Freelance Sales Process: The Formula that Drives Profits

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Freelancing is an increasingly popular way to make a living. You can find freelance opportunities in any industry, from restaurant management to engineering. It’s a great way to earn a little extra cash on the side, but also a great way to transition into a new career. However, getting your first freelance sales process can be difficult if you don’t have any experience. That’s why this article is going to show you how to take your freelance sales process from nothing to something profitable with just these ten steps.

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The freelance sales process

Before you take the next step, you need to figure out which freelance sales process is right for your business. There are three different processes that are popular with freelancers:

  • Cold calling. This is the most difficult type of sale because it requires a great deal of time and persistence to generate leads.
  • Prospecting via social media. This sales process relies on using LinkedIn or Facebook to find potential clients.
  • Prospecting via job boards. Job boards are a fast way to find people looking for freelance work in your industry.

How to take your freelance sales process from nothing to something profitable

Freelancing is a great way to earn some extra cash while you’re still in school, but it can also be a great way to transition into your new career. However, if you’ve never done freelance sales before, getting started can feel overwhelming.

With just these 10 steps, you’ll take your freelance sales process from nothing to something profitable. Follow these simple steps and you'll be earning money in no time!

Get started with the first step

Defining your freelance sales process

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Before you can create a process, you have to know what you're trying to accomplish. If you don't have a clear plan for your freelance sales process, then it's going to be hard to know if it's successful or not.

Your first step is to write out your goals and objectives for this process. What do you want your freelance sales process to do? Maybe it'll attract new clients, or help with the onboarding of current ones. Maybe it will boost your reputation as a freelancer. Write down these goals and objectives and make sure they align with the company's values and mission statement.

Then list out your steps that will bring those results to fruition. This is where the work comes in, but understand that this step is crucial to creating a successful freelance sales process!

The second step

The second step of your freelance sales process is to identify your audience. As a freelancer, you’ll be selling yourself and your services to clients. It’s important that you know who to sell to, so it’s worth taking time to figure this out.

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First, think about what type of work you want to do and who it will benefit. Do you want to help small businesses market their products? Do you want to start your own small business and need help with marketing or design? The answer will depend on the type of freelancing you want to do and the target audience for these services.

Next, consider where your ideal clients would look for freelance services like yours. Consider all the places they might go: social media sites like LinkedIn or Facebook, job sites like Monster or Indeed, online communities like Reddit or Quora, classified pages in newspapers such as Craigslist or Kijiji, etc. Be aware that freelancers differ in which platforms they prefer—some may have a preference for certain sites while others may have a preference for particular social media platforms—so try them all!

Once you've identified where your customers are hanging out online and what they're looking for there, it's time to

The third step

Build your portfolio

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Freelancing is a great way to build your skills and create a portfolio of work. Think of all the skills you have that could be valuable to someone else. From Photoshop to logo design, it’s important to take your freelancing career seriously from day one. The more you try, the better your chances are for success.

In order to make money at freelancing, you need to put in some time building up a portfolio of work. This will show prospective clients what you can do and help them learn about the quality of your work and talents. Plus, it will give you more confidence in your abilities and help you get closer to reaching millennial status: financial independence.

The Fourth step


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Twist Image recommends that you follow up with your contacts once a week. Don’t be annoying, but after establishing yourself in the beginning, it's important to keep this process going or else you'll lose momentum and lose contact with potential clients.

Don't forget to set realistic expectations for your income and for this process as a whole. You can't expect overnight success, so try to manage your expectations and keep an eye on how the process is working for you.

If all else fails, hire someone! Look at freelancers who have been doing it longer than you and see how they're running their processes. If those sites aren't giving you the answers you need, then it's time to look for help elsewhere.

The fifth step

Develop a system that will work best for you

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Every freelancer is different and will have their own way of doing things. It's important to find a system that works well for you and stick to it. This includes setting aside time to market yourself, sticking to regular communication with clients, and constantly growing your portfolio.

