_____________________________________________________________ Preface 8eing a greaL web designer or developer is one Lhing running a successul reelance business anoLher. WheLher you already have work experience in companies or you've jusL graduaLed rom design school. 8eing sel-employed enLails a number o Lasks you mosL likely didn'L have Lo deal wiLh so ar. As a reelance web designer you also have Lo be a projecL manager, oice adminisLraLor, accounLanL, conLroller and l1 experL. Juggling all o Lhese, among mosL designers noL exacLly popular, Lasks while conceiving creaLive ideas and producing splendid websiLes, can be very arduous. 1o help you wiLh Lhis eaL we have compiled 2 selecLed (-2 new) arLicles abouL successull reelancing LhaL have been published on Smashing Magazine and Noupe in 2009 and 200 oering you invaluable Lips and guidelines rom proessionals in web design. 1he ocus lies on communicaLing wiLh clienLs and co-workers, including markeLing sLraLegies and piLching, as Lhis Lends Lo be mosL problemaLic or reelance web designers. We hope Lhis careully ediLed and especially illusLraLed ebook will make you even more successul and helps you masLer "juggling". Sven LennarLz, viLaly Friedman, Manuela Mller 2 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Imprint Published in June/200 Smashing Media CmbH, Freiburg, Cermany 8ook Cover Design. Andrea AusLoni lllusLraLions. Ricardo Cimenes Prooreading. Manuela Mller ConcepL & FdiLing. Sven LennarLz, viLaly Friedman 3 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Table of Content Preface........................................................................................ 2 Imprint........................................................................................ 3 Basic Skills of Freelance Web Designers..................................6 FssenLial HabiLs o An FecLive Proessional Freelancer............7 Common QuesLions o Web Designers..........................................2 1he Designer Who Delivers.................................................................33 CriLical MisLakes Freelancers Make...................................................40 1he lmporLance o CusLomer Service..............................................49 CreaLively Handling Lhe Admin Side o Freelancing..................58 PiLching Like a Pro...................................................................................70 1he Finances o Freelancing................................................................95 Communication it! Clients " Partners.............................#$6 How Lo ldenLiy and Deal WiLh DierenL 1ypes O ClienLs...07 How Lo lmprove Designer-ClienL RelaLionships........................9 How Lo CommunicaLe wiLh Developers FecLively.................27 How Lo FducaLe our ClienLs on Web DevelopmenL..............36 How Lo Fxplain Lo ClienLs LhaL 1hey Are Wrong.......................43 How Lo Respond FecLively Lo Design CriLicism......................57 How Lo Persuade our Users, 8oss or ClienLs............................69 How Lo CreaLe Lhe PerecL ClienL QuesLionnaire......................77 %arketing & Con'incing Strategies For Freelancers...........#(6 CeLLing ClienLs. Approaching Lhe Company..............................87 ConverLing ProspecLs inLo ClienLs..................................................98 MarkeLing Rules and Principles or Freelancers........................208 How Many ldeas Do ou Show our ClienLs............................220 Contracts " Pricing ..............................................................22( Freelance ConLracLs. Do's And Don'L's..........................................229 4 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ WhaL's ln A Price. Cuidelines For Pricing Web Designs.........236 QualiLy-Price-RaLio in Web Design................................................250 T!e )ut!ors........................................................................... 2*+ 5 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Basic Skills of Freelance Web Designers 6 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ,ssential -abits of )n ,ffecti'e Professional Freelancer by Rcb Smith 7 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1here's very liLLle Lo sLop anyone becoming a reelancer. ln a highly compeLiLive and, in mosL places, saLuraLed markeL, you need Lo make sure your repuLaLion as a reelancer is well-managed and conLinues Lo grow. lL's very possible Lo geL a good repuLaLion wiLhouL being Lhe besL in Lhe world, and iL's even easier Lo lose LhaL repuLaLion. ln Lhis arLicle, we'll explore 5 habiLs LhaL are essenLial in helping reelancers eecLively saeguard and grow Lheir repuLaLion, and we'll also discuss how Lo make reelancing work or you. %arketing an. /elations!ips #. T!e Presentation -abit our websiLe should be aL Lhe cenLre o your markeLing sLraLegy. lL's where people go Lo see who you are, whaL you're abouL, wheLher you know whaL you're Lalking abouL and whaL work you have done. lL's your silenL 24/7 salesman, and iL needs Lo be righL. ForLunaLely, whaL your websiLe needs is sLraighLorward. Well-presenLed work wiLh a good descripLion o Lhe roles you played A brie hisLory o who you are and why you're where you are ConLacL deLails LhaL are easily accessible ConLenL LhaL is conLinually Lweaked, added Lo, and updaLed 8 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ OLher Lhan LhaL, you can go wherever you wanL wiLh your own websiLe - and so you should. PersonaliLy is key. Icscn Scntc Mcric ces the whcle hc with c new Jesin jcr ecch cst c lct cj wcrl but he stcnJs cut jrcm the crcwJ cs c result 2. T!e 0etorking -abit 1hey say LhaL wiLhin 6 degrees o separaLion, everyone knows everyone. So you need Lo make sure LhaL everyone wiLhin your sL degree (i.e. people you know), know exacLly whaL you do. lL needs Lo be exacL as well. l you're a developer you don'L wanL people saying you're a websiLe designer, and so on. our currenL neLwork o riends, 9 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ amily, and associaLes are your ree word-o-mouLh markeLing so geL Lhem Lalking abouL you righL now. Once Lhis is done, your neLwork needs Lo be exLended and enhanced. RegisLer wiLh any social neLworking plaLorms LhaL can work or you - Linkedln, Facebook, and 1wiLLer. WiLhin Lhose places, sLarL geLLing inLo Lhe righL circles. On Linkedln you may join some appropriaLe discussion groups LhaL are eiLher local or skill based. On 1wiLLer you may sLarL LweeLing and including appropriaLe hashLags so more people can see your LweeL on LhaL subjecL. 1here are many ways Lo neLwork and connecL wiLh people, so iL's crucial LhaL a reelancer noL be araid Lo Lalk Lo people and share inormaLion and conLacLs. Learn Lhe neLworking habiL and geL yoursel known. 3. T!e 0ic!ing -abit Freelancers can geL inLo Lhe habiL o noL only inding Lheir niche, buL creaLing niches. A niche in Lhis case is an area in your overall ield o work in which you parLicularly specialise. l you've become very good aL creaLing websiLes or gol courses, or example, Lhen LhaL's a greaL niche. 1he reasons having a niche is valuable are simple. lL's easier Lo become an experL in a niche. lL's easier Lo sell Lo oLher prospecLs wiLhin LhaL niche as Lhey can see whaL you have done beore. As an 10 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ experL in LhaL niche you can charge a premium or your depLh o knowledge. 1he key Lo Lhis habiL is Lo proacLively build your own niches. Seek ouL proiLable areas in which you can work and concenLraLe on building niches. 1. T!e Pricing -abit How you price your projecLs can easily be Lhe dierence beLween winning and noL winning some work. our pricing needs Lo be LransparenL aL all Limes and should be agreed upon up ronL. 1hings go wrong when hidden cosLs appear laLer on. ClienLs like Lo know how much Lhey're paying, when Lhey're going Lo pay iL, and whaL Lhey're paying or. So make iL clear rom Lhe sLarL. Second parL o Lhe pricing habiL - proLecL yoursel. lL's easy Lo geL so wrapped up in winning a projecL LhaL you orgoL some simple rules. l you have never worked wiLh a clienL beore, ask or a small percenLage o Lhe ee beore you do any work. AL Lhis early sLage, you won'L know wheLher Lhey will pay! Reduce your bad debL by eiLher only working or clienLs you LrusL or having some remuneraLion irsL. 1hird parL o Lhe pricing habiL - be lexible. Make sure you ind a way Lo make Lhe commercial deal a win-win or boLh parLies. 1his could be. MonLhly paymenLs (regular cash low over Lhe course o Lhe projecL) 11 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ PaymenL when you hiL cerLain projecL milesLones (e.g. projecL perormance) DeposiL and balance on compleLion (besL avoided or cash low reasons) Possible exchange o services *. T!e 2rot! -abit lL's been claimed LhaL iL cosLs seven Limes as much in resources Lo acquire a new clienL Lhan iL does Lo grow an exisLing one. So Lhe growLh habiL is abouL proacLively looking aL your clienLs in deLail so you can discover new ways Lo help Lhem. One pracLical way Lo do Lhis is Lo cross reerence. WriLe all your services across Lhe Lop o an excel sheeL, Lhen puL your clienLs down Lhe leL hand column. Now place an X in Lhe box where a service you have done maLches a clienL. 1he boxes wiLhouL X's are poLenLial growLh opporLuniLies and should all be explored beore spending Loo much energy Lrying Lo acquire new clienLs. Business an. Time 6. T!e Time %anagement -abit Lacking good habiLs in Lime managemenL could cause you Lo over- commiLLing yoursel aL cerLain Limes, which could lead Lo. 12 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Missing a deadline and disappoinLing a clienL Producing sloppy or inaccuraLe work Causing yoursel sLress because o Lhe pressure Lo geL everyLhing done 1he soluLion Lo Lhis is an eecLive planning mechanism. FsLimaLe how long Lhe work will Lake you, Lhen add a buer Lo your esLimaLion. 1his will ensure LhaL, i iL does Lake longer, iL won'L eaL inLo oLher projecLs. A 50% buer works well. 1haL may sound like a loL, buL i you go over by 25% and Lhen Lhere are addiLional clienL emendaLions, you'll need iL. Once you have Lhe LoLal Lime allocaLion, add iL Lo your diary. Now, here's Lhe crucial parL. Do noL move iL, shrink iL, or change iL in any way. l you have Lo do someLhing urgenL LhaL will inLerere wiLh LhaL scheduled work, make sure Lhe Lime is reallocaLed elsewhere. A simple calendar applicaLion like Coogle calendar or OuLlook can help you plan your Lime as a reelancer. l you sLruggle wiLh where all LhaL Lime goes and wanL Lo geL serious abouL making improvemenLs in Lime managemenL, someLhing like Rescue 1ime can really help. 3. T!e Fle4ibilit5 -abit 8eing lexible, responsive, and eecLive aL whaL you do will allow you Lo handle unexpecLed siLuaLions, such as when a clienL conLacLs you wiLh urgenL needs and expecLs you Lo help. Having seL aside Lime in advance or such urgenL siLuaLions will ensure LhaL you earn a repuLaLion as a lexible worker. 13 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ WhaL happens i noLhing comes up Lo ill LhaL pre-allocaLed Lime Well you mighL inish LhaL oLher projecL early and can add someLhing special. WhaL happens i Lhe whole day is Laken up by urgenL projecL No problem, you had already planned Lhis mighL happen, so you won'L leL anyone down. O course you're noL going Lo be able Lo oresee everythin, buL a cerLain level o lexibiliLy will allow you Lo please your clienLs and be relaLively ree o sLress because o Lime consLrainLs. (. T!e -onest5 -abit Agencies will noL use you again i you leL a clienL down, and your chance o repeaL work is slim Lo none. ln Lhe same way, you should noL over commiL your Lime, buL sLay wiLhin your capabiliLies. We all need Lo sLreLch ourselves on new projecLs and learn new Lechniques and pracLices - LhaL's noL whaL Lhis is abouL. 1his is abouL promising Lo do a Lask in a speciied Lime when, in acLualiLy, you don'L have any idea wheLher iL's easible or noL. Above all else, people appreciaLe honesLy. ou're beLLer o being honesL abouL wheLher you can handle a projecL raLher Lhan Laking Lhe risk o leLLing Lhem down. So how can you grow your skills and help your clienLs 8y being honesL and asking some good quesLions. "l don'L Lhink Lhis projecL is righL or me. l don'L have much experience in [inserL Lechnology here]" 14 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ "l can really help you wiLh Lhe [inserL service here] parL o Lhis projecL, buL l know anoLher reelancer who can help wiLh iL. Would you be happy i l managed Lhe projecL or you buL ouLsourced Lhis oLher work" "l'll need more inormaLion beore l know how long Lhis projecL will Lake. Would you mind i l spenL a couple o hours doing some research so l can give you an accuraLe Limescale" +. T!e 6'er7Deli'er5 -abit Do noL deliver your projecLs early. Sound sLrange lL's noL. l you deliver early, Lhere's a possibiliLy Lhe clienL will Lhink you overcharged, and may expecL parL o his paymenL Lo be reLurned. 1hey mighL also expecL uLure work Lo be compleLed ahead o schedule, which may seL a bad precedenL. lnsLead, use Lhe exLra Lime Lo ocus on whizz-bang elemenLs - Lhose exLra biLs o polish and creaLiviLy LhaL will gain you Lhe repuLaLion you deserve and leL you grow. For a designer Lhis mighL mean spending Lime adding nice Louches Lo your graphics, or a developer, iL could mean more Lime Lo implemenL a cool piece o JavaScripL Lo replace Lhe plain uncLionaliLy you originally seLLled or. 1he "over-deliver" will earn you a solid repuLaLion, whereas inishing early could geL you inLo Lrouble. 15 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ #$. T!e Business ).'ice -abit AlLhough as a reelancer you're skilled aL whaL you do, don'L assume you'll be able Lo do your accounLs and bookkeeping, ill in Lax reLurns, produce an invoice or wriLe a proposal all by yoursel. Seek regular advice rom respecLed proessionals Lo help you wiLh Lhese aspecLs o running your business. 1his mighL include speaking wiLh people who run Lheir own operaLions and undersLand Lhe ins and ouLs beLLer Lhan you do. Learn as much as possible rom Lheir experiences and misLakes. Specific Business )reas WhaL's ouL Lhere Lo help you run your business and whaL areas do you need Lo ocus on ln Lhis secLion, we'll discuss some applicaLions LhaL have earned repuLaLions or helping reelancers do Lheir jobs and be more proessional. ##. T!e ,mail -abit Fmail is Loxic. As a reelancer you can easily become whaL's commonly known as a busy ool. ou mighL spend a signiicanL parL o your day jusL sending and receiving email wiLhouL ever geLLing any work done. lnsLead, be in Lhe habiL o conLrolling email, and noL leLLing iL conLrol you. 16 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1o do Lhis you need Lo. 1urn o all Lhe liLLle reminders, message counLs, and oLher indicaLors LhaL may caLch your eye Conigure your email clienL Lo run a "send and receive" aL longer inLervals, maybe as liLLle as once per hour SeL aside blocks o Lime in Lhe day Lo deal wiLh all email, Lhen swiLch iL o, i someLhing is urgenL, people will use Lhe phone Use Lhe 'Louch iL once' philosophy, ully read and deal wiLh every email you open, insLead o hal-reading some and coming back Lo Lhem laLer #2. T!e Pro8ect %anagement -abit Some clienLs will wanL you Lo iL in wiLh Lheir processes, while oLhers will noL enorce Lhis. ou need Lo have very clear processes or how you sLarL working wiLh a clienL and sLarL a new projecL. WhaL quesLions do you ask a new clienL Where do you sLore Lhe inormaLion Lhey Lell you How do you keep Lrack o how close Lhe deadline is Where do you sLore all Lhe iles Lhey send you Fmail is noL suicienL or Lhis! 1hings will geL losL, orgoLLen or overlooked. ou mighL preer cardboard olders or ring binders or whaLever works or you - buL use someLhing and sLick Lo your own sysLem. 1here are applicaLions like 8asecamp LhaL can help wiLh Lhis. 17 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ #3. T!e /esearc! " De'elopment -abit Sounds like a big company Lhing Lo do buL R&D is essenLial Lo a good reelance operaLion. ou need Lo be ahead o Lhe curve or aL Lhe very leasL on iL Lo be servicing your clienLs mosL eecLively. 8e in Lhe habiL o invesLing Lime or research and developmenL. Fxpand your currenL skills and learn new ones. Never designed a billboard beore 1haL's developmenL. SeL aside Lime every week Lo do R&D. 8uild up a lisL o blogs LhaL eed you new Lhinking and new ideas. LisLen Lo inormaLive podcasLs. #1. T!e Sales an. C/% -abit How can you allocaLe your Lime and resources and igure ouL wheLher or noL you need Lo be hunLing or new work or concenLraLing on servicing currenL clienLs ou should know aL any given Lime whaL 18 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ your work pipeline looks like, how likely is iL all Lo maLerialize, and aL roughly whaL value. Hihrise is useJ by mcny tc mcnce their scles cnJ lecJs ct lcw ccst #*. T!e )ccounts -abit Making sure you have any easy way Lo produce, send, and Lrack invoices is essenLial, as is geLLing inLo Lhe habiL o running your accounLs proessionally, because such habiLs will ensure regular cash low. ApplicaLions like 8linksale, Freshbooks or Simply lnvoices can help ormalize Lhe accounLs side o your business and give a good proessional eel Lo how you operaLe. ClienLs will need invoices or Lheir accounLs make sure Lhey're noL hand wriLLen or unbranded. 19 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 3linlscle ccn hel ycu crecte, senJ, cnJ trccl rcjessicncl invcices 20 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Common 9uestions of Web Designers by AnJy RutleJe 1he design proession is ull o happy olks, and undersLanding why so many designers enjoy Lheir work is noL hard. 8uL noL all are so happy. l you're noL careul, Lhe joy o geLLing paid Lo pursue your passion can be LainLed by Lhe less joyous realiLies o Lhe proessional world. ou see, no maLLer how skilled you are as a designer, unless you are equally prepared in proessional maLLers, your prospecLs will be limiLed and your circumsLances compromised. 1his is Lrue wheLher you work reelance, or an agency or in-house wiLh a company. Fvery week l hear rom designers who are sLruggling Lo come Lo Lerms wiLh Lhese realiLies. Unhappy wiLh Lheir currenL circumsLances, Lhey wriLe Lo ask or advice on improving Lheir loL. Usually, Lhey eiLher claim noL Lo undersLand how Lhings goL so bad, or Lhey lay Lhe blame somewhere oLher Lhan aL Lheir own eeL. ln every case, however, Lhe sole cause is Lheir poor choices and lack o proessional acumen. lL needn'L be so. Professional Diagnosis an. Solutions Here, l'll paraphrase a ew emails l've received rom designers seeking 21 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ advice. For each, l'll diagnose Lhe siLuaLion, explain in no uncerLain Lerms whaL should have been done Lo avoid Lhe siLuaLion and suggesL a sLraLegy Lhe designer can ollow Lo improve his or her circumsLances. 1hese circumsLances are noL uncommon. Many o you reading Lhis are likely experiencing similar problems. or may aL some poinL in Lhe uLure. l hope LhaL Lhe inormaLion, advice and sLraLegies presenLed here will help you avoid Lhese and oLher problems. #. 2etting starte. as a freelance .esigner Questicn. l recently rcJucteJ jrcm Jesin schccl cnJ hcve stcrteJ jreelcncin, cnJ lm wcnJerin hcw ycu et clients? Hcw Jc ycu et ycur ncme cut there? 1his person may jusL as well have jumped ouL o an airplane and Lhen asked, "Now, how do l go abouL inding a parachuLe Oh, and should l land somewhere speciic How exacLly do l do LhaL" Fven so, Lhis lack o oresighL is quiLe common. 1he immediaLe lesson is LhaL you shouldn'L become an independenL proessional wiLh liLLle Lo no proessional experience, wiLh no prospecLs and knowing liLLle Lo noLhing abouL Lhe business. Fresh ouL o college or design school, you're noL a proessional, you're a Lechnician (by deiniLion, Lhe opposiLe o proessional). For Lhe nexL ew years you should be acquiring Lhe skills, knowledge and 22 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ undersLanding required o a design proessional. 1he place Lo do Lhis is in Lhe company o peers and under Lhe wings o menLors. aL an agency or in-house wiLh a company. 1he successive lessons and builL- in supporL sysLem inherenL in Lhese environmenLs are essenLial Lo a designer's proessional developmenL. 1he way Lo "geL your name ouL Lhere" is Lo esLablish a paLLern o excellenL work and a repuLaLion or inLegriLy over several years, while you leL your agency or company carry Lhe burden o acquiring clienLs and running Lhe projecLs. l you are any good, in Lime you will earn Lhe respecL o your peers and superiors, esLablish a good repuLaLion (spread by word o mouLh) and acquire proessional acumen. l in LhaL Lime you make any eorL aL all Lo share your work and LhoughLs wiLh Lhe wider design or business communiLy, your name will become known (Lhrough word o mouLh and your porLolio or blog), and your repuLaLion will be builL on subsLance raLher Lhan on social markeLing's smoke and mirrors. 1his would be Lhe appropriaLe Lime Lo embark on a reelance career. As a reelancer, you'll be running Lhe whole show. So, you've goL Lo be an ace aL inances and budgeLing, aL speaking wiLh and converLing poLenLial clienLs, aL knowing whaL Lo discuss in order Lo weed ouL unsuiLable poLenLial clienLs, aL preparing all manner o legal and projecL-speciic documenLs, wriLing proposals, projecL managemenL, inLra-projecL clienL communicaLions (and being Lhe conidenL, unlinching pro in Lhe ace o every clienL requesL, quesLion and disLasLeul siLuaLion), aL dealing wiLh dozens o Lypes o unoreseen 23 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ issues wiLhouL hesiLaLion, aL mainLaining Lax inormaLion and consLanLly preparing various Lax and business orms, aL markeLing, preparing and mainLaining your own branding and idenLiLy, wiLh iLs various elemenLs, and aL knowing how Lo begin and conclude all kinds o projecLs conidenLly. Oh, and you'll also need a consLanL low o inLeresLed poLenLial clienLs. l you're noL conidenL and accomplished in all o Lhese areas, Lhen you're noL ready Lo be a reelance designer. Freelancing is only suiLed Lo seasoned proessionals. Pursuing a reelance career as your irsL sLep in Lhe proession is almosL always a oolish move. Proessionalism is mainLained by habiL. l your irsL sLep is a missLep, you've seL a poor Lone or Lhe work ahead. Unless you immediaLely correcL your misLakes, Lhe habiLs you'll develop will be clumsy and unproessional. 2. -o to e4plore !at t!e customer ants Questicn. lm nct very ccJ ct the Jisccvery meetin with clients. lm never reclly sure whct tc csl cr hcw tc jiure cut whct scrt cj Jesin theyre lcclin jcr. My rcject mcncer cr C.D. usuclly enJs u cslin mcst cj the Jesin questicns. Whcts the best wcy tc hcnJle this situcticn? 1his is a common issue or designers aL agencies, especially Lhose wiLh liLLle experience. Luckily, an agency is a good place Lo gain experience and compeLence. 8uL Lhe quesLion signals a ew issues LhaL require aLLenLion. 24 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ FirsL o all, design quesLions are noL really appropriaLe during Lhe discovery process. CranLed, speciic branding consLrainLs may need Lo be deined and undersLood, buL Lhe design you will craL will come noL rom Lhe clienL's judgmenL and undersLanding o design buL rom yours alone. 1he design will be your arLiculaLion o whaL Lhey need, based mosLly on Lheir business aims, Lhe websiLe's purpose, Lheir cusLomers' needs and expecLaLions, Lhe end users' speciics and so on. ln acL, i you ask no design quesLions aL all, you're probably on Lhe righL Lrack. lmagine or a momenL LhaL you're a physician Lrying Lo deLermine Lhe besL course o LreaLmenL or your paLienL. ln LhaL siLuaLion, you would noL ask Lhe paLienL whaL he Lhinks should be prescribed. lnsLead you would inquire abouL his sympLoms, hisLory, environmenL, physical needs (e.g. is he a pro aLhleLe, or does he simply need Lo be able Lo geL around normally). 1he answers Lo Lhese quesLions will deine Lhe consLrainLs and indicaLe Lhe appropriaLe course o acLion. our paLienL's opinion on whaL prescripLion would be appropriaLe is likely irrelevanL, he came Lo you because he lacks Lhe abiliLy Lo help himsel. Co inLo Lhe discovery meeLing prepared. 8eore Lhe meeLing, learn as much as you can abouL Lhe company, iLs hisLory and iLs pasL and currenL acLiviLies. ScripL a lisL o quesLions-some speciic Lo Lhis clienL and some appropriaLe or any clienL-Lo geL Lhe ball rolling. 1hese quesLions will serve as a springboard Lo more in-depLh discussion, which in Lurn will lesh ouL whaL you need Lo know. 25 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ One more Lhing. you're Lhe design proessional and iL's your responsibiliLy Lo conducL Lhe projecL successully. ou (noL Lhe PM or CD) should be driving Lhe discovery. Use your Lime aL Lhe agency Lo improve your discovery skills, Laking on more responsibiliLy wiLh each successive clienL. RelecL on each projecL's discovery process, and look or ways Lo improve Lhe process and your quesLions. WiLh Lime and eorL, you should become compeLenL in Lhis essenLial parL o Lhe design process. 3. C!arging comps & !at is t!e usual number: Questicn. Scme cj my clients exect three cr jcur cr even mcre ccmrehensive lcycuts (ccms) jrcm me. 1hct's c lct cj wcrl, cnJ l wculJ rejer tc shcw just c ccule. ShculJ l just chcre mcre ij they wcnt mcre ccms? Hcw Jc scme Jesiners et cwcy with just cne cr twc jcr cll cj their clients? 1hese are inLeresLing quesLions, and Lhey beg a couple more. . Why is Lhis designer allowing his clienLs, who are noL designers, Lo seL Lhe number o design comps 2. Why is he leLLing quanLiLaLive preerence raLher Lhan qualiLaLive necessiLy rame his undersLanding o Lhe issue Cood design is noL ound by picking rom a pack o arbiLrary opLions, buL is raLher Lhe resulL o deliberaLe, conLexLual choices. 1aking a 26 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ scaLLershoL approach Lo design is in no way eecLive. our clienLs may noL appreciaLe Lhis, buL you cerLainly should! our responsibiliLy is Lo ensure LhaL your clienLs don'L shooL Lhemselves in Lhe ooL. 1he only person who knows how many design opLions are appropriaLe is you. Lhe designer who is engaged in Lhe process. And in almosL every case Lhere is one besL design soluLion. SomeLimes anoLher compelling direcLion is worLh considering and presenLing Lo Lhe clienL, buL Lhis cannoL be known unLil you have ully engaged in Lhe process, conscious o Lhe parameLers speciic Lo LhaL projecL. ln mosL cases, you'll explore a hosL o opLions during Lhe design process. A Lhorough exploraLion will cull a majoriLy o Lhe Lrials, leaving only Lhe mosL appropriaLe and compelling candidaLe(s) one or Lwo. 1hese and only Lhese design opLions should be shown Lo Lhe clienL. lnerior designs should never be presenLed, even Lo ulill a requesL or more opLions (opLions or whaL. mediocriLy). As a reelance design proessional, or even as an agency designer, your responsibiliLy is Lo deine how many design opLions Lo presenL in a given siLuaLion. l a poLenLial clienL insisLs on a less eecLive and less proessional process, do noL agree Lo work wiLh LhaL clienL. Compromise never brings excellence and has no place in design or proessionalism. l you become comorLable making Lhis sorL o compromise, oLher compromises will also become easy or you. our clienLs deserve and are paying or more Lhan a compromised design. 27 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1. Dri'ing t!e .esign process in an agenc5 Questicn. l selJcm et tc meet my clients bejcre l resent Jesin ccms tc them. 3y thct cint, the rcjects clmcst clwcys beccme c tirescme series cj re-wcrlins cj my criincl iJecs. Hcw ccn l chcne this? One wonders whaL Lhese original ideas were based on i Lhe designer has never meL Lhe clienLs. l so, eiLher ) Lhis person is aL Lhe wrong agency, and/or 2) Lhis person lacks Lhe proessional undersLanding or Lhe backbone Lo insisL on being Lhe one Lo decide how Lhe agency should sLrucLure design projecLs and clienL-designer inLeracLion. RelaLionships are builL on LrusL, and LrusL is born o experience and undersLanding. our clienL cannoL LrusL someone Lhey have never meL and whom Lhey know noLhing abouL. So, when designs are presenLed by someone Lhe clienL has never meL, no wonder Lhe clienL is a biL reLicenL and inclined Lo second-guess Lhe designer's decisions. 1hese and Lhe ensuing problems are all a resulL o Lhe designer's ailings. es, iL's on you. Always. As Lhe designer and an aspiring proessional, you musL insisL on driving Lhe design process. 1his means LhaL you musL be Lhe one Lo meeL wiLh Lhe clienL in Lhe beginning. l a projecL brie is required, you musL be Lhe one Lo creaLe iL, based on your direcL conversaLions wiLh Lhe clienL and his Leam. 28 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ l your agency has a process in place LhaL prevenLs you rom ulilling your responsibiliLies, your opLions are eiLher Lo change Lhe process or Lo ind a beLLer agency. AnyLhing less relegaLes you Lo an irresponsible pracLice in an unproessional environmenL. Hopeully, Lhis is noL accepLable Lo you, because iL would erode Lhe habiLs you are proessionally obliged Lo culLivaLe. *. ;ug.ing one<s communicational skills Questicn. l lcve tc Jesin, cnJ l thinl lm retty ccJ ct it. 3ut lm nct ccmjcrtcble tcllin tc clients. Whenever lm cn the hcne cr in jrcnt cj c client, l et very nervcus. l thinl my nervcusness mcles me seem less cccble, cnJ lm retty sure l lcse scme cj my clients ccnjiJence. Whct ccn l Jc tc ccrrect this? ShculJ scmecne else Jc the tcllin? FecLive communicaLion is one o a designer's mosL imporLanL jobs. Fvery communicaLion, wheLher by email or phone or in person, is an opporLuniLy Lo demonsLraLe value and win conidence. And i you don'L demonsLraLe value, you'll seldom win conidence. Like in one o Lhe examples above, you may simply noL be prepared Lo be a reelance proessional. l you ail in communicaLing, no maLLer how skilled a designer you are, you won'L geL Lhe chance Lo ply your skills very oLen, and seldom or Lhe besL clienLs. 1he besL clienLs are Lhose who invesL compleLe LrusL in Lheir designers. 1haL LrusL musL be earned beore any acLual designing happens (see iLem 4). 29 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ And no, someone else should noL do Lhe Lalking. 1he design proessional's job is Lo show conidence when dealing wiLh clienLs. No one else can communicaLe your value or win LrusL or you. 1he reason clienLs disLrusL Lhose who do noL communicaLe wiLh conidence is because Lhis LraiL signals oLher incompeLencies. 1his may sound harsh, buL iL's a acL. i you're noL conidenL, iL is because you lack capabiliLy (wheLher proessional compeLence, design skill or perhaps vocabulary). and you know iL. Address Lhis void, and your conidence will shine Lhrough. l you lack conidence in conversaLion, sLarL Lo address Lhis deiciency immediaLely or ind anoLher calling. OLherwise, you may have a brighL uLure as a producLion arLisL somewhere, buL noL much o one as a design proessional. Design proessionals are experLs aL every aspecL o inLeracLing wiLh people. Conidence aside, iL goes wiLhouL saying LhaL excellenL vocabulary is an imporLanL componenL o eecLive communicaLion. People judge you by your words, as well Lhey should. Knowing Lhis, your proessional responsibiliLy is Lo work on your vocabulary, jusL as you work on your design abiliLy. daily. Be5on. Design & )spects of Professionalism Skill in design is only parL o whaL deines a compeLenL proessional. Proessionalism is also measured by inLegriLy, preparedness in 30 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ handling and inLeracLing wiLh clienLs, and breadLh o undersLanding in Lhe myriad o issues LhaL will conronL you in Lhe course o working wiLh oLhers (wheLher clienLs, co-workers, employees or oLhers). Proessionalism is also measured by how well you uphold eLhical sLandards in making Lhe diiculL decisions in every area o your work. 1alenL and skill can make you a Lechnician, and a Lechnician is, as we noLed, noL a proessional. For conLexL, Lhink o LradiLional proessions. lawyers, docLors, archiLecLs. 1he enormous responsibiliLy Lhey are enLrusLed wiLh, and Lheir abiliLy Lo carry ouL LhaL responsibiliLy across Lhe scope o Lheir work, makes Lhese people proessionals. 1hus, an able proessional would noL be Lroubled by Lhe quesLions posed in Lhis arLicle. RaLher, Lhey would know precisely how Lo proceed or how Lo circumvenL Lhese issues. l you have any o Lhese quesLions, you may noL be prepared Lo be a design proessional. All o Lhese siLuaLions resulL rom designers believing LhaL being a good designer is good enough. 1his proession has liLLle room or Lhose who lack a proessional's inLegriLy and broad undersLanding. Designers who are willing Lo compromise and simply accepL Lhe aulLy decisions LhaL are handed Lo Lhem have had Lheir proession sLolen rom Lhem. 1hese designers have no business working wiLh clienLs who pay good money or proessional service. 8e beLLer Lhan Lhis. our irsL sLep Lo success is Lo assume your righLul responsibiliLy or everyLhing LhaL involves you. DissaLisied wiLh Lhe lawed sLrucLure aL your agency ou chose Lo work Lhere, change 31 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ your circumsLances. FrusLraLed by your perpeLual lack o prospecLs and sLalled repuLaLion Sounds like you've goL deiciencies Lo address. Overwhelmed by Lhe challenges and complexiLies inherenL in reelancing ou probably sLarLed reelancing wiLhouL suicienL preparaLion. Fix iL. Ycu ix iL. lL's all on you. Designers. you geL paid Lo do whaL you love. How greaL is LhaL! 8uL Lhis orLunaLe and enviable siLuaLion leads Lo ulillmenL only i you Lake ull ownership o your proession. OLherwise, you're carrying a Lime bomb. When iL goes o, your career will eiLher alLer or be blown Lo smiLhereens. Don'L leL Lhis happen Lo you. FducaLe yoursel. Have Lhe courage and inLegriLy Lo habiLually make good choices so LhaL you enjoy a long and happy career as a design proessional. 32 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e Designer W!o Deli'ers by Aurimcs AJcmcvicius 33 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ WheLher you design and code websiLes all by yoursel or run a small business wiLh a pool o LalenL, you will always ace Lhe challenge o how much Lo work on a design and Ul beore passing Lhe mock-ups on Lo Lhe developer Moreover, how much visual work needs Lo be done in order Lo eecLively presenL a websiLe Lo a clienL ln Lhis arLicle, we'll Lalk abouL besL pracLices or clear communicaLion, which Lools Lo use and how Lo manage resources on boLh small and large projecLs. T!e )ppropiate 0umber of %ock7=ps to Deli'er As Lhe owner o a small business, l have waLched our company grow rom a parL-Lime, basemenL-dwelling, under-Lhe-radar operaLion Lo a small business wiLh an oice, chairs, desks, and sLaplers (aren'L sLaplers an indicaLion o legiLimacy). During Lhis process o breaking ouL o our egg shell, we have birLhed a company culLure and a seL o besL pracLices, and we have gained valuable experience in Lhe ield o Web design and developmenL. One o Lhese nuggeLs o experience is acquiring Lhe abiliLy Lo save Lime and money by creaLing jusL Lhe righL amounL o visual maLerial Lo communicaLe clearly wiLh boLh Lhe clienL and websiLe developer. l won'L even boLher asking wheLher you've ever been assigned Lo creaLe a cusLom Web applicaLion wiLh an inLricaLe Ul, only Lo see your clienL preLLy well reak ouL and Lell you LhaL iL's compleLely Lhe opposiLe o whaL Lhey had in mind. And leL's be honesL. Lhey reaked 34 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ouL noL because Lhey're Web inanLs who drool every Lime a Flash inLro pops up, buL because you ailed Lo communicaLe Lhe projecL and iLs uncLionaliLy. Don'L geL me wrong. our Ul was probably slick. lL ran asL, Lhe scripLs were miniied, iL had spriLes or all buLLon and Ul elemenLs. From a Lechnical and design sLandpoinL, iL was as hoL as Lhe 8MW Mini Cooper back in 2007. 