Playing: 112: The Freelance Client Lifecycle - Part 1
Potluck - Interview Qs × Headless CMS × React Hooks × Resume Design × Redux vs Context × More!
How We Manage Our Lives — Notion, Todos, Notes, Focusing, Calendars, Goal tracking, and more!
Potluck - Changing careers × Repo organization × CSS Grid × Certifications × Freelancing × Spammers × More
Potluck - Where to start with JS × Freelancing × Cron jobs × Split testing × Frameworks in 2019 × More
Potluck - $100/hr × Redux Replacements × Full Stack Designers × JWT × VS Code Tips × More
Potluck - Editor Fonts × Portfolios × Meetup Tips × Switching to Windows × Freelancing Sources
Potluck EP × Remote Work × Headless WordPress × Good Client Questions × Alternate Careers × React API Credentials
Potluck EP × Is Redux Dead × Learning Quickly × Developing Solo × Specialist vs Generalist × Funnest Projects × Wes’ BBQ Course
Potluck EP × Vue.js × Headless WP × Typescript & Flow × Productivity × Server Side Rendering × Yeoman
Wes and Scott's Lives - Breakdancing, BBQ, Wives, Work/Life Balance, Problem Solving, YouTube Subscriptions
Snack Pack — CSS Frameworks, React HOC, Render Props, Coding Designers, Early Career Advice and a sound board!
Hosting & Servers — Heroku, Now, Galaxy, Digital Ocean, Linode, Docker, Netlify and more!
Jan 23rd, 2019
The Freelance Client Lifecycle - Part 1👇 Download Show✏️ Edit Show Notes
In this episode Scott and Wes talk about the freelance client lifecycle—from gathering requirements, to project hand-off, and everything in between.
Techmeme Ride Home Podcast
From Techmeme.com, Silicon Valley's most-read news source, The Techmeme Ride Home podcast is a short daily podcast about the day's tech news. Mark Zuckerberg called Techmeme the one news source he definitely follows. New episodes are published every day at 5p.m. You can check out the show here, or search for "Techmeme Ride Home" in your favorite podcast player.
LogRocket - Sponsor
LogRocket lets you replay what users do on your site, helping you reproduce bugs and fix issues faster. It's an exception tracker, a session replayer and a performance monitor. Get 14 days free at https://logrocket.com/syntax.
03:29 - Gathering Requirements
- Probably the most important part of the process. If you botch this, you'll be dealing with change orders and scope-creep throughout the entire project. Poor planning is why agencies have project managers and why many freelancers hate their clients.
- Ask lots of questions
- Get lots of examples
- Break down each page into functionality
- Ask about budget
- Clarify who will be updating the site
- Do this in person if possible
17:00 - Quote
- Figuring out the quote
- Break it down into major functional areas that don't necessarily depend on each other.
- Multi-staged quotes are great because if it's too expensive, the client knows they can add additional features later in the project.
- Explain the tech you will use in relation to how it will help their business, or how easy it will be for them to manage.
- Presenting the quote
- List what will be included
- List what won't be included
- Make your quote valid for two weeks
- Create a template that looks professional
- Our agency had a professional template, printed on heavy paper in an embossed folder with our logo on it.
- You don't have to go this far, but experience matters. Think Apple. You can quote more if you have a higher perception of quality.
30:20 - Timelines
- Timelines should include hard dates. You should have a "hard on" and and "hard off".
- Assume 24-hour turnaround on questions
- Be generous with your estimates. Under promise, over deliver.
- Quoting time is a huge skill
35:58 - Contract
- You best have one
- Spell out what the client is getting (from quote)
- At the very least, have the client sign your quote
- Clear communication and a good relationship is extremely important
- Use online templates, or have a lawyer create something specific
41:09 - Setting Expectations
- Don't make yourself available 24/7
- Establish a professional environment by not being too casual
- Your choices will set the course for your relationship
- Don't be too quick to reply to email
- Schedule emails for 10a.m.