7 Tricks for Part-Time Freelancers with Full-Time Jobs

7 Tricks for Part-Time Freelancers with Full-Time Jobs

We’ve been hearing the same question again and again from our community: How do I balance a full-time job with part-time freelance work?

People pick up freelance gigs on top of their day jobs all the time, for a variety of reasons. They might need or want the extra income, or they’re easing into full-time freelancing gradually, or they’re just looking for a creative side gig that pays.

Whatever the reasoning, people who decide to do both all face one shared challenge: managing their time effectively. Here are some pro tips and tricks for successfully freelancing as a FTE.

How to balance your FTE & your side gig

1. Start off by clarifying your goals.

So… why am I really doing this? It’s a question we should all ask ourselves before jumping headfirst into any venture. Do you have a vision for your freelance future? Is it to go full-time eventually? To pad your income? Are you looking to shift careers or industries? Or do you just want to build up your resume beyond your day job? Getting clear on your goals will help you determine how much time you can and should truly dedicate to your side hustle.

2. Set a schedule.

You’re trying to get a lot done. And most of us are really bad at guessing how long our work will take us. We tend to underestimate… like, a lot. Plus, switching focus between tasks on the reg absolutely kills productivity. So to avoid getting caught in the cycle of doing everything and finishing nothing, we recommend creating clear boundaries around your freelance work—and always estimating UP. You can experiment with productivity hacks like time-blocking, dedicating a chunk of hours each day or week to one specific task or project. It makes a huge difference.

3. Set communication expectations with your clients.

Let your freelance clients know when and how they will hear from you. And if your response time might be impacted by your full time gig, share that too. When it comes to client communication, the best practice is to set crystal clear expectations from the beginning of a project or work relationship. But it’s never too late to clarify. So if you find yourself worrying regularly about delays, it might be time to set new boundaries and expectations.

4. Be realistic with what you can offer to your clients.

In addition to underestimating, we tend to overpromise. Of course, you want to do incredible work incredibly fast. And your clients probably want that too. But we’re all human here. Make sure you’re not spreading yourself too thin, saying yes to deadlines and deliverables that just won’t work.You may need to move things around, and that’s okay, as long as you clearly communicate changing needs to your clients.

5. Don’t ignore self-care in order to get more done.

Look, we’ve all done it. We’ve prioritized another hour of work over a long bath. We’ve missed hangs with friends because of deadlines. And we’ve eaten meals from our desks to attend meetings that really. didn’t. matter. But we don’t take pride in it—not even the ability to skillfully mute while chewing—and we definitely try not to make a habit of it. Doing good work and making extra money is great, but not at the expense of your physical or mental health. Those come first. Make sure you can maintain a balanced lifestyle. Decide what that looks like for you, and then reverse-engineer it from there.

6. Network with other freelancers.

Whether you’re full-time or part-time freelancing, having a community is always a good thing. Your connections give you the space to bounce ideas and thoughts off of people who get it. And having peers who face the same struggles is incredibly affirming. We highly recommend joining a freelance community. There are loads of specialized ones out there that offer support, connection, and resources to help you thrive in your work. Find your people.

7. Make sure you have the right systems in place.

If you notice yourself spending more and more time on the same repetitive, manual admin tasks and wondering why you can’t get more of the real work done, it might be time to audit your systems. Having the right business tools in place can automate or even eliminate the mind-numbing activities that soak up your precious time when you’re already balancing so much. If you plan to freelance steadily (full time or as a side gig), then at a minimum, you should have solid freelance software to back you up. And hey—we can help with that. 😉

With Harlow, you can create proposals and contracts, track your hours, invoice your clients, and keep tabs on all your to-dos and client updates. You always have a full scope of your work, in one easy-to-navigate dashboard. So if you’re the kind of person who wants to do it all, but you know you need support managing your workload… and you want to accomplish a lot but also feel like a human… we’ve got you. Start a free trial to give it a go.

Freelance Interview Series – Taking Vacation with Adrienne Sheares

Freelance Interview Series – Taking Vacation with Adrienne Sheares

Adrienne Sheares is an award-winning social media marketer and the owner of ViviMae Labs, a data-driven social marketing consultancy. She has over a decade of experience and a track record of delivering impressive work for clients like Issa Rae, AARP, and Discovery.

