Friday, August 26, 2011

Ten Tips for Outsourcing Projects Overseas

Outsourcing work overseas is a challenge faced by many online retailers and e-commerce startups. These days, however, marketplace platforms such as Odesk, Guru and Elance have made it much easier to find overseas professionals with the skillset you require.

But managing a person or team overseas is definitely not a walk in the park, and there have been countless horror stories of overseas outsourcing gone wrong. Speaking from my own experience, I have created a list of important things to consider when outsourcing projects overseas.

Here are my top tips to consider when outsourcing work overseas:

1. Clearly scope out and schedule your project and define deliverables

Be very clear on the scope of your project; define your project requirements so that service providers know exactly what the deliverables are and when the deadlines are scheduled. For some service providers you have to literally spell it out, as they will do the absolute minimum based on the project scope.

2. Be very choosy when hiring

Be very picky when you are hiring, there are many service providers out there, so you don’t need to be in a rush. Also don’t choose a service provider based solely on price – examine at other aspects as well and choose based on a balance of good value and quality results.

3. Look for the right experience fit

Make sure the service provider specialises in what you need them to do, and make sure they have specific experience with the type of project you want them to complete. A lot of service providers will be able to do many tasks, but will specialise in none.

4. Review ratings, statistics and feedback

When choosing a service provider it is important to review all the statistical information that is available on their marketplace platform. Most of the platforms will show their work history, how many hours they have worked, what tests they have taken, and any feedback from previous clients.

5. Review portfolios and sample work

Ask the service provider to provide you with a portfolio of work they have done previously, or get them to do some sample work to show that they actually do have expertise in that area. This will ensure they have the right skills to compete the project tasks.

6. Arrange a call or SKYPE interview

It is always best to talk to someone face to face before you employ them, but it’s not so easy if they are in a different country. Thanks to SKYPE you can easily have a face to face discussion with them to make sure they are who they say they are, and gauge how effective they will be at communication and handling the project.

7. Base payment on clearly defined milestones

Define your scope into a plan with defined milestones and base payment on the completion of each milestone. Always pay by hour rather than by project – this will ensure that the project isn’t rushed and ensures quality.

8. Test a few providers before you make your selection

Don’t rush to hire a service provider and stick with them the whole way. Start interviewing a few candidates and give them small portions of work to test them out. This will allow you to pick the best out of the lot. Also do not sign a one year contract before testing out the relationship and their performance. Start small and commit gradually.

9. Have everything documented in writing

Make sure you have everything documented and in writing. Be clear on who owns the resulting work and make sure there is an understanding from both parties on the intended use of the deliverables. Also keep a written record of project goals, pay schedules and any changes made.

10. Make sure you sign an NDA

It is very important to have an NDA (non disclosure agreement) signed by both parties, especially if the provider has access to sensitive company information that could be used in an unethical way. Any refusal to sign an NDA should be a sign of bad things to come.

 

Sunday, April 10, 2011

Freelancer Tools

Timing
These are tools to help you time and track your work. Some of them plug into invoicing programs and some even come with them built in:

Invoicing
When you don’t invoice, you don’t get paid, so it literally pays to stay on top of your billing. Here are some tools to help:

Project Management and Organization
These resources will help you stay organised and manage those projects and clients

Stock Libraries
Templates, Photos, Flash files all to help make you look good

Business Tools
Resources to help with the business of freelancing…

Legal
Because you have to protect yourself and your work…

Job Boards
A whole bunch of places to find jobs, and don’t forget FreelanceSwitch will be adding its very own job board real soon!

Web Tools
Tools to get your Web Presence Up and running…

  • Squarespace - Nice publishing system for websites and blogs
  • Rackspace - Hosting & customer service that is second to none
  • Mosso - Advanced hosting at a reasonable price
  • MyDomain - Domains for $8.50 per year
  • Media Temple - Easy to set up and use hosting
  • Light - Content management for designers and ad agencies
  • SiteKreator - Instant websites - just add your content
  • StrongSpace - Back-up and store important files
  • psd2html - Builds websites in html from Photoshop files
  • xhtml iT - Website builds from design in 24 hours
  • ExpressionEngine - A neat little CMS app
  • Inblogit - A great free blogging tool for web designers
  • PublicSquare - Easy Web Publishing
  • WordPress - The best damn blogging tool around
  • AgencyFusion - Outsourcable programmers
  • XHTMLized - Supply the design & they do the XHTML/CSS

Advertising and Marketing
A few ways to market and advertise yourself online…

Miscellaneous
All the many things we couldn’t fit anywhere else!

Do you have a resource we missed? Leave a comment and let us know!

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12 Breeds of Client and How to Work with Them

There are loads of different types of clients out there and chances are at some point you’ll get to meet all of them. So let’s take a look through some typical clients and see if you recognize a few of your own in there!

Client Breed #1

The Low-Tech Client

How to spot one:
Looks confused and disoriented when discussing anything high-tech, calls rather than emails, wants everything to be faxed. The Low-tech client needs to go through everything twice to get it, but will then happily take your advice.

The Highs:
The Low-tech client will rely solely on your sage wisdom for all things technology related. They will look to you as your technology savior and will stroke your ego with their reverence of your knowledge and advice.

The Lows:
The low-tech client will need to be handheld through everything from setting up their email to opening up PDFs. Charge accordingly. They can also be particularly frustrating if they decide to ‘work it out themselves’. A Low-tech client’s idea of how a website should work for example is often not pretty.

How To Work With One:
The low-tech client needs to be handheld. Make sure everything technical about a job is in writing for them to reread at their leisure. This will save you a lot of time explaining things repeatedly. It’s also best to just accept that you will not be using a lot of the technology that makes our lives easier these days (email, online project management etc) and should instead budget in time for phone calls, faxes and face to face meetings.