1he only problem was LhaL your clienL was looking or a pickup Lruck. Our approach Lo Web design and number o mock-ups is usually based on Lhe size o Lhe projecL. For Lhe purpose o Lhis arLicle, l'll break projecLs inLo Lwo caLegories. Lhe brochure websiLe (i.e. a conLenL-orienLed websiLe abouL a company or individual) and Lhe applicaLion websiLe. Broc!ure Website For small websiLes, l recommend you siL down wiLh Lhe clienL and spend a good hour jusL learning abouL Lheir business. 8eore Lhis meeLing, all you probably had Lo sLarL wiLh was an email rom your cousin saying someLhing like, "LisLen, Mike over aL CadgeL lnc. wanLs a cool siLe LhaL will be # on Coogle." ALer your meeLing, Lhough, you will be amazed aL Lhe quanLiLy o relevanL inormaLion LhaL your clienL shares wiLh you. Don'L be araid Lo ask quesLions. inormaLion LhaL would normally be diiculL Lo exLracL is buL a quesLion away when you're siLLing ace Lo ace. our inquisiLive aLLiLude will also reassure 35 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lhe clienL because iL indicaLes LhaL you're genuinely inLeresLed in solving his business problems. Now LhaL you have a wealLh o inormaLion, you should be able Lo deduce whaL Lhe clienL really wanLs (iL mighL noL be exacLly whaL you originally LhoughL). Make sure you undersLand well whaL websiLes Lhey like and Lhe reasons Lhey like Lhem, along wiLh Lhe colors, logo and oLher visual cues LhaL mighL help you geL sLarLed on Lhe design. l your clienL has noL yeL commiLLed Lo you and is waiLing or sa proposal, you may wanL Lo provide a single mock-up wiLh your proposal. A mock-up is oLen a worLhwhile invesLmenL on a larger projecL, because iL creaLes an emoLional aLLachmenL wiLh Lhe clienL and speeds up Lhe bidding process. 1his more or less sums iL up or small websiLes. clear communicaLion wiLh Lhe clienL helps you esLablish a good base Lo work rom, and Lhe number o mock-ups should be kepL Lo a minimum i you're good aL lisLening. ln case you geL sLuck on a minuLe deLail LhaL Lhe clienL doesn'L like, you could always posL your mock-up on ConcepLFeedback and geL some eedback rom oLher designers. MosL o Lhe Lime, peer opinion will sway Lhe clienL Lo your side i you know whaL you're doing. )pplication Website Larger projecLs and web applicaLions are a compleLely dierenL beasL and should be dealL wiLh accordingly. our requiremenLs or Lhe 36 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ projecL will arrive as a requesL or proposal (RFP), sealed in a gold- encrusLed money-scenLed envelope and puL LogeLher by a projecL lead. A commiLLee o people will be responsible or Lhe conLenL, uncLionaliLy and goals o Lhe websiLe, and Lheir opinions will be slighLly dierenL. 1he job o Lhe designer and/or Leam leader will be Lo inLerpreL Lhe clienL's requiremenLs and communicaLe Lhem visually Lo Lhe developmenL Leam. l have learned LhaL wriLLen Lechnical speciicaLions are only as good as Lhe people who read Lhem. our developers will undersLand Lhem, buL your clienL commiLLee will inLerpreL Lhem in as many ways as Lhere are people on Lhe commiLLee. our responsibiliLy, Lhen, is Lo illusLraLe Lhe projecL or boLh Leams. All o Lhe iLems menLioned above or Lhe small websiLe sLill apply, buL you will also need Lo build an inormaLion archiLecLure map, uncLional low, inLeracLion mock-ups and more. As you're working Lhrough Lhese visual elemenLs, consider using some o Lhe Lools available on Lhe Web Lo geL eedback rom a wider audience. While mock-ups LhaL encompass deLailed uncLionaliLy are a cosLly venLure, Lhey are simply Lhe besL Lhing you can do beore wriLing a line o code, because an illusLraLion will give your clienL Lhe righL expecLaLions. As a Web developmenL company, you would also be orLunaLe Lo have Web designers who undersLand mark-up, AJAX limiLaLions, accessibiliLy and readabiliLy implicaLions and more. We have had some curious inLeracLions wiLh designers who made anLasLic brochures buL couldn'L mock-up a single screen o a websiLe Ul. 37 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1his approach, while Lime-consuming aL irsL, will save hundreds o developmenL hours, because Lhe applicaLion will behave and look Lhe way Lhe clienL expecLs. our inormaLion hierarchy and uncLionaliLy mock-ups will allow your developer Lo work compleLely independenLly rom Lhe designer, wiLh minimal inLerrupLion and quesLions. /e. Flags Fven i you ollow Lhese guidelines and wield a creaLive sLylus, you will have conversaLions or geL emails LhaL should seL o alarms in your head. 1hese communicaLions usually sLarL wiLh, "1his is noL as hip as l wanLed," or "l was expecLing someLhing unexpecLed," or "We really wanL iL Lo look social." 1hese sLaLemenLs are problemaLic or a couple o reasons, Lhe irsL being LhaL you have a limiLed budgeL and Lime rame or Lhe projecL and have already used up some o Lhem. 1he second problem is LhaL Lhese sLaLemenLs are as ambiguous as Ricky MarLin's sexualiLy (noL anymore, eh). Well, jusL as wiLh Lhe requiremenL-gaLhering phase, your ocus here should be Lo drill Lo Lhe hearL o Lhese sLaLemenLs and igure ouL whaL exacLly is meanL by each. 1he work you have already done can usually be salvaged, and Lhe clienL mighL wanL noLhing more Lhan a dierenL illusLraLion, color combinaLion or onL sLack. l suggesL approaching Lhis wiLh changes LhaL require liLLle eorL. SLarL wiLh small Lweaks, and Lhen send Lhe mock-ups. ConLinue wiLh moderaLely complex changes, 38 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ and Lhen send Lhe mock-ups. Rinse and repeaL. WhaL you will ind Lhrough Lhese small adjusLmenLs and your communicaLions is LhaL Lhe negaLiviLy in Lheir iniLial email was acLually an exaggeraLion o a small issue. >essons >earne. 1he rouLe you Lake in a successul projecL will depend on Lhe size and composiLion o your Leam and your abiliLy Lo communicaLe wiLh Lhe clienL. 1he more projecLs our Leam compleLes, Lhe more sLrongly we believe in visual communicaLion, which alls sLricLly on Lhe designer's shoulders. lL is also sae Lo say LhaL a Web designer is a mixed and inLricaLe breed o proessional. an individual who musL undersLand business, be able Lo read cusLomers, sLay creaLive and resh wiLh visual soluLions, and be Lechnical enough Lo undersLand Web Lechnology limiLaLions and besL pracLices. 39 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Critical %istakes Freelancers %ake by Rcbert 3cwen 40 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Seeing as we are all human (well, presumably whoever is reading Lhis posL anyway), we should recognize LhaL misLakes happen. 1hey even have LhaL saying, "1o err is human.," which goes Lo show LhaL iL is noL only commonplace or us Lo err once or Lwice. iL is execteJ. 8uL a meLhod is behind Lhis madness, because making misLakes is one o Lhe major ways we learn. 1his is no dierenL or reelancers. Finding our way over Lhese bumps in Lhe road oLen gives us valuable insighL Lo Lake away. lL helps us develop Lechniques and meLhods LhaL we can incorporaLe inLo our creaLive process. As reelancers, we have Lhe beneiL o access Lo an enLire online communiLy LhaL is willing Lo share iLs experiences so LhaL we can learn wiLhouL having Lo make Lhe same misLakes. So in Lhis chapLer, we look aL some criLical misLakes reelancers make. Hopeully, i you haven'L already made one o Lhese misLakes yoursel, you can learn Lhe lesson behind iL. T!e5 .on?t use a contract One o Lhe irsL Lhings reelancers learn when conLracLing ouL Lheir services Lo oLhers is. Lo use a conLracL! UnorLunaLely, we oLen learn Lhis lesson Lhe hard way. For whaLever reason, we Lhink LhaL a parLicular clienL o ours is someone we can work or wiLhouL Lhe aid and proLecLion o a conLracL. 1his Lends Lo end in one way. by biLing us in Lhe back end. 41 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ WiLhouL Lhis saeguard in place, you open yoursel up Lo so many poLenLial problems, and you may inadverLenLly end up commiLLing Lo more Lhan you had inLended or even imagined. Freelancers only make Lhis misLake once, i aL all. 1his lesson is noL a secreL in Lhe reelance communiLy. 1he advice comes up oLen. always use a conLracL. And many heed Lhe warning once Lhey hear iL. T!e5 misuse social me.ia @or .on?t use it at allA AnoLher common, buL criLical, piLall LhaL reelancers Lumble inLo is misusing social media, i Lhey even use iL aL all. Social media is a major Lool LhaL oers all reelancers an invaluable resource aL Lheir ingerLips. An enLire communiLy o proessionals connecLed via modems, ready and willing Lo oer each oLher whaLever assisLance Lhey can. NeglecLing Lhis sLream o indusLry insighL, or noL using iL properly, can hinder Lhe growLh o your business. Social media is abouL inLeracLing wiLh people and osLering relaLionships, which, i done wiLh consideraLion and aLLenLion, can creaLe opporLuniLies you would have oLherwise missed ouL on (noL Lo menLion riendships LhaL can ouLlasL jobs). Fspecially aL Lhe beginning o your reelancing career, i you make Lhe misLake o misusing Lhe media, you could be seen as an anLi-social pariah in your corner o Lhe Web. 42 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e5 put Buantit5 o'er Bualit5 in t!eir portfolio When puLLing Lheir porLolio LogeLher, some reelancers misLakenly believe LhaL Lhe more Lhey add Lo Lheir porLolio, Lhe beLLer. 1hen iL becomes abouL quanLiLy and noL qualiLy o work. 1hey orgeL Lhe value o Lhe porLolio in opening doors and creaLing opporLuniLies. 1he phrase "PuL your besL ooL orward" applies in Lhis siLuaLion. our porLolio speaks volumes abouL your skills, reeing you rom having Lo say Loo much and risk coming o as more arroganL Lhan conidenL. LeL your porLolio do Lhe Lalking, and don'L make Lhe misLake o prioriLizing quanLiLy and sending Lhe wrong message. QualiLy makes Lhe besL irsL impression, so make Lhe mosL o iL. T!e5 stop learning 1his one has Lo be said. lL can do so much harm Lo reelancers, no maLLer whaL Lheir ield. LhaL is, Lhey sLop learning. 8uL especially or reelancers who work in a ield as dynamic and ever-expanding as design and developmenL, sLaying ahead o Lhe curve is absoluLely crucial Lo meeLing your clienLs' needs. 1his ield is conLinually evolving wiLh new Lechniques and applicaLions. 1hrowing in Lhe Lowel on educaLion is virLual suicide. ou, your work and your career would sLagnaLe. 1hankully, wiLh Lhis online culLure we have Loday, culLivaLing an environmenL in which we can susLain our educaLion is easy. NoL Laking advanLage o Lhese 43 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ learning opporLuniLies is a misLake LhaL could poLenLially cosL you your business. T!e5 .on?t kno !o to .eal it! clients AnoLher common misLake is LhaL reelancers orgeL Lheir people skills when dealing wiLh clienLs. For whaLever reason, we leL slip in our minds LhaL clienLs hire us because Lhey don'L know how Lo do Lhe work Lhemselves. 1hey are in unknown LerriLory, and as reelancers we should always be sensiLive Lo LhaL and bridge as many gaps in knowledge as we can. 1his will only improve your uLure dealings wiLh Lhe clienL and earn you more respecL and LrusL in Lhe business. Obviously, wiLhouL clienLs, you are a reelancer in LiLle alone, so make sure you know noL only how Lo engage clienLs buL how Lo enLice Lhem back. 8eing able Lo assess needs LhaL Lhey aren'L even able Lo arLiculaLe and Lhen communicaLing iL all back Lo Lhem is an invaluable skill. NeglecLing iL can be cosLly. T!e5 fail to prepare for .r5 spells 1his misLake is deiniLely beLLer learned second-hand, and LhaL is noL preparing or occasions when no work is coming in. DroughLs hiL even Lhe besL o Lhem, especially in Lhese Lough economic Limes. Freelancers oLen orgeL Lo accounL or LhaL in Lheir pricing sLrucLure and Lo save up in good Limes or when Lhings go souLh. 44 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1here is a logic behind Lhe raLes we charge, and parL o iL is Lo susLain us aLer we have compleLed work or one clienL and eagerly awaiL Lhe nexL. O course, we can always ind work Lo do, buL cyin work is whaL susLains us as reelancers. Calling Lhis misLake cosLly is Loo close Lo punning or comorL, buL iLs impacL is deiniLely elL and could orce you Lo suspend reelancing and seek ouL supplemenLal employmenL, Lhus making iL even harder or you Lo creaLe your own opporLuniLies. T!e5 o'erloa. t!eir plate 1his nexL misLake someLimes resulLs rom a ear o Lhe aoremenLioned dry spell. O course, greed mighL also play a role. WhaLever Lhe reason, some reelancers don'L know when enough is enough, and Lhey conLinue Lo Lake on new projecLs as Lheir plaLe overloads. OverexLending yoursel and your business like Lhis can desLabilize your worklow. Freelancers need a cerLain degree o sel-awareness Lo know when Lhey have reached Lheir limiL. RepuLaLion-LhaL is, a good one-is imporLanL Lo your business' developmenL. Spreading yoursel Loo Lhin is never good, and Lhe disLracLion could hamper your creaLiviLy. 1his is anoLher o Lhose misLakes LhaL are diiculL Lo recover rom. T!e5 miss a .ea.line @an. t!ink it?s no big .ealA 1his, Loo, is oLen a consequence o Lhe previous misLake in our lisL. Falling behind when you are overloaded is all Loo easy, buL missing a 45 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ deadline can have a debiliLaLing eecL on your business. And i you Lhink missing a deadline is no big deal, your career may be over beore iL begins. Deadlines keep you on Lrack and help you mulLiLask, as well as keep your clienL on Lrack wiLh Lhe developmenL o Lheir projecL. Once again, repuLaLion is criLical Lo building your brand and making your mark in Lhe reelancing markeL. And a greaL way Lo ruin LhaL repuLaLion is by proving yoursel unreliable. SLay producLive and ahead o your Lasks Lo avoid disrupLing your clienL's LimeLable. l you end up making Lhis misLake, own up Lo iL. Don'L oer excuses, simply propose a new LimeLable and conLinue working hard Lo meeL iL. 8uL clearly acknowledge Lhe problem you have creaLed or your clienL. l you make Lhis misLake once, you may noL have an opporLuniLy Lo make iL again. T!e5 lack confi.ence Lacking conidence in Lhemselves or in Lheir work is anoLher misLake LhaL can plague reelancers, even beyond Lheir business. 8eing your own worsL criLic and holding your work Lo a higher sLandard Lhan LhaL o oLhers is naLural (righL). 8uL aL a cerLain poinL, you are no longer criLiquing so much as Learing down your work. Dismissing Lhe LalenL and abiliLies LhaL have carried you Lhis ar is misguided and will do noLhing or your producLiviLy. 46 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ WiLhouL conidence, making iL as a reelancer will be exLremely diiculL. ou'll sLarL Laking useul and well-inLended criLicism biLLerly, missing Lhe person's poinL and spiraling urLher inLo a pool o doubL and sel-piLy. Lack o conidence hinders your skills and Lhe growLh o your business. ClienLs will pick up on iL quickly, because Lhe reelancer is supposed Lo have a commanding role. Our responsibiliLy is Lo guide Lhe clienL Lo make eecLive decisions and win Lhem over Lo our poinL o view, wiLhouL conidence, Lhis becomes unlikely. ou'll undervalue boLh yoursel and your work. So have aiLh in your abiliLies, and know LhaL your unique voice is needed in Lhe ranks o Lhe reelancing arena. T!e5 go to ork for someone else AnoLher blunder reelancers make is Lo work Lirelessly Lo build Lheir business, only Lo accepL Lhe irsL oer or a cushy job LhaL comes along. No longer being your own boss would seem easy Lo adjusL Lo, buL iL can be like moving back under your parenLs' roo aLer you've LasLed Lhe reedom o living on your own. lL simply doesn'L iL as comorLably as iL once did. Simply readjusLing is noL so easy because reelancing is more Lhan a job. iL is a way o lie. Some people Lell Lhemselves LhaL reelancing was all along a sLopgap Lo some greaLer dream, buL Lrue reelancers ind LhaL pill hard Lo swallow. For some, LhaL mighL be Lrue, buL Lhen Lhose people were noL reelancers so much as Lemporary independenL conLracLors. Freelancers crave Lhe reedom LhaL comes wiLh Lhe 'lancing. SLill oLhers believe Lhey can work or someone else and mainLain Lheir 47 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ reelancing on Lhe side. ln Lheory, Lhis mighL appear viable. 1he realiLy is harsher. reelancing is ull-Lime. lL is a way o lie, and Lurning iL inLo a parL-Lime job spells Lrouble. 48 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e Importance of Customer Ser'ice 3y Rcbert 3cwen Once upon a Lime, when Lhe lnLerneL was dialed-up and 36,600 K8PS was like lighLning, l was living in a small Lown working or a compuLer reLailer and lnLerneL service provider. My boss aL Lhe Lime was. well, leL's jusL say LhaL cusLomer service was noL his prioriLy. NoL only would he beraLe and verbally assaulL almosL every cusLomer who happened Lo cross his paLh when he was rusLraLed by a compuLer repair, buL his relenLless Lirades caused cusLomers Lo leave eiLher in Lears or on Lhe verge o Lhem. l wondered during my our-year sLinL, aLLempLing Lo clean up Lhe cusLomer service messes he leL in his wake, how he managed Lo sLay in business in Lhe years beore and since my employmenL. And Lhe answer was simple. he was a big ish in a Liny pond. ln a Lown o 8,000 residenLs, Lhere were only Lhree compuLer reLailers LhaL had qualiied Lechnicians who could handle in-house repairs. He was one o Lhem. 8uL as web reelancers, we are swimming in an ocean LhaL is Leeming wiLh qualiied ish, all waiLing or a hook rom clienLs. So, we have Lo pay special aLLenLion Lo Lhe cusLomer-relaLions parL o our business i we wanL Lo build and mainLain our clienL lisL. 1he problem is LhaL many o us have spenL mosL o our Lime 49 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ LhroughouL Lhe years working or someone else, possibly ar rom Lhe reach o our employer's cusLomers. So, our cusLomer service skills may be rusLy, or even non-exisLenL. Does it /eall5 %atter: Meager people skills and miniscule paLience make some o us a business hazard when inLeracLing wiLh clienLs. Some people may noL believe LhaL Lhis could be explosive Lo a reelancer's repuLaLion, buL according Lo a 2009 online survey by 1ealea, Lhere is cause or concern. 1he survey results clsc shcw thct cnline cJults cre increcsinly turnin tc sccicl meJic tc shcre their cnline exeriences with cthers, while simultcnecusly beccmin less lilely tc clert c ccmcny Jirectly - c shijt in ccnsumer behcvicr which extenJs the business imcct cj custcmer exerience issues beycnJ cny sinle trcnsccticn. Civen Lhis Lrend among consumers, we can assume LhaL Lhe same would hold Lrue or our reelance clienLs, and LhaL Lhe impacL o Lhe cusLomer's experience will be elL long aLer Lhe experience concludes. 1his makes iL evermore criLical or us Lo mainLain as much conLrol as 50 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ possible over whaL LhaL impacL is, negaLive or posiLive. 1his is imporLanL or reelancers adriL in Lhe design and developmenL ocean, where even Lhe biggesL among us sLill look small compared Lo Lhe agency sharks LhaL we compeLe wiLh or work. l a clienL leaves wiLh a bad LasLe in Lheir mouLh and decides Lo porLray our business in an unlaLLering lighL, we have ewer resources Lhan Lhose sharks Lo seek ouL and address Lhese word-o-mouLh reviews in social media. 8igger businesses have more Lime, Lools and employees Lo scour social media ouLleLs or menLions o Lheir companies and Lo recLiy complainLs. 1his was demonsLraLed Lo me recenLly when we awoke Lo ind our lnLerneL access down. ALer Lhe sLandard panic and reseLLing o sysLem, rouLer and modem, we deLermined LhaL Lhe problem did noL sLem rom our end buL raLher rom our provider's. Suddenly, we realized LhaL, wiLhouL a phone book in Lhe building or access Lo Lhe lnLerneL or Lo our invoices (which we receive by email, doing whaL we can Lo be as paperless as possible), we did noL have Lhe phone number o our provider anywhere in Lhe house. ALer a rusLraLing hour, we were inally back online and a biL sLeamed rom our Lime o rom being connecLed. Did we Lhen conLacL Lhe provider Lo venL or inquire abouL Lhe problem No. We did whaL 1ealea's survey predicLed we'd do. we Lurned Lo 1wiLLer. Having menLioned Lhe company by name on 1wiLLer, we were easy Lo ind. AlmosL immediaLely, our provider read whaL we had Lo say and 51 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ responded Lo us on Lhis social media ouLleL, making sure we were noL experiencing any more problems wiLh connecLiviLy. Overall, iL made or an inLeresLing lesson in cusLomer service, and iL showed where we as small ish mighL be missing opporLuniLies Lo nip bad word o mouLh in Lhe bud beore iL spreads inLo viral gospel. As reelancers who wear every haL in Lhe business ourselves, our Lime is limiLed, so we cannoL sLay on Lop o every menLion o our business ouL Lhere. 1he number cj ccnsumers whc ccntcct c ccmcny Jirectly in rescnse tc cnline trcnsccticn issues JeclineJ. 26 cj cnline cJults whc exerience rcblems ccnJuctin cnline trcnsccticns then csteJ ccmlcints cn c ccmcnys Website in 2009, versus J2 in 2008. J8 cj cll cnline cJults ccntccteJ c ccmcnys ccll center cjter enccunterin rcblems usin the Website in 2009, versus 47 in 2008. (lxcert jrcm 1eclecj survey) 1he survey also reporLs LhaL more Lhan hal o adulLs who spend Lime online have been inluenced by social media in Lheir consumer choices, which reinorces Lhe imporLance o cusLomer service Lo Lhe 52 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ healLh and growLh o our reelancing businesses. A irsL impression no longer carries as much weighL as iL once did, each inLeracLion wiLh our clienLs bears as much on our business as anoLher. We may Lhink LhaL as long as our business dealings end on a high noLe, LhaL Lhe rocky road LhaL led Lhere will noL play a acLor in Lhe success o our reelancing career. A 2007 sLudy released by Harris lnLeracLive says dierenL, suggesLing LhaL each dealing wiLh our clienLs needs Lo be handled wiLh care. 1he stuJy recrteJ thct 80 cj 2,049 US cJults surveyeJ JeciJeJ never tc c bccl tc c business/crcnizcticn cjter c bcJ custcmer service exerience. 1he stuJy clecrly inJicctes thct cn crcnizcticns custcmer service level is c Jejinin jcctcr thct will mcle cr brecl c ccmcny. Ccnsumers hcve increcsinly hiher exectcticns cj businesses cnJ cre willin tc wcll cwcy quiclly jrcm c mcjcrity cj businesses ij thcse exectcticns cre nct met. 1he daLa shows LhaL each and every inLeracLion we have wiLh a clienL is an opporLuniLy Lo improve our business sLanding. because consumers are quicker Lo go elsewhere aLer a negaLive inLeracLion. Fven i our sLrengLhs do noL lie in cusLomer service, we need Lo ensure LhaL each experience, whenever iL occurs during Lhe course o 53 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ a projecL, is an agreeable one. Again, as reelancers, we have Lo deal wiLh our clienLs aL every sLage o Lhe projecL, and so we have Lo address noL only Lhe requiremenLs o Lhe projecL, buL also any cusLomer service issues LhaL may arise in Lhe process. W!at Can We Do: We can do several Lhings Lo improve our chances o geLLing posiLive resulLs rom all o our cusLomer inLeracLions. O course, no one is guaranLeed Lo saLisy all o Lheir clienLs' needs and expecLaLions 00% o Lhe Lime, buL we can Lake sLeps in Lhe righL direcLion. lL sLarLs wiLh Laking as much responsibiliLy as we can or Lhe impressions we leave wiLh our cusLomers. Be Frien.l5 1his one almosL goes wiLhouL saying, buL iL should be considered rom anoLher perspecLive. Civen LhaL Lhe majoriLy o our inLeracLions wiLh our clienLs mighL be online, we need Lo remember LhaL Lone and inLenL does noL always LranslaLe well Lo Lhis medium. So, read Lhrough your communicaLions Lo caLch anyLhing LhaL may come o negaLively. We always wanL Lo be aware o Lhe impression we're making in Lhese seemingly minor momenLs. As shown beore, Lhe weighL o an experience is elL long aLer Lhe momenL has passed. 54 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Be Patient Remember LhaL your clienL probably does noL share your level o experLise in your ield. 1heir quesLions may noL be clear and Lheir eedback noL as consLrucLive as iL needs Lo be. PuL yoursel in Lheir posiLion and be as paLienL as you would wanL someone else Lo be wiLh you. Fven i paLience is noL your sLrong suiL, your cusLomers wanL Lo eel LhaL you are lisLening Lo and considering Lheir opinions. l you swiLch o because Lhey cannoL communicaLe wiLh you in your mode o parlance or you dismiss Lheir eedback because Lhey don'L know as much as you do, you will be hurLing your business more Lhan your clienL. Be )ccessible AnoLher Lhing LhaL rusLraLes clienLs is lacking access Lo you when Lhey need iL mosL. As reelancers, we pride ourselves on our lexibiliLy and being able Lo seL our own hours. 8uL we have Lo respecL Lhe hours during which our clienLs work, Loo, and make ourselves available aL Lhose Limes, so LhaL Lhey are able Lo share ideas and discuss progress in a back-and-orLh conversaLion. One-sided conversaLions can easily be misinLerpreLed wiLhouL urLher explanaLion and jusL delay Lhe clienL rom achieving Lheir goal. Be Informati'e One o Lhe Lhings Aaron lrizarry said in a recenL videocasL sLuck ouL. 55 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ He advised us Lo mind Lhe skill gap beLween us and clienLs and Lo bridge Lhese inormaLional gaps whenever possible. Help Lhem undersLand our processes and Lhe reasons or Lhe decisions we make. 1his gives Lhem more aiLh in ollowing our advice and increases Lhe chances LhaL Lhey will reLurn as clienLs. Ceep Track an. 2et Back When l menLioned LhaL larger irms have more resources Lo invesL in Lhe cusLomer service ouLleLs LhaL are available Lo all o us, l didn'L mean LhaL we shouldn'L use Lhose ouLleLs aL all. 1ake advanLage o Lhem Lo Lrack whaL is said abouL your skills, or lack Lhereo, and respond accordingly. ou may noL be able Lo respond immediaLely, buL do iL when you can. l you ind a criLicism, consider Lhe poinLs Lhey raise and address Lhem LhoughLully, noL dismissively. l Lhey praise you, be gracious and reLurn Lhe gesLure in kind. Be Proacti'e Wit! %istakes As l said in CriLical MisLakes Freelancers Make, we are all human, and misLakes happen. Don'L shy away rom Lhem or, worse, neglecL Lo acknowledge Lhem aL all. Own up Lo Lhem. 1his is a Lime Lo shine by proacLively addressing misLakes beore Lhey become an issue LhaL Lhe clienL eels compelled Lo bring Lo your (and oLher people's) aLLenLion. ou'll show your commiLmenL Lo Lhe clienL and projecL, and iL will speak volumes abouL your characLer. 8y owning up Lo our misLakes, 56 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ we show pride in our work, and more oLen Lhan noL Lhe clienL will undersLand and orgive us. 2o )bo'e an. Be5on. Doing all o Lhe above usually puLs you in Lhe "above and beyond" caLegory, buL you could always push your reelancing business over Lhe Lop by over-delivering. 8y giving your clienL more Lhan Lhey have asked or, you urLher demonsLraLe your commiLmenL Lo making Lhem happy and your pride in your perormance. 1his can be as simple as addressing cusLomer service concerns posiLively and proacLively. lL also encourages your clienLs Lo come back Lo you Lime and again. 57 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Creati'el5 -an.ling t!e ).min Si.e of Freelancing 3y Rcbert 3cwen 1here are very ew who would argue againsL Lhe noLion LhaL mosL reelance proessionals, especially Lhose operaLing in Lhe design/developmenL and wriLing arenas, Lend Lo operaLe rom a creaLive base. 1hey are, by and large, a group LhaL has chosen Lo leL Lhe righL side o Lheir brain sLeer Lhem as ar as Lhe road sLreLches ouL beore Lhem. Having embraced Lheir creaLive and arLisLic naLure, merging iL inLo Lheir career paLh and never looking back. And or Lhe mosL parL, a creaLive mind iLs well in Lhis reelance environmenL because Lhey ulLimaLely call all Lhe shoLs and are bound by very ew resLrainLs or Lhe mosL parL. 1his road, however, is noL wiLhouL iLs bumps, and or a loL o reelancers, Lhese bumps come when Lhe leL brain musL be engaged Lo navigaLe Lhe Lerrain. MosL o us are amiliar wiLh Lhe concepL o righL brain versus leL brain, wherein iL has been shown LhaL Lhe Lwo hemispheres o Lhe brain conLrol dierenL modes o Lhinking. 1he righL is Lhe creaLive and arLisLic side, Lhe leL being Lhe more logical and analyLical. 58 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Civen LhaL mosL o us are less apL Lo be ull-minded (meaning we excel in boLh modes o Lhinking), Lhere Lend Lo be some issues when iL comes Lime or you Lo menLally cross over or a shorL Lime Lo Lhe oLher side. 1his can be a problem in reelancing, because Lhough we mighL preer Lo Lurn righL, we have Lo handle every aspecL o our business and LhaL means every so oLen going leL. 1he adminisLraLive side o Lhe job Lends Lo be leL-brain-heavy, and can prove diiculL or some righL-brainers Lo Lackle. 8elow, l have broken down Lhe oending areas LhaL oLen hang us up, and have provided some Lips or how Lo make iL Lhrough Lhese leL-brained business barriers. Sc!e.uling 1he irsL adminisLraLive Lask we will look aL is scheduling. NoL only because o iLs imporLance Lo our reelance business, buL because eecLive Lime managemenL can aid wiLh Lhe oLher elemenLs o your admin responsibiliLies. 1his Lends Lo be very diiculL or exLremely creaLive individuals or Lhe simple acL LhaL righL-brainers Lend Lo be more random and less sequenLial in LhoughL. And since scheduling creaLiviLy is noL someLhing we can always eecLively manage, we Lend Lo overlook Lhe idea o scheduling our work alLogeLher. lronically, Lhis oLen-avoided admin elemenL by creaLives can acLually help sLimulaLe our creaLive worklow. Scheduling dierenL leL-brained 59 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ adminisLraLive Lasks Lo be handled LhroughouL Lhe day oers your creaLive mind a change o gears. lL essenLially unplugs you rom Lhe mindseL you're in when you creaLe and gives your oLen overworked righL brain a biL o a break. So when you reLurn Lo Lhe righL side o Lhings, you do so rereshed and recharged. Scheduling your day, Lhereore, can beneiL boLh sides o your reelance business. Tips for Tackling 1he more un LhaL iL is or you Lo use, Lhe more likely iL is LhaL you're going Lo use iL. Find an easy-Lo-use Lime managemenL app wiLh a un Ul and you will ind LhaL iL is easier Lo moLivaLe yoursel Lo open iL up and dive in. 8e sLricL wiLh yoursel abouL all Lhe sel-imposed schedules you have come up wiLh. 8y enorcing Lhe schedules and Lhrough repeLiLion, Lhey will evenLually become second naLure and will be easier Lo work inLo your rouLine. Do noL be Loo hard on yoursel, jusL leL your sysLem evolve wiLh you. Chances are, you are going Lo have a period o adjusLmenL or Lhis, so leL iL evolve and grow Lo suiL you beLLer raLher Lhan geL rusLraLed and give up. 1he beLLer Lhe iL, Lhe beLLer iL will serve your business. Always seL yoursel up wiLh a redundancy sysLem! Civen LhaL you may noL be used Lo scheduling yoursel, iL may behoove you Lo have a backup plan. Having Lhe exLra coverage may also provide some peace o mind. 60 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ )ccounting 1he nexL adminisLraLive Lask we'll Lalk abouL is Lhe bookkeeping side o business. l have always had an aversion Lo numbers, maLh and anyLhing accounLing relaLed, so Lhis was a big adjusLmenL or me as l imagine iL has been or a loL o oLher reelancers. 1he easy answer or Lhese woes is Lo simply hire an accounLanL, buL or some - especially Lhose jusL sLarLing ouL in Lhe business - Lhis is noL necessarily an aordable plan o aLLack. So we have Lo Lake Lhese Lasks upon ourselves and be able Lo make sense o iL all. 1he greaL Lhing abouL Lhis area o your reelance lie is LhaL so many applicaLion auLhors undersLand our pain and Lhey have developed wonderul programs LhaL Lake mosL o Lhe guesswork ouL o Lhe equaLion or you. ClienL, accounL, and projecL managemenL are becoming easier-Lhan-ever or Lhe righL-brained inhabiLanLs wiLh applicaLions. ln Lhese cases Lhe soLware essenLially handles mosL o Lhis or you, while you simply inpuL a biL o daLa. Tips for Tackling Find a program LhaL is suiLed Lo your needs only. 1he bells and whisLles LhaL go above and beyond are noL necessary, and may only cause conusion. Fspecially in Lhe beginning, keep iL simple so you do noL geL overwhelmed. Make sure LhaL you sLay on Lop o Lhese Lasks. 1he bookkeeping is whaL keeps you going and sLable, so make 61 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ sure you do noL geL behind in your billing.LhaL's Lhe clienL's job. SeL billing reminders and collecLion reminders so LhaL you do noL leL anyLhing all Lhrough Lhe cracks. 1he less Lime iL Lakes Lo geL done, Lhe less apL we are Lo puL iL o. CreaLing LemplaLes or your accounLing paperwork can help cuL down Lhe Lime and LhoughL LhaL has Lo go inLo iL. And LhaL will naLurally make us more prone Lo Lackling. Help avoid penalLies or your accounLing pracLices. Fach counLry and province has dierenL laws and regulaLions LhaL are governing your business and Lhe Laxes LhaL accompany iL. 8e sure LhaL you ind ouL whaL Lhey are and keep up wiLh changes Lo avoid accumulaLing penalLies and ines. Correspon.ence AnoLher aspecL o Lhe adminisLraLive side Lo your reelance business LhaL will oLen draw periods o procrasLinaLion is your business correspondence. 1his is noL reerring Lo replying Lo a pen pal or any kind o creaLive wriLing, Lhis generally is deLailed and conLracLual which immediaLely presenLs iLsel as a barrier Lo Lhe righL-brained Lhinkers. So iL is a naLural reacLion or Lhe creaLively minded Lo avoid dealing wiLh Lhe inbox or reLurning messages LhaL we cannoL deny are imporLanL. Fven Lhough Lhis is noL occurring ace-Lo-ace, we sLill eel ouL o our elemenL, so we puL o unLil Lomorrow whaL should have been done Loday. 62 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Once again, Lhe righL-brainers Lend Lo Lhink more randomly Lhan sequenLially, so communicaLing our LhoughLs Lo Lhose populaLing Lhe opposiLe sphere can prove problemaLic. 8uL Lhis is where Lhe scheduling can urLher assisL you. MosL o our business runs on some orm o back-and-orLh communicaLion - be iL wiLh clienLs, users, colleagues, eLc. - so making Lime every day Lo sorL Lhrough your inbox will keep iL running smooLhly. CeLLing back in a Limely ashion will relecL posiLively on you and build LrusL in your brand. Tips for Tackling Again, geL Lime on your side and Lhis will help geL you going. l you ind LhaL you are regularly responding Lo Lhe same Lypes o queries, creaLe copy LemplaLes Lo move your mail along. PrioriLize and caLegorize and Lhe Lask will ly pasL. Keeping a hierarchy o your correspondences and having Lhem separaLed by Lypes will keep you rolling Lhrough quick and easy. Again, Lhis breaking down and separaLing o your messages may noL be Lhe easiesL or Lhe righL-brainers Lo build inLo a habiL, buL iL is cerLainly worLh a Lry. CeL in and geL ouL! 1ry Lo keep your inbox empLy and your messages iled away or easy reerence and prioriLizaLion. l iL is a message LhaL can be replied Lo quickly, Lhen go ahead and immediaLely geL Lhis done, oLherwise ile iL or laLer. 8reviLy is beyond key, iL is your besL riend. Keep your correspondence brie and Lo Lhe poinL and avoid venLuring down unnecessary avenues LhaL open yoursel up Lo urLher 63 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ quesLions. l you ramble on, you are simply wasLing Lime LhaL you could be using elsewhere. Client /elations AnoLher oLenLimes adminisLraLive nighLmare LhaL reelancers come across is Lhe clienL relaLions porLion o Lhe posiLion. 1here is a reason we like Lhe soliLude LhaL Lends Lo accompany Lhe reelance career paLh, and so breaking ouL o LhaL soliLary shell Lo be able Lo eecLively communicaLe wiLh clienLs can be daunLing. lL's no secreL LhaL in order or your business Lo Lhrive, you need Lo have a clienL base Lo build upon. And as should be no secreL Lo anyone, Lhe way you deal wiLh your clienLs will oLen deLermine i Lhey will reLurn. As a creaLive individual whose Lrain o LhoughL pulls righL, inLeracLing wiLh Lhose on Lhe leL side o Lhe Lracks will noL always go smooLhly. ln acL, iL may noL LranslaLe well. 1he means and meLhods LhaL righL- brainers subscribe Lo, even in explanaLions and conversaLions, can Lend Lo be hard Lo ollow or leLers, and vice versa. So iL is imperaLive LhaL we Lry Lo make an eorL Lo keep Lhese inLeracLions ocused and on Lopic. And by undersLanding LhaL such a LranslaLion gap exisLs, we can make more o an eorL Lo bridge Lhe gap when we deal wiLh our clienLs. 