Despite her demanding schedule, Adrienne manages to prioritize her OOO time. She shared her perspective on the importance of work-life balance and some pro tips on taking time off without shutting down.

Taking Vacation as a Freelancer

1. Is time-off, specifically vacation, important to you? Why?

Yes! I’m a creative person, but my creativity starts to wane when I’m stressed out. I’m not a robot; I need time to enjoy life. Taking time off is essential for me to recharge. I notice that I’m more thoughtful and excited about my work when I come back.

Sometimes if I feel myself taking too long to complete basic tasks, I’ll give myself a three-day weekend. Taking time off to get ahead might seem counterproductive, but I find myself flying through my to-do list after getting proper rest.

I’ve worked with clients who have team members who never take off for the “good of the company.” But their sacrifice didn’t really help the company. They were making silly mistakes and weren’t producing their best work—you could tell they were running on fumes.

 

2. How often do you take time off as a freelancer?

I generally take four weeks off a year. I take a lot of mini-vacations attached to weekends to get the most time off without having to miss too many workdays. Thursdays through Tuesdays are my jam.

This year, I’m being more strategic with my time off. Before, I treated all time off the same. This led me to burn out a lot, especially last year. Not all time off is created equal. For example, while fun, family time is not very relaxing for me. My mom will have me running errands, teaching her things on the computer, and helping her out around the house. Being a bridesmaid in a destination wedding is also not very relaxing, nor is getting your home organized. So this year, I’m separating the two. One category is life obligations, and the other is relaxation. That way I can make sure I’m getting enough rest.

I’m testing out just taking time off and not doing anything, including travel, since that can be stressful as well.

 

3. How do you go about planning for a vacation as a freelancer?

I’m a big planner, so I generally plan my year out in advance. Of course, I don’t plan every little vacation, but things like weddings, graduations, and big vacations serve as the anchor that I plan around. From there, I block off my calendar.

My clients are excellent, and as long as work gets done or I give them an alternative deadline and notice, they’re fine—and very happy for me.

 

4. What was the hardest part about taking your first vacation as a freelancer?

Honestly, nothing. I just worked ahead and took off and enjoyed.

5. Do you completely turn off work while on vacation?

Not always. I take three different types of vacations as a freelancer. 1) Working Vacation 2) Part-Time Vacation 3) Unplugged.

Working Vacation

The first I wouldn’t really call a vacation. My work schedule stays the same, but I have a change of scenery in a place like Florida. I do this when I have a family gathering or a friend’s wedding out of state and I don’t necessarily want to take time off. Flights are typically cheaper if you travel mid-week so I’ll work in a different and hopefully more tropical location. I’ll also take a long lunch to enjoy my new surroundings during the day.

Part-time Vacation

I’m still working but not full-out. For example, my family rented a beach house for a week. I didn’t want to take a week off, but I also didn’t want to miss out on the fun, so I worked in the mornings the first half of the week and then took completely off for the second half. That way, I could get some work done, but have family time and rest time.

Unplugged

I do this once or twice a year. I’m unreachable and don’t even bring my laptop. My clients know in advance, and if need be, I work ahead or have a backup if the project requires it. I will spend a few weeks in South Africa for my postponed honeymoon this year. I cannot wait and will be completely unreachable.

6. What advice would you give to other freelancers who want to take vacation or time-off and aren’t sure how?

There’s never a good time to take time off, so just do it. Also, consider partnering up with other freelancers if you want to have coverage while you’re out. My clients mean the world to me, so I don’t want just anyone helping me. I generally work with other freelancers months before I need to take off so I can feel good about unplugging.

The first time I did this was during the pandemic in May 2020. My wedding had to be postponed due to shutdowns, so I opted to get married in my living room and took a few days off to celebrate. That was around the George Floyd murder. I knew my client had content scheduled that would not be appropriate given the current events unfolding. I frantically logged on to Slack to tell my client to stop all social media—but I didn’t have to. I saw the freelancer I hired for the project had beaten me to it. I logged off and went back to my honeymoon in my living room.

 

Give Adrienne a follow on Twitter or check out ViviMae Labs to connect with Adrienne.