It is very easy to start to patronize your low-tech client unintentionally. As you can imagine, this can damage your relationship and even worse hurt their feelings. Make sure you balance the playing field by asking for their input in the areas they know about – their business. This will keep them happy stop them feeling the need to weigh in on your area of expertise – which can waste everybody’s time.

Finally if you work in technology, make sure that your Low-tech client knows how to use whatever product you give them!

Client Breed #2

The Uninterested Client

Thanks to one of our commenters for pointing out my negligence in writing ‘disinterested’ rather than ‘uninterested’ which would have been correct! It is now fixed.

How To Spot One:
The uninterested client is a strange beast – where most clients can’t wait to get involved in your work, the uninterested client just wants things done with as little effort from them as possible. You’ll spot an uninterested client on first meeting when you ask them questions about their business and are met with the minimal response. The uninterested client will rarely provide requested information or materials and will often ask you to complete tasks outside your area of expertise because they “don’t have time”.

The Highs:
An uninterested client will give you a lot of creative freedom, mostly because they have no interest in being involved. Their insistence that you “take care of it” may broaden your skill set and your ability to delegate to outside contractors. You may also gain experience making it work when you don’t have the information or materials you need.

The Lows:
The uninterested client will ask you to take care of everything from copywriting (when you’re a web designer) to flyer design (when you’re a copywriter). Sadly they will often not realize that this should incur extra cost. The uninterested client sometimes marries their lack of interest with wanting things done a certain way producing a very hard to deal with client.

How To Work With One:
It is best to get into good habits early with your uninterested client. A freelancer must be pushy with an uninterested client, so get used to calling and emailing repeatedly. A friendly and humorous tone is a great help when trying to push them along. An uninterested client generally isn’t trying to be rude and unpleasant, most of the time they’re very stressed and crying out for a little help. If you can be straight with them that extra work costs extra money, either take on that extra work if you can or use it as an opportunity to outsource.

A uninterested client is a tricky client, but if you manage to take care of them they often become very loyal, happy to have someone that ‘takes care of business’. Just make sure you are straight about costs, and be clear with yourself that nagging is unavoidable.

Client Breed #3

The Hands-On Client

How To Spot One:
The hands-On client is a frustrated artist, as soon as they walk in the door they will be telling you about their skill as an artist, illustrator, photographer or writer. The hands-on client already has a very specific idea about what they want and usually has very little interest in your thoughts on the matter.

The Highs:
If you’re happy to just do exactly as they ask no matter what you might think of it, a hands-on client can be a good little earner. Almost always there is little confusion as to what the client wants to see and this can make these jobs easy.

The Lows:
If you feel you have an ethical responsibility to point out the flaws in your hands-on client’s directions, you are headed for conflict. Hands-on client’s secretly believe that they could do their job much better than you and that there is little or no specialist knowledge you could possibly impart.

One oddity about working with a hands-on client sometimes occurs when you give in your creative ambitions and agree to do it their way. All of a sudden your hands-on client may accuse you of making them do all the work or not doing your job. This can go as far as baulking on payment. Naturally this is highly infuriating.

How To Work With One:
When you find a hands-on client, the best thing to do is go with the flow. If you try to fight it you usually lose and the job winds up a lot harder than it needed to be. If your hands-on client knows exactly what they want, then power to them, recognise that and give it to them.

Often its a good idea to explicitly tell them that they seem to have a very specific idea of what they want and that you will be following their direction, however make it clear that if they would prefer; you are more than capable of doing it without their input.

Client Breed #4

The Paranoid Client

How To Spot One:
The legal papers come out almost immediately and are elaborate to say the least. A paranoid client will often not want to even discuss their project without getting you to sign a Non-Disclosure Agreement (NDA) and be prepared for drafted agreement to be heavily pitched in their favour.

The Highs:
If you work with a paranoid client, any legal agreement you sign should also be protecting you. So as long as you don’t breach any part the agreements you sign you should get paid.

The Lows:
You MUST get any major legal agreements looked at by a lawyer (and not the lawyer that works for them). As you would imagine, this can cost a lot of money that your client may not be willing to pay. Often within these documents are a whole list of grounds for the client dismissing you without payment. Grounds might be that you miss a deadline for whatever reason (even if the paranoid client is at fault).

From personal experience, I have always found the most paranoid clients are the ones who seem to have the most problems as well. This happens because they are always on the lookout for evidence that they are being ripped off or taken advantage of. Needless to say this means that you can easily wind up trying to straighten our points of legality with them rather than doing your job.

How To Work With One:
It is not worth working with a paranoid client for a small or low paying job. The risks far outweigh any possible gains. Besides, a personalized legal agreement is very expensive, so if they’re willing to spend a large sum on protecting their interests they should be paying you equally well.

For a large job with a big client you may wish to consider going for it, but even then factor lawyer’s fees into your quote. Most companies have legal agreements because they want to protect themselves or sensitive projects, but some paranoid clients use them in a predatory way. Remember that the paranoid client paid more to be protected, so you should quote more to make sure you get a fair deal.

Client Breed #5

The Appreciative Client

How To Spot One:
The appreciative client will shower you with praise and make you feel special – gosh I love an appreciative client!

The Highs:
The appreciative client will make your life very easy as they’ll often pick the first version of the first draft and declare it perfect. They’re very enthusiastic and generally a delight to work with.

Even when the appreciative client does not like something they often word things in ways that make you happy to continue work on the project to get it pitch perfect.

The Lows:
They’ll make the rest of your clients look bad.

How To Work With One:
Sit back and enjoy the glory. Make sure you get them a very nice Christmas gift and throw in a freebie every now and then. An appreciative client is like gold to a freelancer, so do your best work and make them feel like a VIP.

Client Breed #6

The Get-a-Good-Deal Client

How To Spot One:
The get-a-good-deal client is a wheeler-dealer and believes that the price you first give is just a starting point for negotiations. You’ll know you have a get-a-good-deal client on your hands because agreeing on a price and job description always involves a bit of to and fro. Often times get-a-good-deal clients are successful entrepreneurial types who have haggled their way to wealth.