Successful Freelancers recommends that you use a freelance management system so you can manage everything in one place without getting too overwhelmed. Automate what you can so the process goes smoothly and feels less overwhelming!

The sixth step

Keep track of everything!

Freelancing can be very rewarding but it's also a lot of work. If you don't keep track of your time, expenses, and other important factors, then freelancing will quickly become something that feels like a job!

There are many freelance management systems available to help you keep track of everything. Find one that works for you and run with it!

The seventh step

Be professional in everything you do

It's important to stay professional when managing your clients. The better the relationship, the more work you'll get from that client over time. Treat them with respect, take their feedback into consideration, and remember that this is their project too!

Freelancers recommend being very clear with your clients about deadlines and payment due dates. It's important to make yourself available during the project—if your client needs something, you want to be able to deliver it quickly! The more organized and professional you are, the easier it will be for both of you.

The eighth step

Stay positive

Every freelancer has a bad day. It's important to take these moments in stride and realize that it will be over soon! If you run into a roadblock, remember all of the experience you've gained along the way.

Freelancers recommend setting your rates at any point between 15%-30%. It depends on what works best for your market, but this is just an average. You can check out this article to learn what the average rates are for different types of work.

It's also important to think about your market and not undercharge yourself just because you're new. If you set your rates too low, you won't be able to make enough money or establish yourself as a professional freelancer.

The ninth step

Create a process and timeline

When you first start freelancing, it's important to set some ground rules for yourself. This includes creating a process for how you'll take on new projects, how often you'll communicate with clients, and what your turnaround time will be.

This also includes setting deadlines for yourself and making sure you can stick to them. If you're not able to keep up with the work, then it's time to raise your rates or reconsider taking on that project.

The tenth step

Create a portfolio and start promoting yourself!

This is probably the most important step for any freelancer. You need to have an online presence that showcases your work and tells your story.

You should always be in the process of building a portfolio, adding new projects, and marketing yourself to potential clients. This includes using different email signatures for each client, updating your LinkedIn profile, and keeping your social media profiles updated.

In this day and age, freelancers don't have to rely on job boards or agencies to find work. There are many ways to find clients, and the more effort you put into it, the more success you'll have!

Successful freelancers follow a process that helps them stay organized and focused. This includes using a freelance management system, communicating with clients regularly, and expanding their portfolio.


In this article, we've gone over three simple steps that will help you take your freelance sales process from nothing to something profitable. You can leverage a few different strategies and techniques to take it from good to great. Although freelancing is a great way to earn some extra cash, it's also a great way to finally get into the career of your dreams.

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Do I need to use an organization system?

Yes, you should. Scrum for example is often used in freelancing businesses.

Can I work with clients that live in another country?

The only way that you could work with someone in another country is if there was a translator of sorts that would be able to break down the language barrier of both sides. Otherwise, it's possible for someone to deal with different time zones but not languages, meaning that it can make things difficult for them.

You should contact your workplace to find out whether or not they have any remote employees before deciding on anything else.

How do I stay on top of deadlines?

You should use a freelancing management system and stay on top of the work you've promised to deliver.

A freelance management system is software that makes it easier for you and your team to stay organized, track hours logged, time estimates, expenses, and deadlines.

How do I maintain professionalism while working with clients?

You should always maintain professionalism when communicating with clients.

For example, it's important to be respectful and hold your tongue when dealing with an unreasonable client. It's also important to keep the discussions professional, maintain the confidentiality of their private information, and make sure that you never outsource any work without explicit permission.

Remaining professional is not only essential for maintaining a good working relationship with your employer or customer; it can also protect both parties against accusations of harassment or discrimination.

What is the best way to communicate with clients on projects?

There are many ways for freelancers to communicate with clients on projects. These can be in the form of Skype, email, phone calls, and more. It's important to maintain professionalism when dealing with them and never outsource any work without their permission.

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