New Freelancers: Stop Setting Year 1 Goals. Do This Instead.

New Freelancers: Stop Setting Year 1 Goals. Do This Instead.

This is a guest post contributed by Stefan Palios. Stefan is a freelance coach, writer, and creator of The Growth Blueprint. He helps other freelancers, coaches, and creators finetune their business practices. 

Wanting to make money freelancing is noble.

And a lot of freelancers (53%) earn more than they did at a full-time job while 61% say they have more free time.

Sometimes, people hit these milestones in year one. But I’ve been coaching freelancers for a few years now, both one-on-one and through my group course, and have noticed a troubling pattern: people who set aggressive goals in year one often burn out before they reach them.

That’s not to say goals aren’t valuable. They can be helpful from a motivation perspective if that works for you.

However, in the context of your first year freelancing, setting goals is a fruitless exercise from a business strategy perspective because you simply don’t know what will happen. You’ve got limited control over your environment and need to be focused on surviving, not staring down lofty ambitions.

Instead of setting goals, I encourage all new freelancers to focus on building the right foundation and then shifting focus to relentless progress.

Here’s what it looks like.

Money comes from a strong foundation.

Step 1: Set your foundation

Freelancers are entrepreneurs.

That means you’re not just doing work for pay (that’s employment), you’re providing solutions to your customers through your work.

In order to do that effectively, you need some processes, systems, and ways of work in place. For first-year freelancers, your foundation only needs three parts to get going.

Your focus and one-liner

Your focus is what you do for clients (writing, coding, editing, designing, etc.). To find your focus, think about what you are good at and what you like to do. From there, you can identify potential clients with the TNN (Talent, Network, Needs) framework.

Your one-liner is the easy to remember and easy to repeat way you describe what you do. The formula looks like:

“I’m a freelance [SKILL] for [TYPE OF CUSTOMER]”

The good thing about your one-liner is it can change over time, so don’t fret if you pick something that you’re not sure will work in six months. Just go with it and see if it piques market curiosity, which is when people start asking questions about how you might be able to help them. This is in contrast to intellectual curiosity, which is when someone is confused about who you are and is trying to understand you.

Your online presence

Everyone needs a presence online. You don’t necessarily have to be active on every social media platform, but you need the basics:

Website: A simple landing page that explains who you are, what you do, and offers a way to get in touch with you. I like Carrd and Softr (both no-code builders with free tiers).

Social bios: Whichever platform you choose to be present on, have a clean bio (usually your one-liner) with an easy way to get in touch with you such as open DMs, link in bio, or open connection requests.

Mastering the referral to drum up new business

Too many freelancers ask for referrals with something like this: “I’m a freelance writer! Contact me with opportunities or if you want to talk” or “I’m a freelance writer, do you know anyone looking to hire that you can introduce me to?”

These two examples (and all the different versions of them) are fundamentally asking someone else to do work for you, which won’t go well in the long run.

If you want more success, make your referral request into an offer to help.

Try this: “I’m a freelance writer. If you know anyone facing content challenges or thinking about content, I’d be happy to chat with them and see if I’m a fit to help them out.”

The key here is the word help. As a solution providing entrepreneur, you aren’t trying to get hired, you’re trying to identify people who have problems you can help with or solve. This method also lets the person making an introduction look good – they actually gain social capital because they are solving a colleague’s problem by bringing you into the fold.

Step 2: Measure progress

Once you have the right foundation in place, your first year should be about progress.

That means looking at your whole business:

  • Do you have interest from potential clients?
  • Are you closing deals?
  • Are the deals you close turning into clients you like?
  • Is your business progressively easier to run?
  • Are you templatizing routine communications to save you time?
  • Are you asking for and getting testimonials from happy clients?

Whenever you think about how you can improve, it should be directly tied to revenue. It’s a simple heuristic: if it will make you money, do it. If it won’t, leave it for now.

If you’re a metrics person, here are a few you can track and benchmark:

Book rate: Of people you talk to / who reach out, how many book calls with you?

Diagnosis rate: How often are you able to accurately say what someone needs / that they need your work?

Turn down rate: How often are you turning someone down because they are a bad fit for what you offer?

Offer rate: How often are you making proposals based on the # of folks you talk to?

