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Learning how to onboard freelance writing clients helps you drive the conversation and set expectations.
With a clear process, you ask the right questions, establish project parameters and minimize future disputes and revisions.
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An intake survey allows the customer to complete basic information about their background and what type of project they’re looking to complete.
Generally, freelance content writers may want to ask:
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Some questions you’ll want to ask in this discovery call include:
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Within it, you’ll want to address:
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Break down your freelance writing rates, whether that's a flat fee, amount per word or hourly. If you charge a payment deposit upfront, state that. Then specify how you will collect the remaining payment. Be sure to specify your net payment terms. For instance, if you allow net 30, that means the client has 30 days to make payment from the date the invoice was issued.
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If you haven't heard anything after three business days, send a follow-up email. Gmail has a useful "snooze" feature that reminds you to follow up on an email. In your proposal, consider mentioning that the quote expires after seven business days to respond to your proposal.
People are more likely to remember hard dates over something "they'll get to when they have time"
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The client accepts your proposal, great! The next step is to transform that proposal into a signed contract.
Your contract should cover the essential terms you outlined in your proposal. It should also include a place for you and the soon-to-be client to sign.
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If you’re writing blog posts, consider adding the following in your outline:
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Freelance writers use contact forms with specific questions about word count and budget.
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Writers can find freelance writing jobs through job boards, such as Problogger and Blogging Pro.
Cold emailing and referrals are other ways to secure paid writing projects with clients.
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Clear communication and documentation are key to maintaining client relationships.
Signing off on a contract and outline, for instance, are common ways to set expectations for both parties.
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