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October Freelancer Meetup Notes – Client Management

What tools, processes, practices does everybody use to manage leads and clients? Trying out Hubspot (can report back how that goes) Push everything to Gmail. Insightly for tasks pushes to Gmail using Zapier. Task group called follow up in Gmail. Spreadsheet with headers for each step of the workflow. Rescuetime for time tracking. Trello board …

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August 2020 Freelancers Meetup – Time Management with Annie LaCroix

We invited Annie LaCroix to join us for our August meetup. She shared tips on evaluating your time and restructuring your calendar to group like tasks together. The full recording can be found here: https://us02web.zoom.us/rec/share/xNFpDL7N0V5Oc6_I5GH-U6w-Gtvfaaa8gSAbq_sJy0poGnXOhcXitZhbmdqDiAwE?startTime=1596734108000 She graciously shared her slides: Time Management Some tools that were mentioned during the discussion: https://www.rescuetime.com/ https://www.getharvest.com/  

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March Freelancer Meetup Notes – Marketing and Lead Generation

Creating an Instagram Business Profile Presentation by Adrien Lexington 65% of traffic from Instagram Chris Do Design challenge 10,000 followers in a month Carousel up to 10 images 80% outside of US, so working in global market Only follow back if they like or ask for a follow Hashtags you can follow Ren Sagel (Spelling?) …

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February Freelancer Meetup Notes – Scoping, Contracts, etc.

Scoping: Adrian: doesn’t charge hourly but bases it on percentage of needed salary E.g. 6 billable hours / workday x 200 work days / year divided by needed salary So broad scope then refine then negotiate w/ client Turns into a fixed price bid Vanessa: see Vanessa’s hourly calculator David: “Dictatorial” approach – tell them …

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