64 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Tips for Tackling 1ry Lo sLep ouLside your regular righL-brained random ways. MomenLarily leave Lhem behind and organize your LhoughLs beore meeLings. 1aking noLes and ouLlining Lhe poinLs you need Lo cover beorehand can help you sLay ocused and have an easier Lime ollowing. JusL as we are oLen responsible or sLeering clienLs Lowards a decision once Lhey employ us, we need Lo conLinue Lo make sLrides Lowards being able Lo sLeer Lhe conversaLion. 1his helps Lo ensure we sLay comorLable as we converse, and iL keeps us in our elemenL as much as possible. Since iL is necessary or us Lo undersLand Lhe projecL rom every angle, have your clienLs explain Lheir approach rom many direcLions. 1his may help you ind a way Lo relaLe Lo iL when you oLherwise wouldn'L. lL may sound cheesy, buL you may wanL Lo seL up dry-run pracLices wiLh some o your non-creaLive riends or amily. Running Lhrough your side o Lhe conversaLion wiLh someone who does noL work rom a creaLive place may prepare you or meeLings wiLh clienLs. Backups an. =p.ates When iL comes Lo imporLanL adminisLraLive Lasks LhaL so many reelancers Lend Lo leL slip Lhrough Lhe cracks, keeping up wiLh 65 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ backups and updaLes ranks high on Lhe lisL or righL-brainers. CreaLive people Lend Lo work in Lhe momenL o inspiraLion, and we are enveloped by LhaL momenL. 8uL Lhe momenL moves on, and when iL does move on, we are swallowed up by Lhe nexL Lask. WiLh our ever- orward-moving momenLum pushing againsL us, we orgeL Lo look back, leL alone backup (.sorry). And sLopping in Lhe middle o our creaLive low Lo updaLe our soLware doesn'L exacLly rank high eiLher. NaLurally, as a reelancer you are going Lo be Lhe only one managing and keeping records o whaL is happening on your end, including Lhose ever-precious works-in-progress. Losing Lhem would be devasLaLing, buL remembering Lo back Lhem up, wouldn'L exacLly be a righL-brainer move .Lhough l Lhink iL may be a boLh-brain sphere issue. lL seems LhaL mosL o us do noL consider backing up our iles unLil someLhing acLually happens Lo cause our drive Lo crash and we lose Lhem all. 8uL again, in Lhe reelance ield you are on your own when iL comes Lo daLa loss, Lhere is no l1 deparLmenL backing you up, so Lo speak. Tips for Tackling AuLomaLion is a righL-brainer's buddy, and iL jusL means LhaL you may acLually geL your backups and updaLes done! Finding a service LhaL backs up your daLa auLomaLically Lakes Lhe sLress o you and ensures LhaL you won'L have Lo worry abouL any righL-brained inLererence in Lhis area. 66 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1ake a momenL, and Lake a hike! For many o us, as long as we are aL our compuLer, we will noL have Lhe willpower Lo sLop working and geL our backups and updaLes done. So walk away. Cive yoursel a break, sLarL Lhe process and come back laLer ready Lo go. A loL o basic soLware updaLes are quick and easy and do noL inLerrupL your worklow or very long. Scheduling can deiniLely work wiLh you in Lhis arena, as mosL producLiviLy meLhods encourage you Lo Lake shorL breaks LhroughouL your work day. SeL up Lo run updaLes during Lhese breaks so LhaL you know Lhey geL done. Once again, Lurn Lo prioriLizaLion and a leL-brained-sLyle breakdown Lo geL over Lhe procrasLinaLion hump LhaL bars mosL creaLives (and so many more) rom geLLing Lheir updaLes and backups done. Decide whaL are your mosL imporLanL iles and programs, and make sure LhaL Lhey geL done irsL and oremosL. 1hen as you work Lhrough your week, work Lhrough your lower-prioriLy iLems. 6'erall ).'ice Dou are creati'eE so act like itF Overall, you cannoL ignore your adminisLraLive responsibiliLies and hope Lhey go away. So do whaL iL is LhaL you do besL - approach iL creaLively. 1he inLerwebs are alive wiLh creaLive soluLions Lo so many 67 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ dierenL problems LhaL you are bound Lo be able Lo ind one LhaL iLs yours. l noL, maybe come up wiLh your own. NoLhing is ouL o reach or Lhe creaLive mind, because we know no limiLaLions. even Lhe occasional cross-over Lo Lhe leL side. Inspiration is t!e eas5 partE no lets talk moti'ationF One o Lhe hardesL Lhings or mosL creaLive-minded individuals Lo do when approaching Lhe LerriLory o Lhe leL, is geLLing moLivaLed Lo Lackle Lhese Lasks. Fven Lhose o us noL prone Lo procrasLinaLion will Lend Lo leL Lhe leL work pile up longer Lhan Lhe righL simply because iL is a less comorLable iL or us. 1he Lhing Lo remember is LhaL geLLing sLarLed is usually Lhe hardesL parL. NoL Lo go all Nike on you, buL jusL do iL. Force yoursel Lo geL sLarLed, and leL iL roll. lmmerse yoursel in as much o a creaLive environmenL as you can Lo help smooLh Lhe LransiLion, and run wiLh iL! Do not elaborateE t!at 8ust complicatesF ou know i iL rhymes iL's goL Lo be Lrue (even Lhough LhaL absoluLe doesn'L rhyme, buL sLill.). AnoLher imporLanL Lhing Lo remember is Lo keep Lhings simple Lo help wiLh Lhese momenLary orays inLo oreign LerriLories. Remember LhaL Lhis is noL where your sLrengLhs lie, so iL may be besL or you noL Lo Lake on Loo much in one biLe. Keep Lhings as concise and brie as you can, Laking Lhem a piece aL a Lime. As righL-brained Lhinkers we Lend Lo see Lhings as a whole raLher Lhan in parLs, so Lry Lo ind Lhe dierenL parLs and break Lhem down, Lackling 68 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ one aL a Lime. 1haL was Lhe reason or breaking everyLhing aparL above, so LhaL you could see a way Lo sLarL separaLing Lhe dierenL parLs rom Lhe whole. 1his can make Lhe Lasks aL hand seem less overwhelming. It?s in 5our reac!E 5ou 8ust !a'e to go for itF An imporLanL Lhing Lo remember, overall, is LhaL jusL because we Lend Lo preer one mode o Lhinking (be iL righL- or leL-brained), we can improve our abiliLies wiLhin each side Lhrough exercises LhaL sLimulaLe Lhe dierenL hemispheres. 1he problem Lends Lo arise when Lhere is an imbalance in educaLional ocus LhaL ails Lo appeal Lo boLh sides o Lhe brain. 1his doesn'L mean iL is beyond us, jusL LhaL we have noL worked aL improving Lhe opposiLe sphere. So Lhe more LhaL we keep Lhose sides sLimulaLed, Lhe easier Lhe Lasks LhaL all Lo LhaL side o Lhe brain will be Lo Lake on. 69 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Pitc!ing >ike a Pro by Ccmercn Chcmcn 70 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Correspondence wiLh poLenLial clienLs is viLal Lo securing new work. 8eing able Lo wriLe a compeLenL, persuasive prosposal as well as a proessional cover leLLer and oLher leLLers (or emails) can seL a designer aparL rom his or her less proessional compeLiLion. 1he idea o craLing a ormal proposal can be inLimidaLing Lo many designers. 8uL a good proposal can land you clienLs and seL Lhe Lone or your relaLionship wiLh Lhose clienLs. lL's worLh Lhe Lime and eorL Lo learn Lo creaLe a compelling proposal LhaL will convince prospecLive clienLs LhaL you're Lhe designer or Lhem. WhaL ollows is a guide Lo creaLing a proessional proposal, broken down by secLion, as well as some Lips or wriLing greaL cover leLLers Lo accompany your proposals. 1here are also hinLs aL convincing prospecLs Lo sign wiLh you insLead o your compeLiLion aL Lhe end. )natom5 of a Professional Proposal 1he web design proposal is one o Lhe mosL imporLanL documenLs in Lhe clienL-designer relaLionship. lL serves mulLiple uncLions. an ouLline o Lhe projecL, a conLracL beLween Lhe clienL and designer, and a meLhod or clariying whaL Lhe projecL is all abouL. FxacLly how you ormaL your proposal is up Lo you, buL Lhere are cerLain parLs LhaL virLually ever proposal should include. Feel ree Lo geL creaLive in Lhe design o Lhe proposal, buL remember LhaL Lhe 71 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ primary purpose is Lo convey inormaLion. AnyLhing LhaL inLereres wiLh Lhe readabiliLy o Lhe documenL should be cuL. Co'er Page Fvery proposal should have a cover page. 1his cover page needs Lo conLain some basic inormaLion abouL whaL Lhe documenL conLains. Mainly, iL should have. A line LhaL says someLhing like. "WebsiLe Design Proposal or XZ Company". Who prepared Lhe proposal, including company name and conLacL inormaLion. ou mighL also wish Lo include your company's nondisclosure sLaLemenL here. 1he cover page makes iL easy or your clienL Lo immediaLely idenLiy whaL Lhe documenL is and who iL's rom. AnyLhing you can do Lo make iL easier or your prospecLive clienL Lo geL in Louch wiLh you (or jusL remember who you are), is a posiLive Lhing or you. 0on.isclosure Statement A nondisclosure sLaLemenL should always be presenL on any proposal you send Lo a clienL, no maLLer how inormal LhaL proposal is. Many 72 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ clienLs don'L realize Lhere's anyLhing wrong wiLh Laking Lhe ideas o one designer and sharing Lhem wiLh anoLher designer. Many also don'L realize LhaL sharing inormaLion abouL how you ormaL your proposals, whaL you include, and whaL your raLes are, is oLen sensiLive inLernal inormaLion LhaL should noL be shared wiLh your compeLiLors. While a nondisclosure sLaLemenL will do liLLle Lo deLer shady clienLs rom sharing your proposal's conLenL wiLh anoLher design irm, iL can do a loL Lo deLer clienLs who jusL don'L know any beLLer. ln any evenL, including one is an imporLanL legal proLecLion. WheLher you wanL Lo have a ormal, legal nondisclosure sLaLemenL draLed by a lawyer or simply sLaLe someLhing in plain language is up Lo you. 8uL Lhe sLaLemenL should basically say LhaL all Lhe inormaLion conLained in Lhe proposal is Lhe properLy o your design irm and should noL be shared wiLh anyone wiLhouL prior wriLLen auLhorizaLion. Compan5 Statement our company sLaLemenL is a surprisingly imporLanL parL o any design proposal. 1his is where you geL Lo give Lhe clienL a liLLle inormaLion LhaL will seL your company aparL rom compeLing irms. SLress your sLrengLhs here, as well as any perLinenL inormaLion LhaL makes you parLicularly qualiied or Lheir projecL. our company sLaLemenL should include a liLLle background on your company, as well as your company philosophy or mission sLaLemenL. 73 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 8uL keep Lhe whole Lhing shorL, a couple paragraphs is ideal, buL no more Lhan a page under any circumsLances. l you go longer, you risk your clienL skimming LhaL parL o Lhe proposal in avor o geLLing Lo Lhe deLails o Lheir projecL. Client Information 1he clienL inormaLion should sLaLe noL only Lhe name o Lhe company and Lheir conLacL inormaLion, buL also your parLicular conLacL aL Lhe company. 1here should also be a brie, one-line descripLion o Lhe projecL here. Client 2oals 1his secLion should ouLline whaL Lhe clienL's projecL aims Lo do. Consider wheLher Lhe siLe Lhey're seeking bids or will be an ecommerce siLe, a social neLwork, or someLhing else. ou should have soughL Lhis inormaLion prior Lo wriLing Lhe proposal, and should have a good idea o whaL Lhe clienL is looking or. l noL, you'll need Lo ask Lhe clienL some quesLions abouL whaL Lhey're looking or. l Lhere are speciic objecLives already ouLlined or Lhe projecL, a bulleLed lisL can work really well or Lhis secLion. OLherwise, jusL a paragraph or Lwo LhaL describes Lhe projecL as you undersLand iL is suicienL. 74 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Special Consi.erations 1his is a preLLy broad area, buL almosL every projecL will have aL leasL a ew special consideraLions. ou need Lo ouLline Lhem righL in Lhe proposal, and consider Lheir impacLs on your overall Limeline and cosLs. WhaL, exacLly, Lhese speciic consideraLions are is likely Lo vary subsLanLially beLween dierenL projecLs and dierenL clienLs. A ew examples. A siLe aimed aL children will need Lo ollow cerLain legal guidelines regarding conLenL and parenLal permissions A siLe or disabled users will need Lo have special aLLenLion paid Lo accessibiliLy issues 1he design mighL need Lo smooLhly LransiLion rom an older design, ollowing a similar layouL or color scheme 1here could be special bandwidLh or sLorage needs i Lhe siLe will be hosLing a loL o mulLimedia iles or will be parLicularly high-Lraic O course, Lhere are poLenLially hundreds o dierenL "special consideraLions" you may need Lo accounL or in Lhe design process. OuLlining as many as you can in Lhe proposal sLage will help Lo ensure Lhere are ewer misundersLandings laLer in Lhe process. 75 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ lL also helps Lo reassure your clienL LhaL you're really lisLening Lo Lheir needs and will come up wiLh a comprehensive soluLion LhaL works or Lheir company. Propose. Solution 1his secLion should oer a brie descripLion o how you propose Lo meeL Lhe goals o Lhe clienL. Ceneral Lerms like "ecommerce siLe" or "social neLwork" are key here, as Lhis secLion will be ollowed by more speciics. Keep Lhis secLion Lo less Lhan a page, preerably a couple o paragraphs LhaL ouLline whaL Lypes o conLenL will be included on Lhe siLe, as well as Lhe general uncLionaliLy Lhe siLe will possess. Again, you'll geL inLo more speciics in subsequenL secLions. Pro8ect Specifics 1his is Lhe real meaL o Lhe proposal. 1his is where you ouLline speciically whaL Lhe siLe will consisL o. An iLemized lisL o exacLly whaL work you're proposing Lo do should be included. 1he lisL should include a brie descripLion o any parL LhaL isn'L obvious. Keep Lhese descripLions Lo a couple o senLences aL mosL, or break Lhem down inLo smaller parLs. 1his secLion should give your clienL an idea o exacLly whaL Lhey're geLLing or Lheir money. 76 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Depending on Lhe Lype o siLe you're designing, you mighL include here speciic plugins LhaL will be used (or creaLed), as well as any cusLom arLwork you'll be creaLing or Lhe clienL. lL's noL uncommon or Lhis secLion Lo run well over a page, and oLenLimes much longer or complicaLed or parLicularly large siLes. Pro8ect P!ases 1his is where you wanL Lo ouLline exacLly how long each parL o Lhe projecL will Lake. For example, you mighL propose Laking Lwo weeks Lo provide wirerames or an iniLial mockup. ou mighL Lhen give Lhe clienL one week Lo approve Lhose or suggesL changes. Make sure you ouLline boLh your parLs and Lheirs. Fmphasize LhaL iL's imporLanL Lhey meeL Lhe deadlines you've seL i Lhey wanL Lo keep Lhe projecL on schedule. lL's also a good idea Lo overesLimaLe how much Lime Lhings will Lake you, as iL's beLLer Lo under-promise and over- deliver Lhan Lhe oLher way around. lL can also be helpul Lo someLimes give your clienLs LighLer deadlines, as iL creaLes a sense o urgency and oLen moLivaLes Lhem Lo Lake care o Lhings immediaLely raLher Lhan waiLing unLil Lhe lasL minuLe. Using speciic daLes raLher Lhan jusL a general Limeline can also add a sense o urgency. l you opL noL Lo seL speciic daLes in Lhe proposal, speciy LhaL you'll provide Lhem wiLh a inalized schedule once Lhe conLracL has been signed. 77 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Some designers may opL Lo include Lhe projecL phases wiLhin Lhe secLion on projecL speciics. 1his can work well or relaLively simple projecLs, buL or complex projecLs iL may be conusing. lL's besL Lo decide Lhis on a case-by-case basis. %aintenance Plan lL's a good idea Lo include inormaLion on a monLhly mainLenance plan or your clienLs in Lhe proposal. OuLline whaL your regular mainLenance agreemenL consisLs o and how many hours o work LhaL includes. Also speciy wheLher any unused Lime can be rolled over inLo subsequenL monLhs or noL. lnclude here wheLher hosLing is included in Lhe monLhly mainLenance plan or i LhaL's a separaLe cosL. Also include here inormaLion on your Limelines or mainLenance or updaLes. ClienLs wanL Lo know wheLher your Lypical Lurnaround Lime is a day or a week up ronL. Fees ou'll need Lo ouLline exacLly whaL your ees are or Lhe projecL. lLemizing Lo some exLenL is oLen helpul or clienLs. Also speciy wheLher Lhis esLimaLe may change, and under whaL circumsLances. LeLLing clienLs know LhaL delays on Lheir parL or exLra rounds o revisions will add Lo Lhe cosL is someLhing LhaL's oLen overlooked by designers. And i iL's noL poinLed ouL Lo clienLs in Lhe proposal sLage, Lhey may dispuLe exLra charges laLer. 78 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Civing clienLs inormaLion abouL how Lhe projecL is being charged can someLimes be helpul in landing Lhe projecL, buL can also be deLrimenLal. Many clienLs don'L care how many hours someLhing will Lake you, Lhey're only inLeresLed in Lhe inal cosLs. O course, oLher clienLs wanL Lo know exacLly whaL Lhey're paying or, and will requesL a more deLailed breakdown o charges. 1his is anoLher Lhing you'll need Lo Lailor Lo Lhe parLicular clienL. AnoLher Lhing Lo include here is Lhe paymenL schedule, including how much o a deposiL is required beore you sLarL work. Unless you've worked successully wiLh Lhe clienL beore, you should always geL a deposiL beore you begin work. Some designers charge a small amounL, only 0% or so, while oLhers mighL require as much as hal o Lhe LoLal up ronL. 1his is also largely dependenL on Lhe scope o Lhe projecL, Lhe overall Limeline, and Lhe LoLal charges. 0e4t Steps DeLailing exacLly whaL Lhe clienL needs Lo do Lo geL Lhe ball rolling on Lheir projecL is someLhing LhaL's oLen overlooked. Using Lhe proposal as a conLracL can oLen work beLLer Lhan having a separaLe documenL LhaL basically lays ouL exacLly Lhe same Lhing. lncluding a line or Lhem Lo sign as well as insLrucLions or sending whaLever deposiL you require Lo geL sLarLed can prompL a clienL Lo sign wiLh you. lncluding a deadline or Lhe clienL Lo sign Lhe proposal and geL iL back Lo you can also increase your chances o geLLing a signed conLracL. 79 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1elling Lhem LhaL i Lhey geL Lhe signed conLracL back Lo you by X daLe or you Lo sLarL work by daLe can be a sLrong moLivaLor. ALer all, clienLs are oLen eager Lo geL Lheir projecL underway. Formatting Dour Proposal our proposal should be ormaLLed like any business correspondence. lL should emphasize Lhe conLenL over all else. lL should be easy Lo read and noLhing should disLracL rom whaL iL says. lncluding a logo or similar graphics on Lhe cover page is ine. l you're going Lo email Lhe proposal, converLing iL Lo a PDF beore sending will help ensure LhaL iL's seen by your prospecLive clienL Lhe way you inLended iL Lo be seen. Make sure you check your ile size beore emailing iL, and Lry Lo make sure iL's less Lhan M8 Lo prevenL any Lransmission problems. Always aLLach your proposal, never include iL in Lhe body o Lhe email. l you're going Lo mail iL, make sure you use a good qualiLy paper, buL don'L go overboard. A high qualiLy, brighL whiLe prinLer paper is ine. 1here's no need Lo use someLhing ancy like a coLLon paper or resume paper. Make sure your prinLer Loner or ink isn'L running ouL and is prinLing suicienLly dark. Review Lhe inal documenL in iLs prinLed orm beore mailing iL Lo make sure Lhere were no prinLing problems. 80 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Co'er >etters an. Business Correspon.ence Whenever you're sending a documenL or a clienL Lo review, you should include a cover leLLer. lL makes Lhe enLire package look more proessional, and makes sure your clienL knows exacLly whaL iL is Lhey've jusL received. ln Lhe case o a proposal, iL helps seL Lhe Lone or a proessional clienL-designer relaLionship. Stan.ar. Business Format our cover leLLer should ollow esLablished business-leLLer ormaL. 1his means iL should include Lhe ollowing parLs, in order. 1he daLe, ormaLLed as. "day monLh, year" or "monLh day, year" our address, unless iL's included somewhere on your leLLerhead 1he clienL name and address 1he saluLaLion (Dear Mr. X, or similar) 1he body o Lhe leLLer. Keep Lhis proessional, use proper capitalization and punctuation, and only make it as long as it needs Lo be 1he closing (Sincerely, or someLhing equally proessional) 81 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ our signaLure our name and LiLle, Lyped l Lhere are any enclosures l Lhe leLLer has been CC'd Lo anyone Cover leLLers should be prinLed on your leLLerhead, on good qualiLy paper. Make sure you use a onL LhaL's proessional and readable (a good rule o Lhumb is Lo use aL leasL an pL. onL, and preerably a 2 pL. onL). our cover leLLer should rarely run more Lhan a single page. Business >etters Cover leLLers aren'L Lhe only business leLLers you're likely Lo send in your career. For Lhe mosL parL, Lhough, you'll be corresponding by email more Lhan mail. lL's LempLing Lo be very casual in an email, buL Lhis is a very bad idea when dealing wiLh prospecLs and clienLs, especially new ones. Whenever you're corresponding wiLh a clienL or prospecL, always use proper grammar and puncLuaLion, capiLalizaLion, and oLher sLandards you would use in a prinLed business leLLer. Avoid using emoLicons or slang, aL leasL unLil aLer Lhe clienL has done so. Fven Lhen, Lhey should be used sparingly. 82 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ JusL because someLhing is being LransmiLLed elecLronically isn'L an excuse Lo be less proessional Lhan you would be in a mailed leLLer. Always remember LhaL you're engaging in business correspondence and acL accordingly. CreaLe a proessional signaLure Lo include in every email you send LhaL includes your name and LiLle, phone number, preerred email address, and websiLe address, as well as oLher perLinenL conLacL inormaLion. Special ,mail Consi.erations l you're emailing your proposal, you'll wanL Lo wriLe Lhe cover leLLer in Lhe body o Lhe email. 1here are some ormaLLing consideraLions you'll wanL Lo Lake inLo accounL when emailing your cover leLLer raLher Lhan prinLing iL ouL. FirsL o all, omiL everyLhing above Lhe saluLaLion in sLandard business leLLer ormaL. SLarL wiLh "Dear Mr. X," or similar. AL Lhe end o your email, below your signaLure, you'll wanL Lo include your conLacL inormaLion, raLher Lhan aL Lhe Lop o Lhe email. ou can omiL Lhe "CC'd" secLion aL Lhe end, as iL will be apparenL in Lhe header o Lhe email i iL's been CC'd. ou can also generally omiL Lhe "enclosures" secLion, as iL should be apparenL whaL's been aLLached Lo Lhe email. ou may wanL Lo menLion any aLLachmenLs in Lhe body o Lhe email, Lhough, so LhaL your recipienL knows whaL Lhey're opening. 83 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Con'incing Clients Fven wiLh an excellenL wriLLen proposal and cover leLLer, you may have Limes when a clienL is hesiLanL Lo sign you or your company. A loL o designers aL Lhis poinL will simply waiL or Lhe company Lo make up Lheir mind. 1hey're so araid o coming across as pushy or like Lhey're going or Lhe "hard sell" LhaL Lhey don'L go or any sale aL all. 1here are ways you can persuade a prospecL Lo sign wiLh you, Lhough, LhaL aren'L pushy and won'L make you come across like a used car salesman. Stress Dour Strengt!s When you're Lrying Lo convince a prospecLive clienL Lo hire you, you need Lo sLress why you're Lhe perecL person or Leam or Lheir projecL. 1hink abouL Lhe Lhings Lhey need and how you can provide Lhose Lhings. Keep reiLeraLing Lo Lhem LhaL you have Lhe skills Lhey need. Provide evidence o Lhose skills. Show Lhem oLher projecLs you've Laken on and how whaL you did in Lhose insLances can be applied Lo Lheir projecL. Proo o your sLrengLhs and compeLencies can be a powerul persuasive Lool. 84 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Don<t Disparage Competitors When a clienL Lells you Lhey're Lrying Lo decide beLween you and a compeLing design irm, iL can be LempLing Lo poinL ouL all Lhe laws in LhaL oLher irm. 1he LempLaLion grows even sLronger when Lhere are real, idenLiiable problems LhaL Lhe oLher irm is Lrying Lo hide. /esist t!at temptationF ln a besL case scenario, you disparaging your compeLiLion is likely Lo have liLLle eecL on Lhe clienL's decision. ln a worsL case scenario, iL looks like you've goL sour grapes over someLhing or oLher, and acLually works in your compeLiLor's avor. l Lhere are real problems wiLh Lhe compeLiLor (a hisLory o uneLhical pracLices or uninished projecLs, or example), simply urge your prospecLive clienL Lo check reerences or boLh you and Lhe compeLiLor beore making Lheir decision. )sk 9uestionsE 6ffer Solutions l a clienL is on Lhe ence, ask Lhem quesLions abouL why Lhey're having a hard Lime deciding. 1hen address Lheir answers direcLly. Find soluLions Lo Lheir concerns. ln many cases, Lhey mighL jusL be conused abouL some parL o Lhe process or your proposal (or your compeLiLor's proposal). 85 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Open and honesL communicaLion wiLh prospecLive clienLs will lead Lo beLLer clienL-designer relaLionships in Lhe long run. ou'll have a clearer undersLanding o exacLly whaL Lhey wanL, and Lhey'll eel comorLable asking you quesLions abouL Lhe process or oLherwise communicaLing when Lhey're conused abouL someLhing. 1his generally resulLs in happier clienLs in Lhe end and less sLressed designers during Lhe projecL iLsel. T!ings to Watc! 6ut For l a clienL seems impossible Lo saLisy, you may be beLLer o walking away rom Lhe projecL. l Lhey're unable Lo make a decision during Lhe proposal sLage, iL's only likely Lo geL worse as Lhe projecL progresses. ou wanL Lo work wiLh clienLs who can make decisions and meeL deadlines. ClienLs who can'L do eiLher only resulL in headaches or Lhe designer and are rarely compleLely happy wiLh Lhe inished resulL. AnoLher Lhing Lo waLch ouL or is a clienL who's consLanLly Lrying Lo geL you Lo come down on price or Lo Lhrow in exLras wiLhouL charging or Lhem. While someLimes Lhis is jusL indicaLive o a budgeL- conscious clienL, iL can also mean LhaL Lhe clienL is going Lo Lry Lo nickel-and-dime you on every parL o Lhe projecL, will dispuLe charges, and possibly even delay or neglecL Lo pay Lheir bills. 86 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 6'ercoming Specific Concerns SomeLimes when a clienL can'L make up Lheir mind, iL seems compleLely arbiLrary. 1hey don'L give you enough inormaLion abouL why Lhey're hesiLanL Lo hire you Lo eecLively convince Lhem wiLh anyLhing buL generaliLies. 8uL in oLher cases, Lhey give you speciic reasons why Lhey're unsure abouL hiring you. When Lhis happens, iL's an opporLuniLy. 1hey're giving you Lhe chance Lo overcome Lheir objecLions, as well as all Lhe inormaLion you need Lo do so. 1here are a number o common concerns clienLs have. And each one can be overcome once you know whaL Lhey're hesiLaLion is based on. Here are some o Lhe mosL common concerns clienLs have, and whaL you can do in response. Scope an. Scale of t!e Pro8ect ALer reviewing your careully craLed proposal, some clienLs may geL cold eeL and say Lhey only wanL Lo Lackle parL o Lhe projecL aL LhaL Lime. ln mosL cases Lhis is relaLed Lo eiLher Lhe Lime involved in Lhe projecL or Lhe price. ou'll need Lo ind ouL which one iL is, and Lhe easiesL way Lo do so is Lo ask. 8e upronL and simply ask Lhem i iL's Lhe Limeline or Lhe projecL or Lhe budgeL LhaL makes Lhem wanL Lo only compleLe parL o Lhe projecL aL Lhis Lime. l iL's Lhe Limeline or Lhe projecL, suggesL sLicking Lo Lhe proposed schedule (or a slighLly modiied one), buL rolling ouL new eaLures as 87 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lhey're compleLed, raLher Lhan waiLing or Lhe enLire siLe Lo be inished beore launching Lhe new siLe. AdjusL Lhe schedule i necessary Lo make sure each parL o Lhe projecL is modularized so parLs o Lhe siLe can be rolled ouL separaLely. 1hen, adjusL Lhe paymenL schedule so paymenL is made or each secLion launched. 1his helps assure you won'L end up compleLing more work Lhan you're paid or i Lhe projecL sLalls or is puL on hold by Lhe clienL. l iL's price Lhe clienL is concerned wiLh, you'll likely need Lo come up wiLh a plan Lo sLreLch Lhe projecL over a longer Lime period. ou can also propose a compromise, wiLh a biL more Lhan whaL Lhey're proposing or Lhe projecL, buL shorL o Lhe enLire proposal. l Lhe clienL has decided Lhey don'L wanL Lo spend as much money as Lhey'd originally planned, Lhere's oLen noL much you can do Lo overcome LhaL. lnsLead, work wiLh Lhe clienL wiLhin Lhe new budgeL. 1he goal here is Lo make Lhem very happy wiLh Lhe irsL phase o Lhe projecL so Lhey'll Lhen be eager Lo move on wiLh Lhe resL. 1here's more on overcoming price objecLions laLer in Lhis secLion. ,ffecti'eness ClienLs oLen have high hopes or Lheir websiLe when Lhey irsL sLarL ouL. 1hey hope iL will bring Lhem more cusLomers and more money. 8uL as Lhey move along in Lhe process, Lhey oLen sLarL Lo doubL Lhose original goals. 1his is oLen due Lo honesL eedback and guidance rom designers, who don'L wanL Lhem Lo have unrealisLic expecLaLions rom Lheir siLe. 8uL iL can quickly spiral ouL o conLrol and suddenly 88 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lhose once-enLhusiasLic clienLs are wondering i Lhere's even any poinL in a new websiLe. AL Lhis poinL, iL's usually a good idea Lo give Lhe clienL a pep Lalk. Ask Lhem again whaL Lhey're hoping Lo geL ouL o Lhe websiLe, and Lhen give Lhem concreLe inormaLion on how your proposal will help Lhem meeL Lhose goals. Remind Lhem LhaL a new websiLe isn'L going Lo miraculously improve Lheir business, buL iL's an imporLanL aceL o a successul markeLing and sales plan or many businesses. Don'L over- promise, buL be posiLive and remind Lhem why Lhey wanLed a new websiLe in Lhe irsL place. ,4perience 1his can be a Lough one Lo overcome. LeL's say your prospecLive clienL has proposals rom a number o designers Lhey're considering, and you're Lhe leasL-experienced. While someLimes coming in aL a lower price Lhan your more experienced compeLiLors can be enough Lo enLice Lhe clienL Lo Lake a chance, in oLher cases Lhey're more concerned wiLh resulLs Lhan money. 1he Lhing Lo do here is Lo reassure Lhem LhaL you have Lhe necessary skills Lo geL Lheir projecL done. PoinL Lhem Lo previous successul projecLs you've compleLed, and give Lhem LesLimonials or reerences Lo back up your claims. 1ell Lhem LhaL your price relecLs Lhe acL LhaL you have less experience, buL LhaL you're conidenL you can compleLe Lheir projecL successully. ln many cases, i you're conidenL you can 89 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ do Lhe work, iL will Lranser Lo Lhe clienL, and Lhey'll gain conidence LhaL you know whaL you're doing. )ccessibilit5 to Dou 1his can be a big concern Lo many clienLs. 1hey wanL Lo know LhaL i Lhey have a quesLion or need Lo geL in Louch wiLh you, LhaL you'll be accessible Lo Lhem. People are used Lo 24-hour supporL lines and insLanL answers when Lhey run inLo a problem. 8uL in mosL cases, designers can'L be quiLe LhaL accessible. Remind your clienL o all Lhe dierenL ways Lhey can geL in Louch wiLh you, and leL Lhem know LhaL you'll be available should an emergency wiLh Lheir websiLe arise. LeL Lhem know whaL your policy is when you go on vacaLion or are sick (is Lhere someone else who handles Lhings while you're gone or do you handle emergency work personally, even i you're siLLing on Lhe beach in Cabo) and assure Lhem LhaL you won'L drop o Lhe ace o Lhe earLh aL Lhe exacL Lime Lhey're websiLe crashes due Lo a huge increase in sales. Time /eBuire. on T!eir Part an. Dours l your clienL plans Lo keep Lheir websiLe updaLed Lhemselves, Lhey may be concerned abouL how much Lime LhaL will require. Some clienLs may envision having Lo hire an enLire new sLa member jusL Lo keep Lheir websiLe updaLed. 1he besL way Lo overcome Lhis is Lo give Lhem a sneak peek inLo Lhe CMS Lheir siLe will be builL on. Show Lhem 90 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ how easy iL will be or Lhem Lo add a new image or change around some LexL. l you're using a good CMS, Lhis should seL Lheir mind aL ease. l Lhe clienL wanLs you Lo be able Lo do updaLes Lo Lheir siLe, you may need Lo reassure Lhem LhaL a) you have Lime Lo keep Lheir siLe updaLed and won'L Lake weeks Lo make simple changes, and b) LhaL iL won'L Lake you hours and hours every monLh Lo make simple changes LhaL will end up cosLing Lhem hundreds or Lhousands o dollars. Civing Lhem an esLimaLe o how much Lime dierenL basic updaLes Lake, as well as reminding Lhem o your policy on minimum charges, will make Lhem less wary o huge unexpecLed mainLenance charges in Lhe uLure. Content 6ners!ip 1his concern is someLimes surprising or many designers. ClienLs oLen wonder who acLually owns Lheir websiLe, boLh Lhe conLenL on iL and Lhe siLe iLsel. 1his can be exacerbaLed i you're also oering Lhem hosLing and domain regisLraLion services. 1hey wanL Lo know whaL happens i Lhey decide Lo move Lheir siLe Lo a dierenL hosL or i Lhey wanL Lo make changes in Lhe uLure wiLh a dierenL designer. Make sure Lhere's someLhing in your proposal or conLracL LhaL sLaLes LhaL as long as Lheir bills wiLh you are currenL, Lheir websiLe and all conLenL on iL are Lheir properLy. LeL Lhem know LhaL aL any poinL Lhey can swiLch web hosLs or designers and you'll help aciliLaLe LhaL 91 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ change (aL your normal hourly raLe) in whaLever way is necessary. Assure your clienLs LhaL Lhe conLenL Lhey puL up on Lheir siLe is Lheir properLy, and LhaL Lhe siLe iLsel is also Lheirs. ou may wanL Lo puL a clause in Lhis, Lhough, LhaL sLaLes LhaL Lhe code is your copyrighLed maLerial and is only oered Lo Lhe clienL on a non-exclusive license. OLherwise, iL's easible LhaL a clienL could sue you i Lhey saw you designed a compeLiLor's siLe and used similar or idenLical eaLures. 8uL assure Lhem LhaL Lhis only applies Lo Lhe code, noL Lo Lhe design or conLenL. Price SomeLimes Lhe clienL's resisLance is relaLed Lo price. 1here are a Lon o low-priced (and oLen low-qualiLy) designers ouL Lhere, undercuLLing Lhe compeLiLion and enLicing clienLs wiLh big promises. lL can be LempLing, especially as a new designer, Lo Lry Lo maLch Lhese compeLiLors on price. 8uL LhaL's a bad idea or a ew reasons. iL undervalues your work, iL makes clienLs come Lo expecL low prices (which leads Lo even lower prices), and iL seLs a bad precedenL or uLure work rom LhaL clienL. While someLimes oering a small discounL Lo secure an accounL or Lo keep a long-Lerm clienL happy is accepLable, iL's a bad habiL Lo geL inLo. RaLher Lhan Lrying Lo compeLe on price, compeLe on vclue. ln all likelihood, i a company is undercuLLing your price by a loL, Lhey're cuLLing corners in one way or anoLher. Ask Lhe clienL quesLions abouL 92 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ whaL your compeLiLor is oering. 1hen compare iL Lo whaL you're promising Lhem. Asking quesLions in a non-LhreaLening manner can lead Lo Lhe clienL more careully scruLinizing whaL Lhe compeLiLor is acLually Lelling Lhem. Reassure Lhe clienL LhaL you sLand behind your work, and while you can'L guaranLee resulLs, you will guaranLee LhaL Lhe websiLe will be ully-uncLional and supporLed. l Lhe compeLiLion is promising Lhe moon or very liLLle money, iL can be a good idea Lo remind your prospecL Lo geL and check reerences, and Lo visiL and use some o Lhe siLes wiLhin LhaL company's porLolio. lL also pays Lo remind Lhem Lo be sure Lhe compeLiLor did Lhe enLire websiLe, noL jusL Lhe design or coding. 1here are horror sLories ouL Lhere o people paying Lhousands or whaL Lhey Lhink will be a ully- uncLioning websiLe and in Lhe end all Lhey end up wiLh are some PSD iles and a company LhaL won'L answer Lheir emails. As menLioned beore, you don'L wanL Lo Lrash your compeLiLion. 8uL LhaL doesn'L mean you can'L encourage your prospecLive clienLs Lo carry ouL proper due diligence in choosing which irm Lo hire. Make sure, Loo, LhaL you don'L alienaLe Lhe clienL i Lhey decide Lo go wiLh a dierenL irm. l Lhe sole reason was price (and iL was a signiicanL dierence), chances are Lhey may be unhappy wiLh Lhe inished producL. ou wanL Lhem Lo come back Lo you i Lhey decide Lo redo Lheir siLe. l Lhe price issue has less Lo do wiLh a compeLiLor undercuLLing you and more Lo do wiLh general sLicker shock, meeL wiLh Lhe clienL Lo 93 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ discuss Lheir budgeL needs in beLLer deLail. 