Every month we run through a series of
questions to help you run your freelance business like a bigger business—“self-coaching” your way to better results and a better life.
Hey!
It’s COO month, and in the BF Mastermind, that means we’re covering operations.
This month we’re digging into something that
used to absolutely plague me…which is just basically keeping clients organized.
I used to stress and worry that I was missing something, neglecting somebody, or just overlooking opportunities that could help strengthen my business. So this month we’re going to cover five tactics I use for staying on top of my clients and giving myself some peace of mind.
- Categorize your
relationships
- Profile your clients
- Review regularly
- Have a check-up sequence
- Consider a newsletter
Keep in mind this isn’t anything you have to do…it’s just a starting point for creating your own system. So let’s get into it!
#3 Do I have a check-in schedule?
This is going to vary for each client, but it can be useful
to make sure you’re talking with your contacts about the most important elements of your relationship.
If you have regular meetings, it’s helpful to check in on goals, news and developments on their end (both business and personal), and how your work is supporting them.
If you don’t have a formal schedule set up, occasional emails or calls, even every six months
or so, can go a long way in cementing your spot as an asset to their work and as a highly-responsible freelancer.
If you’re looking for ways to check-in that fit with your personality and that don’t feel intrusive, come drop a question in the BF Mastermind Facebook group!