Success rate: How often are your offers being accepted / you’re making money?

Testimonials: After every successful project with a happy client, are they offering a testimonial? Or if you ask, are they agreeing?

Step 3: Tweak as you go

Seeking progress is great when it’s working. But if it’s not, here’s how you can think about tweaking and adjusting.

Emotions

You are an entrepreneur, but you’re also working solo. Think about how you’re feeling about certain processes. Chances are if it sucks for you, it also sucks for your client. Think about how you would want the process to go, and see if you can change things.

For example, if you find that your calls feel rushed and impersonal, think about what outcome you’d prefer. If you would prefer a bit of chit chat at the start of the call, add that for your next call and see what happens.

Friction

How often did you have to repeat yourself, correct someone, or repeat a task to get the desired outcome? That’s friction.

Do everything you can to reduce it, such as:

Communication friction: How-to guides and FAQs.
Repetitive friction: Templates and checklists.
Misunderstanding friction: Clarify all things in writing.

Money comes from a strong foundation

When you set goals, you state what you want and have to work toward it. However, this can lead to unintended consequences and additional work you don’t want to do. When you focus on a solid foundation and progress, you can still earn great money but you avoid some problems you never needed to address in the first place.

Once you have a solid foundation to stand on, your only job is to get a little better every time you can. Each experience will teach you something new. And the best part is all of this happens while you’re actually making money.

Freelance Interview Series – Building Your Personal Brand with Codi Johnson

Freelance Interview Series – Building Your Personal Brand with Codi Johnson

Codi Johnson is the social media marketing strategist behind Mini Media Marketing. She has over seven years of experience with social media management, strategy, and content creation, and she specializes in helping businesses develop an online identity that is rooted in authenticity.

Not only does she help other humans figure out what works for them on social, but she also has built her own community on Twitter, and currently has over 11k followers. We talked to Codi about how to build a personal brand that lands.

Building Your Personal Brand

1. What does a personal brand look like/mean to you?

Personal brand to me is the physical and non-physical aspects that make you who you are. Physically for me, I like to rock my afro, wear gold jewelry, and always have my nails painted. As for the non-physical aspects, I associate my brand with my love for charcuterie boards, social media marketing, cooking, ‘90s music, fitness, and family values.

A personal brand isn’t something that you have to magically whip up—it’s already in you. It’s everything that makes you, you. And it doesn’t always have to be “professional”. It can be the quirky, fun things that are associated with you as an individual.

2. How did you decide that you needed a personal brand and how did you go about defining what that looked like?

I’ve always had a personal brand, but I’ve never paid much mind to it. Over the past 5-7 years I became obsessed with social media marketing, branding, nails, music, fitness, and other things I now identify with. I would constantly share fun articles, videos, or mini-projects as a way to showcase to the world that, Hey this me! This is what I like, this is what I’m good at, and this is part of my brand.

I wanted to express and share more about the things that I liked because it connected me to the communities that I wanted to be a part of. I have always had a passion for marketing, nails, music, and fitness—I used to be a soccer player, so I was already invested in everything that aligns with my personal brand.

3. Have you seen the hiring process as a freelancer shift for you as your personal brand grew in recognition?

YES! 100% yes. Especially over the past couple of years, as I’ve started to tweet more about social media marketing and other things I find interesting, I’ve received heaps of referrals from my social networks.

4. Do you think all freelancers should have personal websites? If so, what do you think is necessary for them to include?

Yes! Even if it’s just one page, it’s so important to have a place for your prospective clients to learn more about you, your work, and the things you like to do. As for sections to include, there should always be an About section. I can’t tell you how many times I’ve visited websites and been instantly turned off when there was no bio or personal touch! Tell me more about you—your likes, things you do outside of work. If your prospective client reads that you love to go kayaking, and they do too, you’ve already made a connection, and that can develop into something deeper. At the end of the day, you’re doing business with humans. Human connection is so important. Don’t lose sight of that.

Secondly, have a place for your Portfolio. It could be a link to your work or case studies that give people a sense of the success you can help them achieve.

Thirdly, add a Services page. What do you offer? What comes in each package? There are lots of different opinions on whether or not to share your rates on your site, and that’s something that freelancers have to decide for themselves. Personally, I don’t share package rates on my site as they vary depending on each project. However, I do share starting rates.

