from mindfulness apps to help you prepare or unwind from your workday to document management apps to keep you organized.

      Having the right tool for the job is important for the success of any project.

      Mental Health and Wellness Apps

      Calm

      Calm is our go-to app for soothing meditations to end the day. In addition to a great library full of meditations organized by theme, they also have Sleep Stories, which are narrated by celebrities and other folks with straight-up snooze-inducing voices. That would usually be an insult but, in this case, it’s a huge compliment.

      Headspace

      If you’re looking for help committing to daily meditations, Headspace might be the app for you. It has a guided program to help you deepen your practice. The app also offers a wide range of meditations with varying lengths. If you just have a few minutes between client calls, you can easily sneak in a 3-minute meditation. We also love the interface—it’s clean and clear, just like you want your brain to feel after a focused session.

      CHANI

      Into astrology? Honestly, even if you’re not, the CHANI app is worth a trial run. It distills your birth chart into consumable language, shares beautiful, customized horoscopes, and sends cute push notifications alerting you of the current energies. A productive way to take a break and get to know and understand yourself better.

      Communication Apps

      Slack

      Most of us know this one, right? Slack is a leader in team communication. It revolutionized this industry years back, and has continued to expand its functionality and integrations. If you need a great app to connect with co-creators, coworkers, clients, or whoever else, give it a try. You can create a workspace for free and customize it to make it your own.

      Twist

      Need help focusing? Yeah, us too. Twist is a great choice for distraction-free communication. Its biggest selling point is that it consolidates your communication apps, so you don’t have to hop around between your email inbox and your chat apps and get lost Googling photos of cheetahs and their emotional support dogs in between. (But actually, go look that up.)

      Voxer

      Voice notes are great when you want to find that happy medium between texting and calling. If you’re looking for a secure option for real-time voice communication, Voxer is the app for you. Like a Walkie Talkie for teams, it allows you to listen to messages as people speak or save them for later. Plus, it’s compatible with iPhone, Android, and the web for platform-agnostic comms.

      Grammarly

      If you’re a freelancer, chances are you don’t have a copyeditor on standby to point out when your em dash is misplaced. Luckily, you do have Grammarly. This free online tool points out spelling and grammar errors and offers suggestions to improve your writing, like simplifying your language or shortening your sentences. It’s saved us from many embarrassing moments.

      Hemingway Editor

      Similar to Grammarly, the aptly named Hemingway App helps you up your writing game, color-coding misspellings, hard-to-read sections, weakening phrases, and more. It also gives your writing a readability score and an associated grade level. We like its simplicity and pretty colors.

      Mixmax

      Need help finding your email flow? With scheduling, tracking, and automation features, Mixmax is the crowned queen of email management. It helps you increase productivity by cutting down on keystrokes and manual tasks. You can even embed polls, surveys, and booking tools into your emails to spiff them out.

      Accounting & Bookkeeping

      Bench

      Managing finances can be overwhelming for any small business owner, but especially so for freelancers. Luckily, we have Bench—the answer to our expense anxiety. Bench is an all-in-one bookkeeping service to help you stay on top of your finances. You even get access to a dedicated bookkeeper who can answer your trickiest questions.

      Truebill

      If you’re as subscription-happy as we are, you might find yourself scouring your business credit card statement confused about where that $3.99 recurring charge came from. Truebill adds transparency to your spending, tracking credit card charges, flagging new subscriptions, and alerting you of upcoming charges so you can keep on top of what you’re paying for. Managing dollars going out of your business is important!

      Learning & Education

      Coursera

      Want to brush up your design skills? Or learn more about customer marketing? Coursera offers skill-building courses from over 200 top universities around the world. You can even earn a certificate or a degree online with this powerful learning system. So when you’re ready to expand your service offerings or build a new skillset, scope their wide array of classes.

      Udemy

      Like Coursera, Udemy offers tons of engaging courses designed to enhance your skill set. The courses are led by experts in their respective fields, and there are over 155,000 to choose from, so you will literally never run out of options for new paths to explore.

      Creative & Social Media

      Canva

      We love Canva. It makes designing visual content easy and fun. Whether you’re creating a social media post or a pitch presentation, its intuitive interface and powerful features will help you make something truly stunning. Our favorite part: They have a library of amazing templates to choose from, so you never have to start from scratch. Oh, and they have a free version!

      InVision

      The name says it all. InVision helps you turn your imagination into reality. Its powerful product design platform is built for creators of all kinds. You can create a wireframe for your client’s website, product mockups for your next Rad Idea™, brand moodboards to visualize a vibe, and so much more.

      Note-Taking

      Notion

      We tried to resist the craze but it’s time to admit: We’re in love with Notion. Calling it a note-taking app is reductive. It’s, like, so much more than that. This code-free, drag-and-drop platform allows you to create amazing documents and dashboards to organize your thoughts, plan your projects, and streamline your brain.