The Highs:
Get-a-good-deal clients are often great for getting repeat and referral work having their fingers in lots of pies and you can sometimes make deals that payoff well for you as well as them.

The Lows:
If you aren’t a good negotiator or you don’t recognise a get-a-good-deal client soon enough you can wind up feeling taken advantage of as they take whatever there is to be had. Unethical get-a-good-deal client’s are usually up for ‘no harm trying’ mentality that can see them trying to get out of paying for certain things or at their worst bullying you for more work or discounts.

How To Work With One:
The best way to deal with a get-a-good-deal client is to fight fire with fire so to speak. Taking a get-a-good-deal approach back on them usually negates their strengths and ensures that you cut a fair deal. This means coming in high and then lowering your prices and being very assertive on points of payment and workload.

Client Breed #7

The I’ll-Know-It-When-I-See-It Client

How To Spot One:
The I’ll-Know-It-When-I-See-It client shares much in common with the uninterested client except in a more frustrating way. Their indecisiveness and inability to articulate what they are after makes them one of the few clients that it is generally best to steer clear of.

The Highs:
If you can produce the “It” for this type of client you can possibly win them over and turn the I’ll-Know-It-When-I-See-It client into a very appreciative and trusting client who rejoices in having found someone who has their same ‘vision’.

The Lows:
If you don’t produce the “It” this type of client can quickly become highly frustrating as you stab franticly in the dark while worrying about blowing your budget and timeframe.

To make matters worse the I’ll-Know-It-When-I-See-It client often becomes agitated or unhappy with you if you don’t magically produce “It” leading to strained relations and a project that rapidly goes south.

How To Work With One:
In order to work with a I’ll-Know-It-When-I-See-It Client you need to remember two things:

- First be VERY clear with how much revisions cost. If you don’t do this you WILL blow your budget
- Second unless you can produce “It” you could be in for a rough project, accept this fact.

Client Breed #8

The Always-Urgent Client

How To Spot One:
All their emails are ‘highest priority’ and their couriers are always red-hot. They work on weekends and late into the night and think that everyone else does too. Additionally the always-urgent client often seems to think they are your only client and that their job should therefore be your highest priority as well as theirs.

The Highs:
Since there is never any room for prolonging a job the always-urgent client will usually okay jobs relatively quickly. They often won’t have time to okay a quote so you end up charging by the hour.

The always-urgent client generally knows when they are being unreasonable and will do their best to pay you quickly, which is handy for cash flow.

The Lows:
The always-urgent client adds stress to your life, and if you want to keep them you may need to work late nights or over the weekend. You may also endure repeat late night phone calls and nonchalant requests that you build websites, organise photoshoots and produce detailed illustrations in oh… say a few hours!

How To Work With One:
The always-urgent client must be taken with a grain of salt. Everything will be desperate so you must decide when it is worth the inconvenience to yourself and your other clients. You must make it clear to the always-urgent client when their requests are unreasonable, right from the beginning. As always, keeping this light-hearted and jokey is the way to go, thereby defusing situations where you might otherwise come off as aggressive.

The always-urgent client is similar to the disinterested client in that they both require extra care. You may need to chase up the always-urgent client if you know a job is coming up in order to give yourself more time and as with the disinterested client, if you take care of them when it counts they will be loyal to you.

A word of warning though, having multiple always-urgent clients can lead to severely stressful situations as everything is needed now, now, now! So unless you thrive on pressure, you are advised to limit the number of this type of client you engage.

Client Breed #9

The Decision-By-Committee Client

How To Spot One:
Usually inhabiting the world of large corporate clients, the decision-by-committee client can still be found in smaller operations where they share their decision making with a spouse, neighbour or dog. The decision-by-committee client is one who lacks a single point of authority and for which every decision must be approved by many people.

The Highs:
Since decision-by-committee clients don’t have anyone making firm decisions it is sometimes possible to just do whatever you think and sneak it through under the radar. This can easily backfire though, so be careful.

The Lows:
The decision-by-committee client at its worst is achingly slow to work with and when many people have their pet peeves you can wind up with a highly inferior product to show for the work. Decision-by-committee client almost always reduce to the lowest common denominator and if there is one person who dominates they are usually the one person you wish *didn’t* dominate.

How To Work With One:
Unfortunately decision-by-committee clients are a fact of life when it comes to working with large corporate clients and this is one reason why it is important to charge high when dealing with the big guys.

It helps to be firm and quickly identify the stronger members of the committee and target them for responses while trying to win them over by conceding lesser points and sticking to your main guns.

Client Breed #10

The Doormat Client

How To Spot One:
The doormat client is the client who puts up with anything and just keeps coming back. They are usually very unassertive and seem to be content waiting for ages for you to get back to them or accepting less than perfect work.

The Highs:
The doormat client is often also very appreciative which is always nice. Its also relaxing to have a client who doesn’t mind waiting around.

The Lows:
Unfortunately doormat clients often bring out the worst in freelancers. Without the pressure of a potentially angry client a freelancer can easily become laissez-faire about their work and wind up taking advantage of the client’s passive nature.

How To Work With One:
The doormat client requires great discipline to make sure that you stick to your timeframes and deliver the goods. If your client doesn’t protect themselves then it is up to you to do so for them.

While you may wish to take advantage of their generous nature on occasions when you are stressed, you should try your best to treat them the same as every other client.

Client Breed #11

The Budget Client

How To Spot One:
Every client is on a budget, but some clients just seem that much tighter than the others. The budget client can be the result of doing a friend or relative a favour, or equally just a regular client who never has any cash.

The Highs:
Budget clients are sometimes appreciative of the work they are getting done so cheaply - though unfortunately this isn’t always the case.

The Lows:
Budget clients are cheap and at their worst still expect the same service and workload as their higher paying brethren. This makes them both annoying and bad for business.

