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Freelance Checklist
Freelance Checklist
Pre-Project Planning
Define project scope and objectives
Determine project timeline and milestones
Identify client requirements and deliverables
Set project budget and payment terms
Assess client's communication preferences
Conduct initial client meeting or consultation
Proposal and Contract
Draft a detailed proposal outlining services and costs
Specify project timeline and deliverables in the contract
Include terms and conditions, cancellation policy, and payment schedule
Ensure legal compliance and consult with a lawyer if necessary
Send proposal and contract to the client for review and approval
Project Execution
Confirm project start date and gather necessary resources
Create a project timeline with specific deadlines
Regularly communicate with the client for updates and feedback
Deliver work according to agreed-upon milestones
Keep track of project progress and make adjustments if needed
Maintain open and professional communication with the client
Finances and Invoicing
Keep thorough records of project-related expenses
Track billable hours or project costs accurately
Issue invoices promptly and include detailed breakdowns
Clearly specify payment terms and due dates
Follow up on overdue payments professionally
Maintain organized financial documentation for tax purposes
Client Communication
Respond to client inquiries and emails in a timely manner
Provide regular updates on project progress
Seek clarification on any unclear client instructions
Address and resolve any client concerns or issues promptly
Maintain a professional and positive tone in all communications
Ensure effective and clear communication throughout the project
Project Completion and Delivery
Review the project to ensure all client requirements are met
Conduct necessary quality checks and revisions
Obtain client approval and sign-off on the final deliverables
Prepare and package the final work for delivery
Provide any necessary documentation or instructions
Follow up with the client to ensure satisfaction and address any final requests or concerns
Post-Project Follow-up
Send a thank-you note or email to express gratitude
Request client feedback or testimonials for future references
Ask for referrals or recommendations from satisfied clients
Evaluate the project's success and lessons learned
Update your portfolio or website with the completed project
Archive project files and documentation for future reference
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