1ry Lo come up wiLh a soluLion LhaL works or Lheir budgeL. Again, be careul o prospecLs who are Lrying Lo nickel-and-dime you, buL realize LhaL someLimes people jusL don'L realize how expensive a websiLe can be. Consider working ouL phases o Lhe projecL, so Lhey don'L have Lo pay everyLhing all aL once and can compleLe dierenL phases as Lheir budgeL allows. Working wiLh a clienL and coming up wiLh muLually- beneicial soluLions like Lhis can be an excellenL oundaLion Lo building a long-Lerm relaLionship wiLh a clienL who will noL only bring you consisLenL work, buL will also appreciaLe LhaL you're sensiLive Lo Lheir business needs. In Conclusion CreaLing a proessional proposal is a key sLep in landing new clienLs. Spend Lhe Lime and energy Lo creaLe a cusLom proposal or each prospecLive clienL raLher Lhan using some boilerplaLe copy and you'll see your closing raLes rise. A clienL who eels like you're paying speciic aLLenLion Lo Lhem, Lheir needs, and Lheir projecL will be more likely Lo hire you and will likely be happier wiLh Lhe end resulL. 94 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e Finances of Freelancing 3y lule Reimer We're noL accounLanLs. We're web designers. Fspecially when working as an individual raLher Lhan as parL o a Leam, many reelancers geL caughL up in ocusing on Lhe websiLes LhaL Lhey creaLe raLher Lhan Lhe necessary pracLices surrounding each projecL. 1hese pracLices can aid in a number o ways, such as sLress-relieving organizaLion, more eicienL Lime managemenL, a beLLer undersLanding o cosLs and pricing, and ulLimaLely how your reelance work iLs inLo your overall annual income. 95 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e Foun.ation Record keeping and analysis are oundaLional Lo inancial eorLs, wheLher we like iL or noL. 1racking Lime spenL and corresponding Lasks during a projecL is crucial Lo beLLer undersLanding your reelance work rom a high level. lL doesn'L need Lo enLail an hour-by-hour log even esLimaLing Lime spenL aL Lhe close o a projecL, when Lhese igures are resh in your mind, can do Lhe Lrick. 1he boLLom line is, beore you can seek Lo improve or LighLen up your reelance inances you need Lo accuraLely undersLand where you currenLly sLand. 1he Lhree elemenLs o keeping records are Lime, income, and expenses. l you can record Lhese or each projecL, and how Lhe Lhree o Lhese inLeracL you're in greaL shape Lo begin analyzing how you can beLLer sLay organized and even increase your revenues. %a4imiGing Profit W!at to In'oice For Our income as web designers is relaLively sLraighL orward we geL paid or a web projecL according Lo a price predeLermined in projecL planning and clienL inLeracLion. However, iL's a good pracLice Lo develop a more deLailed invoice Lhan jusL Lhe overall projecL cosL. Common lines on your invoice can include adminisLraLive Lime spenL documenLing and organizing Lhe projecL, overhead or managing 96 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ conLracLors or projecL managemenL, maLerials such as sLock phoLography/onLs and any special soLware requiremenLs, and conerence calls, Lravel, and meeLings. lL can eel a liLLle uncomorLable aL irsL billing or Lhings like adminisLraLion or cosL per kilomeLer or Lravel, buL Lhese are generally accepLed pracLices LhaL mosL clienLs engage in Lhemselves. 9uoting Best Practices 1he projecL quoLe or bid is where your projecL income all begins. 1here are enLire arLicles wriLLen on Lhis Lopic alone and iL's besL Lo do Lhe research Lo deLermine boLh how Lo go abouL quoLing a projecL wiLh a clienL, and how Lo quoLe accuraLely (noL Loo high, noL Loo low). lL's imporLanL Lo engage in Lwo speciic pracLices when quoLing a needs analysis, and a markeL analysis. 1he needs analysis enLails gaLhering every biL o relevanL inormaLion perLaining Lo Lhe projecL and whaL Lhe clienL requires, and Lhe markeL analysis involves assessing Lhe currenL web markeL or Lhe Lype o projecL, as well as your level o skill and experience (and LhaL o your Leam members i applicable). 97 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ %inimiGing ,4penses =sing Web Tools 1here are liLerally hundreds o web apps, online Lools, and open source downloads LhaL can assisL you in Lime managemenL, invoicing, documenL LemplaLes, process mapping, and all sorLs o Lasks LhaL occur LhroughouL Lhe design and developmenL process as well as overall inances. Pick a ew o Lhese, buL noL all o Lhem, and work Lhem inLo your business model. Pen and paper, or sporadic spreadsheeLs and documenLs, can only Lake you so ar beore Lhey begin wasLing your Lime raLher Lhan saving iL. l ind web Lools parLicularly useul or Lime Lracking, projecL managemenL, invoicing, and sLreamlining communicaLions. Streamline Dour Process 8e sure Lo develop a process or Lo save Lime and prevenL yoursel rom re-invenLing Lhe wheel wiLh every projecL. 1here are some greaL web design process guides in Lhe resources secLion check Lhem ouL! OLher sLreamlining Lime-saving acLiviLies can involve draLing common emails, Lo-do lisLs, and leveraging collaboraLion Lools. 98 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ )'oi.ing Pitfalls 1here are cerLainly some inancial risks when iL comes Lo reelancing LhaL can leave you ouL in Lhe cold. Some o Lhese pracLices have helped keep me rom geLLing burned, or have come abouL rom experiencing some unorLunaLe siLuaLions in Lhe pasL! Fi4e. Buotes from subcontractors 1his is someLhing LhaL l almosL always demand, especially concerning a large projecL. Allowing sub-conLracLors Lo charge by Lhe hour opens you up Lo serious risk, even i Lhe individual in quesLion is a LrusLed riend or associaLe. l he or she underesLimaLes Lhe Lasks unorLunaLely, LhaL's Lheir problem, noL yours. ALer all, you're Lrying Lo run a business. Clear financial communication Wit! clients 8eing upronL abouL cosLs and expenses could very well be Lhe number one rule Lo inancial eecLiveness in reelancing. Remaining clear abouL expenses aL Lhe beginning o a projecL is much easier Lhan Lrying Lo jusLiy Lhem in Lhe end. l all is laid ouL and Lhe clienL undersLands whaL Lhey will be charged and why Lhey are being charged or iL Lhey'll be happy Lo pay you. Surprises, on Lhe oLher hand, can cause delays and conlicLs. 99 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Wit! subcontractors Clear inancial communicaLion is jusL as crucial when dealing wiLh your Leam or your subconLracLors. Make sure Lhey are aware exacLly whaL you will pay, when you will pay iL, and conversely whaL you expecL in reLurn, and when you expecL Lo geL iL. C!arge part of 5our pro8ect re'enue up front lL's common indusLry pracLice Lo charge a percenLage o your projecL revenue up ronL or aL leasL a porLion o iL somewhere in Lhe early sLages. l you've pracLiced good clienL inLeracLion, sales, and communicaLion, Lhe clienL shouldn'L have a problem wiLh Lhis concepL. 1his can also save your Lail i Lhe clienL or some reason decides Lo upseL Lhe projecL parL- way Lhrough, and drives urLher commiLmenL Lo conLribuLe Lo Lhe working relaLionship. Back up 5our files lL only Lakes one hard drive ailure Lo burn Lhis pracLice inLo your memory orever, and you'll never quiLe expecL iL when iL comes. PrevenL Lhis Lype o scenario by backing up noL only your web siLe iles, buL all o your records and inancial daLa as well. lL's a good policy even Lo make hard copies o cerLain imporLanL documenLs such as conLracLs and income sLaLemenLs. 100 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1he way l approach backing up inormaLion is Lhe "ire menLaliLy". l my laL or oice burned Lo Lhe ground, whaL would l have leL 1his means LhaL beyond your compuLer, your exLernal hard drives, and hard copies you need Lo have addiLional or supplemenLary backup eiLher online or aL a separaLe locaLion. Banking While many o us sLarL by working ouL o our kiLchens or bedrooms as an individual reelancer, iL's imporLanL Lo separaLe your personal inances rom your business inances especially i you're planning on expensing cerLain iLems Lo Lhe business or Lax deducLions. SLarL by meeLing wiLh someone rom your local bank Lhey're generally happy Lo siL down by appoinLmenL and discuss your needs as a small business owner, and Lhey can shed some greaL lighL on your inancial siLuaLion sLemming rom Lheir experience in Lhe banking indusLry. Once you have a good handle on your opLions and whaL Lhe sLandards are, open up a business bank accounL and sLarL running your income and expenses Lhrough iL raLher Lhan your personal accounL. 1haL way everyLhing is kepL nicely separaLe and iL's easy Lo view your business acLiviLy by checking ouL your accounL hisLory. 101 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ l you expense equipmenL, Lravel, ood, supplies, and Lhe like Lo your business or Lax deducLion, be sure Lo keep a record o all receipLs as hard copies as well as Lo enLer Lhe daLa elecLronically in some ashion (poLenLially using a web Lool). 2o'ernment or Institutional Support lL may be dierenL depending on your geographic locaLion, buL iL's worLh looking inLo eiLher way. ln Canada, or insLance, Lhere are a whole pile o resources aimed aL helping small business owners succeed Lhese include small business cenLers in every major ciLy or seminars, neLworking, and markeLing, as well as applicaLions or granLs and loans rom Lhe governmenL Lo help you on your way. lL's worLh looking inLo Lhe supporL LhaL may be available Lo you, wheLher iL's simply a neLwork or acLual inancial aid. 2etting Personal -ig! >e'el Perspecti'e on Dour Income Freelance income is oLen seriously sporadic, especially i iL's a parL Lime side gig as wiLh mosL web designers. ou do some work in whaL eels like your spare Lime, and you receive almosL random inluxes o cash as projecLs close or you move Lhrough paymenL schedules. 102 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1his sLyle and Lype o income generaLion can be diiculL Lo wrap your head around in comparison Lo a sLeady salary and a sLandard pay day once every ew weeks LhaL you'd receive rom a ull-Lime corporaLion. lL's imporLanL Lo sLep back and undersLand how much you're acLually earning, especially in comparison Lo Lhe overall Lime you puL inLo each projecL. Personal Bu.geting Personal budgeLs are always a pain, unless you're Lhe hyper-organized Lype. However, using Lhe igures gleaned rom inancial esLimaLes and calculaLions based on web projecLs can play a major role in organizing yoursel economically. lnsLead o "oh, and l'll probably make a couple grand here and Lhere rom web projecLs", iL should ideally be, "lasL year my neL income rom web design was roughly SXXXXX, so l can acLor Lhis inLo my overall expenses and income." Ta4es 1his is also a localized issue depending on whaL counLry you design ouL o, buL iL's a generally imporLanL piece o Lhe puzzle Lo keep in mind LhroughouL Lhe enLire year. All o your record keeping and LighL organizaLion will conLribuLe Lo a much more sLress-ree Lax iling season Lhan a mad scramble Lo dig up receipLs and old senL emails. 103 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 8e sure Lo invesLigaLe Lhe proLocols and limiLs or whaL you can expense Lo your business, as well as any oLher regulaLions. Web design income can be LempLing Lo keep o o Lhe books in cerLain siLuaLions, buL in Lhe long Lerm iL is rarely in your avour. ou're much beLLer o developing sLrong small business accounLing pracLices and inancial discipline Lo aid you in uLure work. Financial Planning Linking Lo Lhe discussion o undersLanding your web design income rom a high level, inancial planning on a longer Lerm scale is also imporLanL. When analyzing your personal income plan and having a birds-eye-view inancial ouLlook, iL's imporLanL Lo consider reLiremenL planning as well as debL pay-down plans. Use Lhe records you've begun Lo keep and your inancial daLa rom web income Lo assisL Lhese personal inancial plans. 1he previously menLioned discussion wiLh a banker can also be a good Lime Lo bring up Lhese concepLs. Conclusion lL all comes down Lo spending Lhe righL Lime and eorL Lo keep Lrack, save Lhe inormaLion, and Lhen use iL when necessary Lo accomplish Lasks and adminisLraLion aL high eiciency. FsLimaLion is a concepL employed a greaL deal by web designers, and sLriving Lo make Lhese esLimaLions accuraLe should be a very high prioriLy. WiLh Lhis inormaLion you can reach ideal revenue rom projecLs, minimize your 104 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ expenses wiLh each new venLure, and organize yoursel inancially or discipline and reedom rom sLress. 105 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Communication it! Clients " Partners 106 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to I.entif5 an. Deal Wit! Different T5pes 6f Clients by Rcbert 3cwen 107 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ln business, being able Lo read people and quickly geL a sense o who you're dealing wiLh is an invaluable skill. lL Lurns your encounLer wiLh a clienL inLo an opporLuniLy Lo caLch a glimpse o Lhe upcoming projecL and how iL will need Lo be handled. lL is one o Lhe building blocks o a proessional relaLionship. ln Loday's digiLal age, Lhe arena has shiLed Lo Lhe Web, and Lhe online oice space LhaL mosL reelancers inhabiL limiLs personal inLeracLion. 1hough sussing ouL a clienL's personaliLy via online communicaLion is diiculL, iL sLill remains an invaluable Lool in your arsenal. ln Lhe reelancing ield, you will encounLer a range o clienL Lypes. 8eing able Lo idenLiy which you are dealing wiLh allows you Lo develop Lhe righL sLraLegy Lo maximize your inLeracLions wiLh Lhem, and iL could save your saniLy. 8elow is a lisL o Lhe mosL common personaliLy Lypes and Lhe Lell-Lale signs LhaL will Lip you o. T!e Passi'e7)ggressi'e 1his is Lhe clienL who is very passive when you ask or iniLial inpuL, buL when you submiL Lhe inished producL, Lhey aggressively aLLack iL, demanding a loL o deLailed changes, boLh major and minor. 1hey had an idea o whaL Lhey wanLed all along buL kepL iL mosLly Lo Lhemselves. 108 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Fven Lhough Lhey showed appreciaLion o cerLain ideas and elemenLs LhroughouL Lhe developmenL process, do noL expecL Lhe passive- aggressive clienL Lo keep any o Lhem as Lhey send revisions your way. I.entif5ing C!aracteristics CommunicaLion is mosLly one-sided and unhelpul during projecL developmenL. Makes sLaLemenLs such as. "l'm noL really sure whaL we're looking or." "JusL do someLhing LhaL would appeal Lo us generally." "ou LoLally missed Lhe poinL o whaL we wanLed." -o to Deal PaLience is Lhe key. FxpecLing Lhe lasL-minuLe requesLs or revisions may soLen Lhe blow o Lhe clienL's aggressive behavior. Keep your original layered design inLacL so LhaL you can easily reine and change iL laLer (noL LhaL you wouldn'L, buL iL does happen). Also, make sure your conLracL speciies a limiLed number o revisions. T!e Famil5 Frien. 1his is Lhe clienL whom you have known or years eiLher Lhrough personal or amily inLeracLion, and Lhis connecLion has landed you Lhe job. 1he relaLionship will be LesLed and perhaps marred orever by 109 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ whaL could very well be a nighLmare o a projecL. 1his amily riend believes he deserves a "special" price and unbridled access Lo your work. 1hey will someLimes unwiLLingly beliLLle your work or noL Lake iL seriously because o Lheir personal connecLion Lo you. I.entif5ing C!aracteristics 1hese clienLs are easy Lo idenLiy because. well, you know Lhem. Makes such sLaLemenLs as. "Could you jusL Lhrow someLhing LogeLher or me" "l don'L wanL you Lo Lhink LhaL jusL because l know you l wanL you Lo cuL me a deal." "ou're going Lo charge me whaL! 8uL we go way back!" -o to Deal 1he way Lo deal wiLh Lhis clienL depends on how well you know Lhem and how much you value your relaLionship wiLh Lhem. 8uL remember LhaL anyone who would Lake advanLage o such a relaLionship is noL Lruly a riend, so respond accordingly. An honesL approach could end up saving Lhe relaLionship. 8uL sLarL o wiLh a proessional, noL personal, Lone, and Lhey may ollow your lead. O course, i you Lruly value Lhe relaLionship, you may wanL Lo pass on Lhe job alLogeLher. 110 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e =n.er7Haluer Like Lhe amily riend described above, Lhis clienL will devalue your creaLive conLribuLions. 8uL Lhere is a dierence. you do noL acLually know Lhis person. 1here is no raLionale or Lheir behavior. 1hey eel Lhey should geL a "riend's" pricing raLe noL because Lhey wanL Lo be riends wiLh you, buL because Lhey do noL see your work as being worLh LhaL much. even i Lhey couldn'L do iL Lhemselves. NoL coming rom a creaLive background or even having had exposure Lo Lhe arLs can mar someone's appreciaLion o Lhe work LhaL you do. ALer years in our ield, we make iL look easy, and LhaL is whaL Lhe under-valuer sees. I.entif5ing C!aracteristics Does noL respond Lo quesLions in a Limely ashion. Makes such sLaLemenLs as. "lL's noL like iL Lakes much eorL on your parL." "Couldn'L you jusL Lhrow someLhing LogeLher or me" "How hard can Lhis really be" -o to Deal Conidence is key here. ou know whaL your work demands and how well you do your job. 1he under-valuer will recognize Lhis conidence. Don'L back down or concede a poinL Lo Lhe clienL when discussing your role in Lhe projecL. SLanding irm will esLablish Lhe proessional 111 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ and respecLul Lone you deserve. l Lhe clienL does noL respond in kind, cuL your losses and decline Lheir projecL. T!e 0it7Picker 1his clienL is never ully saLisied wiLh Lhe work you do and will consLanLly pick on minor deLails here and Lhere LhaL Lhey dislike and wanL changed. Do noL be surprised i Lhey ask you Lo change Lhese same deLails over and over ad nauseam. lL is noL a sign o disrespecL (as iL is wiLh Lhe oLher clienLs), buL simply Lhe naLure o Lhe person. 1hey may have been burned in some oLher projecL and are now unsaLisied wiLh everyLhing in Lheir paLh, including your work. I.entif5ing C!aracteristics Complains almosL consisLenLly abouL unrelaLed Lhings. Personal ouLlook comes wiLh a scaLhing biLe. Makes such sLaLemenLs as. "How hard is iL Lo [ill in Lhe blank wiLh any ranL]" "l'm really noL sure abouL Lhis elemenL here. lL jusL doesn'L pop!" "l don'L Lhink you are really geLLing iL." 112 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to Deal Once again, paLience is imporLanL (especially i you have some masochisLic reason or Laking on niL-picking clienLs). 1ry Lo deLach yoursel rom Lhe projecL as much as possible, so LhaL Lhe consLanL niL-pickery does noL aecL you personally. lL is easy Lo eel hurL or geL deensive when your work is repeaLedly quesLioned, and you may begin Lo doubL your skill. 8uL undersLand LhaL Lhis is noL abouL you or your LalenL, iL is simply a personaliLy LraiL o Lhe person you are dealing wiLh. And once again, proLecL yoursel in Lhe conLracL. T!e Scornful Sa'er 1his clienL has similariLies Lo Lhe niL-picker and under-valuer buL is acLually impressed wiLh your work and skill seL. 1hey criLicize you merely Lo undermine your conidence in an aLLempL Lo lower your pricing raLe. Unlike some oLher clienL Lypes, Lhe scornul saver undersLands creaLive people and Lheir processes. 8uL Lhey are cheap and manipulaLive, and Lheir scheme may have worked in Lheir avor once or Lwice in Lhe pasL. So, Lhey conLinue Lo subLly abuse Lhe people Lhey hire in Lhe hope o saving every lasL penny. 113 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ I.entif5ing C!aracteristics ComplimenLs always come wiLh a less-Lhan-laLLering qualiier. 1akes Lime Lo respond Lo quesLions, someLimes making you ask more Lhan once. Makes such sLaLemenLs as. "l really like whaL you've done overall, buL l'm unsure abouL one or Lwo Lhings." "ou may noL have goLLen exacLly whaL we're looking or, buL you're close." -o to Deal Once again, iL is all abouL conidence. Having a solid undersLanding o your ield and being conidenL in your knowledge and abiliLies will keep Lhis clienL's manipulaLion in check. SLanding your ground and even calling Lhe clienL on some o Lheir LacLics could shiL Lhe balance o power over Lo you. 8e prepared Lo walk away rom Lhe projecL i Lhe disrespecL and manipulaLion conLinues. 1here will be oLher projecLs and oLher clienLs. T!e II7Coul.7Do7T!is7%5selfJ7er Where Lo begin. When Lhis clienL arms a projecL ouL Lo you, Lhey make clear Lo you LhaL Lhey know how Lo do whaL Lhey're hiring you Lo do buL LhaL Lhey jusL don'L have Lhe Lime Lo acLually do iL. 1hey may 114 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ be working aL a irm or an enLrepreneur, eiLher way, you are Lhere Lo pick up Lheir slack. l Lhey're aL a irm, you could be in or an inLeresLing siLuaLion, Lhey were likely hired or Lheir parLicular sLyle and proposals, and now you will have Lo please Lwo seLs o people. Lhe person who hired you and Lhe people who hired him. I.entif5ing C!aracteristics Will generally be (or look) hecLic and rushed. CommunicaLion rom Lhem oLen Lakes Lhe orm o shorL bursLs o inormaLion. Makes such sLaLemenLs as. "l could easily handle Lhis i my schedule weren'L so ull." "Really NoL sure LhaL's Lhe direcLion l would've gone in, buL whaLever." "Remember, you are illing my shoes, and Lhey're preLLy big." -o to Deal 1he "l-Could-Do-1his-Mysel"-er will likely have recognized your LalenL and skill righL away, which is why Lhey hired you. 1hey merely wanL you Lo know LhaL Lhis projecL (and Lhus you) is noL above Lheir abiliLy. And Lhough Lhese reminders will graLe on you periodically, Lhey will leL you run wiLh your ideas, perhaps oering suggesLions or eedback on Lhe inal design. 115 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e Control Freak 1his clienL desperaLely needs Lo micro-manage every liLLle deLail o Lhe projecL, no maLLer Lheir qualiicaLions. No decision may be made wiLhouL Lheir expliciL inpuL and approval. 1his Liresome clienL orces himsel inLo your worklow, heedless o eiLher inviLaLion or proLesL, and will demand access Lo you aL whim. 1he concepLs o boundaries and sLricL work processes are easily losL on Lhe conLrol reak, who consLanLly disrupLs Lhe low. 1hey may also believe you lack dedicaLion or preparedness, urLher reinorcing Lheir need Lo inLerere. I.entif5ing C!aracteristics lniLial conLacL is long, deLailed and one-sided, wiLh liLLle inpuL soughL rom you. our inpuL remains unsoughL as Lhe projecL pushes orward. Makes such sLaLemenLs as. "1his way we can keep in conLacL 24/7 in case you have any quesLions, or l do." "l really know besL whaL is righL or Lhe projecL and whaL is noL." "WhaL do you mean, l'm disLracLing you l am Lhe only Lhing keeping Lhis projecL on Lrack!" -o to Deal l you absoluLely musL Lake on Lhis clienL, or whaLever reason, resign 116 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ yoursel Lo Lhe acL LhaL you will noL be sLeering aL any poinL. ou will have Lo deLach yoursel rom Lhe work because you will have no conLrol aL all. ou will merely be consLrucLing, noL designing, so jusL leL go and leL iL happen. ou may wanL Lo exclude Lhis projecL rom your porLolio. T!e Dream Client 1his clienL, widely dismissed as a myLh, does in acL exisL and undersLands Lhe ull scope and arLisLry o your work. 1hey value your role and creaLive conLribuLions and wanL you in Lhe driver's seaL as soon as Lhe projecL geLs underway. 1hey are Limely wiLh responses and paymenLs. paymenLs LhaL Lhey did noL "negoLiaLe" buL raLher accepLed or whaL Lhey are. 1hey relecL on your suggesLions and have conidence in your capabiliLies. I.entif5ing C!aracteristics ls enLhusiasLic abouL Lhe projecL and your involvemenL in iL. CommunicaLion shows awareness o and respecL or your role. Makes such sLaLemenLs as. "Here's Lhe brie we prepared. 1he resL is preLLy much up Lo you." "We like whaL we've seen and LrusL you'll do greaL Lhings or us." 117 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to Deal Don'L brag! JusL enjoy Lhe ride and hold on Lo Lhem or as long as you possibly can! Wrap7up 8eing able Lo idenLiy Lhe Lype o clienL you are dealing wiLh will prepare you or Lhe job ahead. lL will also help you decide wheLher Lo accepL Lhe job in Lhe irsL place. our conLracL will relecL Lhe power dynamics o Lhe projecL, so Lhe more you know abouL Lhe clienL, Lhe beLLer able you will be Lo adjusL Lhe conLracL as necessary. 118 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to Impro'e Designer7Client /elations!ips 3y Acrcn Crijjith 119 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Cood business relaLionships rarely jusL happen. While a smiLLen designer and Lheir sLarry-eyed clienL may sLarL ouL well wiLh a "honeymoon" o a successul iniLial projecL launch, Lhings can geL rocky asL. 1he once-anLicipaLed phone calls requesLing new designs LhaL used Lo be welcomed are now dreaded, and Lhe previously inrequenL and brie revision requesLs are now hosLile diaLribes criLiquing every aspecL o a submiLLed projecL. 1ruly, i you LhoughL LhaL hearing "LeL's jusL be riends" rom your junior high love inLeresL was bad, waiL unLil one o your clienLs cancels your projecL wiLh an email LhaL ends wiLh "One o our sales guys boughL LhaL PhoLoshopper Lhing, he's going Lo give Lhis logo sLu a shoL." JusL like a romanLic relaLionship, clienL/designer parLnerships Lake work Lo be successul. While each clienL has Lheir own unique needs, here are a ew Lips LhaL hopeully will keep your working relaLionships healLhy and enjoyable. #. Don?t be afrai. to sa5 KnoK 1his may seem counLerinLuiLive, buL you cerLainly can have Loo many clienLs LhaL require way more Lime and eorL Lhan Lhey are worLh. l you have Lhe Lime, energy, and manpower aL your disposal Lhen, by all means, Lake on new projecLs and grow your business. However, i you don'L have Lhese limiLed resources (and Lhey are limiLed!), don'L place 120 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ an unneeded burden on yoursel or your Leam Lo pull an excellenL inal producL ouL o Lhin air. l you over-commiL yoursel Lhen Lhere is Lhe risk o noL spending Lhe Lime and eorL needed on exisLing work, making your currenL clienLs unhappy and poLenLially driving Lhem away. lL can be very LempLing Lo obligaLe yoursel Lo new projecLs LhaL could be enjoyable or lucraLive or you and your Leam, buL i you know LhaL you can'L handle Lhe work aL LhaL momenL, iL is ar beLLer Lo say "no" Lhen Lo risk your repuLaLion and good name. AL besL you will eiLher hand Lhe projecL in laLe or you will overwork yoursel and your Leam while sacriicing Lime on exisLing work- neiLher is desirable. Far beLLer Lo poliLely decline a requesL and ask or a rain check- Lhe prospecLive clienL will respecL you or iL and poLenLially come calling laLer. On a relaLed noLe (and keeping wiLh Lhe relaLionship Lheme), someLimes a "divorce" is called or beLween yoursel and a clienL. l you ind LhaL one clienL is Laking up mosL o your Lime, causing mosL o your headaches, and could easily be replaced by someone beLLer, Lhe Lime may be righL Lo move on. A decision like Lhis should never be made lighLly, buL iL can poLenLially make your lie easier and open up space or beLLer cusLomers. 2. Talk t!ings out A loL o problems in a romanLic relaLionship can be avoided i boLh parLies are willing Lo admiL LhaL Lhey aren'L mind readers LhaL 121 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ inLuiLively undersLand Lhe needs o Lhe oLher person. 1he same goes or designers and Lheir clienLs. no maLLer how well a designer Lhinks Lhey undersLand a clienL's insLrucLions, Lhey likely are missing someLhing because Lhe clienL eiLher doesn'L Lhink LhaL Lhey need cerLain inormaLion or Lhey assume LhaL such ino is a given. 8y simply asking a ew poinLed quesLions Lo your clienLs, you can sLimulaLe necessary discussion LhaL will do away wiLh uncerLainLies LhaL lead Lo unnecessary revisions and wasLed Lime. Here are a ew examples. WhaL is Lhe ulLimaLe purpose o Lhis design Who are you Lrying Lo reach wiLh Lhe design How will Lhis design be used (lyer, websiLe, billboard, eLc.) How much Lime should l spend on Lhis/ how much money are you willing Lo spend Also, i you anLicipaLe any poLenLial conlicL or diiculLies LhaL will arise wiLh your clienL while you work on a projecL or Lhem, negoLiaLe Lhe deLails beore sLarLing work. ln many cases negoLiaLion may mean leLLing Lhem know LhaL you require a cerLain amounL o reedom in your work Lo make Lheir design a success. 1o have a reerence poinL or uLure discussions, wriLe down all Lhe agreemenLs LhaL you and your clienL come Lo in your negoLiaLions. UlLimaLely, you need Lo make sure LhaL you undersLand as much as you can abouL who your clienL is and whaL Lhey expecL rom you beore you sLarL work. While Lalking Lhings ouL aL lengLh beorehand may seem Ledious, Lrying Lo work solely o o your inLuiLion won'L geL you very ar and iL likely won'L endear you Lo your clienLs. 122 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 3. Create a ork process CreaLive Lypes Lypically eschew uniormiLy and predicLabiliLy, buL Lhe implemenLaLion o a sLandardized (read. boring) work process mighL be jusL whaL you need Lo improve relaLionships wiLh your clienLs. es, "process" has Lhe connoLaLions o an overused piece o managemenL- speak, buL whaL is iL really Simply puL, iL is a sLandardized way LhaL you organize your LhoughLs and work so LhaL you can work more eicienLly and eecLively. our process doesn'L have Lo be Loo speciic or deLailed, buL iL should Louch on every aspecL o sLarLing, working on, and delivery o your projecL Lo a clienL. WhaL does a process look like Here's a general example upon receiving a projecL requesL. . Conirm projecL deLails (due daLe, cosL, eLc.) 2. 1ask ouL every aspecL o projecL 3. Figure ouL whaL Lasks are yours, delegaLe oLhers wiLh speciic insLrucLions 4. CreaLe draL or review 5. SoliciL eedback rom clienL 6. Make adjusLmenLs based on eedback (RepeaL sLeps 5 and 6 as needed) 7. 8ill cusLomer 8. Check back in 6 monLhs or more projecLs ou may Lhink LhaL someLhing as simple as Lhis plan is unnecessary, and you may be righL. However, iL can be very helpul Lo have an ordered checklisL o Lhings LhaL you always do Lo reer Lo when 123 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ working wiLh clienLs. Having a process checklisL like Lhis hanging on your wall can give you direcLion and keep you on Lrack when managing mulLiple or complex projecLs. 8eLLer yeL, one idea mighL be Lo even share your process wiLh your clienL LhaL way you can poinL Lhem Lo speciic sLeps LhaL you are on in your work or Lhem. A clienL will appreciaLe knowing exacLly whaL is going on wiLh Lhe projecL, and Lhey will be less likely Lo badger you wiLh requesLs or sLaLus updaLes. 1. 2et Kpreempti'eK fee.back 8eore you asked your middle school crush ouL on a daLe, you probably ran your game plan by your riends and had Lhem look or laws ("Dude, you should deiniLely noL Lake her Lo 8urger King and Lhen SchinJlers list!"). Similarly, Lhere are ew Lhings LhaL can be more helpul Lhan having oLher people look over your design work and criLique iL beore you submiL iL Lo a clienL. However, geLLing good, acLionable eedback isn'L always easy and iL can be a very humbling process. Here are Lwo Lips or Lhose who wanL Lo geL preempLive inpuL rom oLhers. 2et fee.back from t!e rig!t people NoL all criLicism is creaLed equal. Some o iL is really valuable, some is average, and Lhe resL could geL you ired i you implemenLed iL. 1hereore, you need Lo choose your eedback sources careully. However, Lhis doesn'L mean LhaL you should only soliciL help rom 124 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ oLher designers or proessionals in your ield. lL is essenLial Lo geL an ouLsider's perspecLive LhaL comes rom someone in your clienL's LargeL markeL, or aL leasL oLher designers LhaL undersLand Lhe populaLion LhaL you are Lrying Lo caLer Lo. Put 5our ego asi.e CeLLing your work criLiqued by oLhers can be a painul process, especially i you puL loLs o Lime and energy inLo your projecLs and you Lake pride in whaL you do. However, i you really wanL good eedback Lhen be prepared Lo have your design ideas called inLo quesLion. Don'L be deensive or view criLiques as ad hominem aLLacks on you or your philosophy as a designer. 1ry Lo remember LhaL your work isn'L ulLimaLely abouL you iL`s a service or someone else and Lheir needs as a clienL. Once you do Lhis you are lessening Lhe emoLional burden on yoursel, Lhus making iL easier Lo hear and implemenL suggesLions rom oLhers regarding your work. *. Be timel5 ou wouldn'L show up 30 minuLes laLe or a irsL daLe, and regular Lardiness can be a consLanL source o aggravaLion or some signiicanL oLhers. lL's noL Loo dierenL wiLh your design work, be on Lime, and nerves are much less likely Lo be rayed. 8eing Limely sounds simple (and iL is), buL iL is essenLial LhaL designers undersLand LhaL noLhing peeves a clienL like Lurning projecLs in laLe or missing seL deadlines. 125 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1he key Lo being on Lime has a loL Lo do wiLh sLaying ocused on your work, doing whaL you say you will do, and noL sLreLching yoursel Loo Lhin (see Lip #). 8uL perhaps Lhe besL sLraLegy or working wiLh your clienL in a Limely manner is Lo sLay in consLanL communicaLion wiLh Lhem. 1his may mean giving a regularly scheduled updaLe on Lhe projecL's progress, or iL may jusL require Lhe occasional email or phone call Lo leL Lhem inormally know how Lhings are going. Choosing how Lo do Lhis is up Lo you, buL Lhe main reason or doing so is Lo keep your clienL aware o any issues or problems LhaL you run inLo LhaL would prevenL you rom handing in a projecL on Lime. MosL clienLs will have no problem pushing back a due daLe because o unoreseen circumsLances as long as Lhey are kepL in Lhe loop wiLh whaL is going on and Lhey are made known o Lhe problems when Lhey happen. Fxplaining an unexpecLed issue Lwo weeks (or even Lwo days) rom Lhe due daLe is much easier Lhan Lwo hours beore Lhe projecL was due. Conclusion Hopeully Lhis arLicle has given you some help in successully improving and mainLaining your relaLionships wiLh clienLs (wiLh a ew ree daLing poinLers along Lhe way, ree o charge!). 1his lisL isn'L exhausLive Lhere are many dierenL sLraLegies Lo build rapporL wiLh your clienLs buL jusL sLarLing wiLh Lhese 5 basic pracLices will sLrengLhen Lhe relaLionships you currenLly have and build a solid oundaLion or sLarLing new ones. 126 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to Communicate it! De'elopers ,ffecti'el5 by Rycn Scherj l you have ever worked wiLh a developer or a developmenL Leam, Lhis arLicle will probably sLrike close Lo home. As designers, we work wiLh 127 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ dozens o developers across Lhe globe aL lengLh in Lerms o whaL needs Lo be accomplished wiLh Lhe user inLerace, and whaL iL needs Lo make Lhis happen. MosL oLen, however, we ind developers LhaL we generally don'L see eye Lo eye wiLh. When many people are involved in a projecL, iL is very imporLanL Lo make sure LhaL Lhey have a common undersLanding o Lhe problem and iLs soluLion. 1his is noL meanL as a slam on developers, as l believe Lhey are a much dierenL breed Lhan designers, raLher, Lhe hope is LhaL i you ollow some o Lhe principles ouLlined here, your developmenL process can hopeully be sLreamlined a biL more Lhan iL was beore. #. Pro'i.e an a.eBuate le'el of .ocumentation Modern soLware developmenL meLhodologies may lead you Lo believe LhaL less documenLaLion is beLLer, however Lhis isn'L necessarily always Lhe case. For sLarLers, Lhe besL documenLaLion LhaL is provided is Lhe user inLerace. NoL only does Lhe Ul show Lhe developer where daLa should be and how iL should be ormaLLed, buL iL also represenLs Lhe basic low o whaL needs Lo happen. A well LhoughL-ouL and compleLe Ul will make you a developer's dream colleague. CranLed, Lhere will always be developers who don'L like everyLhing deined and love Lo Lake liberLies wiLh your inLerace. 