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How do you manage administration and sales when you are freelance?

As a freelancer, we have to manage the administrative and commercial part ourselves. But how can you manage freelance administration efficiently?

Updated on

3/6/2020

freelance administration
Photo by Othmar Vigl on Pexels

To be freelance is to be self-employed. This professional status requires that you take personal responsibility for all administrative tasks, and of course for commercial activities. To better carry out freelance administrative management, I therefore offer you, in this article, some advice.

Create master records for customer management

Very important, customer management is a major factor in helping you organize all your activities. Moreover, it is thanks to it that you can improve your performance as a freelance worker. explique !

Freelance, you have to find your clients yourself. Some keep looking for them, others are satisfied with existing clients. In any case, you need to manage your clientele! You also need to keep them loyal, and to do that, you have to make sure that they are satisfied. You will never be able to do this in a dashboard where you record everything there is to know about your customers (especially if you have more than three).

freelance administration
Photo by George Becker on Pexels

Conduct regular analysis and monitoring of all activities

By analyzing and following all your activities, you are not likely to forget certain missions. How to proceed?

Analysis for efficient freelance administrative management

A freelancer has to study every contract he is offered from top to bottom. I'm talking about the conditions of the assignment, or the organization of the work...

Ensure order and delivery

Here again, it makes sense to set up order processing sheets. It will then be much easier to program them:

  • New orders
  • Order processing
  • Available orders
  • Deliveries

There is a Youtube video in which I describe this at the bottom of the article. Support me by subscting to the YouTube channel "Happy Desk Design"

Freelance administrative management: it includes planning your timetable

Parallel management of administrative and commercial tasks is not easy, especially for one person. To do this, you need a good sense of organisation ! Time management can be very decisive for better management. As they often say: time is precious.

So spend a few hours a day planning everything. Sometimes half an hour is enough. Other times, you'll need more. If you've followed all these recommendations, you can handle as many clients as you want.

freelance administration
Photo by Ylanite Koppens on Pexels

You know that there are several online tools that can help you :

  • manage your customer base
  • keep track of your work on a regular basis
  • plan your schedule

For example, I use: Airtable, Basecamp, etc.

freelance administration
On Wierink Imagin

Conclusion
Don't forget to take care of yourself. It will increase your capacity to work, your productivity! In short, freelance status is a real commitment, requiring great responsibility and good organization. The key to your success is based on your ability to manage your work, both as a manager and as a salesperson.

Come back to this page whenever you want. Did you come up with any ideas I might have forgotten? If so, what are they? Leave a comment below or send an email to hello@happydesk.be.
Kevin Palombo, Manager of Happydesk.

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