Budget clients are at their worst when they exhibit traits from other clients such as ‘Always-Urgent’ or ‘Paranoid’, in which case its just not worth it.

How To Work With One:
Make sure your budget client realizes they are on a budget and that therefore their work may not always be first priority and that you probably can’t get those extra changes or revisions in because it simply doesn’t make good business sense. If your budget client gets aggressive or manifests other negative traits, accept that they aren’t worth it and let them go.

Client Breed #12

The You-Should-Be-So-Lucky Client

How To Spot One:
The you-should-be-so-lucky client is much cooler than you and they know it. They generally have a cool but low paying project for you and are in an industry everyone wants to work in… think music, film and fashion industries in particular.

The Highs:
The right you-should-be-so-lucky client looks great in your portfolio, and your friends will think you’re cool. You’ll make some handy contacts and your professional credibility will probably benefit. You’ll also be hanging out with the cool kids – TAKE THAT HIGH SCHOOL!

The Lows:
You won’t be paid much and the you-should-be-so-lucky client will act like they’re doing you the favour, not the other way around. If you do enough jobs for a you-should-be-so-lucky client you will start getting jaded about the industry and feel mistreated for your efforts.

How To Work With One:
The you-should-be-so-lucky client can be a great asset to your portfolio, but that will be the main reason to do the job. Because everybody wants this type of job (until they’ve actually got some) there are many talented but green freelancers more than happy to work for almost nothing. If you are a student this can be a great thing to do, but for a seasoned freelancer it can impact your cash flow. So pick your you-should-be-so-lucky clients carefully and use them sparingly to impact your portfolio or break up the monotony of corporate jobs. And of course, make sure you enjoy being that damn cool!
So that’s our list

Have we missed any clients? And which are you favorites …

13 Breeds Of Freelancer And How To Up Your Game

Freelancer Breed #1

The Artiste Freelancer

Is This You?
You are a master of what you do, or at least you think so. Criticism from a client is often met with disbelief or anger and if a client asks for a small change you lament that the whole project is ‘ruined’.
Fulfilling your clients needs isn’t as nearly as important as making it ‘really cool’ and when you talk about your clients, somehow phrases like ‘stifling my creativity’, ‘pleb’, and ‘uneducated buffoon’ keep popping up.

The Highs:
If you’re fiery enough many clients will become too scared to critique you leading to very few revisions. Even if they do ask you for revisions you can always make up reasons why you don’t need to listen anyway. Your portfolio looks exactly the way you want it to.

The Lows:
Your adverse reactions to various client requests mean that often your clients don’t actually get the work they wanted. Plus thanks to your high maintenance you are beginning to develop a reputation - unfortunately it’s probably not the one you were after. If you push them far enough, your clients may refuse to pay you. And because you are unwilling to accept that you may be wrong on things you miss out on opportunities to improve your work.

All of this pales however compared to those horrible situations when after you have finally succumbed to your client’s wishes, the project actually turns out better than it would have if you were left to your own devices!

Picking Up Your Game:
Being an Artiste doesn’t usually mix well with the business of freelancing since most clients want the project to fulfil their needs not yours. When you put a lot of yourself into your work, it’s hard to separate criticism for the work and criticism of you. Unfortunately this is the day-to-day reality of freelancing and you need to grow a thick skin to protect your fragile ego. Try not to expect a first draft or concept to be greeted with congratulations and you won’t feel quite so devastated when you need to revise.

What often works is to think of client requests and revisions as constraints in an elaborate game that you are trying to conquer. Look at them in a positive light and do your best work within those constraints and your clients will be happier, your work will often wind up better and you’ll be a more successful freelancer.

Freelancer Breed #2

The Payin’-The-Bills Freelancer

Is This You?
Although there was a time when you loved what you do, recently it feels like nothing more than a way to support yourself. You don’t really feel any interest in improving your skills and ‘passionate’ or ‘committed’ aren’t adjectives your clients would use to describe you.

The Highs:

Thanks to your lack of idealism you don’t often get bogged down trying to get it ‘just right’ and you’re quite content for work to just be acceptable.
You don’t really get upset when you have to do revisions (so long as you’re getting paid for every single one) and if a client insists on directing your every step you are more than happy to let them.

The Lows:
You don’t have much fun working anymore and like someone working a 9-5 you live for the weekends and afterhours.
While others are happy to be freelancing, for you it’s much the same as any other job – except you don’t get holiday pay.

Because you don’t feel particularly interested or excited about work, chances are you’re not spending time pushing yourself to become better at what you do. This inevitably comes back to haunt you as other freelancers get better and better and you stay pretty much where you always were.

Picking Up Your Game:
Whether you are a freelancer or a 9-5er you are going to spend much of your adult life working, so you might as well enjoy it! Of course knowing this isn’t enough to change your attitude. To bring back the passion you used to have you need inspiration. Try subscribing to magazines, doing non-client projects, going to conferences and hanging out with others in your industry who just can’t help being excited.

If there is something that is making you miserable at work - too much of it, a horrible work environment, the wrong clients - then make some proactive changes! Drop back on some of the workload, get rid of the most soul-killing jobs and change up your work environment. Remember that by igniting your passion and getting excited again you’ll enjoy working more, produce better projects and in the long run make more money.

Freelancer Breed #3

The Pushover Freelancer

Is This You?
Even though you know your client is wrong, you still do exactly as they ask because you’re afraid of losing their business. You inevitably seem to find yourself up at 3am trying to finish off a client’s ‘sudden emergency’ and because you bend over backwards for them regularly, no-one really seems to appreciate it anymore.

When it comes to billing you could never call a client about an overdue invoice and you often give them discounts when they ask (or demand), even if it leaves you with a loss.

The Highs:
The biggest benefit to being a Pushover Freelancer is the amount of work you get because clients love working with you. Repeat clients and referrals flow through the door and you are usually booked up to the hilt. Your reputation for service and customer satisfaction is unequaled.

