How to set up your business as a WordPress Independent Contractor

1. Planning Finances Strategy Customer
Discovery
Customer
Analysis
WordPress As A Business

2. Independent Contractor
ACCORDING TO THE IRS:
“payer has the right to control or direct only the result
of the work and not what will be done and how it
will be done”

3. Sole Proprietor
S Corporation
C Corporation
LLC
Forming Your Business
Even if you are an Independent Contractor,
you need to consider your options:

4. Business
License
Fictitious
Business
Name
Employer
ID
Number
Local
Permits
More …
Copyright
Trademark
yours &
others
Don’t Forget

5. Finances
Business income and personal income
are like oil & water – they don’t mix!
Applications to help with accounting

6. Mileage
Tracking
Meals
&
Entertain
Meetings,
Dues and
Events
Business
Tools
Office
Supplies
Don’t Forget

7. Strategy
Leverage technology to increase
productivity
CRM POA LOCK

8. CRM
Use a CRM for lead capture, project
management, collaboration and more.

9. Customer relationship management (CRM)
is a model for managing a company’s
interactions with current and
future customers. It involves using
technology to organize, automate, and
synchronize sales, marketing, customer
service, and technical support.

10. POA
Have a plan of action from business
development to marketing to execution,
and check it regularly. Are you on track?

11. LOCK
Secure your documents and control
access. Monitor and update access
regularly.

12. Secure documents
Password and access control

13. Customer Discovery
Who are your customers?
Where are they?
What can you offer them?
Why should they choose you?
How do you reach them?
How are you engaging them?

14. Customer
Hypothesis
Problem
Hypothesis
Core
Assumption
Methodology Solution
Hypothesis
Validation
http://leanstartupmachine.com/validationboard/

16. Customer Analysis &
Management
Create personal accountabilities
Monitor your online reputation
Maintain a schedule and track time
Set business hours
Respect your customer’s time
Request feedback

17. Use a time
tracker
Measure
your own
performance
Stick to a
schedule –
use tools
for email
managing
Schedule
client
prospect
time
Follow-up
Follow-up
Follow-up
Do’s

18. Ignore
your
clients,
follow-up
regardless
Work in
PJs – be
prepared
for calls
Act “dumb”
on social
media –
mind your
opinion
Outsource
what you
can’t
control
Accept
more than
you are
qualified to
deliver
& Don’ts

19. GOALS &
OBJECTIVE
SCOPE TIME BUDGET TERMS
Contracts

21. Marna Friedman
Business Strategist, Speaker, Author
marna@mpressivesolutions.com
@marnafriedman