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Top 14 Best Tips for Freelancers and Consultants

Top 14 Best Tips for Freelancers and Consultants

Freelancing and consulting can be rewarding but challenging careers. You need strong time management, marketing, financial, and client relations skills to thrive as an independent worker. This comprehensive guide provides tips for Freelancers and Consultants across all these key areas to set you up for success.

Define Your Niche

Profitable Niche Marketing

Defining a clear niche is one of the most important things you can do when starting. A niche helps you:

  • Identify your ideal client
  • Determine services to offer
  • Set rates
  • Market yourself effectively

First, get very specific about the industries, services, and types of clients you want to work with. The narrower, the better, at least initially.


What fields interest you and match your existing skills/experience? Common options include:

  • Technology
  • Business
  • Marketing
  • Healthcare
  • Finance

Focus on industries you have worked in or relate to your background.


Now drill down into the types of services you want to offer, such as:

  • Web development
  • Copywriting
  • Social media marketing
  • Business analysis
  • Accounting

Target 3-5 core services to start. You can expand later.

Client Types

Finally, identify the types and sizes of clients you want to work with:

  • Startups
  • Small business
  • Corporate
  • Agencies
  • Non-profits

Small/medium businesses and startups may be easier to land as clients early on.

Defining a niche sends a clear message about your speciality area and expertise. Niching down makes you stand out and helps attract ideal clients.

Set Your Rates

Pricing your services can be hugely stressful. How do you know what to charge? These tips will help you establish rates:

Research Industry Standards

Thoroughly research typical fees charged by other freelancers in your niche. Account for factors like:

  • Experience level
  • Location
  • Project scope

This gives you a baseline for competitive pricing.

Calculate Your Costs

Determine your monthly expenses so you price profitably. Account for things like:

  • Taxes
  • Insurance
  • Equipment
  • Software/tools
  • Marketing
  • Professional development

Tally up costs, divide by monthly hours and add your desired hourly wage.

Test Different Rates

As you start, try quoting different prices to gauge client reactions and see what sticks. You can increase rates later as you build a clientele and portfolio.

Be confident in backing up your pricing with the value you provide.

Craft a Stand-Out Brand

Personal Branding For Freelancers Tips

Creating a solid personal brand provides credibility and makes you look polished. Essential elements include:


Have a logo designed that represents your services and personality. Use it prominently on your website and other branding materials.


Your tagline encapsulates what you do in a short, memorable phrase like “Helping startups launch with web solutions.”

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Your site showcases services, work samples, testimonials, and contact info to generate leads. Use high-quality images and copy.

Business Cards

Business cards make you look professional. Include pertinent contact/service details.

Email Signature

Include your logo, tagline, website, and contact info so it’s in every email you send.

With branding in place, you shape consistent messaging about your freelance services and expertise.

Track Time Meticulously

Careful time tracking does several things:

  • Helps schedule realistically
  • Allows invoicing clients precisely for time invested
  • Identifies efficiency issues
  • Calculates the proper hourly rate

Time Block Schedules

Create a weekly calendar blocking work, meetings, admin tasks, etc. This keeps you organised.


Whether a simple spreadsheet or app, use timesheets to record hours daily. Tag entries with client name, project, and task details.

Set reminders to fill out your timesheet to maintain accuracy—invoice directly from your records.

Analyse reports to see where time goes and identify productive vs. wasted time. Adjust schedules accordingly. This helps efficiently manage a freelance workload.

Master Productivity Techniques

Proofhub Productivity Tool

Freelancing involves extreme multi-tasking between client work, marketing, admin, accounting, etc. Use these techniques to enhance productivity:

Batch Similar Tasks

Group-related tasks to be more efficient. Check emails, invoices, etc., just twice a day instead of constantly stopping to address them.

Block Distractions

Disable notifications, close unused browser tabs/apps, and turn off smartphones to avoid disruptions that hamper productivity.

Prioritise the MITs

Rank daily to-dos by Most Important Tasks (MITs) — the big stuff moving your business ahead. Focus effort here before lesser tasks.