The Lows:
Unfortunately that reputation has come at a price. You often get the short end of the stick and some clients leave you feeling used and abused. Although you make big sacrifices for clients most of the time you aren’t receiving the appreciation or gratitude you deserve.

Picking Up Your Game:
While you have no problems getting or keeping clients, you’ll soon find yourself getting pretty annoyed and feeling hard done by. Before this happens, practice being firm with your clients. If you really feel that another revision isn’t the right way to go, tell your client. If an invoice is overdue, let them know. If the idea of doing this is downright terrifying, then you will need to either work on your confidence or find someone to partner with in handling your client liaison.

It’s not a bad thing to let clients have their way from time to time, but it should always be an even balance. Remember that if you don’t do it, no-one else will look out for you. It’s unfortunate but true that some clients, particularly larger companies will happily walk over you if you let them.

Freelancer Breed #4

The AWOL Freelancer

Is This You?
Work’s getting a little stressful so you switch off your phone, shut down your email and go to the movies.
You have 10 irate voicemail messages on your cell – but that’s not unusual for you. Avoiding problems is your version of dealing with them. You vastly prefer email as a communication medium because it’s so much easier to ignore.

The Highs:
You’ve found an effective albeit temporary way to avoid stress, pressure and confrontation.
Your clients always seemed immensely relieved to hear from you after one of your disappearing acts.

The Lows:
You live in a constant state of stress, doing everything possible to avoid irate or sometimes even just regular clients. Your phone is off the hook, your cell is switched off and your email usually unchecked.
When you see clients and even ex-clients on the street you hide.

Most clients only ever work with you once because they can’t handle the stress of not knowing what’s going on.

Picking Up Your Game:
The AWOL Freelancer wants to avoid confrontation or difficult conversations. This is particularly hard when a client needs your help or wants to give you a kick in the pants and you’re nowhere to be found. Unfortunately for you, the best solution is to take that first phone call/respond to that first email and get the pain over and done with - like ripping off a band aid. More often than not dealing with the problem isn’t actually that bad and when you face up to things you often find yourself saying ‘Gee, why didn’t I do this before and not go through all the worry’.

Depending on why you avoid contact, you may also need some practice in saying no to client requests and not making promises you can’t fulfill later.

Freelancer Breed #5

The I-Did-It-My-Way Freelancer

Is This You?

No matter what the brief is, what the client asks for and what the audience’s needs are, you do pretty much the same thing for every project. Whether it’s a house design style, the same tone of voice in every piece of writing or the same choice of development environment, you have one tool for every job.

If a client tries to explain why they’d like their work done a certain way you ignore them until they give up. If that doesn’t work you give the appearance of going along with them, but slowly, subtly turn the project around to become one of your usuals.

The Highs:
You often end up doing jobs exactly as you originally envisaged them. You’re very confident and some clients appreciate having it just taken care of for them. If your particular style happens to be in fashion or the project happens to be well suited to your ‘way’ then you can produce spectacular results.

By ignoring your client’s actual needs and doing whatever you feel like you are able to do things that people in the industry appreciate (and often wish they got to do). This can lead to industry awards and accolades even if the end results weren’t actually that effective.

The Lows:
Unfortunately your ‘way’ isn’t appropriate for every job, leading to sometimes poor results, overkill (or underkill) and frustrated clients. Additionally while your ‘way’ is in fashion you might get lots of kudos and recognition, once the boat has passed your work might be seen as passe and irrelevant.

Picking Up Your Game:
Every job is different and it’s unlikely that a one-size-fits-all solution is going to work every time. While you pursue your own agenda you will often wind up giving your client the wrong solution to their brief and no matter how cool or fantastic others in your field think it is, at the end of the day if it doesn’t serve the purpose it was intended for, then Houston we have a problem.

Unless your client has given you a license to do what you may, your responsibility is to produce the right solution for the job - that’s why you’re getting paid. Although you are the expert, and rightly should feel confident you know how to get results, you must take into account both your client’s needs and the audience’s. Although you may often wish to still stick to your guns, it is wise to at least listen and try to be flexible.

Freelancer Breed #6

The Hit’n'Miss Freelancer

Is This You?

While you have had times when you’ve managed to meet deadlines, most of the time you just go right off the tracks. Unless something is urgent you just can’t seem to get it started. Unfortunately too often when you play with fire you get burnt – letting jobs go way over their deadlines - leading to some very unhappy clients.

You suspect your repeat clients are giving you fake deadlines to counterbalance your hit’n'miss ways, but this only leads to you not taking the new supposed deadlines so seriously.

The Highs:
Rather than it just being what you were s’pposed to do, when you hit a deadline both you and your client are overjoyed. Because you thrive under pressure, living close to the edge means you produce some good work.

The Lows:
The irate phone calls and emails from clients when you’ve missed their deadlines are never much fun and sometimes you have to go without payment or you lose a client when you just can’t get a job finished in time. You’re often up at 5am desperately trying to finish a project and sometimes the stress just doesn’t seem worth it.

Picking Up Your Game:
Most of the issues for a Hit’n'Miss Freelancer are related to organization and productivity. You might want to look into a system like Getting Things Done or subscribe to a productivity blog like ZenHabits. Whatever you do it’s going to be annoying to start with and will take work, but you’ll hopefully get closer to meeting those deadlines. This means that overall it will have to be more pleasant than your client screaming down the phone.

It might also help to start considering your client’s perspective. As you begin to identify and consider the ramifications of their deadlines you’ll naturally feel more responsibility to get things done before the deadline has long passed.

Freelancer Breed #7

The Blame-Game Freelancer

Is This You?
It is never, ever your fault. Anytime a project goes wrong you find blame everywhere but on your own shoulders. Most often blame winds up at your client’s feet, often leading to bad relations. Whether it’s because the copy writer didn’t get you the text for the site soon enough, or because the legacy system was badly written or because the client’s brief was poor, somehow there is always some other cause to your woes.