And, lastly, I would also include a Contact page. Keep it simple.

5. What channels do you recommend freelancers leverage to build their brand?

This depends on the industry of work. But, as a marketer, I’ve found that Twitter is my favorite platform to connect with other marketers and industry leaders. Conversations never stop on there. I love it! I used to be a LinkedIn hater, but truthfully, it has provided me with some amazing job opportunities. For example, in 2021, after doing a search for “social media strategists” in the US, I was able to connect with another social media strategist. I messaged her to let her know I was happy to connect and maybe we could get to know each other. Since that message, we talk bi-weekly, she has sent me three clients in the past year, and I’ve partnered her with a colleague of mine to give a presentation to our college students.

You could be on any platform really, but it’s how you use it to your advantage that matters. I’d say pick two platforms that you know you can own, and just start creating content. Start publishing some of your work, spark conversations, share interesting articles (tag authors), go LIVE, collaborate with other industry leaders. The possibilities are endless.

6. What other advice would you give to a freelancer who is just starting to build their personal brand?

Don’t worry about what other people think. Be you! When it comes to owning your personal brand in the hopes of landing more clients, you have to show how you can provide value. People don’t know what they don’t know. If you have an amazing stat to share from the work you’ve created, share that! If you have a testimonial from a client that you’re proud of, share it. If you want people to know you for graphic design, start incorporating more of that into the conversations you have on your social channels.

Only you know what works for you. I know it’s easy to get consumed with the successes of others, but focusing your attention on what other people are doing will only take away from your own success. If you’re just starting out with building a personal brand, I’d suggest making a list of the things that you like and the groups that you are already part of, and start spending more time connecting with people in those communities. Keep the list to about 5-7 things. You don’t need to overwhelm yourself.But do remember, that no one is going to build your brand for you. So, be authentically and unapologetically you. People will admire that and remember you for it.

 

Give Codi a follow on Twitter or check out Mini Media Marketing to learn more about the services Codi offers.

Sole Proprietor, LLC, or S-Corp: How to Set Your Freelance Business Up for Success

Sole Proprietor, LLC, or S-Corp: How to Set Your Freelance Business Up for Success

If you’re a new-ish freelancer without a degree in accounting, trying to decode the legalese online about business entities can feel like translating an ancient manuscript. The acronyms, the liability language, the tax implications… It’s a lot. But there comes a time in every entrepreneur’s journey when they’re faced with the big question: Sole Proprietorship, Single Member LLC, or S-Corp?

We’re here to help you figure out how to structure your business for your greatest ease and benefit. So in this article, we’ll try to lay it all out in human terms, so you get a better sense of what these business entities are and how to decide which one is right for you. (Note: We highly encourage you to talk to a CPA or tax professional about how to structure your business—this is just a starter guide to help you understand each option.)

Sole Proprietorship, Single Member LLC, or S-Corp

Sole Proprietorship

What It Is: A Sole Proprietorship is a one-person business that can use an assumed business name (AKA a “Doing Business As” or “DBA” name) without forming any formal business entity.

The Pros: It’s easy, plain, and simple. You don’t need to register your business with the state or file separate taxes for your business. You just file all of your work income on your personal tax return.

The Cons: You have no protection from legal action, so if someone decides to sue you, they could come after your personal assets and potentially ruin you financially. You also need to provide your personal social security number as your tax ID on documents, so your SSN will get passed around to your clients via paperwork. And, you’ll have to pay the 15.3% FICA tax (AKA “self-employment tax”) on all of your income.

Who It’s Best For: A Sole Proprietorship is good for you if you’re just starting out with a side hustle and you’re not worried about the potential legal ramifications.

Single Member LLC

What It Is: A Single Member LLC is exactly what it sounds like—a limited liability company that is owned and operated by one person. This is by far the most common way to set up a freelance business.

The Pros: There is legal separation between you and your business, so if a client decides to come after you, they can’t touch your personal assets. It’s also relatively inexpensive to set up. Costs vary state to state, but you’re typically looking at $100-$200 to set up an LLC. And when you file your taxes, it’s streamlined—everything is done through your personal tax return, so you don’t have to file a separate return for the business.