Sticking to a system that structures when and how certain activities get done prevents wasting time and leads to greater output.

Automate Finances

Get finances locked down through automation to function more efficiently.


Use invoicing software that generates invoices quickly from timesheet data and allows setting recurring invoices for retainer clients—Automate follow-ups on late payments.


Plug tax deductions and income into accounting software so taxes are ready to file at year-end.


Sign up for PayPal, Stripe, or similar to enable accepting client payments online simply by sending an invoice link—auto-deposit payments into your bank account.

With the financial aspects of freelancing automated, you save administrative hassles and endless number-crunching.

Build Your Network

Small Business Networking Tips

Expanding your professional network brings several advantages:

  • Generates referrals
  • Opens doors to collaborations
  • Provides peer support
  • Gains you insider industry access.

Use these approaches to actively network:

Attend Conferences,

Connect with those in your field at industry conferences and meetups, and follow up afterwards with your new contacts.

Guest Post

Contribute guest articles for popular blogs read by your target clients to gain exposure.

Comment Online

Comment on LinkedIn discussions, Reddit threads, Quora posts, etc., that are relevant to your niche to share your perspective and expertise.

The more quality relationships cultivated, the more word spreads about your freelance services.

Craft Client Agreements

Using client agreements formalises services offered, rates, timelines, policies, etc., to set clear expectations upfront. Essential elements include

Scope of work

Precise project details include vital objectives, specific services rendered, deliverables, milestones, etc.


Define project duration, milestones, and due dates to keep things on track.

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Payment Terms

Specify rate and payment schedule — project basis, hourly, monthly retainer, etc., invoicing frequency, methods accepted, and late fee policy.

Revisions Policy

states the number of rounds of revisions covered and additional charges if exceeded.

Putting agreements in place keeps all freelance jobs running far more smoothly and guards against misunderstandings.

Structure Your Workday

Freelance Graphic Designer Contract Template

Without office hours surrounding you, freelancers must impose structure on the workday to stay on track.

Start and End Times

Define your regular work hours and stick to them consistently. Avoid burnout from unchecked hours.


Schedule regular short breaks for meals, exercise, etc., to recharge. The productivity boost offsets any ‘lost’ time.

Tasks Lists

Outlining daily objectives and crossing them off as completed gives a sense of structure and progress.

Imposing order around your daily work routine keeps energy and motivation strong long-term.

Market Yourself Strategically

Consistent marketing brings new leads and projects your way. Dedicate regular time every week. Tactics include:

Email Newsletter

Send a monthly or quarterly newsletter with helpful tips, case studies, or news relevant to clients. Offer practical takeaways that position your expertise.

Guest Columns

Reaching out to trade publications or high-authority blogs to contribute columns raises your visibility as an industry thought leader.

Case Studies

Creating written or video case studies to showcase successful client projects demonstrates your capabilities. Post them prominently on your site.

Execute marketing campaigns systematically to expand your client base and achieve a steady stream of new business.

Stay Financially Healthy

Finance Crm

Maintaining steady cash flow and financial health takes conscious planning as a freelancer.

Emergency Savings

Build up a cash buffer of 3-6 months of basic living expenses to draw from if paid projects dry up for a stretch.

Retirement Savings

Even if income fluctuates month-to-month, automate a percentage of every check into retirement savings.

Financial Forecasts

Project monthly income and expenses over the next 3-6 months to anticipate highs or lows and budget appropriately. Having projections helps guide saving vs. spending decisions.

Late Pay Fee

Charging a defined late payment fee in client agreements alleviates cash shortfalls from invoices paid behind schedule.

Collections Policy

Outline specific steps you’ll take to pursue outstanding invoices, like sending them to collections after 60 days, so clients know you’re serious.

With innovative financial habits in place during healthy times, you’ve got a cushion when business fluctuates.

Hone Your Expertise

The best way to attract clients is to position yourself as a trusted expert. Never stop learning.

