How to Stay Organized as a Freelancer
With so many projects and clients, it can be hard to stay organized as a freelancer. The good news is that with a few tools and a good attitude, you can find yourself managing your business on autopilot.
Looking for some insight to keep your business on track? We’re sharing some of our favorite tips for staying organized as a freelancer below!
Invest in a Project Management System
Time is money, and utilizing a great project management system can help you use your time better to grow your business. Using a tool like Asana or Airtable allows a freelancer to balance many projects at once and keep up with everything along the way.
Keeping all of your tasks in a central area ensures that nothing gets missed, by displaying clear deadlines and monitoring actions on the goals for your business. Staying organized as a freelancer is crucial for growing your business and managing the work you’ve been assigned.
A project management system can also make bringing on a contract employee of your own a seamless experience. By having a clear system for each project, you can assign tasks to your employees and send them messages to keep up with progress.
Create a Routine
Stay on schedule by creating a routine to help you stay organized as a freelancer. Having a set schedule in place allows you to block out time for everything that’s important for your life and business, keeping you both balanced and productive.
Allocate time for self-care as well as time for work, to ensure that you are always feeling your best and ready to put your best product out there. Structuring your days allow you to seperate work life from your personal life, while still pputting in the work to grow your busines.
Overcommunicate with Clients
Don’t be shy, send the message! If you aren’t sure of a task or how to use a new software, overcommunicate with a client inside of your project management system or communication tool to help both of you stay organized on the project.
Keeping your messages with clients in one space allows you to search for information in the future that you may have overlooked or forgotten. Consider using a system like Slack with your clients for quick messages that aren’t quite suited for an email or need a faster response.
Keep Up With Emails
Inbox Zero might seem like a myth, but it’s actually possible as a freelancer to keep your incoming emails low.
Make sure that replying to important emails is a priority and find yourself popping into your inbox throughout the day to clean it up. If you’re not feeling something you’ve subscribed to like a store or another business, take some time to clear those emails out as well.
If things are really out of hand and you’re holding onto thousands of emails, consider hiring a VA to clean it out in a few hours and give yourself a clear mind when it comes to your inbox.
Manage your Finances like a Pro (or Hire one!)
Keeping your finances organized should be the top priority for a freelancer. This aspect of your business ensures that your bills are paid, your taxes are taken care of, and your business is growing in a positive direction.
Step one for a freelancer should be to set up a business banking account for all incoming money. We recommend Oxygen Banking due to no monthly balance fees and cashback rewards inside the app!
Staying organized as a freelancer isn’t the easiest, especially in the beginning, but we’re always looking for new ways to help you find success in your business. Find more resources to help you stay organized as a freelancer over here!