      Evernote

      Evernote is the OG of the digital notebook world. It’s a fantastic companion for busybodies, creatives, and entrepreneurs (did I just say ‘freelancer’ in three words?) who want to capture their notes in one clean place and plan their next moves seamlessly. The app can even clip web pages, scan documents, and sync to your calendar for easy task scheduling.

      Bear

      Whether you’re a blogger, freelance writer, novelist, or poet, Bear can help you make the most of each burst of inspiration. The writing app is specifically designed for masters of prose, with markup features, focus mode, customizable typography, and more. Find your creative flow with this beautiful app.

      Community

      Workfrom

      Do you miss the social aspect of the office? Or do you just want the perfect cafe with great wifi and free refills for an afternoon of work? Workfrom can help with both. This virtual work community crowdsources the best coworking spots from freelancers just like you. Plus, they have an awesome, thriving Slack community for freelancers to chat, connect, and collaborate.

      Holisticism

      Holisticism is an amazing hub for the spiritually-minded entrepreneur seeking connection. (Did we just write a personal ad?) This magical community offers free workshops and engaging content, and periodically opens its doors for new members to join the North Node—a sub-community that helps spiritual creatives and entrepreneurs learn and grow together.

      Password Management

      LassPass

      What would we do without LastPass? Answer: Spend an hour a day resetting passwords. This handy password management app stores your passwords, generates secure ones, and allows you to access them across devices. You can even share passwords with your co-creators, family members, or clients to make for easy collaboration.

      1Password

      Geared toward businesses, 1Password is an enhanced security system for password storage, data protection, credit card protection, and more. It makes remote work easy for teams who share software and logins, and it allows for seamless form fills.

      Calendar Management

      Calendly

      If you’re looking for a great scheduling tool that integrates with your calendar and automates meeting communications, look no further than Calendly. This easy-to-use appointment tool makes setting up client calls simple. Their free plan is awesome for basic scheduling needs.

      Google Calendar

      This one needs no introduction. Google Calendar has it all. It integrates with just about every calendar-friendly app out there (and, of course, every Google app), allowing you to schedule meetings quickly, customize your reminder settings, and share calendars with people who need to know what you’re up to.

      Document Management

      Dropbox

      Dropbox is the giant of the document management space. It’s great for creators and businesses that have a whole lot of files to organize. It’s compatible with Android and iOS, so you can access your documents on the go from anywhere. And its collaboration features allow you to comment on files easily so you can simplify your workflow.

      Google Drive

      If you’re already a Google power user, Google Drive might be the answer to your document storage needs. Offering documents, spreadsheets, slides, and forms—and 15 GB of free storage—this system allows you to both create and organize all your files in one place. It’s easy to share and collaborate with other Google users too.

      Contracts & Paperwork

      LegalZoom

      Advice is a few clicks away with LegalZoom, the go-to app for people seeking legal help for their businesses. They work with a network of independent attorneys and match you with someone who can meet your specific needs. Whether you’re forming your business, drafting an agreement, or facing a legal challenge, they’re here for you.

      Termly

      Need help creating your privacy policy or adhering to compliance laws? Termly is an all-in-one solution for freelancers who want to stay above board but don’t know where to start when it comes to drafting legally binding language. Their interface makes it easy—you just plug in your info and generate a custom policy that you can copy/paste or embed onto your website.

      Payments

      PayPal

      PayPal makes paying and receiving money simple and secure. It integrates with many other platforms and services, so you can easily accept payments from clients.

      Stripe

      The go-to for online businesses, Stripe is a low-cost payment processing platform that allows you to accept payments and send payouts. Their business management system also makes it easy to track your sales and income, generate reports, and get a full picture into your business’s finances.

      AI Tools

      ChatGPT

      This next-level AI content tool is perfect for creating long-form and short-form content. Use ChatGPT for all your content needs, get answers to questions, develop plans, and get inspired with detailed responses.

      SEO.ai

      Working in 50+ languages, SEO.ai is the number one AI writer for SEO. From SEO-optimized content to identifying relevant keywords, this tool helps make those time-consuming SEO tasks a breeze by creating high-quality SEO content in a fraction of the time.

      Durable.co

      Building websites is a time-consuming task, to say the least. That’s where Durable comes in. This AI website builder generates robust websites with copy, images, and more in seconds. If you’re a freelancer who’s just kicking off your freelance journey, Durable is a great way to get your business website up and running.

      Aioseo.ai

      This all-in-one WordPress SEO plugin effortlessly improves your website search rankings. Did we mention it seamlessly integrates with your favorite social platforms like Facebook, Twitter, and Pinterest? This SEO tool also effortlessly connects with your Google Search Console. Get more website traffic and identify new areas of opportunity with Aioseo.