1hese developers are rare (and mosL o Lhe Lime unwelcome) in Lhe design communiLy. 128 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Sta5 a!ea. As a designer, you don'L need Lo have every single page LhoughL ouL beore sLarLing developmenL, buL iL is helpul Lo sLay ahead o Lhe developers. Plan your eaLures accordingly, and make sure you aL leasL have some Lype o sLrucLure (H1ML, eLc) ready Lo go when Lhey need iL. lL is a loL easier or developers Lo come Lhrough on a polished page and inserL daLa where iL is needed insLead o creaLing Lhe page rom scraLch and having Lhe designer come in aLer Lhem. 2. Be .ecisi'e As designers, we make hundreds o decisions on each inLerace we work on. WheLher iL is Lhe heighL o navigaLion, Lhe amounL o LexL in a Lable cell, or Lhe alignmenL o LexL in Lhe ooLer, we need Lo make many decisions each and every day. 1his is very much like or developers who have jusL as many (or more) niLpicky decisions Lo make on every piece o uncLionaliLy Lhey wriLe. 8uL Lhe beauLy o developmenL is LhaL iL is less subjecLive Lhan design. Sure, Lhe archiLecLure, code sLyle and language could all be subjecL Lo opinions, buL noL in Lhe way LhaL design is subjecLive. Some people preer sLock images, while oLhers illusLraLions. Fveryone has a avoriLe color, while many colors may be perceived dierenLly by every person. As designers, we need Lo decide whaL Lhe inLerace should look like. AlLhough some developers may enjoy Linkering wiLh Lhe Ul, iL's noL 129 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lheir job, and ulLimaLely slows Lhem down rom whaL Lhey should be doing. developing. Don?t c!ange mi.7c5cle lL is also imporLanL Lo Lry noL Lo change Lhe design while Lhe developers is in Lhe middle o developing LhaL speciic eaLure. Agile and Scrum meLhodologies insisL LhaL Lhe developers work wiLh Lhe requiremenLs Lhey had aL Lhe Lime, and in Lhe ollowing sprinL, Lhe developer could revisiL Lhe eaLure and make modiicaLions. As designers, we should Lry Lo avoid any Lype o reacLoring o Lhe Ul as we can. lL is Ledious work or developers Lo go back and change H1ML. Choose an H1ML sLrucLure and sLick Lo iL. 1ry Lo accounL or any Lype o design eaLure in your irsL draL o Lhe H1ML (even i iL makes your H1ML seem somewhaL bloaLed). CSS should already conLrol Lhe look o your inLerace, so Lry Lo Lhink o H1ML as backend code LhaL is more diiculL Lo change Lhan a onL color in CSS. Developers don'L like reacLoring Lheir code as much as we don'L like providing revisions Lo clienLs. CeL Lhe 'mosL perecL' resulL as soon as you can. 130 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 3. Communication is ke5E so be a'ailable ou have spenL counLless hours mocking up Lhe Ul, polishing iL Lo your liking and you're ready Lo hand iL o Lo Lhe developmenL Leam. OLen Limes, Lhis is where design ends and developmenL begins. As designers, Lhis is where we should be mosL involved Lo ensure LhaL Lhe design concepL is ully realized in Lhe working applicaLion. Avoid jusL 'Lhrowing Lhe design over Lhe ence', and hoping Lhe developers implemenL iL exacLly how you have envisioned iL in your mind. Sta5 In'ol'e. lL is also imporLanL Lo noL drop o Lhe projecL here. AL Lhe leasL, be available by email so Lhe developers can conLacL you abouL issues wiLh your designs. Respond quickly Lo ensure your developers are sLaying on Lrack wiLh Lhe inal producL. Once again, be decisive in your communicaLion. MosL o Lhe Lime, Lhe real daLa don'L maLch whaL you mocked up, and Lhere are many issues you will need Lo work ouL in conjuncLion wiLh your developer. 1. )'oi. feature creep 1he crew over aL 37signals wroLe a quiLe amous book CeLLing Real which Lalks abouL Lhis exacL problem. 1his Lopic probably is more relevanL Lo producL managers, however iL is also imporLanL or designers. Always ask yoursel, "why does Lhis eaLure maLLer" Avoid 131 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ a Ul LhaL is ar Loo complex, as iL only adds Lime on Lo developmenL, and ulLimaLely orces you Lo miss deadlines. l you can'L come up wiLh a good reason why iL should be included, Lhen iL doesn'L need Lo be Lhere. lL will only slow your Leam down, as well as creaLe more or you Lo supporL. Sta5 Focuse. Focus on whaL is imporLanL or your users. For example, i your users aren'L going Lo use invoicing heavily, or you already know beLLer alLernaLives exisL in Lhe markeL LhaL you can'L beaL, don'L include Lhem. As we developed one o our recenL projecLs, we weren'L planning on providing a ull suiLe o Lools LhaL included invoicing. We wanLed Lo concenLraLe on proposals, bids and requesLs or proposals (RFPs), knowing LhaL we sLill needed Lo serve a small user base LhaL may require invoicing. We chose Lo add in a bare-bones sysLem (simple line iLems, noLhing recurring), because we elL iL may be useul Lo some people who didn'L already have an invoicing soluLion. We also realized LhaL users probably wouldn'L wanL Lo swiLch Lo our invoicing sysLem (mainly because Lhey already had a soluLion), so Lhere was no sense in creaLing someLhing robusL. 132 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ *. Set realistic .ea.linesE an. stick to t!em As designers, we can quickly Lurn around designs in a ew days and be done wiLh iL. UnorLunaLely, Lhis is noL Lhe case or developmenL. 1he raLio o design Lo developmenL hours is noL even close Lo .. Make sure your deadlines allow enough Lime or Lhe developer Lo implemenL Lhe eaLures, as well as any back and orLh Lime or quesLions. No maLLer how hard you Lry Lo hiL your deadlines, someLhing always comes up. Perhaps anoLher projecL, kids, amily, eLc. 1ry your besL noL Lo announce any hard daLes unLil you are absoluLely sure you will hiL Lhem. Announce Lhe week beore (or even monLh beore) i you eel comorLable. l you jusL sLarLed a projecL, never commiL Lo launching in Lhe nexL 6 monLhs. lL jusL won'L happen, and your users may or may noL hold you accounLable or LhaL daLe. Don?t make promises 5ou can?t keep As irriLaLing as missing deadlines is or you and your Leam, iLs even more irriLaLing or poLenLial cusLomers who are waiLing or your app Lo change Lheir worklow. 8e vague abouL deadlines, and keep people wanLing more. 133 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 6. Test it 5ourself Don'L rely on your developers Lo wriLe perecL code, as iL will never happen. ou can'L always rely on developers Lo LesL Lheir code Lo make sure iL uncLions properly, ulills requiremenLs and ulLimaLely works in Lhe manner you described. 8uL remember, developers don'L wriLe buggy code on purpose. 1hey would raLher wriLe perecL code and work on newer, cooler eaLures each release. Since your developers are so close Lo Lhe code and sysLem, Lhey will ineviLably miss someLhing. Don'L blame Lhem, help Lhem ix iL. Fxplain Lo Lhem where iL's ailing and whaL Lhe desired acLion should be. Also as you Lake on Lhe LesLing, Lhis rees up Lhe developer Lo keep moving on Lhe back-end, which once again, is where Lhey should be ocusing. And as you ind bugs, make sure Lo ully documenL Lhem, including screenshoLs, how Lo recreaLe and mosL imporLanLly, Lhe desired ouLcome. O all Lhe developers we've worked wiLh, none o Lhem has been inLeresLed in any Lype o LesLing pasL in-Lhe-code uniL LesLing. Large enLerprise shops higher enLire QualiLy Assurance Leams Lo ollow-up on developers work (which doesn'L make iL righL, buL iL's Lhe way iL is). Help your developers ouL by LesLing Lheir eaLures - your app will be much beLLer or iL. One lasL poinL is Lo measure perormance. SeL milesLones and goals and make sure you are hiLLing your marks. 1ry Lo moniLor how your 134 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Leam is doing on ixing bugs versus creaLing new eaLures, as Lhere will always be a snowball eecL. Fix bugs early and oLen Lo prevenL Lhem rom growing inLo larger and more complex bug colonies in Lhe uLure. 135 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to ,.ucate Dour Clients on Web De'elopment 3y Aurimcs AJcmcvicius 136 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ l you are running a design agency, your job is very likely Lo combine business developmenL, graphic design, Lechnology and user experience design. a baskeLul o very dierenL ields. When dealing wiLh clienLs, one aces Lhe challenge o clearly and eecLively communicaLing Lhe goals and resulLs o Lhe work done in Lhese areas. ln Lhis arLicle, we'll provide you wiLh some ideas on sharing inormaLion and knowledge wiLh developers and clienLs a couple o Lips and Lricks we've learned rom our own experience. As designers, our core purpose is Lo solve business challenges or our clienLs. No, l haven'L orgoLLen you Mac-loving, single-mouse-buLLon- anaLic designers. A business soluLion includes an applicaLion plaLorm, solid daLa design and a page design LhaL makes Lhe Ul and websiLe approachable and easy Lo use (or converLing, LransacLing, clicking on a monkey's buLL, eLc.). our daily challenge, Lhen, is Lo deliver Lhe projecL on Lime while saLisying Lhe clienL's visual, business and aesLheLic requiremenLs. Dou?re 0ot as Smart as Dou T!ink l like Lo Lhink LhaL l'm always righL (boy, would my wie have someLhing Lo say abouL LhaL), and LhaL becomes Lricky when communicaLing wiLh clienLs. As a proessional, l am able Lo deLecL paLLerns, usabiliLy issues, Lrends in Lhe indusLry and oLher imporLanL issues LhaL Lhe clienL mighL noL be aware o. On Lhe oLher hand, l'm a compleLe idioL when iL comes Lo semi-conducLor LemperaLure 137 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lolerances, urniLure or pre-school insLiLuLions and Lhe imporLance o sLeel spikes in lederhosen. My clienL, on Lhe oLher hand, may be an Fncyclopedia 8riLannica on every single one o Lhose Lopics. WhaL l'm Lrying Lo say is LhaL you have Lo remember LhaL you're an experL only on your cwn jielJ and LhaL you should prick up your ears when Lhe clienL Lells you someLhing. 0egotiating for a Win7Win /esult So, as you Lread your piLiable pixel-pushing exisLence, you should be aware o Lhings LhaL mighL give your sorry designer sel an advanLage in negoLiaLing Lhose sLicking poinLs in projecLs. Have you ever had a clienL who wanLed a larger logo on Lheir websiLe Maybe a logo done in Flash, wiLh a spinning earLh and sparkles! All valid requiremenLs, l'm sure, and so during LhaL meeLing, as you slowly reached or Lhe pencil Lo sLab your quads under Lhe Lable, you should have realized LhaL business owners love Lheir brands and are emoLionally aLLached Lo Lhem. ou should have based your response, Lhen, on a composiLe o research-based acLs (besL presenLed as a link Lo a repuLable source on Lhe Web) - an explanaLion LhaL is speciic Lo Lheir business. Client. l reclly wcnt c bier lcc. l jeel lile its ettin lcst in the website. 138 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ You: l unJerstcnJ why ycur brcnJ is imcrtcnt tc ycu. l hcve resecrch here bcseJ cn the tc S00 retcilers cn the lnternet cnJ their lcc sizes. 1he resecrch inJicctes thct the lcc shculJ tcle u less scce thcn cr be similcr in size tc the ccll-tc-ccticn element, cr be cne-jcurth cj the websites wiJth ct mcst. ln cur ccse, thct view rcJucts linl shculJ be the jcccl cint cj the website. Damage ControlL 2i'ing in Is Part of t!e ;ob A successul negoLiaLor (and you cre a negoLiaLor - perhaps noL a gun-LoLing, hosLage-holding Samuel L. Jackson, buL a negoLiaLor noneLheless) delivers a soluLion LhaL makes boLh parLies win. our clienL is happy LhaL Lheir demands were meL by Lheir responsive and well-inormed developer, and you're happy because you didn'L have Lo wasLe Lime in meeLings. Hopeully, aLer you've demonsLraLed Lhe acLs and your reasoning or keeping Lhe logo aL Lhe same size, Lhe clienL will change Lheir mind and leave you basking in Lhe glory o being righL and noL having Lo go back or a ix. ln case Lhey don'L, you sLill mighL noL have Lo increase Lhe size, perhaps you could reassess your use o whiLe space or employ oLher visual Lrickery o LhaL devilishly sexy design ield. 139 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Position of )ut!orit5L Dour Hoice %ust Be -ear. As l menLioned, you do wield some auLhoriLy in Lhis line o work, buL your clienL does also in Lheir business. l recommend LhaL or every projecL, you esLablish aLLainable and clearly deined goals, goals LhaL will be measured by Lhe websiLe's perormance and enorced by sLricL deadlines. l you or your clienL doesn'L meeL cerLain goals or deliverables by Lhe deadlines, you could sLill launch Lhe websiLe i all criLical iLems are compleLed, and Lhen clear up Lhe remaining iLems once Lhe websiLe is live. 1his sLraLegy is used by major Lech companies such as Coogle and accomplishes several imporLanL Lhings. Forces you Lo deliver on Lime, Focuses you on daLe-based deliverables, which makes Lhe clienL easier Lo educaLe on "sLicky" issues, Forces Lhe clienL Lo deliver conLenL, sLock phoLos and Lheir ideas Lo you on Lime, because any missing eaLures would have Lo be paid or on an hourly consulLing basis. As you work Lowards Lhese goals, know LhaL aL a cerLain poinL your opinion and decisions are criLical Lo Lhe projecL's success. 1here's no backing down or hiding your Lail beLween your legs. SomeLimes you cannoL negoLiaLe, and Lhe clienL musL undersLand LhaL Lhey are paying you or a reason. because you know your sLu! Keep in mind LhaL your clienL also has auLhoriLy and knowledge LhaL mighL noL be apparenL Lo you during negoLiaLions. For example. 140 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Client. We wcnt ll6 sucrt thrcuh the website. 1he website will hcve c lct cj IcvcScrit, Jyncmic elements, PNC rchics, etc. You. [Icttin Jcwn c reminJer tc senJ hcte mcil tc the ll6 tecm ct Micrcscjt,j ll6 is cctuclly cn cutJcteJ brcwser thct hcs security jlcws, c very ccr renJerin enine cnJ very jew users cut there. l reccmmenJ we Jcnt ccccmmcJcte it (even Mcilchim Jcesnt!), cnJ we tell thcse suclers tc c tc hell. Client. DiJ l menticn thct we service c lcre restcurcnt inJustry, cnJ c lct cj the termincls in restcurcnts still run WinJcws XP with ll6? You. [UJctes reminJer tc hunt Jcwn ll6's crectcrs.j AL Lhe end o Lhe day you are aL Lhe mercy o Lhe clienL, and you need Lo meeL all o Lheir requiremenLs. 8uL you also have Lo recognize your value and be able Lo demonsLraLe iL Lhrough examples, research and logical argumenLs. 8e responsive. ask a loL o quesLions in order Lo undersLand Lhe clienL's moLivaLion. l endorse clienL educaLion, buL noL Lo Lhe poinL o losing Lhe clienL and projecL. Remember LhaL your clienL is a resource 141 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lo you, and good communicaLion will enable boLh o you Lo compleLe Lhe projecL in Lime Lo waLch Lhe men's igure-skaLing compeLiLion. 142 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to ,4plain to Clients t!at T!e5 )re Wrong by Scm 3crnes 143 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ClFs o spinning @s on Lhe "ConLacL us" page. Common usabiliLy misLakes or Lhe sake o visual appeal. Splash pages. Fancy search box. No whiLespace. Music on page load. Home page banner o a jigsaw- puzzle globe wiLh a piece missing. SomeLimes you jusL know LhaL whaL a clienL is requesLing is wrong and LhaL you have Lo ind a way Lo Lell Lhem. 8uL how Is T!e Client Wrong: 8eore geLLing inLo hcw Lo explain Lo a clienL LhaL Lhey're wrong, ask yoursel, "ls Lhe clienL wrong Lo begin wiLh" JusL because you don'L approve o Lhe direcLion Lhey're Laking or o a requesL Lhey've made doesn'L necessarily mean iL is noL a sLep in Lhe righL direcLion or Lhe projecL. 1o be able Lo answer Lhis quesLion eecLively, you need Lo Lrain yoursel Lo be compleLely objecLive and humble when dealing wiLh clienL requesLs. FirsL o all, appreciaLe one criLical Lhing. Lhe clienL probably knows Lheir LargeL audience a loL beLLer Lhan you do. JusL as Web proessionals quickly learn personaliLy Lypes among Lheir own clienLs, your clienL inLeracLs wiLh Lheir LargeL audience on a daily basis and knows whaL makes Lhem Lick. and LhaL may be jusL whaL makes you cringe. ou can begin Lo esLablish i Lhe clienL is wrong simply by exploring why Lhe clienL is making such a requesL and whaL Lhe business case 144 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ or iL is. lL could well be a siLuaLion in which Lhey spoke Lo many people in Lhe LargeL audience demographic, and Lhey all said LhaL Lhey were more likely Lo click an animaLed Flash banner link Lhan a sLaLic one, or LhaL Lhey elL more engaged by a websiLe LhaL had sLock images o smiling people everywhere. lL could be LhaL Lhe picLure o Lhe jigsaw-puzzle globe wiLh a piece missing acLually sums up Lhe clienL's sales piLch quiLe well and LhaL similar messaging has proven Lo win over poLenLial cusLomers in Lhe pasL. O course, when aced wiLh such a siLuaLion, a good Web proessional would undersLand Lhe business driver and suggesL alLernaLive soluLions LhaL convey Lhe same message and achieve Lhe same goal buL LhaL are unique, original and creaLive. WhaLever Lhe case Lhough, always keep an open mind. Don'L assume Lhe clienL is wrong beore seeing Lhe evidence. One guaranLee in Lhis business is LhaL Lhe more you design and develop websiLes, Lhe more oLen you'll ind yoursel in siLuaLions where, six monLhs aLer a projecL's launch, you hear LhaL Lhe mosL posiLive eedback rom users wasn'L Lhe cool biL o JavaScripL you implemenLed using groundbreaking Lechnology, buL raLher someLhing LhaL you considered boring and unoriginal buL LhaL exciLed Lhe clienL during developmenL. We deliver websiLes or Lhe clienL's LargeL audience, noL our peers in Lhe Web communiLy. someLimes painul Lo swallow, buL clwcys Lrue. 145 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1haL scenario aside, leL's puL our cool haLs on again and assume LhaL Lhe requesL or Lhe jigsaw-puzzle globe has come in, and LhaL iL clearly has noLhing Lo do wiLh Lhe clienL's business, and LhaL iL has made you curl up in a corner o Lhe room, banging your head againsL Lhe wall, muLLering "Why Why Why" WhaL approaches can you Lake Lo explain Lo Lhe clienL LhaL, in your proessional opinion, Lhey're wrong Speak t!e Client?s >anguage One o Lhe mosL common problems, especially among reelancers, is an inabiliLy Lo speak Lhe clienL's language. 8eing able Lo speak in a way LhaL relaLes Lo Lhe clienL's business sense is crucial aL all sLages o managing a Web projecL, buL never more so Lhan when challenging a clienL's decision. l you're Lrying Lo explain Lo a clienL LhaL a roLaLing banner (or any oLher eaLure) may noL be Lhe mosL eecLive use o Lheir budgeL, raLher Lhan say someLhing like, "l jusL don'L Lhink iL will work," or "l'm noL sure you have Lhe budgeL," ask insLead how Lhey Lhink implemenLing iL will beneiL Lheir business, generaLe more qualiLy leads or increase conversions. Always emphasize Lhe main goals, or KPls (key perormance indicaLors), o Lhe projecL. ou'd be surprised by how oLen such a 146 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ quesLion will resulL in a ew seconds o uncomorLable silence, as Lhe clienL realizes LhaL Lhey wanL Lhe eaLure because Lhey Lhink iL looks cool, when in acL Lhey can'L connecL iL Lo a KPl. 8uilding a websiLe or Web applicaLion should be LreaLed in Lhe same way as growing a business. . Know whaL you wanL Lo achieve. 2. Deine some measurable KPls or goals. 3. Develop a plan. 4. 8egin execuLing Lhe plan. 5. FvaluaLe every decision along Lhe way Lo make sure iL supporLs a KPl, Lhus Laking repeaLed sLeps Lowards achieving Lhe projecL's goals. 8y mainLaining Lhis approach, you will also rcJicclly change Lhe clienL's opinion o you, rom LhaL o a creaLive hippie-Lype Lo a business-savvy Web designer or developer whom Lhey should lisLen Lo i Lhey wanL Lo sLay ocused on Lhe purpose o Lhe projecL. 8eing able Lo speak Lhe clienL's language will undoubLedly help greaLly when Lhe Lime comes Lo Lell Lhe clienL LhaL Lhey're wrong. 8eyond using 8uzzword 8ingo words wiLh conidence, you need Lo be able Lo back Lhem up wiLh valuable advice drawn rom your area o specializaLion. 147 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ,stablis! Dourself as t!e ,4pert One o Lhe mosL imporLanL ways Lo make Lhe ordeal o explaining Lo a clienL LhaL Lhey're wrong as sLress-ree as possible or boLh parLies is Lo esLablish yoursel as Lhe Web experL. l you do Lhis, Lhe clienL will compleLely LrusL you and your recommendaLions wiLhouL a momenL's hesiLaLion. 8uL even i you are a Web experL, Lhe posiLion is noL always easy Lo esLablish, because iL usually only becomes apparenL over Lime, aLer you've goLLen a ew successul decisions or projecLs under your belL wiLh Lhe clienL. lL doesn'L help eiLher LhaL many clienLs sLill regard creaLive digiLal agencies and reelancers as eiLher kids living in Lheir parenLs' basemenL or shady proessionals ouL Lo Lake Lhem or every lasL penny. 1hough a challenge, you can esLablish your credibiliLy quickly using a ew meLhods, some o which are relaLively simple Lo do. Be Professional 8eore Lhey're convinced LhaL you're a digiLal proessional and LhaL Lhey should LrusL your recommendaLions, you musL irsL demonsLraLe your proessionalism by doing Lhe basics well. 8e puncLual aL meeLings and Leleconerences. Always speak in a proessional manner. 148 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Deliver pre-sales paperwork on Lime. PresenL all documenLs and images on proessionally branded LemplaLes. Use correcL grammar and puncLuaLion in emails. ou'd be surprised by how quickly clienLs pick upon deiciencies in Lhese basic business skills. 1heir percepLion o you and your recommendaLions will be immediaLely aecLed. Unless you come across as Lhe consummaLe proessional early on, shaking o Lhis repuLaLion will be diiculL. Don?t Be S!5 about Citing -ig!7Profile Clients ou could well be a digiLal guru who has spenL years working in Lhe indusLry and earned Lhe respecL o Lhe Web communiLy, buL mosL clienLs won'L undersLand whaL Lhis means. 1hey have never heard o websiLes such as Smashing Magazine or magazines such as .NeL, and Lhey probably won'L grasp Lhe graviLas LhaL comes wiLh being a speaker aL Web conerences such as SXSW. However, all clienLs Lend Lo respond when you say you have worked on a high-proile brand websiLe. When clienLs hear LhaL you've been hired by a big name LhaL Lhey've heard o and whose producLs Lhey perhaps use, Lhey siL up like a meerkaL and Lhink Lhey've hiL Lhe jackpoL. Simples! 149 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ While some Web olk aren'L always comorLable selling Lhemselves, and while big brand experience is noL always proo o abiliLy, iL almosL always resonaLes wiLh clienLs and makes Lhem see you as more credible. 1his reinorces your posiLion as an experL whose advice should be heeded. ALer all, i big brand X LhoughL you were good, you musL be, righL SomeLimes, o course, no maLLer how much credibiliLy you demonsLraLe, a clienL may choose noL Lo lisLen Lo your recommendaLions. 8uL perhaps Lhey'll lisLen Lo oLhers. Backup /ecommen.ations it! ,'i.ence How oLen in lie have you volunLeered your poinL o view Lo someone or monLhs, only Lo be beaLen down each Lime, and yeL when someone else comes inLo Lhe picLure and says Lhe exacL same Lhing, Lheir advice is seized upon as revoluLionary. 1his is human naLure and happens jusL as much when explaining Lo clienLs LhaL Lhey're wrong. l a clienL is, or whaLever reason, unpersuaded by your argumenLs, you mighL wanL Lo consider producing evidence LhaL backs up your recommendaLions. 1his evidence can come in many orms. For example. 150 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 8log posLs rom world-respecLed Web experLs. SLaLisLics rom large usabiliLy sLudies. Well-known cases where Lhe same Lhing was Lried and had negaLive resulLs. 1his kind o evidence is obvious. 8uL someLimes, Lhe less obvious kind can be jusL as eecLive. Cuerrilla usabiliLy LesLing, by asking Lhe clienL Lo obLain eedback rom employees wiLhin Lhe company. Using ree Lools like Lo lash LesL designs. SubmiLLing designs Lo communiLies dedicaLed Lo providing design eedbacky. Feedback rom cusLomers wiLh whom Lhe clienL has a good relaLionship. SeLLing up a poll on Lhe websiLe LhaL presenLs boLh ideas. Web analyLics rom Lhe currenL websiLe. Common poinLs o conLenLion will be which browsers Lo supporL, which screen resoluLions Lo opLimize or and where Lo puL Lhe old. 8uL no maLLer Lhe debaLe, backing up your poinL o view wiLh LrusLed Lhird parLies can someLimes Lip Lhe balance in your avor and improve how Lhe clienL perceives your dedicaLion, enLhusiasm and passion or geLLing iL righL. 151 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ SometimesE Being Direct Works When all else ails, you could always Lell Lhe clienL laL ouL LhaL Lhey're wrong. 1his is always a risky move, because clienLs will reacL dierenLly. Some will appreciaLe iL, while oLhers will ind iL disrespecLul or personally insulLing. 8uL i you eel sLrongly abouL iL and you've Lried every oLher meLhod, being direcL mighL do Lhe Lrick. Personally, l've been in siLuaLions in which l've had no alLernaLive buL Lo Lell a clienL LhaL Lheir requesL is "na." 1o my surprise, despiLe Lhe erociLy wiLh which Lhe clienL iniLially deended Lheir opinion, Lhey backed down immediaLely and Lhanked me, saying LhaL Lhis is whaL Lhey were paying me or. Lo be sLrong and sLubborn and Lo Lell Lhem Lhings like Lhis. However, merely saying LhaL someLhing is na and noLhing more is noL ideal, you have Lo oer an alLernaLive soluLion. Use Lhis approach wiLh cauLion. 1ake inLo accounL your rapporL wiLh Lhe clienL, and be passive in your Lone o voice. Also, choose your meLhod o communicaLion wisely, or example, being so direcL by email is usually a big misLake because o Lhe possibiliLy o misinLerpreLaLion. l possible, be direcL wiLh Lhe clienL ace Lo ace or by Lelephone. 1his allows you Lo deliver Lhe message direcLly and seL Lhe righL Lone. ou will also be able Lo observe Lhe clienL's body language or hear Lheir response insLanLly and Lhen quickly adjusL your approach i needed. Cenerally, i a clienL Lurns green wiLh ury, Lheir nosLrils emiL a Lrace o 152 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ sLeam and Lheir cloLhes rip aL Lhe seams, you may wanL Lo back down and move swiLly Lo Lhe nexL iLem on Lhe agenda. or call an ambulance because Lhey may be ill. O course, someLimes no maLLer whaL you say or do, a clienL will overrule and insisL LhaL you ollow Lheir requesL. ou know whaL 1haL's okay. lL happens. 1haL's lie. 8uL LhaL doesn'L necessarily have Lo be Lhe end o Lhe debaLe! Cno W!en an. -o to ).mit Defeat Occasionally you'll Lry every known meLhod o explaining Lo a clienL LhaL Lhey're wrong, and noLhing works. 1hey'll conLinue insisLing LhaL you design or develop whaLever Lhey wanL or else Lhey'll go Lo someone who will. And yeL you eel wiLh ccmlete sincerity LhaL Lhey're making a misLake LhaL will have a negaLive impacL on Lheir business. 1his is never a good siLuaLion Lo be in. 1here really are no hard and asL rules on whaL Lo do in such a siLuaLion. Fach case should be LreaLed on iLs own basis. 8uL wiLh experience comes Lhe insLincL o knowing when Lo admiL deeaL and do as you're Lold. 1his eeling is never nice, buL someLimes LhaL's how iL is. And i you have Lo siL in Lhe corner and be quieL, do iL proessionally and poliLely. 153 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Under no circumsLances should you Lhrow your Loys ouL o Lhe pram and give Lhe clienL aLLiLude. Simply explain Lo Lhem LhaL you have puL orward your recommendaLions and given your reasons. AL Lhe end o Lhe day, iL's Lheir business and Lheir decision. lL sLings, buL you've done all you can, and your digniLy remains inLacL. 8uL don'L give up yeL! Treat Defeat as an 6pportunit5 Saying LhaL good enLrepreneurs view every deeaL as an opporLuniLy is almosL a clich Lhese days. 8uL iL's Lrue, and Lhese siLuaLions are no dierenL. 1here's admiLLing deeaL, and Lhen Lhere's retenJin Lo admiL deeaL! Once you've been beaLen down by a clienL, accepL iL, geL over iL and Lhink posiLively abouL how you can Lurn deeaL inLo a win/win or everyone. For example, suggesL Lo Lhe clienL LhaL i Lhey choose Lo press ahead againsL your recommendaLion, Lhen your nexL recommendaLion will be Lo implemenL some cusLom Web analyLics Lo moniLor Lhe ouLcome o Lhe decision. l a clienL insisLs on giving Lhe home page banner a small call Lo acLion LhaL, in your opinion, is diiculL Lo read or noL prominenL enough, persuade Lhem Lo leL you implemenL some A/8 LesLing. one monLh wiLh Lheir banner and one monLh wiLh your proposed soluLion, and leL Lhe sLaLisLics do Lhe Lalking. No clienL would conLinue Lo insisL on Lheir soluLion i yours delivered a beLLer reLurn on invesLmenL. 154 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ l you're Lhinking, "WhaL Lhe heck is A/8 LesLing" even beLLer! 1his is an ideal opporLuniLy Lo learn a valuable skill while geLLing paid and giving your clienL excellenL service! Summar5 Fxplaining Lo a clienL LhaL Lhey're wrong is never easy. lL could blow up in your ace and damage whaL was a good relaLionship. 8uL everyone is wrong someLimes, and clienLs are no dierenL. Always sLarL by asking yoursel i Lhe clienL is, in acL, wrong. Or are you Lrying Lo impose your opinion (based on a narrow Web-only view) on whaL is ulLimaLely a business decision LhaL aecLs Lhe clienL's enLire sLraLegy, boLh online and oline. l you conclude LhaL Lheir direcLion is sLill misguided, open a dialogue wiLh Lhem in language Lhey relaLe Loo. business language. RaLher Lhan say iL won'L work, ask Lhem whaL goals or reLurn on invesLmenL Lhey Lhink Lhe direcLion will help achieve. FsLablish yoursel as Lhe digiLal experL rom Lhe momenL you make conLacL wiLh Lhe clienL by conducLing all aspecLs o your work wiLh proessionalism. Do everyLhing you can Lo posiLion yoursel as someone who has Lhe experience Lo suggesL alLernaLive soluLions. And where possible, back up your recommendaLions wiLh Lhird-parLy maLerial and user eedback. 155 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ l all else ails, be direcL wiLh Lhe clienL. 8uL know which clienLs you can be direcL wiLh and when you will have Lo back down. Finally, don'L leL being overruled be Lhe end o Lhe debaLe. SuggesL LesLing periods, and leL Lhe Web analyLics do Lhe Lalking. All clienLs respond when Lhey see imporLanL meLrics go up raLher Lhan down! 156 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to /espon. ,ffecti'el5 to Design Criticism by AnJrew lcllett 157 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ WinsLon Churchill once said. "CriLicism may noL be agreeable, buL iL is necessary. lL ulills Lhe same uncLion as pain in Lhe human body. lL calls aLLenLion Lo an unhealLhy sLaLe o Lhings." Regardless o where you work or who you work or, being able Lo Lake criLicism is parL o Lhe job descripLion. WheLher you're geLLing eedback rom your boss or a clienL, having a proper perspecLive on criLicism and a sound undersLanding o how Lo use iL eecLively is imporLanL. UnorLunaLely, noL many people enjoy criLicism. ln acL, many have developed a Lhick skin and Lake pride in Lheir abiliLy Lo brush iL o and move on. However, despiLe iLs negaLive connoLaLion, criLicism oLen presenLs an excellenL opporLuniLy Lo grow as a designer. 8eore you can respond eecLively, you need Lo undersLand whaL Lhose opporLuniLies are. LeL's look aL some imporLanL aspecLs o geLLing consLrucLive criLicism. =nco'er blin. spots Doing your own Lhing is easy, buL your habiLs will evenLually become deeply ingrained and hard Lo break. CriLicism gives you a viLal ouLside perspecLive on your work, uncovering poLenLial areas or improvemenL LhaL you are unable Lo see by yoursel. C!allenge 5ourself Feedback challenges you Lo be a beLLer designer. RaLher Lhan seLLle or your own sLandards, you are pushed Lo Lake your work Lo Lhe nexL level. 158 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ De'elop communication skills l noLhing else, dealing wiLh a criLic can dramaLically improve Lhe way you communicaLe - an essenLial skill or any successul design career. 6utsi.e moti'ation ConsLrucLive criLicism oLen gives you Lhe kick in Lhe buLL you need Lo learn a new design skill or Lechnique. Sel-moLivaLion is greaL, buL everyone could use a hand rom Lime Lo Lime. ) lesson in !umilit5 Never underesLimaLe Lhe imporLance o humiliLy. AlLhough criLicism can bruise Lhe ego, iL keeps you grounded, making you easier Lo work wiLh and more open Lo learning rom oLhers. A posiLive view o criLicism isn'L enough. ou also need Lo know how Lo respond eecLively when iL comes. Here are eighL Lips you can use Lo sLarL making Lhe mosL o criLicism Loday. #. -a'e t!e /ig!t )ttitu.e Design is subjecLive and, like any arL orm, has no rulebook. No one can Lell you whaL is "righL" and "wrong" wiLh your work, buL LhaL doesn'L mean you can compleLely ignore your boss or clienL's opinion eiLher. 159 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ However, by Laking criLicism and eedback wiLh Lhe righL aLLiLude, you can use iL Lo your advanLage and even enjoy iL. Fveryone looks aL design Lhrough a ilLer shaped by personal experience, and Lhis ilLer is usually very dierenL rom your own. While you may have a degree in design and 0 years o experience, noL everyone will agree wiLh your "experL" opinion, so don'L expecL Lhem Lo. 1he imporLanL Lhing is Lo have a proper aLLiLude rom Lhe beginning. FxpecL oLhers Lo disagree wiLh you, and be open Lo new perspecLives. Align your expecLaLions and undersLand LhaL criLicism is parL o Lhe process. While harsh criLicism can cuL deep and even scar, iL can also moLivaLe, insLrucL and do all o Lhe good Lhings menLioned above. LasL, buL noL leasL, Lry Lo remove yoursel rom Lhe criLicism and view iL as a commenLary on your acLions or work and noL a personal aLLack. While easier said Lhan done, Lhis disLincLion is key Lo responding eecLively. l you can rise above Lhe criLicism and respond calmly and eecLively, you will noL only earn Lhe admiraLion o your criLic buL eel beLLer doing iL. SeL Lhe righL expecLaLions, undersLand Lhe beneiLs, remove yoursel rom Lhe equaLion and, remember, aLLiLude Lruly is everyLhing. 160 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 2. =n.erstan. t!e 6b8ecti'e Clearly idenLiying Lhe goal o a design beore you share iL wiLh oLhers is always a good idea. Are you showing iL o Lo mom or some ridge Lime ls iL a clienL who's Lrying Lo solve a business challenge Lhrough design Or perhaps you're consulLing a riend wiLh no experience or sLake in Lhe projecL. Regardless, a vague or conused objecLive will always eliciL o-LargeL eedback, so make sure everyone involved "geLs iL" beore Laking acLion. 1o respond eecLively Lo criLicism, you need Lo be sure LhaL Lhe criLic undersLands your goals. 8e speciic. PresenL your objecLive in clear and concise Lerms, Lhe criLicism you receive will be LargeLed and acLionable as a resulL. 161 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 3. C!eck Dour First /eaction For mosL people (me included), Lhe irsL reacLion Lo criLicism is Lo geL deensive or even lash ouL. l Lhis sounds like you, Lake Lime Lo develop Lhe habiL o Laking a deep breaLh and counLing Lo 0 beore responding. 1his simple yeL eecLive meLhod gives you a chance Lo regain composure and allow logic Lo prevail over emoLion. 1he lasL 162 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lhing you wanL Lo do is geL overly emoLional and give a response LhaL you will laLer regreL. Remember, in mosL cases, your criLic is only Lrying Lo help you. DespiLe Lhe iniLial sLing, you need honesL eedback Lo become a beLLer designer. 1his is especially imporLanL or enLhusiasLs or beginners in Lhe Lrade. All visual arLs have an inLrinsic reward mechanism. Lhe more you creaLe, Lhe more you sense Lhe progression o your skill. lL's a loop LhaL keeps all arLisLs going, and when Lhis euphoric momenL is crushed by accuraLe and much-needed criLicism, recovering may be diiculL. Keep in mind, Lhough, LhaL your skill and percepLiveness in Lhis ield will maLure over Lime. l you have Lhe righL aLLiLude Lo begin wiLh, Lhe proper response will ollow. 