Hey, Oldmanstan.

I do freelance web development, project management, and (some) design. Here's a few thoughts I have on my process. These are things I'm doing to stay fast and efficient. Best of luck to you in your work.

# Optimize for Efficiency

When you have a chose of a tool (platform, application, business practice), optimize to the tool that takes you less time to use. If you're thinking about how to develop sites and you're debating between using a CMS like Wordpress or maintaining static HTML files, I default to picking the tool that will save me more time in the long run. In my case, I use Wordpress for 99.9% of my projects because I know it saves me time in building, deploying, and maintaining websites for customers. There was invested time up front, but now I don't have to worry about how much time it will take to add 1 link to the navigation on a 30 page site coded in static HTML. (Hint: Too long.)

The same holds for business practices. If you're thinking about how to market yourself, pick something that has the highest return on your time. A few months ago I was debating marketing strategies to find my next paying customer. I narrowed the list down to:

* Launch a website * Email Chamber of Commerce Members * Go to Networking Events * Call up prospects

I then estimated how much time each activity would take and the expected number of customers I could expect to acquire. I chose to focus on the strategy that I felt would have the biggest probability of success: directly calling up prospects.

# Tools

Here's a few tools that I recommend. They help me stay fast and efficient on the projects I do:

* Basecamp

Cloud based project management software. I just started using this a few weeks ago on a new project and I'm immensely happy. It's removed all the friction of multiple emails and forgotten todos on the client's side. Basecamp acts as a one-stop repository on what needs to be done, the project status, and any resources that you need to take note of.

Do yourself the favor of registering for their free plan and playing around with it. By no means do you have to use this, but keep it in mind if you ever end up with a 57 email chain in Gmail with a client over todos they need to take care of.

* CloudApp

Simple file, image, and link sharing. I use CloudApp to manage sharing screenshots and files with clients. Take a screenshot in OSX, the screenshot is uploaded to cloud's web server and a URL is placed in your clipboard. Simply paste the URL into an email and - boom - your client doesn't have to worry about downloading an attachment. Better yet? Analytics show you when the URL was clicked. Best yet? Just drag files or links to the CloudApp menubar icon and it gives you a short url to send to a client for the client to access the files.

* SimpleNote

Super-awesome cloud based notepad. Syncs to iPhone / iPad devices. Great for jotting down notes or reminders and syncing information across multiple computers / devices. This is my preferred digital scratch pad.

* Wordpress and Wordpress Themes

I love Wordpress because it's powerful enough to do what I want and simple enough so clients don't get confused. I have 5 standard Wordpress themes that I use for 99% of my development work - offering clients a choice between 5 different themes makes it easy to have a balanced discussion about what they want and - bonus - is more efficient.

Ask a client what they want and you get a confusing, hand-wavy response. Show a client 5 example themes, ask questions to isolate what they need / want (what their explicit problem is), and build on the existing themes and you'll save yourself a lot of headache.

One of my first projects was an RFP for the University. The spec and design I submitted won the contract, but the time it took to get on the same page with the client killed my per-hour. Now, when working with clients, we can start with a concrete base design and build up.

* DropBox

I always introduce Dropbox to my non-technical friends as a backup / storage mechanism. Simply put, save the files you're working on in Dropbox. They'll automatically be backed up to the cloud. Accidentally delete something? You can restore the file from the Dropbox website. Hard drive crash? Dropbox has backed up everything to the cloud and you can install Dropbox on another computer and have all your files back.

On the road? Access any file in your Dropbox via the dropbox website.

Using Dropbox is a great time saver if you run into a system performance or a missing file. I was talking to a coworker at my day job on Friday and I insisted that I couldn't work without Dropbox - it's such a part of my project management workflow that I'd be lost without it.

* Freshbooks

Freshbooks takes the hassle out of invoicing. There are a ton of different invoicing apps out there, but I like Freshbooks because it is clean and simple to use. They have a free plan that you can use with up to 3 clients, so don't be worried about spending money at the start.

I love Freshbooks because it makes it easy to prepare a professional invoice / bill for clients. Don't waste time mucking around with templates or desktop apps - just use freshbooks and get it done and get paid in a few minutes.

* Mailchimp

I don't know if your clients have need for email marketing solutions, but if they do I highly recommend Mailchimp. There's a bunch of different email marketing platforms out there - so more hip than others - but I find the Dropbox examples and templates top notch, the support staff super helpful, and the learning curve very low. If you're working with larger lists (personally or for clients), it might not be the best solution, but for beginning freelance web dev and design, it should be fine.

# Books You Should Read

* Spin Selling: http://www.amazon.com/SPIN-Selling-Neil-Rackham/dp/007051113...

This is the best book on selling you'll ever read. It's targeted to people working with larger organizations, but the sales strategies it advocates are must-knows. After reading it, I was able to negotiate a $16,000 raise at my day job.

* Influence and the Psychology of Persuasion: http://www.amazon.com/Influence-Psychology-Persuasion-Robert...

An amazing book on psychology. It's a great read if you'll be doing marketing and copywriting work and will help you land clients.

# Get Out of the Office

Steve Blank has a wonderful quote (http://ka1.us/eGONiQ) about getting out of the building and meeting customers.

> As I got up to leave the room, the CEO said, “I want you out of the building talking to customers; find out who they are, how they > work, and what we need to do to sell them lots of these new computers.” Motioning to our VP of Sales, he ordered: “Go with him and > get him in front of customers, and both of you don’t come back until you can tell us something we don’t know.”

Take the same approach. You don't know what your customers need - only your customers know what they need. If you want to work with small business owners, drop in on 12 of them and have a short (5-20) minute conversation about their needs.

I landed a customer recently just by walking into her shop, having a conversation with her, learning she wanted to do email marketing, and telling her that I had experience marketing to customers through email. In total, I spent 20 minutes of my time talking to a potential customer, learning about her business, and landing a $1,000 project.

# Outsource Meaningless Tasks

Aggressively use your network or online resources to outsource parts of the project.

Need a logo? Go to 99designs.com Need a voiceover? Check out fiverr.com Need a theme for a site? Check out woothemes.com, themeforest.net, or elegantthemes.com Need a photograph? Search flickr's creative commons

# Ignore Entrepreneurial Porn

You don't need business cards. You don't need a website. You don't need a detailed contract. You don't need a logo. You don't need a brochure.

You need customers. Each of those activities stand between you and a paying customer. Take the time to get out and talk to the people you want to work for. Directly ask them what their problems are. What do they wish they were able to do? Isolate what you can do to make their lives easier and then talk to them about how you can help them.

Get out and talk to customers and you'll find customers fast. There's a place for business cards, websites, and logos down the line, but not now. Be aggressive with the things that directly lead to acquiring new customers.

# Closing Thoughts

I hope these suggestions plant a seed in your mind and help you down the road. If you have any questions at all, feel free to ping me on skype (kaisdavis), twitter (@kaisdavis), or by email ([email protected]).

Best of luck in your freelancing!

I agree. A read-through of Cialdini's "Influence" should give us a better idea on how to phrase this. Something like "looking forward to seeing you" is less suggestive of a no-show.

That reminds me, I need to finish that book. I believe it's on the Personal MBA list if that interests you.

http://www.amazon.com/Influence-Psychology-Persuasion-Robert...