Continue Education

Enrol in courses or certificate programs to strengthen existing capabilities or expand offerings with new skills like SEO or UX design to stay competitive.

Read Industry Publications

Stay on top of trends impacting your clients by regularly reading niche blogs, magazines, forums, etc., curated to your field. Cite articles when relevant to showcase your knowledge level.

Follow Thought Leaders

Follow prominent influencers in your speciality on social platforms, subscribe to their content, etc. and share thoughtful commentary on their posts to get known.

The more seasoned expert you become in your niche, the more credible clients perceive you to be.

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Manage Client Expectations

Communicating With Client As Freelancer

Communication is vital in effectively collaborating with clients. Set the tone early.

Define Your Process

Explain your standard operating procedures around meetings, feedback cycles, progress reporting, etc., so clients know what to expect.

Outline Timeline

Provide delivery time estimates for each phase of a project and clue clients into when waiting periods may happen, like code reviews or testing cycles.

Request Feedback Proactively

Don’t wait for clients to weigh in. Raise discussion points or project aspects you want input on to foster engagement.

Reinforcing project flow and timing preempts clients from unrealistic assumptions. You control the process.

Expand Client Services Strategically

Additional services beyond your core competencies serve clients more entirely over the long term. But take a calculated approach.

Audit Client Needs

Talk to existing clients about common issues/objectives. Given their growth goals and pain points, see what add-ons would naturally serve them.

Review Resource Levels

Realistically map if you have the bandwidth, skills, and tools to deliver a quality job. Don’t overextend your abilities.

Price Service Profitably

When adding a service, thoroughly research pricing so you don’t underbid just to win jobs. Account for actual costs.

Broadening services strategically provides lasting value to the clients you want to lock in.


Being an effective freelancer or consultant combines strong time management, financial, marketing, client relations and other business skills alongside your core service offerings. Implementing processes and best practices across all these areas sets you up to survive and thrive. Stay agile and responsive to client and industry changes, and your independent career can flourish.

Freelancers and Consultants FAQs

What are some of the most essential things freelancers should do when starting?

Define a specific niche and identify your ideal client profile rather than trying to be everything to everyone. Establish rates and a billing structure tied directly to your costs and profitability goals. Ensure branding assets like your logo, website, business cards, etc., are professionally done to support credibility. Have client contracts and processes in place from day one to properly frame projects and expectations.

What does working as a consultant generally involve?

Consultants focus on providing expert advisory services, guidance, data analysis and strategic recommendations to clients instead of doing hands-on execution. Projects typically have defined scopes like evaluating current business practices and pain points, conducting research and interviews, diagnosing underlying issues, and presenting actionable solutions. Deliverables usually involve reports, plans/ frameworks, presentations or workshops.

How much should I be marketing my freelance services?

Aim to allocate at least 20% of your monthly hours to marketing efforts like creating and distributing content, connecting with your network, following up with promising leads, etc. Consistency is key — set reminders to work on marketing every week without fail. Push past the tendency to set marketing aside when client requests ramp up. The payoff is a healthy sales funnel.

When should I raise my rates?

A good benchmark is increasing your rates by 10-20% every 1-2 years. But you can bump them up more quickly when starting as you build experience and a portfolio. Justifying rate hikes becomes more manageable the more expertise you develop. Of course, factor in rates typically charged for your niche services.

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How do I improve my productivity as a freelancer?

Start by analysing where your time goes each week and identify wasted time that can be recouped through better habits—group similar types of tasks to complete them in batches rather than constant task-switching. Block distractions and notifications during work hours. Designate daily MITs — your Most Important Tasks to ensure you move top priorities forward consistently. Feel assured about setting boundaries on work hours and taking regular breaks to recharge.

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Stuart Crawford

Stuart Crawford is an award-winning creative director and brand strategist with over 15 years of experience building memorable and influential brands. As Creative Director at Inkbot Design, a leading branding agency, Stuart oversees all creative projects and ensures each client receives a customised brand strategy and visual identity.

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