1. Separate W!eat from t!e C!aff UnorLunaLely, noL all criLicism is consLrucLive. Some people are in a bad mood, biLLer or jusL plain negaLive and will Lake any chance Lo puL oLhers down. Some are also inexperienced or unqualiied Lo give you valuable eedback. While design is subjecLive, being able Lo separaLe useul eedback rom cheap shoLs and misinormaLion is imporLanL. However, Lhis is noL an excuse Lo ignore commenLs LhaL you don'L like. Unless you believe a criLique was given in malice or ignorance, don'L be quick Lo dismiss iL. 163 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Here are a ew Lips Lo disLinguish beLween Lhe Lwo. Specific. valuable eedback is always speciic. lL is clear, logical and deined. "1he logo is ugly" or "l don'L like Lhe color choice" are examples o useless criLicism (i you geL a loL o Lhis, see #7 below). )ctionable. ConsLrucLive criLicism should enable you Lo Lake immediaLe acLion. ou should come away wiLh a clearer idea o how Lo improve Lhe concepL and Lhe paLh Lo ollow. 6b8ecti'e. Useul eedback is unbiased. lL gives you a unique perspecLive wiLhouL an ulLerior moLive. ObjecLive criLicism will always be even-Lempered and appropriaLe. *. >earn from It 1his sLep is possibly Lhe hardesL one in Lhis learning experience buL by ar Lhe mosL imporLanL. For criLicism Lo serve iLs purpose, you need Lo acL on iL! Don'L jusL go back Lo business as usual, make an eorL Lo improve. 1he greaL Lhing abouL criLicism is LhaL iL uncovers our blind spoLs, weaknesses LhaL only oLhers can see. When you're conronLed by criLicism, don'L leL Lhe opporLuniLy pass. wriLe iL down and do 164 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ whaLever iL Lakes Lo change or Lhe beLLer. l someone criLicizes your copywriLing skills, sLarL wiLh baby sLeps. Read a relevanL blog once a week. 8uy a book. PracLice wriLing headlines or 0 minuLes each day. Small vicLories are oLen Lhe quickesL paLh Lo success. FvenLually you will improve and have your criLic Lo Lhank. 6. >ook for a 0e I.ea l you can'L learn anyLhing new, look or a new idea. A dierenL perspecLive gives you a chance Lo examine your work rom a viewpoinL LhaL you would never have considered oLherwise. JusL as you geL inspiraLion rom a gallery or anoLher LalenLed designer, you 165 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ can ind ideas and inspiraLion in consLrucLive criLicism, seeing iL jusL requires you Lo sLep back. 8e curious, and approach Lhe criLicism objecLively, iL could be incredibly useul. CriLicism is someLimes Lhe cold shower you need Lo wake up and hiL Lhe "ReseL" buLLon on a projecL. Remember, your work is based on your own preconceived noLions o whaL Lhe clienL wanLs, and you should always be open Lo Lhe possibiliLy LhaL you have missed Lhe mark. ln Lhe evenL LhaL you do need Lo sLarL over, discuss Lhe objecLives and expecLaLions righL away. Clariying Lhis inormaLion in Lhe irsL place could have prevenLed a re-do alLogeLher. 3. Dig Deeper W!en 0ecessar5 AL some poinL, everyone has received vague, unclear or unacLionable eedback. lL's a parL o lie. UnorLunaLely, unless you Lake Lhe iniLiaLive, Lhis Lype o eedback is more or less useless Lo everyone involved. However, i you're willing Lo dig a liLLle deeper, you may uncover Lhings LhaL no one else was willing Lo Lell you. SLarL by asking open-ended quesLions LhaL geL Lo Lhe core o Lhe issue, quesLions like, "l wanL Lo undersLand your poinL o view. Could you please provide more deLail" or "How can l improve" Ask or speciics and, above all else, honesLy. 1hese kinds o quesLions will help keep communicaLion lines open and allow you Lo walk away wiLh pracLical and concreLe advice. 166 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ l you eel uncomorLable asking your criLic or more deLail, or i Lhey are unwilling Lo provide iL, approach someone you respecL or LrusL and ask Lhem whaL Lhey Lhink. Do Lhey agree wiLh Lhe criLicism Why or why noL Assuming Lhis person is honesL and knowledgeable, you should be able Lo geL Lhe answers LhaL you need Lo move orward. (. T!ank t!e Critic WheLher Lhe criLicism you receive is genuine or downrighL rude, make a poinL o saying "1hank you." 1hanking even your harshesL criLics can 167 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ creaLe a lasLing impression, keep you humble and open Lhe door Lo addiLional eedback in Lhe uLure. Fxpressing graLiLude will also make you eel beLLer abouL Lhe experience and help you alleviaLe any innaLe avoidance o eedback and criLicism you may have. l you have ollowed Lhe guidelines above and recognize Lhe Lrue value o Lhe criLicism you have received, saying "1hank you" shouldn'L be Loo diiculL. l you respecL Lhe person and Lheir opinion, go one sLep urLher and develop a long-Lerm menLoring relaLionship wiLh Lhem. Much like in Lhe old days o craLsman and apprenLice, an individual whose opinion you value and hold in high esLeem can go a long way in developing your skills and abiliLies. l noLhing else, a menLor can keep you accounLable Lo your work and help you conLinually improve. 168 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to Persua.e Dour =sersE Boss or Clients by Pcul 3cc 169 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ WheLher you are geLLing a clienL Lo sign o on a websiLe's design or persuade a user Lo compleLe a call Lo acLion, we all need Lo know how Lo be convincing. Like many in Lhe Web design indusLry, l have a sLrange job. l am parL salesperson, parL consulLanL and parL user experience designer. One day l could be piLching a new idea Lo a board o direcLors, Lhe nexL l mighL be designing an e-commerce purchasing process. 1here is, however, a common Lheme. l spend mosL o my Lime persuading people. As Web designers, we oLen have Lo nudge people in Lhe direcLion we wanL Lhem Lo go. lL is a viLal skill we all have Lo learn. We're noL Lalking abouL manipulaLion. Underhanded Lechniques, and cerLainly lying, won'L geL you anywhere. 8uL you can presenL yoursel and your argumenLs in ways LhaL make people more recepLive. 1he irsL and probably mosL imporLanL way is Lo empaLhize. 1he worsL Lhing you can do is enLer a meeLing or begin designing a user inLerace wiLh a personal agenda. l your goal is Lo push Lhe oLher parLy inLo agreeing wiLh you, iL will resisL. 8uL i you seek Lo undersLand Lheir needs and respond Lo Lhem, you will ind Lhe oLhers more cooperaLive. #. Start b5 >istening 1o achieve Lhis, you musL really lisLen. Paying lip service Lo Lhe "idea" o lisLening is noL enough. ou have Lo hear whaL Lhey are acLually 170 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ saying and look or Lhose "poinLs o pain" LhaL your ideas mighL acLually relieve. Tailor Presentation of )gen.a RaLher Lhan orcing Lhe people in Lhe room Lo relucLanLly agree, Lailor your presenLaLion o ideas so LhaL Lhey see Lhe beneiL o Lhem. 1his involves some creaLive Lhinking on your parL buL is possible i you really undersLand Lheir needs. S!o Benefit to 6t!er Part5 Remember, explaining how your ideas will help you or oLhers is noL enough. ou have Lo demonsLraLe how Lhey help Lhe acLual people you are speaking Lo. For example, raLher Lhan saying Lo your clienL, "Users are going Lo love Lhis new eaLure," you could insLead say, "1his new eaLure will keep users coming back, which will dramaLically improve Lhe number o leads you receive." Once you undersLand Lhe oLher parLy and have LhoughL abouL Lheir needs, your nexL sLep is Lo orm a relaLionship wiLh Lhem. 2. Be Personable l you have a good relaLionship wiLh your users, boss or clienL, Lhey will be more inclined Lo Lake your suggesLions. O course, Lhe kind o relaLionship you build depends on who Lhe oLher person is. our relaLionship wiLh websiLe users is dierenL rom your relaLionship wiLh your boss. However, cerLain approaches hold Lrue across Lhe board. 171 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 2et T!em 0o..ing lL's a silly liLLle Lhing, buL when l give a piLch, l Lry Lo geL people Lo nod. Nodding is a good sign and puLs Lhem in a posiLive mood. l normally achieve Lhis by repeaLing back Lo Lhem (in dierenL words) one o Lheir own poinLs. 1hey will obviously agree wiLh whaL you're saying, buL iL also demonsLraLes LhaL you're lisLening and are on Lhe same wave lengLh. 1he same approach can be used online. For example i l am wriLing a posL aimed aL Web designers, l know LhaL beraLing lF6 will geL Lhem nodding in agreemenL righL away. l have succeeded in making a connecLion. Be ,nt!usiastic FnLhusiasm is so imporLanL. ClienLs wanL Lo know you care abouL Lheir projecL. 8osses wanL Lo know you are moLivaLed Lo work, and users wanL Lo know you care abouL Lhe service you deliver. However, so many people lack enLhusiasm when communicaLing Lheir message. 1hey come across eiLher as deeaLed beore Lhey even begin or as overly aggressive. lnsLead, Lry overwhelming enLhusiasm. lL is inecLious, and people geL caughL up in iL. More imporLanLly, saying "No" Lo somebody who is oozing enLhusiasm and exciLemenL rom every pore is noL easy. lL would be like kicking a puppy. (Well, noL quiLe.) 172 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ %irror T!em ou have probably heard how mirroring a person's body language helps esLablish a posiLive connecLion. WhaLever you do, do noL do iL! Consciously doing iL jusL comes across as creepy! lL will happen naLurally, so don'L worry abouL iL. 1haL said, iL is a useul indicaLion o wheLher a ace-Lo-ace meeLing is going well. l Lhe oLher person is mirroring your body language, chances are Lhey like you. WhaL you can consciously do is mirror Lheir language or use Lhe same Lerminology. l your boss or clienL Lalks abouL "reLurn on invesLmenL" or "success criLeria," do iL yoursel. And i you suspecL Lhe oLher parLy is noL amiliar wiLh cerLain Lerminology, make sure Lo avoid iL. Our way o speaking associaLes us wiLh a cerLain "Lribe." l we share Lhe same language, we are more likely Lo build a rapporL. %ake T!em Smile AnoLher Lrick or building relaLionships is Lo injecL humour inLo Lhe proceedings. l you can make Lhe oLher person smile, you've gone a long way Lo breaking down any barriers. O course, Lhis has Lo be done wiLh care. Overdo iL and you'll look like Lhe ool. 8uL even Lhe mosL miserable-looking direcLors on a board are human beings, Loo, and like Lo smile. AlLhough all o Lhese approaches are greaL or building relaLionship, one Lrumps Lhem all. openness. 173 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 3. Be 6pen ou may be reading Lhis Lhinking, "1his guy is mad. WhaL i his clienLs read Lhis sLu. Won'L Lhey eel manipulaLed" My answer is no. l am open and honesL abouL whaL l do. l would be enLirely ine wiLh any one o my clienLs reading Lhis because noLhing manipulaLive or secreL is here. People haLe being deceived, so i anyLhing, Lhe honesLy in Lhis arLicle will build my relaLionship, noL undermine iL. 1wo key componenLs help build open relaLionships and creaLe a recepLive audience. Disarming -onest5 Many Limes, Lhe besL way Lo diuse a poLenLial conlicL is wiLh disarming honesLy. For example, l regularly acknowledge in sales siLuaLions LhaL l am Lhere Lo sell and LhaL Lhey should Lake anyLhing l say wiLh a pinch o salL. 1he clienL obviously knows Lhis already. 8uL verbalizing iL shows a kind o honesLy LhaL people rarely encounLer. Be Willing to S!o Weakness We can someLimes be so desperaLe Lo make a poinL LhaL we become unwilling Lo admiL even Lhe slighLesL weakness in our argumenL. UlLimaLely, Lhough, we come across as pig-headed and inlexible. People respond well when you admiL you are wrong or are unsure o an answer. 8e willing Lo say "l don'L know" or "l've messed up" i necessary. People will respecL you or iL. One o Lhe besL examples o Lhis is Flickr's blog posL "SomeLimes We Suck," in which Flickr 174 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ apologizes or perormance problems. 8y Laking Lhis approach, iL demonsLraLed iLs inLegriLy and compleLely deused Lhe anger o Lhose who were complaining. O course, being willing Lo show weakness Lakes a loL o conidence, and LhaL LraiL is criLical i you are Lo convince oLhers. 1. Be Confi.ent As humans we are drawn Lo conidenL leaders. We ollow Lhose who have a clear vision and walk Lhe paLh wiLh conidence. CommunicaLing your message wiLh conidence, Lhereore, is imporLanL. FsLablish yoursel as an experL, and speak wiLh auLhoriLy. Bet Confi.entE 0ot )rrogant 8eing conidenL also means having Lhe sLrengLh Lo admiL when you are wrong. A Lruly conidenL leader does noL claim Lo have all o Lhe answers all o Lhe Lime. 8eing able Lo concede poinLs and allow oLhers Lo express Lheir views is a key aspecL o conidence. Only Lhose who lack conidence ear opposing views. Dou Do 0ot )la5s -a'e To Win Pick your baLLles. Conceding some poinLs Lo achieve Lhe greaLer aim is okay. Civing ground does noL undermine your posiLion. SomeLimes you have Lo be a liLLle submissive Lo geL people on board. Don'L allow your ego Lo geL in Lhe way. l someone eels good abouL having won an argumenL, Lhen Lhey will more likely be accommodaLing when you 175 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ suggesL an alLernaLive. Compromising someLimes is okay. lL is cerLainly beLLer Lhan consLanLly being negaLive and rejecLing counLer- proposals. *. Be Positi'e WheLher dealing wiLh a demanding boss, diiculL clienL or inicky users, you have Lo impress Lhem wiLh your aLLiLude and service. Always be helpul and keen Lo leave a posiLive impression. ln cusLomer service, LhaL someLimes involves going Lhe exLra mile. WiLh your boss, iL means seeing Lhe beneiLs o Lheir laLesL mad scheme. WhaLever Lhe siLuaLion, developing a repuLaLion or being unhelpul and negaLive is Lhe worsL Lhing LhaL can happen. Conclusion 1here are no Jedi mind Lricks LhaL will help you Lo always convince your clienLs LhaL you are righL. AL Lhe end o Lhe day, Lhe secreL Lo persuading oLhers is Lo show respecL, lisLen Lo Lheir opinions and presenL your vision in language LhaL Lhey undersLand. 176 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o to Create t!e Perfect Client 9uestionnaire 3y Ccmercn Chcmcn 177 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Discovering whaL your clienLs really wanL is one o Lhe mosL undamenLal sLeps in creaLing a good working relaLionship. l you can igure ouL exacLly whaL your clienLs wanL or Lheir websiLe up ronL, iL will save boLh o you Lime and rusLraLion laLer. CreaLing a clienL quesLionnaire isn'L complicaLed, Lhough iL can be a biL Lime-consuming i you don'L know where Lo sLarL. ou have Lo Lhink abouL who your clienLs are and whaL inormaLion you need rom Lhem, and Lhen go rom Lhere. 8elow is a compleLe guide Lo creaLing a cusLom quesLionnaire or your design business. W!5 Dou 0ee. a 9uestionnaire A clienL quesLionnaire serves Lwo purposes. 1he irsL is Lo igure ouL whaL Lhe new websiLe should achieve. 1he second is Lo igure ouL whaL Lhe clienL wanLs Lhe websiLe Lo look like. 8oLh o Lhese Lhings are very imporLanL Lo ind ouL up ronL. 8y iguring ouL whaL your clienL wanLs and needs, you can avoid delivering someLhing Lo Lhem LhaL doesn'L iL Lhe direcLion in which Lhey wanL Lo Lake Lheir websiLe. WiLhouL a good clienL quesLionnaire, you could end up having Lo repeaLedly go back Lo your clienL LhroughouL Lhe projecL Lo geL more inormaLion or clariicaLion on whaL Lhey really wanL. ou could also wasLe a loL Lime designing and coding Lhings LhaL aren'L quiLe whaL 178 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lhe clienL is looking or. A good quesLionnaire removes a loL o Lhe guesswork in designing and makes iL a beLLer experience or boLh parLies. Formulating Dour 9uestions our quesLions should geL Lo Lhe rooL o your clienL's needs. 1hey should also help you assess your clienL's likes and dislikes. 1ake Lhe Lime Lo cusLomize your quesLionnaire wiLh Lhe inormaLion LhaL you mosL oLen need rom clienLs. 1he Lypes o websiLes you usually design, Lhe indusLries you work wiLh mosL and Lhe level o Lechnical knowledge your clienLs Lend Lo have can all deLermine Lhe kinds o quesLions you will include and how Lhey are phrased. Backgroun. an. 2eneral 9uestions 8eore you dive inLo Lhe quesLions LhaL will suss ouL how your clienL wanLs Lheir websiLe Lo look and whaL Lhey wanL iL Lo do, you need Lo geL an idea o whaL Lhe clienL is all abouL and why Lhey're looking or a new websiLe. 1his secLion o your quesLionnaire can be very revealing, especially i Lhey're unhappy wiLh Lheir currenL websiLe. ou'll also wanL Lo geL some general inormaLion in Lhis secLion. Ask abouL Lhe budgeL or Lhe projecL, who you'll be working wiLh direcLly, who Lhe decision-makers are and whaL sLa are going Lo be involved 179 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ in Lhe design process and whaL Lheir roles will be. Find ouL who Lheir LargeL visiLor is, who Lheir cusLomers are, how Lhey're currenLly inLeracLing wiLh Lhose cusLomers online and how Lhey'd like Lo improve LhaL inLeracLion. And make sure Lo ind ouL wheLher Lhey already have a domain name and hosLing package LhaL Lhey're happy wiLh. Here are some sample quesLions Lo gaLher background and general inormaLion. Why cre ycu lcclin jcr c new website Jesin cr reJesin? Whct Jc ycu lile mcst cbcut ycur current website? Whct Jc ycu Jislile mcst cbcut ycur current website? Dc ycu clrecJy hcve c Jcmcin ncme cnJ hcstin lcn? Function7Focuse. 9uestions Figuring ouL whaL exacLly your clienL wanLs Lheir websiLe Lo do is key Lo making sure you give Lhem whaL Lhey wanL. ou need Lo ask Lhem quesLions LhaL sLrike Lo Lhe hearL o exacLly whaL Lhey wanL rom Lheir websiLe. Sounds easy enough, righL FxcepL in many cases, clienLs don'L really know whaL Lhey wanL Lheir websiLe Lo do. our quesLionnaire can acLually help Lhem clariy Lheir needs and wanLs. Some example quesLions or iguring ouL how Lhe websiLe should uncLion. 180 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Dc ycu wcnt tc sell rcJucts cn ycur website? Dc ycu wcnt c ccntcct jcrm cr cny cther jcrms cn ycur website? Dc ycu neeJ cn imce cllery, viJec cr cther multimeJic ccntent? Dc ycu wcnt c blc cr cther reulcrly uJcteJ ccntent? Design7Focuse. 9uestions Finally, you'll wanL some inormaLion abouL Lhe aesLheLics o your clienL. Now, in an ideal world, your clienL will have perused your porLolio and seen Lhe kinds o websiLes you design and will have decided Lo work wiLh you because Lhey like ycur aesLheLic. 8uL LhaL's noL always Lhe case. Figuring ouL Lheir design preerences up ronL helps you avoid designing someLhing Lhey will haLe laLer on. ou have a ew dierenL ways Lo learn Lheir LasLes. Ask your clienL whaL colors Lhey'd like Lo use. 1hey may have a seL color scheme or have colors associaLed wiLh Lheir brand. Or Lhey may be open Lo your inpuL. 1he same could be done or qualiLies LhaL Lhey wanL Lheir websiLe Lo be associaLed wiLh (e.g. "bold," "soL," "proessional," "inormal," eLc.). One o Lhe besL ways Lo geL a sense o your clienL's design preerences is Lo ask Lhem Lo provide you wiLh examples o a ew websiLes LhaL have designs Lhey like and a ew websiLes whose designs Lhey don'L like. Also ask Lhem whaL Lhey like or dislike abouL each o Lhese designs, because Lhis sheds lighL on Lheir overall LasLes. 181 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ AnoLher, someLimes more Lelling, meLhod o doing Lhis is Lo show Lhem ive Lo Len websiLes and ask Lhem whaL Lhey like and dislike abouL each. 1his is oLen more eecLive, because you can choose websiLes LhaL have a wide range o sLyles and geL a uller picLure o whaL Lhey like and don'L like. Here are some sample quesLions Lo igure ouL Lhe clienL's design LasLes. Dc ycu hcve c cclcr scheme ycuJ lile tc use? Whct wcrJs wculJ ycu lile ecle tc cssccicte with ycur website? Dc ycu hcve c secijic style cj Jesin in minJ? W!at 0ot to )sk l don'L know how many Limes l've seen quesLionnaires ask Lhings LhaL are eiLher compleLely irrelevanL or Loo Lechnical or Lhe average clienL Lo undersLand. Remember LhaL your clienLs likely don'L know much abouL Lhe Lechnical aspecLs o design. 1hey probably know Lhey wanL someLhing like an image gallery or a map, buL Lhey won'L know wheLher Lhe Lhings Lhey wanL will require a cusLom daLabase or JavaScripL. ln many cases, Lhey mighL noL even know basics, like wheLher Lheir websiLe should have an RSS eed or Flash. Here are some examples o unhelpul quesLions Lo ask. Will ycu neeJ c custcm Jctcbcse? 182 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Will ycu neeJ IcvcScrit ( jQuery, Mcc1ccls, etc.)? Will ycu neeJ cn e-ccmmerce scluticn? Will ycu neeJ tc hcnJle ulccJin cnJ JcwnlccJin? Will ycu neeJ c secrchcble Jctcbcse? While geLLing an idea o whaL Lhe Lechnical speciicaLions o Lhe websiLe mighL be is imporLanL, sLrucLure your quesLions around Lhe eaLures and beneiLs o Lhe websiLe, noL Lhe speciicaLions. So insLead o Lhe quesLions above, ask Lhings like. WculJ ycu lile c secrch enine cn ycur website? ShculJ visitcrs be cble tc JcwnlccJ jiles jrcm ycur website cr cst their cwn jiles? WculJ ycu lile visitcrs tc be cble tc sin u jcr ccccunts, cr wculJ ycu lile c secure crec just jcr visitcrs whc hcve sineJ u jcr ccccunts? WculJ ycu lile tc sell rcJucts cn ycur website? Planning for t!e Future Make sure Lo ask clienLs abouL Lheir uLure needs, Loo. l you know Lhey mighL wanL an e-commerce soluLion six monLhs down Lhe road, make provisions or LhaL in Lhe iniLial websiLe design. 1he goal is Lo build a long-Lerm relaLionship wiLh Lhe clienL, so Lhe more involved you are in Lheir goals and plans, Lhe easier your job will be now and in Lhe uLure. 183 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ou'll also wanL Lo ask clienLs abouL regular updaLes and mainLenance or Lhe websiLe. And you'll wanL an idea o how much updaLing and mainLaining Lhey will wanL Lo handle in-house and how much Lhey mighL wanL you Lo do. Some sample quesLions. Hcw cjten Jc ycu wcnt cr will ycu neeJ tc mcle uJctes tc ycur website? Dc ycu hcve scmecne in ycur ccmcny whc will be rescnsible jcr cncin website uJctes? Dces thct erscn hcve cny exerience with website mcintencnce? Whct jectures Jc ycu cnticicte cJJin tc ycur website in the juture? Tips to /efine Dour 9uestionnaire Once you have a basic quesLionnaire mapped ouL, iL's Lime Lo make some reinemenLs so LhaL you geL Lhe besL resulLs rom iL. 1he goal o Lhe quesLionnaire is Lo improve your worklow and communicaLion, so you wanL Lhe process Lo be as eicienL and eecLive as possible. FirsL o all, keep Lhe quesLionnaire shorL. ou wanL as much inormaLion rom your clienLs as possible, buL i your quesLionnaire is Loo long, your clienLs will geL bored and may noL give iL Lhe aLLenLion iL deserves. 1here are Lwo ways Lo keep Lhe quesLionnaire shorL. limiL Lhe number o quesLions and/or limiL Lhe lengLh o quesLions. Reine your 184 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ quesLions unLil Lhey are as shorL as possible (ive Lo Len words is plenLy). Don'L be araid Lo be creaLive wiLh some quesLions Lo geL your clienLs Lhinking ouLside Lhe box. Ask a ew unorLhodox quesLions. Ask Lhem Lo compare Lheir websiLe Lo someLhing unrelaLed (such as a building or a ood). ou could provide sample answers Lo guide your clienLs Lo giving you Lhe inormaLion you're looking or. ConLinue Lo reine your quesLionnaire over Lime and as you geL clienL eedback. Consider adapLing Lhe quesLionnaire Lo individual clienLs Lo geL inormaLion LhaL is more relevanL Lo parLicular projecLs. lL's your quesLionnaire. use iL Lhe way LhaL works besL or you and your clienLs. 185 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ %arketing & Con'incing Strategies For Freelancers 186 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 2etting ClientsL )pproac!ing t!e Compan5 by Peter Smcrt 187 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ A deining acLor in any reelancer or agency's success in gaining new business is Lheir abiliLy Lo markeL Lheir skills eecLively. ln Lhis Lhree- parL series, we will explore ways in which designers can sLraLegically promoLe Lhemselves Lo geL new clienLs. Securing new business by approaching companies can be a very challenging process, ull o piLalls. Here, we will look aL a couple o sLeps Lo impressing poLenLial clienLs and avoiding Lhe mosL common misLakes. Step 6neL Be Focuse. A ocused approach Lo work is paramounL or success. Freelancers oLen Lake on every job opporLuniLy LhaL presenLs iLsel. AlLhough Lhis would rapidly expand your showcase o work, more oLen Lhan noL iL leaves you over-sLreLched, wiLh a porLolio o odds and ends insLead o specialized resulLs. Focus insLead on who you would like Lo work wiLh. 1his could be based on several acLors, such as. In.ustr5. 8y specializing in a parLicular indusLry, such as healLh care or reLail, you build a porLolio o relevanL experience. AlLhough Lhis could limiL your workload iniLially, you will be acLively working Lowards idenLiying yoursel as someone wiLh experLise in your chosen ield. %e.ia. Deciding which media and plaLorms Lo specialize in is imporLanL or any irm or individual. For many, Lhe choice is beLween specializing in prinL and digiLal communicaLion. 1his 188 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ disLincLion will, again, allow you Lo ocus and build relevanL knowledge LhaL you can Lhen oer Lo your clienLs. 2eograp!ical location. ou may also wish Lo ocus your eorLs on a parLicular geographical locaLion. 1his could be a neighborhood, ciLy or region. 8y doing so, your adverLising in local media can be more personal and LargeLed, and you ensure easy Lraveling beLween you and clienLs. Step ToL Be Insig!tful Once you have esLablished Lhe kind o organizaLions you would like Lo work wiLh, learn how Lheir businesses work. visiL a range o websiLes in Lhe ield and ask yoursel some key quesLions, such as. W!o .o t!e5 ork it!: Knowing who your clienLs work wiLh will give you an indicaLion o how you can be o service Lo Lhem. For example, an insurance irm looking Lo LargeL universiLy sLudenLs mighL need Lo reresh iLs lyer and lealeL campaign in Lime or Lhe beginning o Lerm. W!at are t!e compan5?s et!ics: MosL esLablished organizaLions puL a vision sLaLemenL on Lheir websiLe. 1his will give you key insighL inLo a company's values, hisLory, growLh and uLure direcLion. 1his inormaLion is 189 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ invaluable because iL will help you beLLer undersLand how Lhe business operaLes and, Lhus, how you can Lailor your approach Lo iL. For example, i Lhe company has a progressive sLance on susLainabiliLy and Lhe environmenL, you could approach Lhem wiLh ideas or paperless adverLising and communicaLion. Does it !a'e an a.'ertising bu.get: AlLhough Lhis will noL be expliciLly sLaLed, by reviewing a business' prior adverLising, you will be able Lo esLimaLe how much capiLal iL Lypically invesLs in design per annum. Again, Lhis allows you Lo Lailor your markeLing proposal Lo iLs budgeL. 1hese kinds o quesLions will give you imporLanL insighL inLo Lhe services LhaL an organizaLion requires and, Lhereore, whaL services you can oer. Step T!reeL Be Personal 1he power o ace-Lo-ace conLacL should noL be underesLimaLed. A common LempLaLion or graphic designers is Lo manage Lheir small empire rom behind a desk over Lhe lnLerneL. AlLhough work can be ound online, Lhe relaLionship beLween clienL and designer is oLen leeLing. 8uild sLrong links wiLh your clienLs, which will increase Lhe likelihood o repeaL business. One o Lhe mosL imporLanL skills Lo learn, Lhen, is 190 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ace-Lo-ace meeLings. MeeLing a clienL ace Lo ace orces Lhem Lo give you Lheir undivided aLLenLion. ou will be able Lo convey your passion much more eecLively and personally. AcLively seek ouL opporLuniLies Lo meeL poLenLial clienLs ace Lo ace. Cold-calling or emailing can be a Liring and dishearLening experience and may give you limiLed resulLs. lnsLead, when approaching a business or Lhe irsL Lime, ind ouL Lhe name and conLacL deLails o Lhe markeLing direcLor, which you can oLen ind on Lhe company's websiLe. l iL's noL Lhere, make a quick phone call Lo Lo ask or iL. 8eore making your irsL conLacL wiLh a clienL, do your research. Familiarize yoursel wiLh Lheir business and undersLand o whaL Lhey do. When you're ready Lo make conLacL, have a ew shorL senLences prepared LhaL summarize Lhe speciic inormaLion you wish Lo communicaLe. 1his should include your. Intro.uction. Fxplain who you are and why you are calling. AlLhough Lhis may seem obvious, esLablishing Lhese acLs is crucial Lo presenLing yoursel clearly and memorably. 1his could be as simple as. "Cood aLernoon. My name is PeLer SmarL, and l am calling on behal o Roam Design." -ook or pitc!. Once you have esLablished who you are, engage your poLenLial clienL. MenLioning LhaL you specialize in Lheir parLicular indusLry and LhaL you oer a range o Lailored services is an aLLracLive proposiLion and good way Lo begin. 191 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ AlLernaLively, you could begin wiLh a hook. A hook is a one-o special oer LhaL makes your services more aLLracLive. 1his could be oering 50% o Lhe cosL o design work in November or a ree hour o consulLaLion. Call to action. FsLablish Lhe nexL sLep your clienL should Lake. Oer Lo meeL Lhem and consulL in person, aL a Lime and locaLion suiLable Lo Lhem. Step FourL Be Prepare. Once you have arranged your meeLing, research Lhe company more exLensively. Make noLes on key areas o inLeresL Lo develop laLer. For example, you could look aL Lhe company's. ).'ertising 1he company's media presence is a good indicaLion o iLs capaciLies in communicaLion. Look aL where iL adverLises, how iL does iL and where iL doesn'L adverLise. l iL does noL adverLise online, you could presenL Lhis as a possibiliLy. Bran.ing. l possible, source a varieLy o Lhe company's markeLing maLerial. Fxamine iL and noLe anyLhing you would do dierenLly. 192 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Website. Does Lhe company have a websiLe l noL, Lhis could be a greaL opporLuniLy Lo expand iLs online presence. l iL does, look aL Lhe sLrucLure, conLenL and presenLaLion. NoLe areas or improvemenL and, more imporLanLly, why Lhey could be improved. Having an inormed opinion on Lhe sLrengLhs and weaknesses o Lhe company's currenL markeLing and perceived idenLiLy allow you Lo guide iL Lo services LhaL would beneiL iL. ou may also ind iL helpul Lo compare iLs adverLising Lo LhaL o iLs compeLiLors. Also, prepare your "elevaLor piLch," which is a brie summary o your business, iLs aims and how iL helps clienLs. 8eing able Lo explain whaL you do concisely demonsLraLes LhaL your business goals are clear and your approach LargeLed. Step Fi'eL Be =niBue SLanding ouL rom Lhe crowd is diiculL, especially i you are an emerging LalenL. 1o sLand ouL, come up wiLh original ideas on how Lhe company can markeL iLsel. SuggesL opLions iL may noL have yeL considered, such as viral markeLing, Web-based promoLion or LargeLed lealeLing, and demonsLraLe how Lhey would improve business. 193 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ lmpress Lhe clienL and exceed iLs expecLaLions. l you are going Lo propose a websiLe redesign, Lake Lime beore your meeLing Lo produce a ew draLs o whaL iL could look like. ou could presenL alongside a concise wirerame showing how Lhe inormaLion could be beLLer presenLed. AlLernaLively, i you will be proposing Lo reresh Lhe company's branding and idenLiLy, bring some visual sLimuli Lo supporL your argumenL. Don'L presenL a whole new idenLiLy, buL raLher suggesL colors, layouLs, Lypeaces and adverLising ormaLs LhaL could guide Lhe conversaLion. 1he clienL will wanL evidence o your skill Lo deliver on your ideas, so bring your porLolio along Lo impress Lhem, along wiLh reerences and endorsemenLs rom previous clienLs. Step Si4L Be Professional our irsL meeLing wiLh Lhe poLenLial clienL is o paramounL imporLance because iL will deLermine wheLher you gain Lheir business. 1o make a good impression, be meLiculous in your preparaLion. Research and plan you presenLaLion well so LhaL you are conidenL in your delivery and can supporL your proposals wiLh acLs. 1his means you should have a irm grasp o Lhe igures and cosLs associaLed wiLh your proposal. For example, i you will be proposing an inner-ciLy billboard and bus- sLop markeLing campaign, know Lhe cosLs involved in producing 194 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ large-ormaL prinLing and renLing adverLising space. Find ouL Lhe number o people who will see Lhe adverLisemenLs daily. 1his will give Lhe clienL a balanced appreciaLion o boLh Lhe ouLlay and Lhe beneiLs o your proposal. Fqually imporLanL is your appearance. lnvesL in a suiL or smarL business-wear. 1his will impress upon Lhem LhaL you are serious abouL whaL you do, which will make Lhem Lake you seriously, Loo. Step Se'enL Be )ttenti'e LisLen Lo Lhe clienL. 1his sLep is oLen missed by designers who are overly keen Lo explain Lheir innovaLive ideas. LisLening is a powerul Lool. lL shows you Lruly care abouL whaL Lhe clienL has Lo say. 1ake noLes on any inormaLion Lhey oer abouL Lhe company, iLs plans and immediaLe requiremenLs. Step ,ig!tL Be /esourceful Fvery meeLing wiLh a clienL is an opporLuniLy and should noL be Laken lighLly. Approach meeLings resourceully and demonsLraLe your proessionalism. ou could even prepare a package o maLerials Lo leave wiLh Lhem, including. 195 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Business car.. Always have a business card on hand. lL should have your name, conLacL deLails and, ideally, a websiLe where Lhey can see samples o your work. Samples of ork. ou mighL also wanL Lo leave a mini-prinLed porLolio o some o your besL and mosL relevanL work. Fven i you don'L win LhaL parLicular projecL, your deLails and experience will be in Lheir ile or uLure reerence. Curriculum Hitae. A Cv is a useul record o relevanL work experience and is a good place Lo lisL your previous clienLs and Lechnical compeLencies. Remember, Lhe decision abouL which reelancer Lo hire may noL resL wiLh one person in Lhe organizaLion. 8y adhering Lo Lhis simple sLep, you allow oLhers who are involved in Lhe process Lo see your work aL Lheir convenience, making your applicaLion even sLronger. Step 0ineL Be Committe. l you do noL hear rom Lhe clienL immediaLely, don'L panic or give up hope. WaiL a ew days, and Lhen send a poliLe email, Lhanking Lhem or Lheir Lime. ln Lhe email, reiLeraLe in brie your proposal and menLion how you would love Lo work wiLh Lhem. 1hen waiL. l you receive no response wiLhin Lhree weeks o your meeLing, you may wanL Lo re-inquire by Lelephone. Chances are, Lhey have noL orgoLLen 196 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ abouL you, moreover, your call will demonsLraLe your enLhusiasm and commiLmenL. Step TenL ,'aluate WheLher or noL your meeLing was successul, you can learn someLhing rom iL. FvaluaLe your perormance, whaL you did well and, imporLanLly, whaL you could improve. Learn rom your misLakes, and recLiy Lhem or your nexL venLure. our abiliLy Lo do Lhis plays a viLal role in your uLure success. Conclusion 1hese are jusL Len o Lhe key sLeps Lo consider when approaching a company. Remember. be bold, be proacLive and don'L be araid Lo make misLakes. Fvery person has Lheir own meLhods o inding work, buL learning Lhese sLeps could be Lhe dierence beLween realizing a dream and seLLling or second besL. 197 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Con'erting Prospects into Clients by Alyssc Crecry 1he abiliLy Lo communicaLe, and communicaLe well, is one o Lhe biggesL acLors in business success. ou could be an excellenL designer, buL i you're unable Lo promoLe your services and communicaLe eecLively wiLh clienLs and colleagues, your poLenLial is limiLed. 1he principal areas where communicaLion is essenLial include. PiLching poLenLial clienLs, ClienL meeLings, CusLomer service, Face-Lo-ace neLworking, MarkeLing your business Pitc!ing Potential Clients When you reelance or own a business, your livelihood depends on your abiliLy Lo sell your services. ou need Lo be able Lo convince prospecLs LhaL you are Lhe besL person or Lhe job, and Lhe communicaLion secreLs in Lhis arLicle will help you do Lhis successully. 