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HandsOnWP.com @nick_batik @sandi_batik
Freelancer’s Toolbox
Austin WordPress Meetup 02-08-2016
Sandi & Nick Batik
HandsOnWP.com @nick_batik @sandi_batik
Presenters
Sandi Batik
WordPress evangelist, consultant, trainer, curricula
develop...
HandsOnWP.com @nick_batik @sandi_batik
The WordPress Freelancer's
Life in One Slide
• Prospecting
• Marketing
• Client Int...
HandsOnWP.com @nick_batik @sandi_batik
The First and Most Important Resource
in Your Freelancers Tools Box is You!
• Your ...
HandsOnWP.com @nick_batik @sandi_batik
Lets start will Your Person Goals
for your Freelance WordPress
Venture
• Do you hav...
HandsOnWP.com @nick_batik @sandi_batik
Steps to reach each goal
Start with questions.
• How much income do I need to clear...
HandsOnWP.com @nick_batik @sandi_batik
Steps to reach each goal
• Are their any tools I should avoid for now?
• How many '...
HandsOnWP.com @nick_batik @sandi_batik
• Come up with Your Own Set of Questions
• WordPress Ecosystem has room for many
Ni...
HandsOnWP.com @nick_batik @sandi_batik
PROSPECTING
Finding your Tribe
HandsOnWP.com @nick_batik @sandi_batik
• Why should a WordPress Freelancer focus on
Niche opportunities?
• Since 2009, a F...
HandsOnWP.com @nick_batik @sandi_batik
WordPress offers niche
opportunities for:
• Theme Designers
• Theme Developers
• UX...
HandsOnWP.com @nick_batik @sandi_batik
Build a reputation as a professional
in your WordPress Niche
There are many ways to...
HandsOnWP.com @nick_batik @sandi_batik
Build a reputation as a professional
in your WordPress Niche
• Doing a "freebie" fo...
HandsOnWP.com @nick_batik @sandi_batik
Marketing you to your niche
How is your web presence doing?
The bare-foot shoemaker...
HandsOnWP.com @nick_batik @sandi_batik
Potential clients will judge you
by the work on your own site
• Which is bad news f...
HandsOnWP.com @nick_batik @sandi_batik
How to Interview Your
Client
Here are some questions we ask clients to build a reli...
HandsOnWP.com @nick_batik @sandi_batik
How to Interview Your
Client
• Will the site require multi media elements like vide...
HandsOnWP.com @nick_batik @sandi_batik
How to Interview Your
Client
• Do you plan to build a mailing list withMailChimp, C...
HandsOnWP.com @nick_batik @sandi_batik
Special Features Cost Special Cash
Note to Specialty Niches:
HandsOnWP.com @nick_batik @sandi_batik
Bid and Proposals
Identify "Time Wasters" when experiencing
these to "Client Tells”...
HandsOnWP.com @nick_batik @sandi_batik
Your Proposals should contain scope, timeline and
requirements for BOTH parties
Pro...
HandsOnWP.com @nick_batik @sandi_batik
Project Scope
• This identifies what the work to be performed.
HandsOnWP.com @nick_batik @sandi_batik
Timeline
• Provide a timeline so the client can know when to
expect things to take ...
HandsOnWP.com @nick_batik @sandi_batik
Budget
• It is a good practice to provide a couple options
to the client — a comple...
HandsOnWP.com @nick_batik @sandi_batik
Terms
Our proposals include:
• Details of how we will work together
• Our Payment t...
HandsOnWP.com @nick_batik @sandi_batik
Should Freelancers use
contracts with EVERY client?
• Yes, because you NEVER know w...
HandsOnWP.com @nick_batik @sandi_batik
Contract Killer is the contract that many WordPress
Professionals use
https://gist....
HandsOnWP.com @nick_batik @sandi_batik
On-line Tool for Contracts
and Payments
Bonsai
https://www.hellobonsai.com/
This se...
HandsOnWP.com @nick_batik @sandi_batik
On-Boarding and
ManagingClients
• Communicate clearly and have a written agenda for...
HandsOnWP.com @nick_batik @sandi_batik
" THAT is a fantastic idea.
I can hardly wait to do it in PHASE 2"
The Patented Pat...
HandsOnWP.com @nick_batik @sandi_batik
Project Management
• Freelancers Trade Hours for Dollars
• Even With a Value Pricin...
HandsOnWP.com @nick_batik @sandi_batik
• There are a number of Project Management and
Productivity tools for the WordPress...
HandsOnWP.com @nick_batik @sandi_batik
How can I manage my WordPress
projects more efficiently
Start automating some parts...
HandsOnWP.com @nick_batik @sandi_batik
WordPress Site Practitioners / Site Managers can
manage multiple environments and c...
HandsOnWP.com @nick_batik @sandi_batik
• Theme Developers consider using a theme
framework instead and reuse components ac...
HandsOnWP.com @nick_batik @sandi_batik
General Productivity
and Connectivity
• Gartner Research announced that by 2020,
cu...
HandsOnWP.com @nick_batik @sandi_batik
Project management tickets and commits
• can be pushed to your HipChat room or Slac...
HandsOnWP.com @nick_batik @sandi_batik
• Use Boomerang for Gmail for scheduling emails
and reminders for conversations awa...
HandsOnWP.com @nick_batik @sandi_batik
Project Closeout / Invoicing
• We keep job in a client accessible sandbox
• Once th...
HandsOnWP.com @nick_batik @sandi_batik
Project Closeout / Invoicing
• We test all the links and give client 30-days to tes...
HandsOnWP.com @nick_batik @sandi_batik
Client Followup
• Did you have a great client experience?
• Polite, kind reasonable...
HandsOnWP.com @nick_batik @sandi_batik
A really helpful Blue Print
form by WPelevation
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Freelancer's toolbox

  1. 1. HandsOnWP.com @nick_batik @sandi_batik Freelancer’s Toolbox Austin WordPress Meetup 02-08-2016 Sandi & Nick Batik
  2. 2. HandsOnWP.com @nick_batik @sandi_batik Presenters Sandi Batik WordPress evangelist, consultant, trainer, curricula developer, author, unapologetic geek, unrepentant capitalist, lucky enough to do what I love everyday. I’ve served as Austin WordPress Meetup co-organizer since 2010. With my husband Nick Batik, co-founded Pleiades Publishing Services in 1992 and Hands-On WordPress Training in 2010. Follow me @sandi_batik / @WPATX Contact me at: handsonwp.com Nick Batik Started in web development in 1994 and have been a WordPress consultant, and web developer since 2007. A WordPress evangelist, I’ve served as Austin WordPress Meetup co-organizer since 2010. With my partner, co-founded Pleiades Publishing Services in 1992 and Hands-On WordPress Training in 2010. Follow me @nick_batik / @WPATX Contact me at: handsonwp.com
  3. 3. HandsOnWP.com @nick_batik @sandi_batik The WordPress Freelancer's Life in One Slide • Prospecting • Marketing • Client Interviews • Bid / Proposal writing • Statements of Work & Contracts • On Boarding Clients • Project Management • Client Management • Project Close-out and Invoicing • Client Follow-up - Keeping Relation Ship Warm for repeat work and Referrals • Rinse and Repeat
  4. 4. HandsOnWP.com @nick_batik @sandi_batik The First and Most Important Resource in Your Freelancers Tools Box is You! • Your Skill Set • Your Work Habits • Your Drive • Your Goals These determine the capacity & effectiveness of your Freelancer's Toolbox
  5. 5. HandsOnWP.com @nick_batik @sandi_batik Lets start will Your Person Goals for your Freelance WordPress Venture • Do you have written 2016 Goals for our Freelance Business? • If No, Then do that tomorrow morning • If Yes, Then —
  6. 6. HandsOnWP.com @nick_batik @sandi_batik Steps to reach each goal Start with questions. • How much income do I need to clear, after taxes & expenses, to live the way I want? • How many hours do I need work to make that income? • How many clients can I serve in that time frame— at my current skill level, and still delight them? • What web development tools will I use?
  7. 7. HandsOnWP.com @nick_batik @sandi_batik Steps to reach each goal • Are their any tools I should avoid for now? • How many 'paid services' should I use, if any? • To reach my goal, will I need to out-source some of the work I bring in? • If so, to whom? • Do I have the skill set and tools to manage a team of distributed workers?
  8. 8. HandsOnWP.com @nick_batik @sandi_batik • Come up with Your Own Set of Questions • WordPress Ecosystem has room for many Niches • Each Niche will lead to additional questions
  9. 9. HandsOnWP.com @nick_batik @sandi_batik PROSPECTING Finding your Tribe
  10. 10. HandsOnWP.com @nick_batik @sandi_batik • Why should a WordPress Freelancer focus on Niche opportunities? • Since 2009, a Freelancer couldn’t say they could do all things WordPress equally well • Potential Clients are not looking for a "Jack of All Trades" • Clients want a professional with the resources (team members) to get the job done right.
  11. 11. HandsOnWP.com @nick_batik @sandi_batik WordPress offers niche opportunities for: • Theme Designers • Theme Developers • UX/UI Developers • Database / Backend Developers • Plugin Developers • Social Media Specialists • SEO / In-Bound Marketing Specialists • Content Developer and Managers • Site Administrators and Maintenance Managers • Consultants • Trainers
  12. 12. HandsOnWP.com @nick_batik @sandi_batik Build a reputation as a professional in your WordPress Niche There are many ways to become known in your local and wider WordPress Community • Offer advice to those who need it on forums or comment sections of other websites • Volunteer to help others at local meetups • Offer to present on your topic at a meetup, WordCamp, or other professional conference • Go outside the WordPress Bubble and offer to present at Chambers of Commerce • Do some free work for friends, family or a non-profit for a written testimonial and referrals
  13. 13. HandsOnWP.com @nick_batik @sandi_batik Build a reputation as a professional in your WordPress Niche • Doing a "freebie" for a non-profit is a good way to, "Do well by doing good." • Post regular tips and new techniques on your blogs • Offer to guest blog on a colleague’s site • Figure out a reciprocal discounted "Trade' price for professional partners • Build a custom theme for free download • Develop a plugin that solves a problem and submit it to the WP Repository
  14. 14. HandsOnWP.com @nick_batik @sandi_batik Marketing you to your niche How is your web presence doing? The bare-foot shoemaker syndrome • You need a presence on the web to get a web based job. • Designers need a portfolio • Developers need a cool site and a link to Github to showcase your code chops • Content Developers need a blog full of well organized clearly written content.
  15. 15. HandsOnWP.com @nick_batik @sandi_batik Potential clients will judge you by the work on your own site • Which is bad news for those of us "too-busy" to update our own, best marketing materials • Using your own skill to attract clients to you, is better then having to hunt them down • Make time to be your own customer — design and build ‘new shoes’ for your site
  16. 16. HandsOnWP.com @nick_batik @sandi_batik How to Interview Your Client Here are some questions we ask clients to build a reliable scope of work • Are we discussing a new site or is this a rework to an existing site? • What is your site's purpose? • What do you want site visitors to do once the come to your site • How much content do you have as of now and how much will need to be created? • Text • Special offer landing pages • Are the site’s graphics created already? • Logo • Images
  17. 17. HandsOnWP.com @nick_batik @sandi_batik How to Interview Your Client • Will the site require multi media elements like video downloads? • What is your budget? • Are you looking multiple bids? • If yes, have you prepared a requirements document to give to potential bidders? • Are you already familiar with WordPress? • How familiar are you with WordPress? • ⁃How much training will you need?
  18. 18. HandsOnWP.com @nick_batik @sandi_batik How to Interview Your Client • Do you plan to build a mailing list withMailChimp, Constant Contact, etc.? • ⁃Are you already signed up with one of these services? • What will you offer for sign up —newsletters, downloads, other marketing? • Is that content created? Will you need help creating it? • Do you want specific features such as SEO, Google Analytics, social media channels and eCommerce? • Do you want us to do the maintenance and security for the site once it has been launched? • Can you choose the three sites you like and tell me specifically, did you like about each?
  19. 19. HandsOnWP.com @nick_batik @sandi_batik Special Features Cost Special Cash Note to Specialty Niches:
  20. 20. HandsOnWP.com @nick_batik @sandi_batik Bid and Proposals Identify "Time Wasters" when experiencing these to "Client Tells”: • Lack of communication • Followed immediately by unreasonable demands • Obvious low-balling • Indecisive or constantly unclear or evasive • Don’t waste your time - Move on
  21. 21. HandsOnWP.com @nick_batik @sandi_batik Your Proposals should contain scope, timeline and requirements for BOTH parties Proposal Guidelines
  22. 22. HandsOnWP.com @nick_batik @sandi_batik Project Scope • This identifies what the work to be performed.
  23. 23. HandsOnWP.com @nick_batik @sandi_batik Timeline • Provide a timeline so the client can know when to expect things to take place.
  24. 24. HandsOnWP.com @nick_batik @sandi_batik Budget • It is a good practice to provide a couple options to the client — a complete proposal for the things they request and an addition option for niche support services for Hosting, WordPress Training, Copywriting, In-bound Marketing support etc…
  25. 25. HandsOnWP.com @nick_batik @sandi_batik Terms Our proposals include: • Details of how we will work together • Our Payment terms including our deposit policy. • Our right to show our work to other clients • etc…
  26. 26. HandsOnWP.com @nick_batik @sandi_batik Should Freelancers use contracts with EVERY client? • Yes, because you NEVER know when the only thing between you and a toxic client is written and signed rules of engagements.
  27. 27. HandsOnWP.com @nick_batik @sandi_batik Contract Killer is the contract that many WordPress Professionals use https://gist.github.com/malarkey/4031110 The popular open-source contract for web designers and developers by Stuff & Nonsense
  28. 28. HandsOnWP.com @nick_batik @sandi_batik On-line Tool for Contracts and Payments Bonsai https://www.hellobonsai.com/ This service helps with administrative minutiae of negotiating client agreements. It is an e-sign- enabled contract tool that have already been attorney approved
  29. 29. HandsOnWP.com @nick_batik @sandi_batik On-Boarding and ManagingClients • Communicate clearly and have a written agenda for ever meeting: on-line, phone or in person • Send a bullet point summary email after the meeting to be sure you both left with the same understanding • STICK TO THE AGREED SCOPE OFF WORK IN THE SIGN CONTRACT • Signed change-orders that acknowledge change can effect projected delivery date for ANY changes
  30. 30. HandsOnWP.com @nick_batik @sandi_batik " THAT is a fantastic idea. I can hardly wait to do it in PHASE 2" The Patented Pat Ramsey Response to Client Add-ons
  31. 31. HandsOnWP.com @nick_batik @sandi_batik Project Management • Freelancers Trade Hours for Dollars • Even With a Value Pricing Model, Time IS Money • That is why project management is a critical skill
  32. 32. HandsOnWP.com @nick_batik @sandi_batik • There are a number of Project Management and Productivity tools for the WordPress Freelancer • Some are Free — some have a monthly fee. • You will have to decide which works best for your particular Niche and volume of work
  33. 33. HandsOnWP.com @nick_batik @sandi_batik How can I manage my WordPress projects more efficiently Start automating some parts of your work flow WordPress Developers can set up Capistrano or sign up for DeployBot • Automatically take care of your deployment to remote servers • Commit your latest version of the code • Click a button and get your code live • Caution: Learning Curve Involved
  34. 34. HandsOnWP.com @nick_batik @sandi_batik WordPress Site Practitioners / Site Managers can manage multiple environments and client websites,using website management platforms like: • ManageWP ( now Orion) https://managewp.com • WP Remote https://wpremote.com/ Helps you monitor all of your sites and lets you update all of them at once.
  35. 35. HandsOnWP.com @nick_batik @sandi_batik • Theme Developers consider using a theme framework instead and reuse components across your sites • Build a suite of plugins that could be bundled in many sites instead of building all of them every single time. • Reuse code snippets that could be reused across your different themes, and integrated with your framework.
  36. 36. HandsOnWP.com @nick_batik @sandi_batik General Productivity and Connectivity • Gartner Research announced that by 2020, customers will manage 85% of their relationship without talking to a human... • Using services like Zapier and IFTTT will connect your apps and build trigger-based flows between them. • Example: Gravity Forms can connect client request from your website to your CRM and project management system.
  37. 37. HandsOnWP.com @nick_batik @sandi_batik Project management tickets and commits • can be pushed to your HipChat room or Slack to notifies your project team team members and keep client connected with out a blizzard of email.
  38. 38. HandsOnWP.com @nick_batik @sandi_batik • Use Boomerang for Gmail for scheduling emails and reminders for conversations awaiting for reply.
  39. 39. HandsOnWP.com @nick_batik @sandi_batik Project Closeout / Invoicing • We keep job in a client accessible sandbox • Once they approve the final site and we receive our final payment we move it to their hosting service • Our invoice comes with the signed contract • Change orders are invoiced and paid for before the move
  40. 40. HandsOnWP.com @nick_batik @sandi_batik Project Closeout / Invoicing • We test all the links and give client 30-days to test the site to the AGREED scope of work. • If they have opted for a maintenance contract we set up our tools and monitoring schedule. • If we discussed a phase two during development, we ask when they would like to schedule that time • Ask for a testimonial
  41. 41. HandsOnWP.com @nick_batik @sandi_batik Client Followup • Did you have a great client experience? • Polite, kind reasonable people need encouragement • Send a Thank You Note • A Nice Analog note - hand written - stamped-sent by snail mail • NextDayFlyers http://www.nextdayflyers.com/ produces cheap, fast, customized note cards • Find one way to help your client in their venture
  42. 42. HandsOnWP.com @nick_batik @sandi_batik A really helpful Blue Print form by WPelevation

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