by anthony on 05/27/14 at 9:18 am
Picture yourself as a client who hired a freelancer for a project. This freelancer has great skills, but doesn’t handle project logistics well. You’re not given a contract agreement with proper terms. You’re not given a cost estimate with enough detail. You’re not given an invoice that specifies each cost.
If this freelancer is you, clients won’t see you as a professional who they want to do business with again. Your skills matter, but what also matters is whether you handle project logistics in a professional way. Freelancing isn’t just about doing the work, it’s also about managing the project and client.
Every project has logistics that you have to discuss to comfort the client. Not only that, but you also have to protect yourself, and get paid for your work. Problems with clients happen when their expectations aren’t met, and your expectations aren’t set.
What you can do to prevent these problems is to set client expectations from start to finish with proper documentation. Light Freelancer is a package of 4 editable documents that’ll help you do that for every project.
- Project Agreement – Specify what you expect in clear, simple terms.
- Project Cost Estimate – Explain what you’ll do to reach the client’s goals
- Project Work Hours – Track hours you spend on deliverables and meetings
- Project Invoice – Get paid on time with no questions asked
Project Agreement. See eye to eye and work side by side.
Before the project can begin, you and your client have to agree on certain things. This includes project confidentiality, responsibilities, revisions and payment. You also have to protect yourself from litigation if a client tries to sue you.
The Project Agreement sets these expectations with your client in a clear way. It’s a contract that’s written without legal jargon so that clients can understand it. It includes every term a freelancer needs to work with a client without worry.
Project Cost Estimate. Look ahead so that you don’t look back.
Clients won’t feel comfortable starting a project without knowing how much they’ll spend. It’s your job to learn about their goals, and give them an estimate for your services. This prevents surprises from happening when they get their invoice.
The Project Cost Estimate explains to the client each deliverable you’re going to do and its estimated cost. It also tells the client that cost estimates can change if they ask for more revisions and meetings.
Project Work Hours. Get paid for every hour, every time.
After the project kicks off, it’s time to work. The work you anticipated and the work you do in actuality are always different. You won’t know the difference unless you record your work time.
The Project Work Hours tracks the hours you spend on deliverables, revisions and meetings. This allows you to charge an exact cost for the work you do.
Project Invoice. Clear costs for a clean transaction.
Once the client is happy with the deliverables, it’s time to bill them for your services. Clients need to know exactly what they’re paying for, so that they aren’t confused with the costs.
The Project Invoice shows how many versions and meetings were done for each deliverable and their cost. It summarizes how all the work adds up to the amount due.
- Open Sans Light for text
- ¼ pixel lines
- Light outline icons
- Minimal printer ink
- Designed on a guided grid
- CYMK print ready colors
- Fits on US Letter or A4 paper
- Vector format and fully editable
- For Illustrator, Omnigraffle & Sketch