The Cons: You will pay the 15.3% self-employment tax in addition to your personal income taxes. A single member LLC is considered a “pass-through,” meaning all profits and losses pass directly from the business to you, the individual owner. So, you may end up paying more in taxes than a corporation would.

Who It’s Best For: A Single Member LLC is good for you if you’re a serious freelancer and you want the protection of legal separation between you and your business—but you don’t want the headache of filing additional IRS paperwork each year (see below).

Single Member LLC Taxed as S Corporation

What It Is: An S Corporation (or “S Corp”) isn’t actually a legal business structure—it’s a tax election that determines how your business is taxed at the federal and state level. So you could register your business as a Single Member LLC but elect to file your taxes as an S Corp (and many entrepreneurs do).

The Pros: With a Single Member LLC electing to file as an S Corp, you get all the benefits of a Single Member LLC, plus a break on taxes. You actually pay yourself a wage as the business owner, so you get to skip that aforementioned 15.3% self-employment tax that comes with the other two options. Instead, you split the 15.3% with your business, paying 7.65% in personal payroll taxes and 7.65% in business payroll taxes (which you can write off as a tax deduction).

The Cons: S Corps require separate filings for the business and for you, which can make tax season a bit more complicated. You’ll also be required to pay payroll taxes on a quarterly basis, so you can’t skip out on filing four times a year, if that’s been a habit. (Hey, it’s not the worst habit to cut.) And although you get a break on the self-employment tax, you do have to pay the FUTA tax (or unemployment tax) now, which is 6.0% of the first $7,000 you paid to each employee (you) in wages throughout the year. And, of course, you’ll still pay personal income taxes on the salary you make, as you would with any designation.

Who It’s Best For: Electing to file as an S Corp is a good move for you if your business is making profits in the six figures and you’re willing to file extra paperwork each year in order to save on taxes.

Whether you’re just starting out as a new freelancer or you’re finally taking steps to legitimize your freelance business, we applaud you. This stuff ain’t easy or simple, but it’s well worth it to learn the lingo and make the right choices based on your situation. The more comfortable you get with the legal side of your business, the more confident you’ll feel when tax season rolls around—and really throughout the whole year.

Freelance Interview Series – Long-term Success with Matthew Fenton

Freelance Interview Series – Long-term Success with Matthew Fenton

Matthew Fenton is a brand strategy pro, owner of Three Deuce Branding, and the creator of Winning Solo, a freelancer coaching business that helps other solopreneurs design balanced lifestyles. A freelancer for 25 years and counting – he’s an expert at building habits and processes tailored to individuals who work for themselves (you can sign up for his newsletter to get soloist strategies in your inbox on the reg).

We asked him to share some of his insight into making the entrepreneurial lifestyle manageable and fulfilling long-term.

1. Was it always your intention to turn freelancing into a long-term career?

I’d like to say that when I began consulting in 1997, I knew I’d still be doing it in 2022.

But that would be a lie.

One thing I did know for sure, though, was that certain aspects of traditional employment didn’t agree with me. And I saw self-employment as a way to do more of the stuff I enjoyed, and less of the stuff that I didn’t.

I was always conscious of the idea that freelancing could be a key component in a happier, more balanced life.

So I never treated freelancing as a fallback or a stopgap. It was my intention to stay in the game as long as possible, and I made my decisions accordingly, and here we are 25 years later.

2. Have the services that you offer shifted over time?

They have. Today, my consultancy, Three Deuce Branding, only deals in what I call “core brand strategy”: aspirations, positioning, strategy, and messaging. So I’ve chosen to go “narrow and deep.” I enjoy solving the puzzle and creating the top-level brand strategy.

I don’t do any execution at all, though quite often I partner with creatives, create one-off teams, or help my clients manage their execution partners.

In my early days of freelancing, I told people I was a “marketing consultant,” which is about the same as telling them nothing at all. So I attracted a lot of inquiries that were outside my expertise, like building websites and designing logos. I refused those, but I was foolish enough to accept a few copywriting gigs until I realized that I (a) didn’t enjoy it and (b) wasn’t good at it.

The lessons: A precise offer is better than a vague one. And — shocker! — expertise matters.