      Stockimg.ai

      Stockimg.ai creates AI-generated images for logos, posters, book covers, and more in seconds. If you’re a small business owner in need of a new logo or a content writer in need of stock images for a client’s blog, this tool has got you covered.

      Business Management

      Harlow

      Do you need an all-in-one system to streamline your day-to-day operations and get paid? We’ve got you. Harlow helps freelancers understand their priorities, get a full view into their clients and projects, and get paid for the amazing work they do. And best of all, it can all be done from one clean, centralized hub. Sign up today to give us a test drive.

      Proposal or Contract: Which Do You Need?

      Proposal or Contract: Which Do You Need?

      Let’s set the scene… You’ve just finished a discovery call with a potential client. It ended on a high note—they want to move forward! You feel the thrill of a new opportunity and you want to seal the deal ASAP. So… what now? Your brain begins to spin. Do you send them a detailed follow-up or just an overview? Do you share your pricing upfront? And is an email good enough or should you attach a fancy PDF with your branding and… AHHH!

      It’s an all-too-familiar experience for freelancers. When your work requires you to self-promote—and your wallet requires you to generate income—you often feel the need to act quickly to lock in new clients. But in reality, slowing down and following best practices can set you up for greater success.

       

      Slowing down and following best practices can set you up for greater success.

      So… what are those best practices? Below, we’ll explain the difference between a proposal and a contract, and share tips on crafting great ones, so you can perfect your post-pitch process, land more clients, and make your day-to-day a whole lot smoother. 

       

      Proposal vs Contract: What’s the difference?

      A proposal—also known as a statement of work (SOW)—is a detailed breakdown of the services you’re going to offer to a client, along with your pricing. It’s essentially an extension of your sales pitch. It may include packages and optional add-ons that the client can select from. A proposal is not a legally binding document, but rather a starting point to align on exactly what you’ll deliver.

      A contract is a legally binding agreement required to officially kick off a business relationship with a client. It will generally re-iterate the statement of work, and include all the fine print that ensures you get paid (and protects you from liability), like terms and agreements around payment, confidentiality, intellectual property, and so on.

      The goal of the proposal is to reach an agreement around the scope of work

      How should proposals and contracts be used?

      After you deliver your epic pitch, the next step is to send a proposal outlining what you’re offering. This gives the client an opportunity to review the plan, ask questions, and request changes, if need be. The ultimate goal of the proposal is to reach an agreement around the scope of work, not to lay out all of your Terms and Conditions—save that for the next step.

      Once you’re on the same page and the client has accepted your proposal, it’s time to make it official. At this point, you can document all of your Ts and Cs in a formal contract, which specifies all the important stuff that you don’t want to bother with during the pitch, like who owns what, how you’ll operate as a contractor, etc. A contract requires signatures from both parties in order to proceed.

      What makes for a great proposal?

      Much like baking an Instagram-worthy sourdough, delivering a great proposal isn’t just about following the recipe—it calls for a little flair too. On top of detailing what you’re offering, you can use your proposal as another opportunity to sell your business and your services. It’s a chance to say more about who you are and what you do, share client testimonials, and give prospects a chance to really see and choose you.

      Remember, your proposal might be passed around an organization, so you want to seize every chance you get to clearly explain your offerings to other folks who might not have been included on the pitch.

       

      Key elements of a great proposal:

      • Statement of work, including budget, timeline, and deliverables
      • Overview of your business and the services you offer
      • Third-party validation, like customer references and quotes

      A great contract is all about the details.

      What makes for a great contract?

      A great contract is all about the details. It’s critical to dot all your Is and cross all your Ts, because you’re entering a legally binding relationship with another party. This document keeps you safe from unjustified legal action on your client’s part, but it also requires you to deliver what you promise in writing. In other words: Take it seriously! Before you share a contract with a prospective client, consider consulting an attorney or make sure you’re using a contract that has been vetted by a lawyer, like the one you can find in Harlow if you’re a user. You won’t regret it.

       

      Key elements of a great contract:

      • Clear payment terms and schedule of payments
      • Confidentiality, ownership of work, and IP ownership terms
      • Termination clause
      • Signature fields for both the Client and you, the Consultant

      Pro Tip: When you’re ready to up your contract game, check out this Contracts 101 podcast episode from Brittany Ratelle, an attorney for creatives. She walks you through the legal fundamentals of contracts and explains why getting everything in writing is so important for freelancers and creatives.

      Why it’s important to perfect the post-pitch process

      Once you’ve nailed down the proposal and contract process, you’ll be sailing toward more successful client relationships. These two documents lay the foundation for all the work you do. They set clear boundaries and expectations from the get-go, which helps you deliver great work, make your clients happy, and get paid on time. And we love that for you, because you deserve all the amazing things freelancing life can bring.