Recently I joined Matt Medeiros for an episode of the Matt Report Podcast, where we spoke about what it takes to go from freelancer to agency and the shifts you need to make, how to leverage more of your time using automation, and we also spend some time chatting about getting new clients, payment terms, and those pesky red flags that pop up!
Freelancer To Agency, Building a Team
The shift of moving from freelancer to agency owner happened for me when I realized that I didn’t want everything to be about me all the time — I didn’t want to work by myself. As the business grew and other team members came on board, the focus shifted from my wants and vision and skills, and what’s best for me, to what is best for the business and brand.
The brand become more important than any one person.
Matt and I discuss the hurdles that come with growing a team, working with freelancers and subcontractors, and even hiring employees. We also talk about what makes a designer/developer relationship successful and what makes a subcontractor relationship successful.
Some of the things Matt and I discuss include:
- When did you change your mindset from being in the freelancer world to the agency world?
- How important is trust when you are bringing on freelancers or part time employees?
- What do you look for when bringing on a developer to a project?
- How do you introduce the team concept to the client?
Automation Save Time, Adds Value
We also spent quite a bit of time talking about the onboarding process for new clients, including the process we use at Bourn Creative, from initial inquiry, to project kickoff, to client education, and project management.
If you’re a freelancer or you work in an agency, I think you’ll really enjoy the insights and perspectives shared in this episode, especially those about automation — automation of repetitive projects tasks and client management.
Now I know you may be reading this thinking… Automation? What? Isn’t That Impersonal? Won’t That Hurt My Client Experience?
But seriously, I urge you to spend some time hearing how we use it — and why it makes the process better, improves client experience, provides more value, AND ensures the time we are directly spending with our clients matters, and isn’t taken up with the smaller, less important details.
In this section of the interview, Matt and I chat about:
- What is your new client onboarding process like?
- How and when did you realize you needed to charge for discovery process with clients?
- How did you decide that Infusionsoft was the proper long term solution for your business?
- How does Infusionsoft replace the need for hiring additional staff members?
- What other software do you use that pairs well with Infusionsoft?
Red Flags, Payment Terms, And Getting New Clients
In this last section of the interview, Matt and I get into the juicy stuff! We talk about project red flags — those indicators that show up in conversations with potential clients that let us know if we need to do some more digging, or we need to pass on a project.
We also talk about getting paid — and why we are always happily paid on time and no longer have to wait on client payments or follow up repeatedly on overdue invoices.
Here are the questions we answer:
- What are the red flags that stop you from working with a client?
- How do you structure your payment terms?
- What is your best channel to find new clients?
Check It Out
I really hope you’ll take some time to check out this interview — Matt and I both share some awesome nuggets of wisdom — and if anything, you’ll gain a fresh perspective on business, or if you’re a potential client, you’ll learn a little more about how we work.
Watch The Episode: