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    Freelancers Workbook

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    Nurizzah Roslan
    The document provides worksheets and templates to help those starting a freelance business, including checklists for getting started, questionnaires to develop a plan of action, templates to build a network and brand, analyze strengths/weaknesses and competitors, understand target customers, and create basic budgets and time commitments. The materials aim to guide freelancers in launching and managing their side business.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Freelancers Workbook

    Uploaded by

    Nurizzah Roslan
    274 views13 pages
    The document provides worksheets and templates to help those starting a freelance business, including checklists for getting started, questionnaires to develop a plan of action, templates to build a network and brand, analyze strengths/weaknesses and competitors, understand target customers, and create basic budgets and time commitments. The materials aim to guide freelancers in launching and managing their side business.

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    The document provides worksheets and templates to help those starting a freelance business, including checklists for getting started, questionnaires to develop a plan of action, templates to build a network and brand, analyze strengths/weaknesses and competitors, understand target customers, and create basic budgets and time commitments. The materials aim to guide freelancers in launching and managing their side business.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    274 views13 pages

    Freelancers Workbook

    Uploaded by

    Nurizzah Roslan
    The document provides worksheets and templates to help those starting a freelance business, including checklists for getting started, questionnaires to develop a plan of action, templates to build a network and brand, analyze strengths/weaknesses and competitors, understand target customers, and create basic budgets and time commitments. The materials aim to guide freelancers in launching and managing their side business.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 13

    FREELANCING 101:

    TURNING YOUR SIDE HUSTLE INTO CASH


    with Andrew Whelan

    BONUS MATERIALS
    FREELANCER’S WORKBOOK
    FREELANCING 101: TURNING YOUR SIDE HUSTLE INTO CASH
    WORKBOOK CONTENTS:

    Getting Started Checklist

    Freelance Plan of Action Questionnaire

    Freelance Plan of Action Worksheet

    Developing Your Network Worksheet

    Brand Worksheet

    SWOT Analysis

    Competitive Analysis Worksheet

    Customer Analysis Worksheet

    Basic Budget Worksheet

    Business Expense Worksheet

    Time Commitment Worksheet

    FREELANCING 101 // ANDREW WHELAN


    GETTING STARTED
    CHECKLIST
    Complete these items to begin
    your freelance career!

    Plan of Action

    Network

    Brand

    Research Market

    Determine Pricing

    Test, test and then test again

    FREELANCING 101 // ANDREW WHELAN


    FREELANCE PLAN OF ACTION
    QUESTIONNAIRE

    1. What is my idea of success?

    2. What are my goals?

    3. What can I do to reach my goals?

    4. Actions:

    5. What am I willing to sacrifice?

    6. What am I willing to compromise on?

    7. What resources do I have?

    8. What do I need help with?

    9. Who can help me?

    10. How much am I willing to spend?

    11. How much time am I willing to invest?

    12. When do I plan to reach these goals?

    TODAY’S DATE:

    FREELANCING 101 // ANDREW WHELAN


    FREELANCE PLAN OF ACTION
    WORKSHEET
    GOAL MEASURES OF SUCCESS

    ACTION STEP RESOURCES COST DEADLINE

    FREELANCING 101 // ANDREW WHELAN


    DEVELOPING YOUR NETWORK
    WORKSHEET
    BUSINESS

    NAME CONTACT DATE CONNECTED RESULT

    CLIENTS

    NAME/TITLE COMPANY DATE CONNECTED DATE FOLLOW UP

    FREELANCING 101 // ANDREW WHELAN


    BRAND WORKSHEET
    Brainstorming
    My greatest strengths are:
    My greatest weaknesses are:
    My most marketable skills are:
    The most unusual aspects of my background or experience are:
    People often ask me about:

    Questions to ask friends and old co-workers


    How do others describe you/what are your strengths?
    What are 3 words they would use?
    If you didn’t already know what I’m looking to do for a living, what would you guess?
    What are my blind spots?

    Tying it together
    What adjectives, both positive and negative do people use to describe me?
    What aspects about my brand are most frequently talked about?
    What skills do I have and lack?
    Are any aspects of my brand cited as unique or unusual?

    ACTION STEPS TO CREATE A BIO


    Write down your explanation - no more than 2 sentences - about what you offer that is relevant to
    your career and what you offer that will emotionally conntect to your clients. What’s the value you
    bring? Write down 1-2 sentences identifying the unique knowledge or skills you have that others in
    your new domain might not.

    Find your common thread. You’re not rejecting one identity in favor of another; you’re transitioning
    and linking your old and new brand. How can you articulate that commonality?

    Practice telling your story to close friends. Ask for honest feedback. Your goal is to share
    something that is compelling and makes sense to new listeners.
    Ask them:
    Does it sound plausible?
    Responsible?
    Strategic?
    Why/why not?

    FREELANCING 101 // ANDREW WHELAN


    SWOT ANALYSIS

    STRENGTHS WEAKNESSES

    OPPORTUNITIES THREATS

    FREELANCING 101 // ANDREW WHELAN


    COMPETITIVE ANALYSIS
    WORKSHEET

    COMPETITOR: Website Specialization Target Audience Product/Service Similarities Differences Positioning Strategy

    FREELANCING 101 // ANDREW WHELAN


    CUSTOMER ANALYSIS
    WORKSHEET

    CUSTOMERS:
    WHO ARE THEY? GROUP 1 GROUP 2 GROUP 3

    Size of group

    Location

    Point of Contact

    Disposable Income #
    Potential # they’d pay for
    service
    Why they would buy this
    service?
    How can I motivate them to
    buy this service?

    FREELANCING 101 // ANDREW WHELAN


    BASIC BUDGET
    WORKSHEET

    YOUR EXPENSES MONTHLY

    Housing (rent or mortgage plus taxes and insurance) $

    Transportaion (car payments, gas, insurance, tolls, etc) $

    Utilities (heat, electricity, etc) $

    Subscriptions (Cable, internet, mobile, gym, etc) $

    Groceries $

    Medical (co-pays, prescriptions, ets) $

    Dining, travel, and entertainment $

    Other discretionary spending (hobbies, personal care, etc) $

    Debt payments (credit cards, student loans, etc) $

    Savings $

    Other $

    Other $

    Other $

    Other $

    Other $

    Other $

    TOTAL EXPENSES $

    FREELANCING 101 // ANDREW WHELAN


    BUSINESS EXPENSE
    WORKSHEET

    BUSINESS EXPENSES MONTHLY

    Office or Co-working space $

    Transportaion (car payments, gas, insurance, tolls, etc) $

    Equipment $

    Software $

    Web hosting $

    Marketing $

    Accounting fees $

    Other $

    Other $

    Other $

    Other $

    Other $

    Other $

    Other $

    Other $

    Other $

    TOTAL EXPENSES $

    FREELANCING 101 // ANDREW WHELAN


    TIME COMMITMENT
    WORKSHEET

    ITEM ESTIMATED TIME NOTES

    Client negotiations

    Research

    Travel

    Creating

    Presenting

    Revisions

    Invoicing/Admin

    TOTAL HOURS

    FREELANCING 101 // ANDREW WHELAN

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