Running a Design Business: Freelancing

Provides tools and insights for self-employed designers just starting out.

Introduction

• Welcome
• Disclaimer
• Exercise files

1. What Is a Freelancer?

• Definition of a freelancer
• Ongoing models of freelancing
• Temporary models of freelancing
• Why agencies and clients hire freelancers

2. Preparation

• Managing expectations
• Required forms and quarterly payments
• Finding an accountant and a bookkeeper
• Tracking business expenses
• Subcontractor versus employee
• Understanding business licenses

3. Agreements and Contracts

• General principles
• Signing nondisclosure agreements (NDA) and work-for-hire agreements
• Contracts with agencies
• Contracts with clients
• Using standard conditions of agreement
• Coping with revisions and change orders

4. Professional Practice

• Finding and keeping good clients
• Getting a great start when working directly with the client
• Protocol for correspondence and meetings
• Challenges freelancers face with agencies
• Challenges agencies face with freelancers
• Taking credit for work with agencies

5. Organization and Getting Paid

• General bookkeeping setup
• Invoicing and purchase orders
• Creating past-due notices
• Managing nonpayment situations

6. Long-Term Success Strategies

• Establishing and maintaining business relationships
• Working "on spec"
• Learning to say no
• Staying motivated and inspired

Conclusion

• Next steps