The Highs:
You get to feel self-righteous. Because you are constantly searching for evidence of where others have dropped the ball, you always feel vindicated. You never need to improve because as far as you’re concerned, you’re already perfect.

The Lows:
Clients will get very upset when you tell them it’s their fault. By finding fault elsewhere you often can’t see a way to improve things yourself, leaving you feeling powerless.

Picking Up Your Game:
If the fault lies elsewhere you get the benefit of not having responsibility, but more importantly you also have no power in the situation. Being powerless to affect your work is a depressing place to be. But there is a simple fix, consider that you hold the power over everything. By adopting this mentality you will find that you can start to control the outcome of your projects. If you think a copy writer is going to be late with the text for a website then start contacting them, warn the client, write the text yourself, anything, just take back the power!

If you have to work with some legacy code that is rather poor, explain this to the client and tell them you either need to be paid to clean it up or you can’t take the job. If the brief is too vague, ask the client for more details. And so on.

Running a blame-game will sometimes help you sleep at night, but ultimately leave you feeling less fulfilled. Deciding you are responsible for everything is a hard road to tread, but will get you much further in life and in work.

Freelancer Breed #8

The Constant- Excuses Freelancer

Is This You?

Unlike the Blame-Game Freelancer, you are quite happy to take responsibility for something going wrong, the problem is things always go wrong, don’t get done or are really late.

Your client has lost count of every time you’ve been sick, detained or the victim of natural disasters. They are also becoming exasperated by how often their emails mysteriously disappear or you have computer problems that hold you back.

The Highs:
At first you get a lot of sympathy, slack and belief, and you milk it for all its worth! This means that you get to take days off, sleep in, do whatever you feel like and then produce one of your patented no-evidence excuses.

The Lows:
Before long telling your client you’ve had another stomach bug is just too embarrassing and you’re pretty certain they are beginning to see through your excuses. Like the boy who cried wolf, you now know that any real emergencies will not be tolerated by your long suffering clientele.

Picking Up Your Game:
This is a stressful habit to get into. It’s not that you’re lying to your clients, but rather you have some great excuses if you just exaggerate a little bit. The only problem is, you do it a bit too often, and your clients are now getting pretty annoyed. Gone are the sympathetic emails – now you get a curt reply with no reference to your latest misfortune.

When it comes down to it, your client probably doesn’t care what your problems are. They just want their work done well and to deadline. You could have a look at your organizational skills if you find you’re missing deadlines. Otherwise, just try to apologize when things don’t go well and get on with it. Not relying on an excuse will make missing that deadline for whatever reason far less appealing.

Freelancer Breed #9

The Hidden-Costs Freelancer

Is This You?
The Hidden-Costs Freelancer is a favourite of clients the world over. You always quote low to make sure you win the job. Then once you have the job and are mid-way through you begin to mention those extras that will be needed and what they’ll add to the bill.

Job bidding sites are perfect for you, because you can quote low initially, and besides you rarely work with the same client twice since they already know your game.

The Highs:
You often wind up getting paid quite well at the end of the day and your prices keep the clients coming. You never worry you’re going overtime on a job, because you know you’ll make them pay in the end.

The Lows:
Your client relations are strained to say the least as most people don’t appreciate the way you add extra charges the way a Nigerian email scammer adds bank fees. Because of this sometimes a client will simply not pay, hoping you’ll go away and hence you rarely get repeat clients. You have also been known to get little pangs of guilt occasionally!

Picking Up Your Game:
Sometimes as freelancers we need to add an extra cost at the tail end of a project if a brief expands. However, if you always find yourself adding unforeseen extra charges at the end of every project, you may need to work on your quoting and communication. Creating an in-depth brief with the client at the beginning of the project may help you to quote more accurately. If you do need to add an extra cost into a project, be sure to let the client know before you commence that portion of the project. A good explanation and some options will go a long way to keeping goodwill, and hopefully your client.

Freelancer Breed #10

The I-Can’t-Finish-This Freelancer

Is This You?
When the going gets tough, you will most often drop out of the project completely. While you share much in common with the AWOL freelancer, when you vanish you generally never return. You often feel guilty for leaving a client in the lurch and there are usually long email exchanges just before the end.

You will forgo pay to avoid having to work on a project any longer and feel immense relief when you finally ditch the job.

The Highs:
If a job is going badly, turns out to be very hard or much bigger than you’d anticipated when you wrote that fixed quote, it is much easier to drop it than stick it out.

The Lows:
You’re often left feeling guilty and generally like a bit of a quitter. You have a string of ex-clients who remain very angry or confused about the way the project ended.

Picking Up Your Game:
There will be a couple of incidents for every freelancer where they’ve decided a project was not working and the best thing to do was walk away. However, if you’re doing this often you may wish to rethink. It’s when things are really complicated and seemingly impossible to resolve that we often pull out our best work and learn new things. If you decide to stick with a project, even when it’s going really badly you will most likely earn a loyal client and some new skills to boot.

Freelancer Breed #11

The Too-Cool Freelancer

Is This You?
Many clients have trouble relating to you and for the most part you think you’re slummin’ it working with them. You feel like working for clients is equivalent to selling out and often drop in that latest art project or open source work you’ve been doing to establish your cred.

The Highs:
You have a lot of confidence and your clients are a bit intimidated by you (and in your opinion so they should be!)

The Lows:
Occasionally clients don’t realize how cool you are and try to tell you want to do or think that their projects are actually important. Other clients just feel bad about themselves and go on to work with someone else. And still other clients just think you’re a bit of a tosser.

Picking Up Your Game:
People like designers and photographers are considered trend-setters in marketing circles, so it’s no surprise if you’re uber cool (power to you). The problems arise when you’re too cool for school, and mere mortals feel horrible around you. Which you probably wouldn’t mind except your clients keep finding goofy but friendly freelancers to replace you. The solution? Broaden your perspective a little. Chances are your clients may not be as cool as you, but they’re probably damn good at what they do. See if you can learn from them a little, and hopefully they won’t get the impression you’re embarrassed to be seen with them.

