Freelancers are typically in communication with a lot of clients and potential clients at any given time. It’s important to be able to keep track of your contacts and to have an organized approach to provide service to them, not to mention the need to keep track of professional contacts in your network.
Gmail, Thunderbird and Outlook all offer some contact management features in addition to email, and in this post we’ll look at other resources that can also help you with CRM (customer relationship management).
There are a lot of options for CRM and many different types of professionals that use these resources. Some of the more robust options are better-suited for large sales forces and (in my opinion) are more than what is necessary for a freelancer or a small design studio. Not surprisingly, those options also tend to carry higher price tags. Here we will look at affordable (and some are even free) options that may be a good fit for designers.
Yesterday we released a free one-page portfolio template in cooperation with Snobby Slice, and today we’ll go through the process of designing that template in Photoshop. If you want to get the Photoshop file used in this tutorial or grab the free template, you can do so at the end of this post. The template is free for personal or commercial use.
A Preview of the End Result:
Here is a look at what we will be designing (click the image to see it in full size).
Being a freelance designer brings a lot of challenges to the daily work aside from the expected design-related issues. Running your own business means that you’ll have to deal with finances, customer service, marketing and every other aspect of the business on top of the design or development work that produces an income. For many freelancers this juggling act is the hardest part of the being a freelance designer.
With so many things that always need to be done, and limited time to dedicate to these tasks, effectively prioritizing tasks is essential in order to achieve efficiency and productivity. If you’ve been working on your own for a while you are probably aware of the challenges that you face in this area, and maybe you are interested in working to improve your ability to effectively prioritize. If you are new to freelancing or just considering making the jump, this is a topic that demands attention.