Learn how to manage client

1. FREELANCER’SANONYMOUS TOOLS FOR BILLING AND CLIENT MANAGEMENT August 3, 2011 Meetup Los Angeles / Pasadena Graphics Designer’s Meetup Group Noel Saw @WPVerse NoelSaw.com/+

2. Thank you kleverdog coworking What’s coworking?

3. Tonight’s Format Got Google+ ? Guiding Principles for Web Design (and more…) Accounting – invoicing and time tracking Project Management & Collaboration Misc. Tools

4. Got Google + Need an invite? What it’s good for… Ideas, sharing resources, and meeting new people Do I need it?

6. Don't hurt anyone

7. Make things simple and intuitive

8. Acknowledge that the user is not like you

9. Have empathy

10. More: http://goo.gl/TUrIActually these are more life skills in general right?

11. Freshbooks Good for Invoices, Sending Invoices, Time Tracking, and Tracking Expenses

12. Harvest Good for invoicing Free account is liberal with number of clients

13. Project and Team Collaboration Dropbox Basecamp P2 Theme for WordPress Thoughtboxes Switch to Gmail + Rapportive

14. Client Management Basics – Best Practices When estimating projects, clearly state hours as “estimated” and hourly rate thereafter Ask for deposits – 25% to 33% Ask for milestones if possible (film “step” deals) Under promise and over deliver Setup draft sites under your own demo URL until completion and ready to move Be very specific about time frames like first drafts and deadlines

15. Client Crisis Management Remember to empathize… Don’t take it personally… Don’t respond personally… Don’t attack… Wait a few hours to respond… Perhaps don’t respond via email… Perhaps bring them into an office environment

16. Misc. Tools Adobe Kuler Adobe Browser Labs Visual.ly 365psd.com WeGraphics.net Quora Evernote

17. Thanks for coming! Contact Me: Noel Saw @WPVerse NoelSaw.com/+