March 2021 Freelancer Meetup

What was the process that you put in place that made you feel like you moved your business from a hobby, side gig or just a dream into an actual business?

Task/project management – Trello, ClickUp

Care Plans – ongoing maintenance


Contracts – setting expectations, credibility

CRM – keep track of clients and leads

White-labeling – doing work for partner agencies

Automated onboarding/offboarding – Dubsado

Sending of contracts

estimate with Quickbooks

talk budget early on so that price tag isn’t a surprise at proposal/contract time

proposal/contract/invoice sequence or all at once

rough proposal first to gauge fit?

Tools mentioned in discussion and chat


Quickbooks Online



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