Freelancer Breed #12

The Big Business Freelancer

Is This You?
Your website uses terms like “our team” and “our organization”. You’ve convinced your clients that you have a team of 10 minions behind you. Every time a client wants to come to your ‘office’ you almost have an aneurysm.

The Highs:
Your website and phone manner look and sound very professional, which can garner a level of respect and you can charge a bit more because clients think you have a mountain of staff to feed.

The Lows:
You live in constant fear your clients will discover you live and work in your uncle’s garage and all those ‘departments’ you keep talking about are really just you. Clients assuming you’re a team of 10 will sometimes give you ridiculous amounts of work for one person, and you’re up all night trying to get it done.
If a client does decide to drop in unexpectedly it is usually rather embarrassing.

Picking Up Your Game:
Some freelancers think there is something to be ashamed of in being a one man band. In fact, many people in business will admire you as being a solo freelancer affords a great deal of flexibility. If there’s just one of you, it’s best to be honest about it. It will make little or no difference to most clients, and you won’t need to lose any sleep over them finding out.

If you’re already embroiled in a big business deception and want to get out, you can transition slowly back to individual freelancer, and if you are subtle enough, hopefully your clients won’t notice the difference. Start referring to I instead of we, and next time a client asks if they can “come check out the office”, you can simply tell them you work from home and you’d rather come see them. Far less stressful and a lot more honest!

Freelancer Breed #13

The No Business Skills Freelancer

Is This You?
After quitting your job with a vision of pursuing your creative passion from home, you’ve woken up to the reality that the business of freelancing has a tendency of getting in the way even more than your boss did. Clients always have to give you pointers on how to run your business, some going as far as reminding you to invoice them. Every accountant you hire quits after seeing your accounts and when you need to quote you just pick a number that sounds about right and hope for the best.

The Highs:
You never get caught up in admin and let’s face it, you’re not in danger of becoming the Payin’ The Bills freelancer!

The Lows:
Your finances live in a constant state of disarray, you resent and avoid the realities of running a small business, have no insurance, haven’t paid your taxes and the truth is you could be making far more money but you just can’t seem to get organized.

Picking Up Your Game:
You love what you do and you’d be very happy, if only you didn’t need to run your own business. It is a very common problem for freelancers starting out to underestimate and avoid the administration work involved in running any business, even one as small as a solo one.

The best thing you can do is hire a good book-keeper and accountant, this will help make sure you don’t get into trouble with the tax department and some will handle your invoicing and payments for you too. You might also like to read this book which deals with all these issues. And finally of course, you should regularly read FreelanceSwitch for tips and advice!
Have we missed any?

So there’s our list, have we missed any?

The 7 Highly Effective Habits of Successful Freelancers

Over the years, I’ve noticed that successful freelancers, e.g., those who make their living entirely from freelancing (writing, editing, copywriting, web design, etc.), have the following seven traits in common.

1. Write/design/Research every day: Many freelancers are drawn to their particular career because they love it. They love to write, research, design, draw – whatever it is; they would do it for free.

Once they decide to freelance full time, most work at it every day. They write articles, design sites, doodle illustrations, etc. In other words, they don’t stop working on their craft just because there is no paying client.

Benefit to their career: These professionals always have a body of work to sell, show, update their portfolio with, etc. Beyond that, it keeps their skills fresh and allows them to work that much faster once they are being paid for a project.

Side Note: I have run across more than a few freelancers who don’t exactly love what they do. BUT, because they like the life of freelancing, they discipline themselves to do what it takes, e.g., (work at it steadily) to make a living at it.

2. Don’t wait for markets to come to them: Building on this first habit, when you are constantly churning out new material, you don’t have to wait for clients to come to you, you can pitch to them.

If you’ve written a great article on the benefits of yoga, why wait for a national exercise magazine to take months to get back to you. Pitch your local newspaper journalist who covers health. You’ll usually know within a week or two if they can use your story.

Your neighborhood paper can’t use it? Pitch the neighboring county’s newspaper, a popular e-zine dedicated to women’s health, a new health website that needs fresh content, etc.
Successful freelancers are this proactive. When I was recruiting, I was constantly amazed at the type of assignments successful freelancers were able to ferret out for themselves.

When I’d ask, “How did you get that assignment, come up with that idea?”, the comments ranged from, “I couldn’t sleep last night so I start doing some digging online because I just wrote this great article and wanted to get it published,” to “I was just doodling and came upon this great design; I knew it would make a great logo for this niche, so I put it on a t-shirt and pitched a few boutiques in my neighborhood …”

Successful freelancers are not only creative in their work, they’re creative in how they locate markets to sell their work.

3. Have more than one stream of income: By this, I do not mean that they have second jobs. Most successful freelancers do more than one thing.

For example, a writer may design a line of themed t-shirts with their witticisms on them. Illustrators, in addition to creating logos, may sell paintings or drawings. Web designers may also create online games.

I don’t know how many more brain cells creative types use than the rest of the population, but editorial and creative professionals usually dibble and dabble in more than one sector – and quite successfully I might add.

4. Have a niche: While this may seem to contradict the previous habit, it doesn’t. Most successful freelancers do one thing – and do it very well. E.g., they are a medical writer, a direct mail copywriter, a web designer.

This is because successful freelancers usually have a professional background in the discipline in which they freelance. Usually, they have built up a reputation and client list based on their expertise/experience.

Benefit to their career: This works well because once clients are comfortable with you on one level, you can approach them about doing other types of projects. In some cases, they will even approach you.

For example, if you are a web designer, you can approach a client about doing some logo design work. Most web designers are familiar with other tools of the trade like logo design software that makes it easy for them to offer peripheral services to clients.
In the retail trade, this is known as up selling. BUT, you can only up sell if you have established a level of trust and professionalism in your base (niche) skill.