198 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ #. )sk t!e /ig!t 9uestions ParL o selling your services is being able Lo undersLand Lhe clienL's unique needs. ou can do Lhis only by asking quesLions LhaL geL Lo Lhe hearL o Lhe challenges Lhey are acing. Once you have a clear undersLanding o Lhe problem LhaL Lhe clienL needs Lo solve, you can piLch your services as Lhe besL possible opLion or Lhe clienL, ouLlining how you will meeL Lheir needs. For example, when l am conLacLed by a prospecLive clienL, l have Lhem ill ouL a websiLe requiremenLs documenL LhaL poses various quesLions Lo help me beLLer undersLand whaL Lhey are looking or in a websiLe. Some o Lhe quesLions l ask are. Describe Lhe naLure o your business. Who is your LargeL audience WhaL is Lhe background on Lhe projecL (ls iL brand new Has iL already begun) WhaL are Lhe goals and objecLives o Lhe projecL WhaL is Lhe Limeline or Lhe projecL 2. Communicate Professionall5 our proessionalism can win you conLracLs, and your communicaLion skills add Lo Lhe compleLe package. 1ake Lime Lo prooread all emails prior Lo sending, use a business email address wiLh a proper signaLure, answer Lhe phone proessionally, and speak arLiculaLely and 199 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ compeLenLly aL all Limes. While my email signaLure has evolved over Lime, below is Lhe general ormaL l ollow, which has worked well or me. - Ncme Ccmcny | Website lmcil | Phcne number Client %eetings ClienL meeLings, even Lhose LhaL Lake place over Lhe Lelephone, are an inLegral parL o every successul business. Follow Lhese Lips Lo make your meeLings as producLive as possible. 3. Sc!e.ule an. Prepare T!oroug!l5 We're all busy Lhese days, so scheduling your meeLings in advance ensures LhaL you and your clienLs have an adequaLe amounL o uninLerrupLed Lime Lo speak. Once your meeLing is scheduled, Lake Lime Lo prepare an agenda LhaL ouLlines ocus poinLs and seLs a sLrucLure. Sharing Lhe agenda or Lhe meeLing gives boLh you and Lhe clienL an opporLuniLy Lo ully prepare. 200 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 8ecause you may noL be using Lhe same calendar or scheduling program as your clienL, conirming Lhe daLe and Lime o your meeLings in an email and sending a reminder and Lhe agenda Lhe day beore is good pracLice. l you are unsure how Lo ormaL an agenda, plenLy o LemplaLes are available or ree online. 1. SpeakE PauseE >isten When you have several Lopics Lo Lackle, rushing Lhrough Lhem Lo geL all o your ideas ouL may be LempLing. 8uL Lhis causes conusion and makes Lhe clienL eel LhaL Lheir inpuL is noL imporLanL. Slow down, and remember LhaL communicaLion is a Lwo-way sLreeL. FsLablish a give- and-Lake LhaL allows boLh parLies Lo have Lheir say. One way Lo become a beLLer lisLener is Lo limiL or eliminaLe disLracLions during your conversaLions. 1haL may mean closing your email clienL, Lurning o Lhe Lelevision and closing Lhe door Lo your oice. 8y doing Lhese small Lhings, you ensure LhaL Lhe clienL has your ull aLLenLion, and Lhey will sense LhaL, Loo. *. Follo =p in Writing While you may be Laking noLes during phone or in-person meeLings, Lhe oLher parLy mighL noL be, so ollow up aLer Lhe meeLing wiLh a wriLLen message, giving an overview o Lhe discussion Lo make sure you are boLh on Lhe same page. Summarize whaL was agreed, repeaL quesLions LhaL were raised and ouLline Lhe nexL sLeps and 201 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ responsibiliLies or boLh parLies. ln addiLion Lo sending your noLes, inviLe Lhe oLher parLy Lo give Lheir eedback on whaL you have senL. 1his way, iL becomes a collaboraLive documenL and noL jusL one person's view. Customer Ser'ice our clienLs wanL Lo eel LhaL Lhey are your prioriLy. ou can make Lhem eel so by providing exemplary cusLomer service. 1ry Lhese communicaLion-ocused acLions Lo improve your cusLomer service. 6. )sk for Fee.back One way Lo mainLain long-Lerm relaLionships wiLh your clienLs is by keeping open lines o communicaLion. 1his means asking Lhem or Lheir inpuL on how Lhings are going and how Lhey eel abouL Lhe service you're providing. 1his can be accomplished by inquiring aL Lhe end o a projecL, during day-Lo-day conversaLions or Lhrough ormal surveys. 1he ormaL maLLers less Lhan Lhe acLual acL o iL, so work iL inLo your business and ine Lune as you go along. When conducLing surveys, use an online service LhaL Lracks responses or you. 1here are several online services LhaL should give you enough uncLionaliLy Lo conducL clienL surveys. 202 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 3. )..ress Problems l a clienL is unhappy, don'L ignore Lheir complainLs. Ask Lhem why Lhey are unhappy and whaL you can do Lo ix Lhe siLuaLion. 1he longer you waiL Lo bring iL up, Lhe worse iL will geL. Addressing Lhe issue and being accounLable when appropriaLe puLs you on Lhe paLh Lo resoluLion. And your willingness Lo ace Lhe problem head-on Lells Lhe clienL LhaL you care abouL Lhe projecL and Lheir saLisacLion. l a clienL complains abouL your Lurnaround Lime or responsiveness, you may need Lo creaLe a more ormal projecL plan Lo clariy expecLaLions. A working documenL like Lhis can also eliminaLe some o Lhe uncerLainLy regarding responsibiliLies and keep everyone on Lrack. (. Tr5 a 0e Format l a problem wiLh your clienL sLems rom miscommunicaLion, Lry a dierenL meLhod o communicaLion. l you have been handling everyLhing via email, schedule a phone call Lo see i LhaL clears Lhings up. ALer Lhe call, you can summarize Lhe conversaLion in an email Lo Lhe clienL, which will give you anoLher opporLuniLy Lo geL boLh o you on Lhe same page again. 1oday, so much communicaLion is done via email LhaL Lhe opporLuniLy or major miscommunicaLion is almosL ineviLable. A rule o Lhumb is 203 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lo limiL your email Lo one screen-ull (i.e. above Lhe old), anyLhing LhaL requires more space Lhan LhaL should be handled by phone. 1his should help you avoid some o Lhe piLalls o relying on email alone. Face7to7Face 0etorking NeLworking evenLs, conerences and oLher ace-Lo-ace opporLuniLies can Lake your business Lo a new level. 1hese Lips ocus on helping you geL Lhe mosL rom in-person neLworking acLiviLies. +. Communicate Confi.entl5 8e conidenL and use body language Lo supporL LhaL conidence. Shake hands irmly, smile and make eye conLacL while communicaLing aL live neLworking evenLs. Don'L orgeL Lo bring business cards Lo hand ouL Lo everyone you meeL, and remember Lo relax and be yoursel. 8eore heading ouL Lo a neLworking evenL, pracLice inLroducing yoursel Lo new people Lo gain conidence. Working on your inLroducLion wiLh someone you LrusL and asking or Lheir eedback also helps. 204 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ #$. Prepare an ,le'ator Speec! An elevaLor speech helps you make Lhe mosL o a irsL impression, while making neLworking siLuaLions easier and more producLive. 8e prepared wiLh your speech and ready Lo answer common quesLions abouL your business and whaL you do. PracLice your elevaLor speech ahead o Lime so LhaL you are relaxed and comorLable wiLh inLroducing yoursel. our elevaLor speech should lasL no longer Lhan 30 seconds and should convey how your producL or service solves a problem or your LargeL audience. An elevaLor speech could go someLhing like. Hcve ycu ever ctten ccmletely lcst cn c website beccuse the ncvicticn wcs inccnsistent, ccnjusin cnJ JiscrcnizeJ? Whct l Jc is reJesin websites jcr smcll-business cwners whc neeJ c strcner, mcre ccherent cnline resence. 3y lecrnin cs much cs l ccn cbcut the ccmcny, l crecte c strcteic lcn jcr reinventin cn existin website tc be mcre juncticncl cnJ user-jrienJly. 205 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ %arketing Dour Ser'ices WheLher you markeL your business online, in person or Lhrough LradiLional adverLising, communicaLion is key Lo brand awareness. Here are Lwo secreLs Lo magniy Lhe impacL o your markeLing across Lhe board. ##. Be /esponsi'e A big parL o markeLing is being available Lo your LargeL audience and ollowing up when necessary. l you markeL your business Lhrough social media ouLleLs-including 1wiLLer, Facebook and blogging- waLch or and respond Lo commenLs, quesLions and especially complainLs. And when you are conLacLed as a resulL o oline markeLing acLiviLies, respond quickly and proessionally. PlenLy o recenL examples on 1wiLLer show how cerLain brands have been slow Lo respond Lo criLicism, hoping iL would die down, only Lo see iL spin ouL o conLrol. Also, when you do respond on social media websiLes, keep iL proessional, and avoid conronLaLion because LhaL would only spread Lhe ire. #2. Write Well ou can'L successully promoLe your business i your markeLing copy is noL clear, concise and acLion-provoking. l wriLing is noL your orLe, consider hiring someone Lo help you craL copy LhaL aLLracLs poLenLial 206 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ clienLs, generaLes inLeresL in your services and moLivaLes poLenLial clienLs Lo acLion. 1o sLrengLhen your wriLing skills, sLarL a swipe ile o markeLing copy LhaL you like and have ound inspiraLional. Read Lhrough iL and make noLes o whaL you like in parLicular and whaL pulls you in. 8y making Lhis a requenL exercise, you should be able Lo learn whaL makes good copy good and bad copy bad. Dour Turn to Weig! In 8eing a Lolerable communicaLor and an eecLive communicaLor is Lhe dierence beLween being good and greaL aL whaL you do. l your design skills are up Lo par wiLh your compeLiLion's, Lhen sLrong communicaLion skills can puL you ahead. SLrengLhening your communicaLion skills is worLh Lhe Lime and eorL, and you may be surprised by how much you beneiL rom more polished and proessional inLeracLion. 207 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ %arketing /ules an. Principles for Freelancers 3y Iejj CcrJner 208 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Freelancers have iL hard. l mean, really hard. ln Lheory, Lhe idea o working or yoursel, o being able Lo choose who you work wiLh and whaL you work on, sounds like Lhe perecL job. ln pracLice Lhough, iL's a loL more Lhan jusL working on amazing projecLs or amazing clienLs rom Lhe comorL o your own home. 1here is a Lremendous amounL o compeLiLion ouL Lhere, and a loL o iL is willing Lo play dirLy, cuL-LhroaL and underhanded Lo beaL you Lo Lhe clienLs. How are you supposed Lo geL ahead o Lhose guys ls iL even possible Lo earn an honesL buck 1hankully, iL is possible and can be a loL easier Lhan you Lhink. %arketing is a bran. game MarkeLing and iLs in-your-ace division adverLising are all abouL one Lhing. 8uilding brand equiLy. l you Lake away only one concepL rom Lhis arLicle, please leL iL be Lhis one! ln Lhis inLerneL ueled economy, brand sLrengLh is everyLhing! 8uL brand and brand equiLy are oLen misundersLood concepLs, Lhe easiesL way Lo Lhink abouL brand equiLy is LhaL iL's Lhe sum LoLal o eelings people geL when Lhey Lhink abouL your business or service. And iL's imporLanL Lo remember LhaL brand equiLy can be posiLive or negaLive. A company like Kiva has copious amounLs o posiLive brand equiLy Lheir business impacLs Lhe world in a posiLive way and Lhey are nearly universally liked because Lhey are air and pleasanL Lo work wiLh. 209 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ On Lhe oLher hand, negaLive brand equiLy (like Mr. Mado), is LhaL horrible, sinking eeling LhaL people geL when any menLion o your name is raised, which, as you can imagine, makes doing business very diiculL. 8rand equiLy is one o Lhe mosL monumenLally imporLanL parLs o running a successul business. l people associaLe your business wiLh nice eelings and posiLive images Lhey will wanL Lo work wiLh you. l Lhey associaLe noLhing buL leL downs and suering wiLh your brand, iL doesn'L maLLer how good your work is, no one will ever come knocking. >et?s take it from t!e top From Lhe very irsL sLep seLLing ouL as a reelancer, you're giving up Lhe securiLy o a consisLenL paycheck or Lhe reedom Lo work wiLh who you wanL and when you wanL. 1here are a loL o risks, buL Lhere are also plenLy o rewards or Lhose who succeed. FirsL Lime reelancers and Lhose jusL sLarLing ouL oLen ask abouL inding Lhose iniLial clienLs. A reasonable requesL. buL one LhaL is, unorLunaLely, very hard Lo answer. SLarLing a business, especially a one man shop (in Lhe way LhaL mosL reelancers operaLe) is a very individual process. Fveryone has Lheir own sLory and Lheir own paLh. However, aLer conversaLions wiLh many reelancers and my own experiences, l've come Lo learn LhaL Lhere are a ew common Lhemes LhaL can go a long way Lowards helping rookie reelancers geL up and running. 210 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ It pa5s to !a'e a plan ln Lhe beginning, iL's LempLing Lo Lry and Lake every job LhaL comes your way. 8uL Laking every job is a misLake. ou will end up over- sLreLched on vasLly dierenL projecLs, Lrying Lo work wiLh clienLs in indusLries LhaL you know noLhing abouL. lnsLead, Lake some Lime beore you even sLarL Lrying Lo recruiL clienLs Lo ormulaLe a plan. Ask yoursel whaL Lype o work you wanL Lo do, wiLh whaL Lypes o clienLs Knowing your audience and knowing your ocus rom Lhe ouLseL will help you Lo qualiy prospecLs and qualiy Lheir projecLs. For example, imagine LhaL, aLer much relecLion and research, you decide LhaL you wanL Lo ocus solely on designing and building webpages or 8roadway acLors. ou live in New ork CiLy and many o your riends are acLors, plus you jusL love Lhe LheaLre. From LhaL decision, you now have a clearly deined markeL and a clearly deined producL or LhaL markeL. Finding prospecLs and explaining your business becomes easier or you, and easier or Lhose prospecLs Lo undersLand. 1i. T!e ,le'ator Pitc!L An elevaLor piLch is a one and a hal Lo Lwo minuLe summaLion o whaL your business is and how iL beneiLs your prospecLive clienLs. l you can'L concisely explain whaL iL is LhaL you do and how iL helps your clienLs in LhaL shorL amounL o Lime iL's a preLLy good indicaLion LhaL you need Lo ocus your business goals a liLLle more. 211 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Having a clearly deined plan also simpliies Lhe process o qualiying clienLs and poLenLial projecLs. l iL doesn'L iL inLo your plan don'L Lake Lhe work, iL's LhaL simple. lL may eel counLer-producLive aL Lhe sLarL Lo be Lurning prospecLive clienLs away buL, remember, you're in Lhis or Lhe long haul and building a brand around your work Lakes Lime, commiLmenL and ocus. ou can'L build a brand by working or everyone doing whaLever projecL Lhey happen Lo have. ,'er5 person 5ou kno is 5our au.ience When you're consLrucLing your plan, iL's imporLanL Lo Lhink abouL whaL you wanL Lo work on and where you wanL Lo be in Lhe uLure buL don'L orgeL Lo include Lhe groups LhaL you are already a parL o and Lhe people you already know. our hobbies can be a greaL source o business and a greaL way Lo geL your reelancing business o Lhe ground. l you have a loL o riends LhaL are acLors, and you love Lhe LheaLre LhaL mighL be a good indusLry Lo ocus on. l you really love phoLography you can ocus on serving galleries or phoLographers. l you already know you're passionaLe abouL Lhe subjecL maLerial, doing Lhe work becomes LhaL much easier! And you've already won hal Lhe baLLle wiLh Lhe people LhaL know (and LrusL) you, so don'L be araid Lo ask. Family, riends, old coworkers, Lhey are all poLenLial clienLs. A word o warning Lhough, mixing business wiLh pleasure can be dangerous LerriLory and cerLainly noL Lhe area or hard selling LacLics. Here are a ew guidelines Lo make sure your sales piLch remains respecLul o your currenL relaLionships. 212 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ . %ake sure 5ou?re clear about 5our intentions. l you're sLarLing a new business iL should be clear LhaL you are going Lo be charging or your services. 8e cerLain, rom Lhe sLarL, LhaL your poLenLial clienL (and riend) knows LhaL you're noL giving work away or ree. 2. 6nl5 offer !elp !ere 5ou can make an !onestE positi'e .ifference. 1hese people LrusL you, don'L abuse LhaL LrusL jusL Lo build your porLolio. ln Lhe long run, your riendship (and your repuLaLion) is more imporLanL Lhan your porLolio. 3. Start small an. o'er7.eli'er. Don'L promise Lhe moon in order Lo sell your services. lL's always beLLer Lo sLarL wiLh a small projecL and execuLe iL perecLly. l you have an idea on how Lo expand Lhe projecL, discuss iL aLer you've proven you're a genius. Bu5 localE Be local AnoLher good place Lo sLarL is by ocusing locally. While iL's cerLainly more inLimidaLing Lo walk inLo a local business and Lry Lo sell your services ace Lo ace, iL can also be a loL more powerul. lL is imporLanL Lo remember LhaL noL everyone is as comorLable wiLh doing business over Lhe inLerneL as us web proessionals, or many clienLs, iL's easier Lo puL LrusL in anoLher local business because Lhey can see and Louch Lhe person wiLh whom Lhey are doing business. Physical meeLings seLLle ears abouL ly-by-nighL inLerneL operaLions LhaL mighL jusL be 213 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lrying Lo geL Lheir check and deliver someLhing sub-sLandard. 8uL ace Lo ace selling is a loL more diiculL Lhan sending ouL a ew hundred emails and waiLing or Lhe responses Lo come pouring in. Here are a ew Lips or successul ace Lo ace selling. . Be Prepare.. lL's noL jusL or Lhe 8oy ScouLs! Make sure you undersLand your clienL's business beore you walk Lhrough Lhe door. lL's an insLanL credibiliLy boosLer when you can show LhaL you clearly undersLand Lhe problems LhaL your prospecLive clienL is acing. 2. S!o 5our past successes. Have a ew anecdoLes and a ew samples o your work ready Lo show. NoL an enLire Lome o every siLe you've ever had a hand in jusL a ew o Lhe besL will suice. 3. Don?t be afrai. to ask. When you've shown LhaL you undersLand your prospecLive clienLs issues and challenges and you've esLablished Lhe qualiLy o your work, iL's Lime Lo ask or whaL you wanL. Don'L beaL around Lhe bush, jusL Lell Lhe prospecLive clienL whaL beneiL you can provide Lhem and how much iL will cosL Lhem. 8e orLhcoming and honesL abouL whaL you charge and, above all, don'L be embarrassed abouL Lhe number you give Lhem, Lhis is business aLer all. 214 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Working locally is also a greaL way Lo build a communiLy around your brand. A communiLy LhaL you can Louch and eel and Lalk Lo on a regular basis can be a gold mine or reelancers because smaller, local-run businesses are generally well connecLed wiLh each oLher and are quick Lo oer recommendaLions (when deserved) Lo oLher local businesses. l've heard o reelancers LhaL have builL websiLes or, quiLe liLerally, every small Lo medium sized business in Lheir Lown. 1hey sLarLed wiLh one and, based on glowing recommendaLions and personal connecLions, were comorLably in work or years Lo come. ,4pan.ing 5our reac! So you've esLablished yoursel, you've goL a sLeady low o business and you're relaLively comorLable, buL how do you Lake your business Lo Lhe nexL level How can you earn more while mainLaing Lhe same hours HiLLing an earnings plaLeau is a common problem or small businesses, especially one-person operaLions. Sure, you could bring in employees or sub-conLracL ouL some o your work Lo oLher reelancers buL your underlying problem sLill remains. ou are doing work or oLher small Lo medium sized businesses LhaL can only aord Lo pay a cerLain amounL. 1o make Lhe jump inLo a higher Lax brackeL Lhe name o Lhe game is brand recogniLion and dierenLiaLion. People 215 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ar and wide need Lo know your brand and Lhey need Lo have an acuLe undersLanding o why Lhey know your brand. ln essence, you need Lo seL your business aparL rom, and above, Lhe compeLiLion. Cast a i.e net Moving rom a clienL base o small ish Lo one o big ish Lakes Lime and, unless you live in one o Lhe major corporaLe cenLers o Lhe world, iL Lakes geographical expansion. ou cannoL source all o your work locally anymore and Lhis is where adverLising comes inLo play. ConLrary Lo whaL many web personaliLies Lhese days would have you believe, adverLising is noL dead. No, in acL, iL's more alive and more helpul Lhan you may know! 1he Lrick wiLh adverLising Lhough, is geLLing iL righL. . Fa'or !ig!l5 targete.E capti'e au.iences. Place your ads wiLhin ad neLworks who caLer only Lo your design/developmenL niche. 8road campaigns are cosLly and yield low conversion raLes, whereas LargeLed ads Lo people who are acLively looking or a web designer or developer can cosL ar less and provide many more conversions. 2. Place t!e a.s 5ourself. 8y direcLly conLacLing small niche blogs and oLher siLes LhaL you know Lo be requenLed by Lhe exacL clienLs you hope Lo aLLracL you can generally pay less or adverLising space. ln addiLion, orming a relaLionship wiLh Lhe 216 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ people on Lhe oLher end is likely Lo allow you more conLrol over when and how your ads are shown. 3. %aintain a consistent message. Make sure LhaL all o your adverLising is consisLenL wiLh your brand. And l'm noL jusL Lalking abouL Lhe design o your ads. our message and your Lone are jusL as imporLanL as how your ad looks. ConsisLency across all o Lhese areas will help Lo build a solid brand idenLiLy. 4. Publicit5 Stunts 2.$. 8eLLer yeL, save Lhose ad dollars, challenge yoursel Lo pull o someLhing incredible in a shorL period o Lime (build a working web app in 2 hours, eLc.) or redesign Lhe homepage o a poLenLial clienL's siLe and Lhen send Lhem redesign idea wiLh your sales piLch included. lL's imporLanL Lo noLe. ou can'L jusL run a ew ads and expecL Lhe business Lo jusL pour in. FecLive adverLising Lakes Lime and, above all, consLanL measuremenL Lo be successul. SLarL small and keep good records o new business LhaL is a direcL resulL rom your adverLising eorLs. 1his way you can ocus your spendings on eorLs LhaL pay o and drop adverLising wiLh liLLle Lo no reLurn on invesLmenL. >et t!e lo'e gro ou've heard iL beore, buL iL's so imporLanL LhaL iL's worLh menLioning again. 1eaching Lhe world whaL you know is a Lremendously powerul 217 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ meLhod o esLablishing credibiliLy and bringing in new clienLs. l you've esLablished your business as Lhe experL in a given niche o design or developmenL you've, more Lhan likely, builL an incredible sLore o very speciic knowledge and experience. While iL would seem Lo make good sense Lo keep LhaL inormaLion Lo yoursel (in order Lo preserve your compeLiLive advanLage) Lhe opposiLe is acLually Lrue. WriLe guesL posLs on inluenLial blogs, posL requenLly Lo your own blog, make sure you're helping as many oLher designers or developers LhaL you can. Fvery new place you can geL your name and your inormaLion only helps Lo spread your brand and solidiy your sLaLus as an experL. And conLrary Lo beliLLling your compeLiLive advanLage (remember, compeLiLive advanLage is a mulLi-headed monsLer and iL Lakes more Lhan jusL your knowledge Lo Lake your place in Lhe markeL), iL orLiies your posiLion in Lhe markeL as Lhe mosL knowledgeable and skilled pracLiLioner in your ield. Need an example 1hink abouL Lhe ches o high end resLauranLs. Why do you Lhink Lhey are so happy Lo wriLe cook books ull o Lheir mosL prized recipes l'm sure Lhe big royalLy checks help, buL iL's because Lhey know iL Lakes more Lhan Lhe ingredienL lisL Lo make a beauLiul and delicious dish, and LhaL Lhose cookbooks are helping Lhousands o people cook beLLer ood or Lhemselves, which only serves Lo build Lheir posiLive brand equiLy and name recogniLion. 218 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ C!arge %ore up. Simple idea righL ou wanL Lo earn more 1hen charge more. l you have a consLanL sLream o good business, and especially i you have Lo Lurn clienLs away because you are Loo busy, you should be charging more or your services. Working Loo many hours Raise your prices and you'll cull some o Lhe price conscious clienLs o Lhe boLLom. Chances are, you'll be earning Lhe same or more rom less hours. A wedding phoLographer LhaL l know has been sLeadily raising her prices since abouL Lhe Lhird clienL she ever goL and iL's only ueled her business. She is now charging aL leasL double whaL she was originally charging and conLinues Lo increase her clienL-base. SomeLhing Lo remember abouL price changes Lhough. l you are going Lo raise your prices, give air warning Lo your currenL and possible uLure clienLs wiLh an announcemenL on your blog abouL Lhe price hike. 8eing honesL and orLhcoming abouL whaL your prices will be and why you are becoming more expensive will generally quell any opposiLion rom clienLs abouL Lhe higher price Lag on your services. Hopeully l've given some hope Lo Lhose newbie reelancers ouL Lhere and some encouragemenL Lo Lhose siLLing on Lhe earnings plaLeau. And l hope LhaL everyone has Laken away Lhe idea LhaL, more Lhan any oLher single concepL, Lhe idea o 8rand FquiLy should be Lhe paramounL concern in any markeLing eorL you decide Lo ollow! 219 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ -o %an5 I.eas Do Dou S!o Dour Clients: 3y Crchcm Smith l read somewhere LhaL showing your clienL Lhe ull range o your creaLive ideas during a projecL is imporLanL, Lhe raLionale being LhaL Lhe clienL is enLiLled Lo see Lhe ideas coming rom Lhe creaLive proessional who Lhey have hired and invesLed in. While Lhis approach has some beneiLs, in some cases showing Loo many ideas is counLer- producLive Lo Lhe naLural low o a projecL. Proo o how imaginaLive you are can be shown in oLher ways. 220 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Spoilt For C!oice Scenario # ou look aL your lllusLraLor pasLeboard and see hal a dozen cool logo ideas. noL jusL cool, buL super-cool. noL jusL super-cool, acLually, buL pracLical and appropriaLe. ou have LranslaLed Lhe brie brillianLly. ou eel raLher pleased wiLh yoursel. However, Lhe lasL Lime you showed a clienL all o your ideas, you goL caughL up in a dizzying merry-go- round, orced Lo mash up parLs o one logo wiLh parLs o anoLher, using unsuiLable and under-baked concepLs. 1haL clienL was overwhelmed wiLh ideas and unable Lo choose one or Lhe oLher. Loo many direcLions, and Loo many good ideas. ou oered all your super-cool ideas on a plaLLer, convinced LhaL you had nailed all possible direcLions. ou worked hard Lo pre-empL your clienLs quesLions and suggesLions. 8uL wiLh all o Lhis hard work, you unwiLLingly seL in moLion a series o evenLs LhaL many designers beore you have experienced. PuLLing your clienL in Lhe posiLion o a kid in candy sLore can lead Lo some o Lhe more rusLraLing experiences in design work. Are we undermining Lhe low o a projecL wiLh our need Lo have our creaLive ego sLroked by Lhe clienL Too muc! c!oice can be a ba. t!ing for clients. 221 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Scenario 2 Again, looking aL your lllusLraLor pasLeboard, you see hal a dozen cool logo ideas. super-cool, pracLical and appropriaLe, in acL. ou have LranslaLed Lhe brie brillianLly, as beore. 1he clienL is impressed by your imaginaLion, your inLerpreLaLion o Lhe brie and your abiliLy Lo Lhink ouLside Lhe box. 1hey eel embarrassed - even spoilL - by Lhe choice o amazing ideas, noL whaL Lhey were expecLing, given Lheir previous experiences. 1he clienL looks aL Lhe ideas and realizes you were Lhe righL person or Lhe job. 1hey go away Lo mull over Lhe ideas. Dou?re please.. T!e client is please.. Time for a beer. 1he clienL reLurns wiLh a decisive plan o aLLack. 1hey have picked ouL one or several poLenLial winners rom among your ideas and are keen Lo walk Lhrough Lweaks and changes wiLh you. 8y showing Lhe clienL all o your ideas, wheLher cool or unky, pracLical or sae, you have covered all bases, leL no room or misinLerpreLaLion and accounLed or LhaL noLion o "subjecLive percepLions." As is almosL always Lhe case, you have your own avoriLes, buL prior experience has shown LhaL you musLn'L assume Lhe clienL will eel Lhe same. 222 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Feer I.easE >ess C!oice We could alLer Lhese Lwo scenarios by changing Lhe "showing all ideas" Lo "showing jusL a ew." 1he advanLages would be LhaL Lhe clienL would noL be overwhelmed. you will have provided jusL a ew promising ideas. 1his way, you are being asserLive and conidenL in your abiliLy Lo inLerpreL Lhe brie. ou also believe LhaL Lhe clienL would be handicapped by more choice. ln boLh cases, Lhe clienL mighL be pleased wiLh Lhe ideas you have picked ouL and your abiliLy Lo geL Lhe job done. ou are a creaLive laser-guided missile. ou don'L need your ego sLroked, and you don'L need Lo show o your awesome imaginaLion Lo every clienL. our porLolio does LhaL jusL ine. ou have many oLher cool and pracLical ideas up your sleeve, buL puLLing all your cards on Lhe Lable aL Lhis Lime is noL necessary. Save Lhem. l Lhe clienL does noL buy any o Lhe ideas you've ilLered or Lhem, even aLer you have jusLiied Lheir suiLabiliLy, you can all back on Lhose. Fven i you lose round , you're prepared or round 2. Be )are Consider Lhese poinLs beore aLLempLing a ull-360 Lriple-duck-Lailed high-board dive. 1his is noL a comprehensive lisL buL a good sLarLing poinL when deciding wheLher Lo show some or all o your ideas. 223 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Cnoing Dour ClientL ) Ps5c!ological )ngle UlLimaLely, your lexibiliLy in your presenLaLion o ideas will be deLermined by how well you know Lhe clienL. geLLing a good sense o Lheir personaliLy, Lheir brie and oLher personaliLy- and business- relaLed issues. ou will also have Lo know Lhe process LhaL your conLacL will go Lhrough back aL Lheir base. are Lhey Lhe decider, or do Lhey reporL back Lo a board or senior sLa member When a group o people is involved in making decisions, you may wanL Lo keep a LighLer reign on Lhe creaLive process. PresenLing Loo many ideas Lo one person can be overwhelming, buL Loo many ideas or a board o six spells disasLer. 8eing able Lo read people is noL only useul. iL can save your saniLy over Lime. Design and creaLiviLy are one Lhing, buL i you wanL Lo excel aL business and aLLracL new clienLs, especially as a reelancer, being well versed in basic psychology goes a long way. Co'er Dour BackL ) Soli. Brief A LighL brie is always essenLial and one o Lhe irsL Lhings Lo cover beore doing anyLhing creaLive. A irm and assured hand is oLen required. Research Lhe company. UndersLand iLs decision-making sLrucLure. our poinL o conLacL may noL always be Lhe decision- maker, you don'L wanL Lo pander Lo Lhe wrong person. Pre-empL undesirable ouLcomes by amiliarizing yoursel as much as possible 224 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ wiLh your clienL and Lheir business. For example, you may have been given a Lhorough brie, buL i Lhe person who prepared iL is noL responsible or making decisions, iL could be all or noughL. 1he brie can change during a projecL, and iL can change signiicanLly wiLhouL you being aware o iL. 1he very naLure o Lhe creaLive process and your collaboraLion wiLh Lhe clienL can unearLh ideas noL previously considered. 8e luid and organic in your approach. When you eel Lhe brie no longer relecLs Lhe direcLion o Lhe projecL, be prepared Lo revise iL wiLh Lhe clienL. 1ake a Lime-ouL, and give yoursel Lime Lo breaLh and re-evaluaLe. Don'L eel pressured Lo commiL. Assess Lhe siLuaLion and deLermine wheLher a realignmenL is in order. 8eLLer Lo backLrack a liLLle now, because aL Lhe end you will jusL have urLher Lo backLrack. )sk a lot of Buestions. 1he more you immerse yoursel in Lhe projecL, Lhe more amiliar you will become wiLh Lhe subjecL maLLer. Don'L be araid Lo keep asking quesLions i you eel Lhey are imporLanL Lo Lhe ouLcome o Lhe projecL. Communication For many reelancers, meeLing Lhe clienL ace Lo ace is noL always possible, and you may run inLo complicaLions i you haven'L made provisions. Personally, l liaise wiLh clienLs Lhrough email or Skype, buL only when Lhe brie and communicaLion are solid. l Lhe responses are 225 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ shorL or noL orLhcoming, Lhen l Lake iL Lo Lhe phone. Only Lhen am l able Lo geL a sense o whaL Lhe clienL is abouL. ln my experience, we are geLLing lazy as communicaLors, Lrying Lo deal wiLh all aspecLs o lie - business and personal - via email and LexL messages. Some clienLs l've had have reused Lo speak wiLh me by phone, while Lheir wriLLen communicaLion ailed Lo inspire me wiLh conidence. l Lhis happens Lo you, relecL on wheLher Lhe projecL is worLh Laking on. l you have problems communicaLing beore Lhe projecL has even sLarLed, you will likely hiL a brick wall when Lrying Lo geL eedback on creaLive ideas or dealing wiLh seL-backs. l have on occasion "ired" clienLs because Lhey were noL pulling Lheir weighL, yeL expecLed me Lo busL my guL. lL doesn'L work like LhaL. A Lrue collaboraLion requires Lhe commiLmenL o aL leasL Lwo people. Lhe designer and clienL. To Conclu.e 1here is no righL or wrong answer Lo Lhe quesLion o wheLher Lo show all o your besL ideas righL away. Assess each clienL on Lheir own Lerms and igure ouL whaL's besL. Would Lhe clienL be overwhelmed by Loo many choices, or would Lhey welcome Lhe varieLy No one size iLs all. On occasion, your experience or a hunch will Lell you Lo ocus on only 226 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ one concepL, wiLh perhaps a ew minor variaLions. 1he work period may be slow, and you have only one projecL on Lhe go and are happy Lo spend Lhe exLra Lime on whaL may be a valuable repeaL clienL. SomeLimes sLicking your neck ouL and giving more Lhan you are being paid Lo do is worLhwhile, buL LhaL's a choice only you can make. Don'L make iL a habiL, or your clienLs will come Lo expecL LhaL exLra workload o you all Lhe Lime. a quick paLh Lo reelance burn-ouL. 8eing a good judge o characLer, undersLanding human inLeracLion, being able Lo see pasL Lhe here and now Lo pre-empL laLer problems, all o Lhis helps you keep your saniLy. Spend Lime learning and researching noL only creaLive Lechniques buL people, Loo. our job and overall qualiLy o lie will improve as a resulL. 227 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Contracts " Pricing 228 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Freelance ContractsL Do?s )n. Don?t<s by Rcbert 3cwen 229 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ln Lhe world o reelancing, Lhe enLrepreneur has Lo Lake on a number o Lasks or Lhemselves LhaL would normally be handled by a separaLe deparLmenL aL a bigger company. MosL o Lhese Lasks are noL parL o Lhe creaLive processes LhaL reelance workers are used Lo, buL raLher are more Ledious, leL-brain paperwork. RighL-brain creaLives oLen shudder aL Lhe LhoughL o Lhese orays inLo linear domains. Such deLail-ridden Lasks would sLrain any reelancer who wears mulLiple haLs, buL Lhey musL be compleLed. One such Lask is conLracLs. DraLing a conLracL LhaL covers you, and doesn'L jusL enumeraLe inormaLion, is more Lhan imporLanL. iL is a musL. Freelancers do noL have Lhe beneiL o a legal deparLmenL dedicaLed Lo proLecLing Lheir inLeresLs wiLh a waLerLighL conLracL. NeverLheless, a reelancer's conLracL musL be comprehensive, concise and clear. lL should ouLline Lhe scope o Lhe job, scheduling demands, Lhe expecLaLions o boLh parLies and more. ln Lhis arLicle we'll help you idenLiy Lhe inormaLion LhaL should be included in your conLracL and make sure you have a concreLe agreemenL LhaL leaves liLLle chance o Lhings geLLing ouL o hand. as can someLimes happen Lo Lhose o us in Lhe reelancing crowd. 1hese do's and don'Ls will hopeully remove a loL o Lhe headache and guesswork LhaL comes wiLh draLing a conLracL. 8y undersLanding Lhe raLionale behind various conLracLual elemenLs, you will be able Lo beLLer cusLomize your conLracLs Lo iL Lhe speciic job you have been hired or. 230 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e Basics lnclude Lhe basic inormaLion, obviously. 