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Your first to-dos

While it might seem overwhelming to start your freelancing business, remember that you can do it in steps. You can start making money right away by setting up a profile on Upwork or a similar platform. Then build and grow from there.

In this section, you'll find a to-do list and a Google Sheets spreadsheet template to track keywords, competitors, finances, and more. 

If you haven't done so already, now is the time to create a bookmark, label it freelancing, and save your resources to reference as you grow your business.

Create a freelancing spreadsheet

Now it's time to get into creating Google Sheets to keep track of all your self-employment information. We're going to keep it simple, but if you need additional practice, Check out our Google Sheets tutorial.

First, gather all of the information on your to-do list.

To-do list

• Write out a pros and cons list.
• Write a list of skills to market .
• Do competitor research.
• Highlight in-demand skills .
• Make a list of expenses.
• Calculate pricing at a flat rate vs. hourly.
• Set up a time management and tracking system.
• Determine your first set of rates and services.
• Create a Brand Kit: Logo variations, colors, type fonts, and more.
• Join at least one freelancing platform.
• Fill out all social profiles.
• Make long-term goals.
• Create content.
• Add a content calendar.
• Develop customer personas.
• Website development.
• Certifications and continuing education.

Google Sheets

Now, create a Google Sheets document and fill in the information that you need to keep track of your business.

Sheet 1: Brand Information

• Your Freelance Name
• Business Email
• Business Phone
• Website
• Keywords
• Link to Brand Kit
• Freelancing platforms

Sheet 2: Competitor Research

• Competitor names
• Websites
• Blogs
• Social platforms
• Notes

Sheet 3: Services and Rates

• Core Service
• Type ( Fast turnaround/ project)
• Rate
• Upgrade
• Notes

Sheet 4: Incoming

• Date
• Service
• Platform
• Customer
• Amount
• Balance

Sheet 5: Outgoing

• Date
• Source
• Type
• Amount
• Balance

Sheet 6: Content

• Type (blog post, web page, how-to article, video, infographic, image, etc)
• Date posted
• Platforms (Website, Facebook, Instagram, YouTube, TikTok)
• Likes
• Shares
• Comments
• Repurpose?

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