5. Have a website: Without fail, all successful freelancers have at least a basic website. They realize the need to present a professional image to clients and have invested in an online presence.

Every once in a while, I am still asked by those just starting out if they need a website. Invariably, I ask, “Would you do business without a telephone?” I think websites have progressed to this point.

Benefit to their career: Websites save freelancers time – which is at a premium if you are a successful freelancer. You can direct potential clients there to see samples of your work, get pricing info, your professional credentials, your client list, etc. Many times, this is how clients will find you to begin with.

So, is having a website a must to succeed as a freelancer? In my opinion, absolutely. And, it doesn’t have to be fancy and cost a fortune. Most web surfers are seeking information.
A basic site will serve your purposes just fine. Just make sure it is professional looking, is easy to navigate, is free from grammatical errors and has your contact info on every page (or a “Contact Us” button on every page).

6. Are savvy & consistent marketers: Revisiting habit three, successful freelancers are masters of marketing their services. They have to be.
When you are a freelancer, you have to remain hungry – for the next assignment, the next gig. By being proactive and consistent marketers, successful freelancers don’t wait for one project to be done before looking for the next one.

To this end, these professionals use many marketing tools (free and paid) to get the word out about their business, e.g., search engine optimization, article marketing, press releases, e-book giveaways, speaking engagements, seminars, workshops, etc.
In other words, successful freelancers treat their careers like a start-up business – which is what freelancing really is.

7. Put in much more than 40 hours/week: Face it, you may be able to go to the grocery store at 2pm when everyone else is stuck in an office, but you probably didn’t log off until 2am, finishing up a project for a client who needed it at the last minute.

Freelancing is not a static career. Sometimes you will have weeks with nothing to do and then you will get slammed with three or four projects at once. It’s some type of weird Murphy’s law at work.

Projects never come when you want or need them too. They invariable come at the most inopportune time (e.g., when your kid is sick, when YOU’RE sick, two days before vacation, on a Friday afternoon and needed by Monday).

So, while you may be able to work in your jammies – you may also not be able to go to the beach, hang out with your friends as much, take the afternoon off. Like anything in life, it’s a trade-off (a worthwhile one in my opinion).

Just know, while your time may be your own, it will be on an unconventional schedule.

The Killer Called BOSS

Going against the human biological clock, essential for work in the BPO industry, has a direct impact on health.

The BPO industry even has a name for it: BOSS - Burn Out Stress Syndrome. BOSS syndrome is seen very commonly among young people working in call centers. The symptoms of this syndrome include chronic fatigue, insomnia and complete alteration of 24-hour biological rhythm of the body. Gastrointestinal problems are inevitable for those working at nights as the body is put under chronic stress. A potentially fatal increase in heart rhythm can result in severe chronic sleep disorders in both men and women.

Hormonal disturbances can result from imbalances in melatonin and cortisol, two hormones that govern sleep and stress. Sleep deprivation and exposure to light at night may interrupt melatonin production, thereby stimulating the body to produce more estrogen, which is a known hormonal promoter of breast cancer.

After working on overnight shift, many shift workers face a serious risk of falling asleep at the wheel. Studies have found that auto accidents increase during the early morning hours. In fact, several studies show that sleepiness and alcohol have very similar effects on the ability to drive. Similar to alcohol, drowsiness can slow your ability to react to unexpected situations, decrease overall awareness of one's surroundings, and impair judgment.

Additionally, the stress due to the impairment of conventional social and family life could also result in increased substance abuse and the breakdown of marital and other relationships. Difficulties are particularly acute for women with child-care responsibilities.

Psychologists fear that the impact of call center work will emerge in the months to come. Clinical psychologists delineate three primary issues like loss of identity, isolation and alienation and stress that may force employees to seek medication and boosters to cope with their work. Doctors who have interacted with employees from call centers at two levels - as clients who had approached them for counseling and in a workshops say that some call centers, worried at the stress and health problems faced by employees, have approached psychologists to counsel their staff - not in an official capacity, though.

They merely provided a list of psychologists the employee can go to 'if he/she faces any problem - the implication being that individual employees have problems due to their personal inability to adjust, not because of problems inherent in the nature of their work and working environment.

Some companies that are headed by managers who are not directly affected by this disorder, managers who work during normal working hours, have left this counseling role to the Human Resource managers and others even lowered it to the team leaders who have through team building kept BOSS in check. Or so they think. Very unprofessional. Don't you think?

Biologically, the human body is tuned to work in a 24-hour rhythmic clock cycle. The rhythmic cycle is however turned on its head by BPO's and call centers where most of the works happen in night shifts.

Solutions within reach

As the BOSS syndrome threatens to spread and assume greater proportions, employers and employees of the BPOs have to join hands to fight the threat and salvage the situation.

The Kenyan BPO industry must realize that to keep growing, it must keep not only its customers but also its employees happy'. Some measures include:

  • Provide de-stressing zones like in-house gymnasiums, fun areas, weekend parties, etc, to combat work-related stress.
  • Make arrangements to provide healthy food to employees
  • Offer support to the staff by organizing frequent breaks, mandatory vacations and medical assistance through on-call doctors.
  • Stress-management and personal counseling sessions to help employees.
  • Guidance about physical and mental coordination to synchronize the body clock and maximize brain-body potential to meet the demands of a call centre job is necessary.
  • Establish welfare committees as forums for employees to voice their concerns and to redress grievances.

The employees themselves should heed the writing on the wall before it is too late and should:

  • Exercise regularly to keep themselves fit and
  • Practice yoga or meditation to relax the mind
  • Eat healthy and take short but frequent breaks to recharge their batteries
  • Do not bite off more than they can chew when it comes to work. Do not take on more work when already overloaded
  • Take proper rest and also seek co-operation and support from family and friends
  • Maintain work-life balance by making time for socializing and hobbies
  • Never sacrifice educational goals for a job that looks apparently exciting
  • Remember that a call-centre job may provide only a short-term experience.