1he "who" and Lhe "whaL" o Lhe projecL. Who is conLracLing you Lo do whaL kind o work 1his is sLandard sLu included in every conLracL LhaL deines Lhe job as a whole. While Lhis inormaLion is probably well known by boLh parLies, puL iL in Lhe conLracL anyway so LhaL everyone is on Lhe same page abouL Lheir roles and responsibiliLies. 8ecause iL is such basic inormaLion, reelancers oLen overlook how imporLanL Lhis secLion is or esLablishing Lhe ramework o Lhe projecL. Do?s an. Don?t<s K.l.S.S. Keep lL Simple, Simon (your name may noL be Simon, buL iL is nicer Lhan Lhe LradiLional "S" in Lhe phrase.) Do be sure Lo clariy your role in Lhe projecL rom sLarL Lo inish and exacLly whaL iL enLails, so LhaL Lhe clienL doesn'L Lry Lo puL a haL on your head LhaL you do noL wanL Lo wear (or example, Lrying Lo make you swiLch rom designing Lo providing Lech supporL once Lhe projecL has launched). ou know who you are and whaL your sLrengLhs are, don'L leave room or Lhe clienL Lo change your role in Lhe projecL or Lheir convenience. 8e speciic abouL whaL roles you are and are noL willing Lo play. 231 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Time Frame 1his simply esLablishes Lhe Lime LhaL Lhe projecL will Lake and Lhe duraLion LhaL Lhe conLracL covers. SomeLimes a reelancer has Lo leave Lime open aLer a projecL's compleLion Lo help inLegraLe Lhe producL inLo Lhe clienL's exisLing media sLream. 8uL noL always. DeLermining LhaL Lime rame aL Lhe beginning and ormalizing iL in Lhe Lerms and condiLions o Lhe conLracL will ensure you are noL Laken advanLage o. Do?s an. Don?t<s Many people do noL like deadlines, and some reelancers are no dierenL. WheLher you love or haLe Lhem, including deadlines in your conLracLs is imporLanL. Don'L overlook Lhis deLail simply because o Lhe pressure iL may bring. Cive yoursel enough Lime Lo properly compleLe your Lasks, while keeping Lhe clienL's LimeLable in mind. 8eing vague abouL how much Lime Lhe conLracL covers will give your clienL room Lo ind Lhings or you Lo improve aLer Lhe projecL has launched. Also, do be sure Lo include Lime rames on when Lhe clienL needs Lo respond Lo your submissions wiLh Lheir quesLions and concerns, so LhaL you are noL endlessly sLrung along waiLing Lo hear back on how Lo proceed. 232 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Deli'er5 Details PuLLing Lhis in Lhe conLracL urLher clariies expecLaLions aL Lhe ouLseL. 1he clienL knows up ronL whaL Lhe inal producL will be and how you will be delivering iL Lo Lhem. 1his rees you rom having Lo guess laLer on Lhings like whaL ile Lypes Lhey can access, and iL gives Lhe clienL peace o mind knowing LhaL you are boLh on Lhe same page. lL also gives you an indicaLion o Lhe depLh o Lhe clienL's knowledge in Lhis area o work and how well Lhey will be able Lo work wiLh Lhe producL once you hand iL over. And being able Lo anLicipaLe Lhe clienL's need or assisLance in accessing and inLegraLing your producL will help you ormulaLe oLher parLs o Lhe conLracL. Do?s an. Don?t<s Once again, keep iL simple. Once you've assessed Lhe clienL's needs, don'L send Lhem more iles or ile Lypes Lhan are needed Lo saLisy Lhe projecL's requiremenLs. Don'L Lry Lo impress Lhem wiLh a ZlP ile ull o exLras LhaL show how proessional you are. 1his will overwhelm clienLs who are noL design-savvy and encourages needless pesLering. Keeping iL simple will move your clienL happily along Lheir way, noL only giving you peace o mind rom a job well done buL reeing you rom uLure disLracLions as you move on Lo your nexL clienL. 233 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e Financials For mosL design work, billing by Lhe job, raLher Lhan by Lhe hour, is easier or everyone. ou may have already come Lo an agreemenL on inancial maLLers, buL include Lhem in Lhe conLracL anyway or good measure. JusL because you have an undersLanding abouL paymenL, Lhe clienL could always convenienLly "orgeL" Lhe amounL or change Lhe Lerms. Do?s an. Don?t<s Agree on an iniLial deposiL (whaLever seems air) beore doing any work, Lo proLecL boLh parLies i eiLher wanLs Lo back ouL. Make sure Lhe clienL undersLands LhaL Lhis deposiL proLecLs Lhem as well by commiLLing you Lo Lhe projecL and keeping you rom being sideLracked by oLher clienLs. Also include a CancellaLion Clause in Lhe inancial secLion o Lhe conLracL. 1his isn'L SanLa's less amous broLher, iL acLually proLecLs you, Lhe reelancer, in case your clienL backs ouL by sLaLing Lhe inancial obligaLions o boLh parLies should Lhe projecL LerminaLe beore compleLion. /e'isions )n. )lterations ou can also proLecL yoursel by including a clause LhaL sLaLes how many alLeraLions and revisions Lo Lhe producL are covered by Lhe ee. ou can seL Lhe pricing or changes requesLed by Lhe clienL LhaL go 234 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ beyond Lhe number speciied in Lhe conLracL, Lhus prevenLing Lhe clienL rom abusing Lheir privilege. 8e clear LhaL Lhis is noL a commenLary on eiLher parLy, by including Lhis, you are noL implying LhaL Lhe clienL will be hard Lo please or LhaL you will need mulLiple aLLempLs Lo geL iL righL. lL simply recognizes LhaL we someLimes need Lime Lo ully process someLhing beore making a decision and LhaL we should have Lhe reedom Lo change our minds abouL wheLher an idea works or noL once we acLually see iL in acLion. Do?s an. Don?t<s Remember LhaL proessionalism should win ouL aL all Limes, so don'L leL Lhis parL o Lhe conLracL be any dierenL. es, iL can be aggravaLing how some clienLs come back Lo you over and over wiLh requesLs as a resulL o every whim LhaL moves Lhem, buL do be reasonable. Don'L punish all o your clienLs because o one LhaL burned you in Lhe pasL. And don'L leL pride keep you rom accommodaLing a modesL amounL o revision by Lhe clienL, even i Lhey don'L suiL your LasLe. ALer all, Lhe design may be yours, buL Lhey are paying you Lo creaLe iL or Lhem. T!e Fine Print )n. Bottom >ine ln Lhe end, make sure Lhe conLracL is proessional and clear LhroughouL, and be as deLailed as possible in deining Lhe roles o boLh parLies in Lhe projecL. 235 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ W!at?s In ) PriceL 2ui.elines For Pricing Web Designs 3y 1hursJcy 3rcm 236 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Pricing a websiLe design can seem impossible. A good websiLe design can cosL anywhere beLween Lhousands o dollars and under iLy dollars, depending on Lhe Lype o siLe, how you build iL and a hundred oLher numbers. 1hose numbers can make iL diiculL Lo decide where Lhe righL price poinL or your own work is. how do you know whaL your work is worLh when oLher designers' prices are all over Lhe place All prices are noL creaLed equal. while iL may seem Lo Lhe lay person LhaL all websiLes are similar, dierences like Lhe ramework Lhe siLe is builL upon and Lhe process Lhe websiLe designer uses can require drasLically dierenL prices. A websiLe design LhaL doesn'L require you Lo do much more Lhan design a new Lheme or WordPress probably shouldn'L be priced Lhe same way LhaL an e-commerce siLe LhaL expecLs Lo see plenLy o Lraic should be. lL comes down Lo Lhe quesLion o whaL's in your price. ln Lhis arLicle, we'll look aL how our web designers seL Lheir prices - and how you can learn rom Lheir experiences. T!e Basics of Pricing AL Lhe mosL basic, your prices musL cover your expenses wiLh hopeully a liLLle exLra leL over, unless you have anoLher source o income. 1he sLandard advice or deLermining your prices is Lo calculaLe whaL you need Lo live or a monLh - and Lhen break LhaL down Lo whaL you need Lo earn per hour. 1here are some nuances. iL's 237 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ rare or a web designer Lo have 40 hours o paying work every week. lL's noL impossible or a reelancer Lo have only 20 billable hours a week, especially when he's jusL sLarLing ouL. 1he resL o Lhe week may be spenL markeLing Lo new clienLs, handling paperwork and oLher necessary Lasks. 1here's also Lhe danger o underesLimaLing your expenses when you decide on your raLes. lL's easy Lo miss one or Lwo expenses, like healLh insurance, and wind up wiLh prices LhaL jusL won'L work. lL's imporLanL Lo build in a buer when esLimaLing Lhe money LhaL you need Lo bring in. your income needs Lo be able Lo cover savings, emergencies and even price hikes on your sLandard expenses. 1hese acLors mean LhaL Lhe price range you ind by esLimaLing whaL you need Lo cover your expenses should acLually be Lhe boLLom end o where you seL your prices. our own expenses are only a small parL o whaL goes inLo Lhe price you charge or a websiLe design. #. Deci.ing Beteen Per Pro8ect an. Per -our One o Lhe biggesL decisions you have Lo make as a web designer is wheLher you'll charge per hour or per projecL. MosL websiLe designers Lhink in Lerms o how many hours a projecL will Lake Lhem Lo compleLe, which LranslaLes easily Lo charging by Lhe hour. 1here are some oLher beneiLs, as well. an hourly raLe makes iL easy Lo revise an esLimaLe i a clienL suddenly changes a projecL or needs an exLra round o revisions. 238 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ S!oul. I C!arge Per -our: Mary-Frances Main is a web designer based in Colorado. She chooses Lo only work on an hourly basis. As Main says. We cnly qucte er hcur. very very ccccsicnclly we will et c bcllcrl ccmlete rcject ccst, but rcrely. We jinJ thct rcject biJs very rcrely enJ u in cur jcvcr. lts tcc Jijjicult tc cJjust jcr Jesin Jilemmcs cr chcnes in Jirecticn cr lccl cj crcnizcticn jrcm c client. We mcle u jcr nct ivin whcle rcject biJs by cnly chcrin uJctes with c bcse rcte cj c qucrter cj cn hcur. 1he Lype o clienL Main usually works wiLh is a big acLor in her decision Lo work on an hourly basis. She preers clienLs LhaL need a web designer or Lhe long haul - Lhey need Lhe web designer Lo handle updaLes, mainLenance and any adjusLmenLs Lhe siLe needs. 8ecause Main charges an hourly raLe, she can comorLably handle Lhose updaLes, while sLill making enough money Lo cover her needs. C!arging per !our makes sense ifL ProjecL requiremenLs may change aLer you've already sLarLed working, lL's hard Lo Lell exacLly how long a projecL will Lake, 239 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ou're handling loLs o small Lasks or projecLs as Lhey come up, our clienL wanLs someLhing beyond whaL you ordinarily oer. S!oul. I C!arge Per Pro8ect: While charging per hour makes sense or some web designers, iL doesn'L always make sense or everyone. 1here are drawbacks Lo pricing by Lhe hour, as well. A clienL who doesn'L really know whaL Lo expecL in Lerms o Lhe amounL o work iL Lakes Lo creaLe a websiLe can look aL an hourly raLe and quickly become concerned. Having a raLe o S00 per hour can scare o a clienL who Lhinks in Lerms o people working 40-hour workweeks. l you say LhaL you can have Lhe projecL done in 3 weeks, you can wind up wiLh a clienL picLuring a bill in Lhe Lens o Lhousands o dollars, no maLLer how large or small his projecL acLually is. Civing a seL raLe or a whole projecL can eliminaLe LhaL sorL o pricing conusion. Noel Creen, a web designer based in New Mexico, Lakes a per projecL approach Lo pricing his work. While we hcve c er hcur rcte, we rejer tc qucte er rcject rcther thcn er hcur. Ajter 8 yecrs cj Jcin this, were quite ccJ ct lncwin, crcximctely, hcw lcn c rcject is cin tc tcle us, sc ivin c client c 240 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ jlct jee lets them jeel mcre ccmjcrtcble with the rccess. Pricing per projecL has had oLher beneiLs or Creen, as well. He's ound LhaL clienLs are less likely Lo add on Lo Lhe original projecL i Lhey know LhaL Lhey'll have Lo pay an hourly raLe or any changes. C!arging per pro8ect makes sense ifL ou do Lhis Lype o projecL oLen enough LhaL you know how long iL should Lake, our clienL has a budgeL LhaL doesn'L allow or an open-ended number o hours, ou wanL Lo oer a package deal, such as a websiLe and hosLing or a cerLain price, 1he projecL is relaLively shorL and speciic. Price Per Pro8ect )n. Per -our 1here is one oLher opLion, which Dixie vogel, a web designer wiLh more Lhan 0 years o experience, uses. ou can use per hour pricing in some siLuaLions and per projecL in oLhers. 241 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ lcr lcrer rcjects, l rice by rcject (cjter jiurin cut c time estimcte tc multily ccinst my bcse rcte). l Jislile time trcclin cnJ the jeelin cj rushin thrcuh wcrl tc lee my clients jrcm bein cverchcreJ. lm clsc jrequently interruteJ, which mcJe trcclin Jijjicult. lcr smcll, limiteJ scce rcjects, l Jc bill hcurly cs l tenJ tc unJerestimcte the time cn simler tcsls cnJ enJeJ u unJerchcrin. lither wcy, hcwever, l ive my clients c rcne ct the cutset cnJ sticl very clcse tc thct. -o >o S!oul. I 2o: lL can be LempLing Lo price yoursel below your compeLiLion, especially i you can bring in enough income Lo cover your expenses even aL Lhose lower prices. lL seems like a lower price would geL you more work and more clienLs. 8uL iL's a LempLaLion you should avoid. noL all clienLs assume LhaL a low price means LhaL a parLicular web designer is oering a deal. lnsLead, many prospecLive clienLs will Lhink LhaL Lhere is a reason your prices are below oLher web designers wiLh similar porLolios and skills. Maybe Lhere's someLhing wrong wiLh your work or maybe you're a parLicularly slow worker - a low price could be more easily explained by a problem Lhan by a web designer Lrying Lo seL a price lower Lhan his or her compeLiLion. 242 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ C!arging For )ll T!e Time Dou Spen. 1here's a more subLle version o Lhis problem LhaL can appear depending on jusL whaL you charge or. Many new web designers charge only or Lhe Lime Lhey spend acLually creaLing and implemenLing a websiLe. When Main irsL sLarLed designing websiLes, abouL nine years ago, she ell inLo Lhis Lrap. Now, her prices cover a loL more. We useJ tc hcve entire emcil exchcnes cnJ Jesin rccesses thct went unchcreJ, we ncw lc cll cj thct time cnJ chcre jcr it ccccrJinly. 8eyond Lhe acLual Lime you spend on designing a websiLe, you can and should bill your clienLs or Lhe ollowing. /e'isions. lL's rare or a clienL Lo like a design exacLly Lhe way you come up wiLh iL, buL you can bill Lhem or Lhe Lime you spend revising your designs. ,.ucation. WiLh some clienLs, you can spend hours going back and orLh, educaLing Lhem on whaL a websiLe design acLually includes. 1haL is Lime you've spenL on your projecL and iL's Lime you can bill Lo your clienL. 243 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Set up. Some designers Lake care o seLLing up hosLing, i noL providing iL enLirely. 1he Lime iL Lakes Lo geL everyLhing ready on Lhe hosLing end o Lhings is an expense your clienL can cover. ,4plaining Dour Prices 1here may be a clienL or Lwo who quesLions your prices. lL seems Lo happen more wiLh clienLs LhaL aren'L amiliar wiLh Lhe work necessary Lo creaLe a websiLe, buL iL can happen wiLh a wide varieLy o clienL Lypes. As long as you can explain your prices and you remain irm on Lhem lenLs are Lypically willing Lo work wiLh you. Creen has had clienLs who Lried Lo bargain and barLer wiLh him on his raLes. We JiJnt buJe, sc they chcse scmecne else.the client whc lejt beccuse we wculJnt c Jcwn in rice enJeJ u ccmin bccl tc us cjter the ccmcny they DlD c with JiJnt Jeliver whct theyJ rcmiseJ. When a prospecLive clienL wanLs Lo argue prices wiLh you, iL can be hard Lo sLand irm, i only because you wanL Lhe projecL even i iL means dropping your raLes a liLLle. 8uL Lhere are a loL o reasons LhaL a web designer can ask or high prices and geL Lhem. ou can compleLe a projecL signiicanLly asLer Lhan an amaLeur. lL's cheaper Lo pay your hourly raLe and geL a good design quickly Lhan 244 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Lo leL a non-designer drag ouL Lhe process or weeks or even monLhs. ou do more Lhan jusL design - you manage Lhe projecL as a whole, rom creaLing a design Lo coordinaLing conLenL. ou're a proessional. our clienLs wouldn'L ask a vendor Lo drop Lheir prices. lL can be hard or a new web designer Lo price a projecL high enough, simply because o a lack o conidence. As you build your skills and gain conidence, iL becomes easier Lo quoLe higher prices Lo clienLs wiLhouL worrying LhaL Lhe price is Loo high. SLephanie Hobbs, a web designer based in SouLh Carolina, has increased her prices along wiLh her conidence. When l stcrteJ in 200J, my jirst cyin website wcs $4S0 jcr S ces. Once l jiureJ cut c recscncble time estimcte, l cjjereJ c jcur ce site jcr $600. As my slill level hcs increcseJ cnJ lve rciseJ my hcurly rcte, thct number hcs cne tc $800, $1000, cnJ ncw $1200. My hcurly rcte stcrteJ ct $40 (l thinl, it miht hcve been $S0) cnJ is ncw ct $7S. 3ut lve rciseJ my rctes beccuse l wcs very lcw tc bein with beccuse l JiJnt hcve ccnjiJence in myselj. 245 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ W!en S!oul. I Increase %5 Prices: WhaL you charge Loday isn'L necessarily whaL you should be charging or iL a year rom now. As you add Lo your skills, as well as your repuLaLion, you'll noL only be more valuable Lo your clienLs buL you'll be able Lo demonsLraLe your worLh wiLh a larger porLolio o compleLed projecLs. ou'll be able Lo increase your prices - and you should. vogel sLarLed reelancing aL S25 per hour. She acLually considers clienLs noL complaining abouL prices a bad sign. "l no poLenLial clienL complains, you're noL charging enough." As she raised her prices, vogel would sLarL quoLing new projecLs aL her higher raLes, as well as inorming her exisLing clienLs. For any raLe increases, l've always senL ouL noLices Lo my clienLs explaining whaL l was doing beorehand and giving Lhem all plenLy o opporLuniLy Lo opL ouL. l've never losL a single clienL raising my raLes. Timing ) Price Increase 1iming when you're going Lo announce your raLe increase can be Lricky, especially when you have exisLing clienLs or you've already oered an esLimaLe or a new projecL. New clienLs are much easier Lo deal wiLh. iL's jusL a maLLer o quoLing your new raLe as you Lalk abouL new projecLs. WiLh exisLing clienLs, however, you may ind LhaL Lhey've 246 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ goLLen used Lo your old raLes and aren'L prepared Lo budgeL more or your services. 1here are a couple o Limes LhaL iL can be easier Lo announce Lhose new raLes. T!e 0e Dear. WiLh Lhe end o Lhe year approaching, you can simply send ouL a noLice LhaL your raLes will be going up on Lhe irsL o Lhe year. 1he same approaches works wiLh Lhe beginning o a new monLh i you aren'L prepared Lo waiL unLil Lhe end o Lhe year. 0e Pro8ects. l your clienL brings you a new projecL, iL can be an ideal Lime Lo make Lhe swiLchover. ou can explain LhaL or uLure projecLs, you've increased your raLes, which provides you and your clienL a chance Lo Lalk abouL Lhe maLLer. Contracts. l you have a conLracL wiLh your clienL Lo provide cerLain services, like mainLenance, on a conLinuing basis, LhaL conLracL should have an ending daLe. 1haL daLe gives you an opporLuniLy Lo renegoLiaLe your raLes. lncreasing your prices may noL always be jusL a maLLer o making more money. l you wanL Lo be able Lo oer a discounL on your work, as Hobbs does, having higher raLes is necessary. l Jc cjjer c 20 Jisccunt jcr ecle in my netwcrlin rcu, cnJ c J0 Jisccunt tc ncnrcjits (which is crt 247 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ cj why l rciseJ my rctes jrcm $1000. lm cctuclly mclin clcser tc whct l intenJeJ tc mcle, since mcny cj my clients cre jrcm my netwcrlin crcnizcticn). Prices in t!e Wil. All Lhe inormaLion on how Lo seL prices may noL be enough Lo help you decide whaL is a reasonable price or your web design work. AcLually seeing whaL oLher web designers charge is necessary Lo decide i your prices are comparable. Mary-Frances Main charges S60 per hour or mosL web design work. For programming, her raLe is S72 per hour and or Flash, her raLe is S65 per hour. Noel Creen charges beLween S2,500 and S5,000 or a compleLe websiLe, guaranLeeing a 4-week Lurnaround on projecLs. ProjecLs aL Lhe upper end o LhaL range Lypically involve more complex eaLures, such as shopping carLs. Dixie vogel charges beLween S60 and S80 per hour or mosL web design work. SLephanie Hobbs's raLes sLarL aL S,200 or a 4-page websiLe, add Lo her esLimaLe or larger projecLs and siLes wiLh exLra eaLures, like Flash. 248 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 1hese prices dier due Lo acLors like Lhe designer's locaLion, Lheir experience and even Lhe Lype o clienLs Lhey preer Lo work wiLh. 8uL, in each case, Lhe web designer in quesLion has LhoughL Lhrough noL only whaL he or she needs Lo earn buL how comparable Lhose prices are Lo oLher designers and where Lhe prices can be increased. 249 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ 9ualit57Price7/atio in Web Design 3y Iejj CcrJner I?m about to make a bol. statement. 1he qualiLy o a design and Lhe moneLary cosL o producing or procuring LhaL design have absoluLely no relaLionship whaLsoever. lL's a biLLer pill Lo swallow, l know. Many o you are crying oul aL Lhis very momenL, buL hear me ouL. l'll explain my radical posiLion and hopeully give you a ew poinLers abouL how Lo more eecLively price and posiLion your design business in Lhis brave new, and uncorrelaLed, world. 9ualit57Price7/atio (or QPR as iL's commonly reerred Lo) is a concepL LhaL is used exLensively in Lhe wine Lrade. ln iLs essence iL's noLhing more Lhan a measure o perceived value, o Lhe enjoymenL you receive weighed againsL Lhe price you have Lo pay. Do you eel LhaL Lhe beneiL your gained was worLh Lhe price you've paid l you don'L, Lhen Lhe producL or service has a low QPR. On Lhe oLher hand, i you eel like you goL away wiLh highway robbery Lhen Lhe producL or service has a very high QPR. l'll spare you Lhe meLaphysical comparisons beLween wine and design beyond Lhis one imporLanL poinL. 1here is no correlaLion beLween price and qualiLy when discussing wine or design. 250 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e )ssumptions 2oo. .esign is sub8ecti'e While mosL good design shares many o Lhe same basic characLerisLics, beyond a cerLain poinL Lhe perceived value o all design is subjecLive. WhaL appeals Lo me may noL appeal Lo you, in acL, you could go so ar as Lo say LhaL you haLe iL. 8uL, i you were being honesL (and Lhe work in quesLion was in acL well done) you would have Lo admiL LhaL iL was, aL Lhe very leasL, well puL LogeLher. 2oo. .esign is c!eap Don'L misundersLand me. l'm noL saying LhaL good design shculJ be cheap or LhaL iL always is cheap. l'm jusL saying LhaL, Lhese days, good design can be ound very inexpensively. 1hink 99designs, Craphic LeLovers, and even some o Lhe more repuLable sLock agencies. 1hese services are exLraordinarily popular because Lhey bring good design Lo people on a budgeL. 1hese services can also be exLraordinarily diiculL Lo compeLe againsL. 2oo. .esign !as no correlation it! price From Lhe clienL's poinL o view, Lhe QPR o design alls inLo our, and only our, caLegories. 251 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ LisLed rom lowesL QPR Lo highesL. . 8ad design LhaL's expensive. As a clienL, you do noL wanL Lo be here iL's a world o pain. 2. 8ad design LhaL's cheap. 1his Lype o design, l Lhink we'll all agree, has a airly low QPR because, well, iL sLill sucks even Lhough you paid very liLLle or iL. 3. Cood design LhaL's expensive. 1his is a Lough one. ou've goLLen a greaL producL, buL you've paid a heLy price. ou normally jusL Lell yoursel LhaL you did Lhe righL Lhing because everyone knows, "you geL whaL you pay or". 4. Cood design LhaL's cheap. 1his caLegory has Lhe highesL QPR because you are geLLing a greaL producL or a small price! Who doesn'L wanL Lo be here our clienLs are clearly looking or LhaL magic ourLh caLegory, while you're Lrying Lo geL Lhem closer Lo Lhe Lhird. 1his is whaL makes selling design so diiculL you're inLeresLs and Lhe clienLs inLeresLs are clearly aL odds. 2oo. .esign is about attitu.e A liLLle aLLiLude and a liLLle cockiness never hurL anyone. l would argue LhaL Lhose Lwo qualiLies have acLually helped more businesses Lhan Lhey've harmed. 252 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Why 8ecause being conidenL in your producL or service is inecLious. l you believe sLrongly in Lhe value and Lhe worLh o whaL you're selling, your clienLs are going Lo see LhaL and respond in kind. 2oo. .esign is about bran.ing 8rand is all abouL good will. Having high brand equiLy is noLhing more Lhan having a sLockpile o good emoLions and good response reacLions rom consumers. WhaL does Lhis have Lo do wiLh good design lL doesn'L, oLher Lhan Lhe acL LhaL consumers will give Lhe beneiL o Lhe doubL Lo a design LhaL has a sLrong brand behind iL. 1hey may noL know whaL good design is, buL i Lhey respecL your name chances are Lhey will respecL your design. Pricing Strategies LeL's ace iL, deciding how Lo price your creaLive services is hard. ou are, in essence, Lrying Lo aLLach a discreLe number Lo your creaLive acumen, which makes iL seem very much like you are bragging i you charge a loL or like you have no backbone i you charge Loo liLLle. 8uL iL is imperaLive LhaL you geL beyond Lhese eelings. Design, and good design especially, is a very scarce resource and, as such, should be priced accordingly. 8uL how Lo go abouL arriving aL a number A noLe abouL premium services. "l once heard abouL a wedding phoLographer (who charged average prices) LhaL wanLed Lo work less. 253 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ So, she igured LhaL i she jusL began raising her prices Lhere would simply be less inLeresL rom clienLs. FirsL she bumped up Lo S3,000 a weekend, Lhen S4,000, Lhen S5,000. 1o her asLonishmenL, she acLually began receiving more requesLs rom clienLs. 1he clienLs igured LhaL i she was charging such a high sum, she musL be really good. 1ruLh being Lold, she hadn'L goLLen any beLLer, she'd always been a good phoLographer buL Lhe higher price led her poLenLial clienLs Lo believe Lhis and, in Lhe end, Lhey were never disappoinLed. Finally Lhis phoLographer raised her prices Lo S20,000 per weekend, essenLially pricing hersel above whaL almosL anyone could aord. Her poLenLial clienLs Lhen began oering Lo ly her Lo remoLe locaLions around Lhe world jusL or Lhe chance Lo have her shooL Lheir exoLic weddings. l Lhink you geL my poinL. 1he old economic adage LhaL higher price correlaLes Lo lower demand doesn'L always hold Lrue, and Lhis is especially Lrue o luxury goods. Design is a premium service. A luxury good. lL is cerLainly noL necessary Lo run a business (jusL Lake a look aL all Lhe used car dealers o Lhe world or conirmaLion), buL resulLs in a deiniLe advanLage Lo Lhe businesses who value good design. Don'L be surprised Lo ind LhaL design and Lhe pricing o design ollows a slighLly paradoxical pricing relaLionship. 1his liLLle sLory also illusLraLes how imporLanL markeL posiLioning is Lo luxury goods. ou'd be a ool Lo Lry and compeLe on price wiLh siLes like 99designs, so don'L Lry. CompeLe on compleLeness, your creaLive vision and your cusLomer service." 254 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ WiLh our new assumpLions and Lhe idea LhaL design is a luxury good, leL's Lake a look aL a ew Lips Lo help you ormulaLe a sensible price or your design services. Don?t c!arge per !our Design, or any oLher creaLive endeavor, should never be charged hourly. l know, iL's an indusLry sLandard meLhod, buL l whole-hearLedly disagree wiLh iL and here's why. Charging hourly works anLasLically or Lhings like sLamping exhausL pipes or wriLing legal bries any Lype o job LhaL is characLerized by Laking inpuLs and Lransorming Lhose inpuLs using a speciic process, iL's easy Lo see Lhe direcL correlaLion beLween hours and number o exhausL pipes or legal bries. On Lhe oLher hand, wiLh creaLive pursuiLs, and design in parLicular, Lhere is oLen no Lime correlaLion whaL-so-ever. SomeLimes you geL LhaL spark and a projecL Lakes 2 hours, someLimes you have Lo baLLer yoursel or days beore you eel LhaL you have someLhing remoLely resembling a decenL design. Should Lhe clienL in Lhe irsL insLance have Lo pay nearly noLhing or Lheir design while Lhe clienL in Lhe second pays Lhrough Lhe LeeLh Hourly raLes are unair Lo boLh Lhe designer and Lhe clienL. Well Lhen, l can hear you asking, i noL hourly, how are you supposed Lo igure ouL how Lo charge 255 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e cost of .oing business 1he irsL sLep in coming Lo a air and reasonable valuaLion o your services is Lo Lake a look aL your cosL o doing business. CosL o business is simply everyLhing LhaL iL Lakes or you Lo operaLe. 1he cosL o your compuLer, Lhe cosL o all Lhe soLware LhaL you use, i you renL oice space, Lhe cosL o your oice space. 1hink o every single Lhing LhaL you use on a daily basis Lo geL your work done and wriLe Lhem all down. 1his is your cosL o doing business (l ind iL easiesL i iL's wriLLen in monLhly Lerms), and you should revisiL and revise Lhis number aL leasL once a year. 1o esLimaLe a per projecL break even igure you can divide your monLhly cosL o doing business by your average number o projecLs compleLed in a monLh and you will have an average baseline projecL cosL. our cosL o doing business serves as a baseline Lo your pricing equaLion. 1his, by Lhe way, doesn'L mean LhaL Lhe average baseline projecL cosL is Lhe lowesL price you can ever charge or a projecL, buL, iL should, insLead, serve as a guide posL Lo help you mainLain proiLabiliLy. T!e creati'it5 coefficient LeL's noL mince words, creaLiviLy is hard work. lL's noL roLe producLion, Lransorming inpuLs using a sLandard process. Design, as wiLh all creaLive pursuiLs, is all abouL creaLing someLhing rom noLhing, and because o Lhis, creaLive work demands iL's own pricing meLhods. 256 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Price = CreaLiviLy CoeicienL CosL o doing business 1he creaLiviLy coeicienL is noLhing more Lhan a mulLiplier LhaL you apply Lo your base cosL o doing business. 1his coeicienL (or mulLiplier) gives Lhe designer a measure o conLrol Lo help maLch Lhe prices Lhey charge wiLh Lhe diiculLy and involvemenL o Lhe projecLs Lhey work on. 1he creaLiviLy coeicienL should be based upon Lhree Lhings. . Difficult5. l Lhe projecL is diiculL or very involved charge more. 1his should be clear aL Lhis poinL. l you're producing one Lri-old brochure your mulLiplier may be as low as .20, on Lhe oLher hand i you are compleLely rebranding and redesigning a medium Lo large company's image your creaLiviLy coeicienL may go as high as 0 or 5. 2. Bran. strengt!. Simply puL, i you have a sLrong brand behind you charge more. AL irsL glance Lhis may seem unair buL, in realiLy, iL is Lhe simplesL and mosL eecLive way Lo separaLe poLenLial clienLs inLo Lhe Lwo groups LhaL maLLer. 1he ones LhaL jusL wanL Lo work wiLh you because o your name buL are going Lo be a major headache (especially over price), and Lhe ones LhaL recognize Lhe value LhaL your brand brings and are willing Lo pay or LhaL value. 3. In.i'i.ualit5. l Lhe clienL is coming Lo you because you specialize in a cerLain Lype o design or in a speciic medium 257 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ and Lhere is no one else ouL Lhere LhaL can compeLenLly perorm Lhe work charge more. Niche work is imporLanL and Lhere is value in being dierenL, especially in Loday's hyper- homogenized world, clienLs LhaL come looking or someLhing dierenL will be expecLing Lo pay premium prices or someLhing LhaL Lhey cannoL geL anywhere else. 1he creaLiviLy coeicienL gives designers a simple and eecLive way Lo Lry and wrangle concreLe numbers around Lhe value o creaLiviLy. And because you are sLarLing wiLh a baseline amounL LhaL relecLs your acLual cosL o doing business you are ensuring LhaL your business will sLay proiLable. T!e Take7aa5 Finding a balance in Lhe way LhaL you price your designs isn'L jusL abouL economics and inding Lhe highesL number LhaL you can geL away wiLh. 1hese guidelines are jusL LhaL, guidelines. Hopeully Lhey have given you a new, and inspiring, lighL in which Lo view your services and Lhe value o Lhose services buL in Lhe end, iL comes down Lo eeling LhaL you are providing a valuable service Lo your clienLs and LhaL you are being airly paid or Lhose services. 258 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!e )ut!ors /obert Boen An emerging auLhor, celebraLed podcasLer and poeL, co-ounder and imaginaLive co-conLribuLor o Lhe creaLive design and blogging duo aL Lhe ArbenLing 8log and Dead Wings Designs. Tim %ercer PhoLography enLhusiasL, graphic designer, arLisL and blogger. His blog oers ree resources or Lhe digiLal arLisL and graphic designer, as well as LuLorials, arLisL inLerviews and inspiraLion. Cameron C!apman Proessional Web and graphic designer wiLh over 6 years o experience. She wriLes or a number o blogs, including her own, Cameron Chapman On WriLing. She's also Lhe auLhor o lnLerneL Famous. A PracLical Cuide Lo 8ecoming an Online CelebriLy. >uke /eimer Web projecL manager, designer, and developer currenLly operaLing Fluid Media web design group ouL o WaLerloo, Canada. 259 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ Paul Boag Founder o UK Web design agency Headscape, auLhor o Lhe WebsiLe Owners Manual and hosL o award-winning Web design podcasL 8oagworld. )n.re Follett Small-business markeLing direcLor and ounder o ConcepL Feedback, a communiLy o designers and markeLers dedicaLed Lo sharing ideas and eedback on design projecLs. Sam Barnes Web ProjecL Manager aL RawneL. AlLhough a liLLle shorL or a SLormLrooper, he can be ound posLing arLicles aL Lhesambarnes.com, a blog dedicaLed Lo Lhe subjecL o Web ProjecL ManagemenL. 2ra!am Smit! Freelance Logo Designer wiLh lmJusLCreaLive being his brand and idenLiLy. C's main moLivaLion Lo wake up in Lhe morning can be aLLribuLed Lo HelveLica, logos, Lypography, coee and silly puLLy. ou'll also ind C pracLicing Lhe overL arL o Social Media. 260 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ /5an Sc!erf Freelance web designer, developer and enLrepreneur. When he isn'L wasLing Lhe day away on 1wiLLer, he can be ound building his mosL recenL venLure SixCenLral, a clienL proposal organizaLion & managemenL applicaLion. )urimas ).oma'icius CreaLive lead aL Dev8ridge, a Chicago based web applicaLion developmenL company. He is also responsible or Lhe creaLion o Lhe websiLe review communiLy, ConcepL Feedback. A phoLographer, web developer, and web designer whose opinion can be oLen heard on Lhe company blog and on 1wiLLer. )n.5 /utle.ge Principal aL UniL lnLeracLive in Plano, 1exas. When noL working, road cycling, or banging on Lhe piano, he's usually ound ranLing abouL design or proessionalism on his personal siLe, Design view. /ob Smit! DigiLal direcLor o 8luelea helping clienLs wiLh Lheir digiLal needs rom Lheir websiLe Lo email markeLing Lo analyLics. He also wriLes in his own blog on digiLal media and ecommerce 261 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ ;eff 2ar.ner 8usiness nerd who loves spreadsheeLs, graphs and helping companies igure ouL how Lo perorm beLLer. He also enjoys wriLing, phoLography and being ouLside. Peter Smart SLaring his company aL Lhe age o 5, PeLer SmarL runs award-winning CreaLive MarkeLing ConsulLancy, Roam Design. WiLh an impressive porLolio, Roam Design creaLe cuLLing-edge brand experiences or domesLic and inLernaLional clienLs. )aron 2riffit! MarkeLing projecL manager or Air Cycle CorporaLion and LampRecycling. 8oLh companies provide recycling and oLher green soluLions or businesses and large organizaLions all over Lhe world. )l5ssa 2regor5 Owner o averLua, LLC, a ull-service virLual assisLanL irm. She has a passion or supporLing small businesses, and provides business Lips, advice and news Lhrough her business blog, Lhe Small 8usiness ldea CeneraLor. 262 Smashing e8ook Series. #2 Successul Freelancing or Web Designers _____________________________________________________________ T!urs.a5 Bram Full-Lime reelancer who has been working on her own or more Lhan seven years. She wriLes abouL Lhe business side o reelancing and mainLains her own websiLe. 263