In your freelance business, how do you keep your projects organized? What organizational tools for project management are the best for your freelance jobs? Is there a CRM for freelancers or a freelance client management software?
If you're looking for a way to keep your projects organized, the "Project Management for Freelancers" automation recipe is for you!
This workflow automation helps you:
- Manage your freelance clients and jobs
- Use a CRM for business process automation
- Automate manual tasks so you can stay productive and save time
- Keep your projects organized
- Stay informed about upcoming freelance projects
When a potential client fills out a form requesting your services, this automation recipe automatically imports their information into your ActiveCampaign account as a deal. You'll never have to worry about sifting through your email inbox for project requests because they'll already be in your CRM!
Before importing this automation recipe into your ActiveCampaign account:
Create an ActiveCampaign form for "Freelance Work Inquiry"
Set up your ActiveCampaign Deals CRM to include custom contact fields that are standardized for your freelance business and project types. This recipe uses the following fields as examples:
- Project name
- Pricing structure
- Pricing budget
Here's how the "Project Management for Freelancers" automation recipe works:
1. The automation is triggered when a potential client submits your "Freelance Work Inquiry" form
2. The automation checks to see if their "Type of Freelance Work" is a "small project"
3. If yes, the automation creates a deal in the CRM with the submitted project name and adds "small project" as the type of work, updates the pricing structure to "project based" and project budget to "$30"
4. The automation sends a notification to an email of your choosing, and the automation ends.
5. If no, the automation checks to see if the selected "Type of Freelance Work" is a "medium project"
6. If yes, the automation creates a deal in the CRM with the submitted project name and adds "medium project" as the type of work, updates the pricing structure to "hourly" and the project budget to "$125"
7. The automation sends a notification to an email of your choosing, and the automation ends.
8. If no, the automation checks to see if the selected "Type of Freelance Work" is "Large Project"
9. If yes, the automation creates a deal in the CRM with the submitted project name and adds "large project" as the type of work, updates the pricing structure to "hourly" and the pricing budget to "$250"
10. The automation sends a notification to an email of your choosing, and the automation ends.
11. If the selected "Type of Freelance Work" is neither small, medium, or large -- the automation ends.
NOTES:
1. You can set the email address that receives the notification to any company email address you prefer, or add in additional email addresses if you want to notify your team members
2. You can customize any of the form fields in your "Freelance Work Inquiry" form to include your specific services, project types/sizes, or anything that makes the most sense for your business -- this information should be based on typical information you know about each type of project
3. You can customize the "Type of Work", "Pricing Structure", and "Pricing Budget" to the units of measurement you use for your individual freelance business
4. These custom units of measurement should only be used for fields that are standardized for every project type -- if these variables are dependent on the specific project, you will want to avoid automating these fields in favor of entering the correct information by hand or asking for the specifics on your form