In March of last year, I launched Winning Solo to help other freelancers enjoy greater earnings, longevity, and balance. Right now, it’s a coaching business, though I plan to launch courses soon. Because this is a different market and offering than my brand strategy consultancy, it made sense to me to brand Winning Solo as its own thing.

3. Do you have set goals for your business (long term and short term)? If so, how often do you revisit your holistic business strategy and set new goals for yourself?

LOVE this question. I’m regularly stunned — stunned, I tell you! — by the number of freelancers who tell me they do no planning at all for their businesses.

The very short answer: I set annual income goals and I revisit my strategic plan every quarter. I block a full day to do this, though it almost never takes that long.

Some tips I’d offer to freelancers who struggle with (or simply dread) planning:

Go with the “Minimum Viable Plan.” You don’t need some clunky, formal, 30-page binder. You’re not pitching to investors. Go with the most lightweight approach that helps you get the job done. My own plan fits on a single page.

Plan your quarter, not your year. A year is difficult to conceptualize and easy to procrastinate within. Thinking in terms of 90-day windows helps you to prioritize and execute.

Establish a weekly “top two.” To further help me prioritize, I allow myself a maximum of two business-building priorities per week. These are my “As”; everything else is a “B” or lower. These usually fall out of my 90-day plan, but I have a quick check-in with myself every Friday to establish my “top two” for the coming week.

Focus on inputs, not outputs. Just wanting to earn $200k won’t make it happen. Think in terms of the behaviors that are most likely to result in achieving your goal. Most often, these take the form of projects (e.g. a deep-dive on mastering sales) or habits (e.g. publishing and contributing on social media every day).

There are no mandatory tactics. The core strategic question is this: What are the best choices to get me to where I want to be? Since we each have different starting points, strengths, objectives, and obstacles, it follows that our choices will be different.

So you can ignore that guy in the Facebook ad who tells you that you MUST build a funnel, or be a content machine, or whatever. The right tactics are the ones that work for you.

4. Throughout your journey, have you sought out any coaching or mentorship?

I’ve done less of this than I should have. This is partly a function of starting out in the ‘90s when there weren’t that many experienced freelancers to learn from. And it’s partly my own psychological wiring — the “lone wolf” thing.

So I executed a dive of my own selection and learned from the mistakes as I went along. This is an expensive way to go about it, though. It’s much cheaper to learn from the experience of others.

5. What do you think are the most important skills to work on and grow as a career freelancer (outside of the services offered)?

The first one would be: “Get very good at the work, and get very good at the work that brings you the work.”

We’d like to believe that excellent work is enough to win the day, but that’s not always the case. I’ve seen some very talented freelancers crash out because they couldn’t or wouldn’t embrace marketing and sales. Treat yourself like a client and prioritize your own business.

It need not be sleazy or complicated. You can think of marketing as “consistently bringing value to people who can hire you.” You can think of sales as “listening to understand.”

The second skill: effective use of time. As freelancers, our time is our inventory, so we need to invest it well. Regularly ask: What am I doing that can be minimized, automated, outsourced, or ignored?

Even the must-do stuff can often be done more efficiently or effectively. If part of your job requires that you’re on social media, but it feels like you’re spending too much time scrolling, the first step is to put a number to that so you can reduce it.

6. What advice would you give freelancers who want to turn their service offering into a long-term career?

Four quick bits:

The primary reason for your business to exist is to meet your needs. It’s not the only reason, but it is the primary reason. If your clients are delighted but you’re miserable, what’s the point? If in doubt: Life plan first, business plan second.

Everyone is not your client. You can’t serve “the universe.” Sharpen your targeting, qualify your prospects, and know your terms of engagement. The difference between great clients and lousy clients can be the difference between many years of freelancing and an early exit.

Do exceptional work when given the chance. That’s how you build a reputation. And that leads to referrals, repeat business, and clients who take you with them when they change jobs.

Protect the asset. (You are the asset.) I stole that line from Gregory McKeown; I think every freelancer should read his book Essentialism. You can’t do your best work if you’re burnt out or off balance. Make time for exercise, sleep, family and friends, hobbies and interests, reflection, and gratitude.

 

Give Matthew a follow on Twitter or check out Winning Solo to learn more about how to grow your business in a sustainable way.