4min
Module 1: The Freelance Mindset
Module 2: Defining Your Service and Niche
Module 3: Building Your Freelance Foundation
Module 4: Finding and Pitching to Your First Client
Module 5: Project Management and Client Relations
Final Lesson & Assessment
Learn How to Get Started as a Freelancer
14 / 18 Lessons
Content
Assignment
Securing your first client is a huge milestone, but the first impression doesn't end there. Professional onboarding sets the tone for the entire project. It's your chance to show you are organized, reliable, and ready to get to work.
1. The Onboarding Checklist
After the client says "yes," follow this simple checklist to get started.
Send the Contract: The signed contract is your safety net. Use the contract template from a previous lesson and fill in the specifics of this new project.
Send the First Invoice: If you require a deposit, send the first invoice right away. This formalizes the agreement and ensures you get paid for your initial work.
Gather Necessary Information: Ask the client for any files, brand guidelines, or login details you might need. Make it a simple, clear request.
Schedule a Kick-Off Call: Once the deposit is paid and the contract is signed, schedule a brief kick-off call. This is an essential step for building rapport and getting everyone on the same page.
2. The Kick-Off Call
The kick-off call is a quick meeting to align on the project's goals, timeline, and expectations. It's about confirming what you've agreed on and answering any final questions.
A Simple Kick-Off Call Agenda:
Recap the Project Goals: Start by confirming your understanding of what the client wants to achieve.
Review the Project Timeline: Go over the key dates and milestones you outlined in the contract.
Discuss Communication: Agree on how you will communicate (email, a project management tool, etc.) and how often you will check in.
Answer Questions: Let the client know you're open to any final questions they have.
3. Setting Expectations
Clear expectations are the key to a happy client and a smooth project. Use this time to prevent common problems.
Define the Scope of Work: Clearly state what is included in the project and, just as importantly, what is not. This prevents "scope creep," where the project grows beyond the initial agreement.
Set Communication Boundaries: Let your client know your working hours and when they can expect a response.
Clarify the Revisions Policy: Remind them of the number of revisions included in the contract so they know what to expect.
4. Project Management Tools
A good project management tool keeps everything organized. Once you have an agreement, use a simple tool to share files, track tasks, and keep communication in one place. This makes it easy for both you and the client to stay on top of the project.
Popular Tools to Consider:
Trello: A simple, card-based system perfect for visual thinkers.
Asana: A powerful tool for managing tasks and deadlines.
Notion: A flexible all-in-one workspace for notes, tasks, and project wikis.