What is the Freelancer Toolkit? And how can it help you?

Serious about making a go of freelancing? Love to earn proper money? Find out why you need our Freelancer Toolkit.

You don’t realise how much a company does for you until you leave to go self-employed.

When you work for a business, all you need to worry about is turning up on time and doing the work you’re paid for – and meeting any targets you’re set.

So for many people, going freelance is a huge shock. Suddenly you need to think about everything. And you still need to turn up to meetings on time and do the work you’re paid for!

Here’s a list of just some of the things you’re responsible for as a freelancer:

  • Registering for and paying the right tax.
  • Legal contracts, invoicing and chasing payments.
  • Finding and managing clients.
  • Pitching and quoting for projects.
  • Organising and paying for equipment and software.
  • Motivating yourself and setting targets.
  • Working out how much to charge.

Handling these things can be daunting – especially if you’ve spent a professional lifetime relying on employers to take care of all or most of them.

Which is why we’ve created the Freelancer Toolkit. Inside you’ll find everything you need to establish yourself as a professional freelancer, whatever your skill or industry. Here’s what you get inside it.

1) Rates Toolkit

Working out how much to charge as a day rate or for a project is one of the toughest parts of going freelance. You want to earn a reasonable rate for your work, but you don’t want to price yourself out of new projects.

As a result, too many freelancers are undercharging.

Our Rates Toolkit stops this. In it, you’ll find our Pricing Masterclass (worth £45). This video class teaches you the psychology of pricing, and explains why you need to stop undercharging. Here’s what you’ll learn in the class:

  • Why changing your pricing by just 1% can impact your profit by 11%
  • The five pricing myths that are costing you money – and the five real truths
  • Why you need to work out your ‘transaction price’, and how to do it
  • How to put an accurate value on your own time
  • How to work out your profit margin
  • Why all customers are not equal (and which ones to focus on)
  • Why discounting is a luxury you can’t afford (and what you need to do if you DO discount)
  • How to handle two common objections to buying
  • How to stop crossing the line with your pricing
  • The important pricing lesson you can learn from a famous brand
  • The four factors you need to consider when calculating price
  • How to raise your prices with existing customers
  • What you can learn from the gardener’s story
  • Mindset tricks to stop you undercharging – and feel okay about raising your prices

After watching this class, one freelancer increased her quote for a project by 60% – and got the job.

Our Rates Toolkit also includes a workbook to help you price your services, advice on how to charge your worth, and how to raise your rates with existing clients without losing them.

Our Rates Toolkit will give you the skills and confidence you need to price your services competitively for the value you offer – and stop you working for less than you deserve.

2) Pitch Toolkit

One of the biggest problems most freelancers – especially people who are new to self-employment – face is winning new clients. Pitching and quoting for work can seem a daunting process.

So we wanted to make it as easy as possible for you.

Inside our Pitch Toolkit, you’ll get help to structure a sales meeting or pitch, and pitch to a client. And to make it as easy as possible for you to produce impressive-looking quotation and sales documents, we’ve include a professional quotation template, and a sales proposal template.

Both templates can be easily edited to include your own branding and details, and used to help you win work with new and existing clients.

Here’s what you get inside the Pitch Toolkit:

  • How to structure a sales meeting or pitch
  • How to pitch to a client
  • Our sales proposal template
  • How to edit the sales proposal template
  • Quotation template
  • Email templates for sending a quote

3) Client Toolkit

If there’s one thing every freelancer needs, it’s clients. And the happier you keep your clients, the longer they’ll stay with you, and the more work they’ll send your way.

And as it’s apparently seven times more expensive to find a new customer or client than it is to keep one, it’s worth investing time, energy and even money in keeping your clients delighted with you once you’ve won them.

To give you an idea of just how valuable a loyal client can be, when I was a freelancer I kept many of my clients for over a decade. And even when they’d move companies they would take me with them.

One client alone was worth £12,000 a year in work to me. Another put £17,200 of consistent business my way over four years. A third frequently booked over £3,000 a month worth of work. So good relationships with just three clients was worth as much as £28,000 a year.

How did I manage to build such loyal and valuable relationships with clients? The answers are all in our Client Toolkit!

In it you’ll learn how to turn clients into superfans so they’ll keep coming back to you for more, how to manage their expectations, how to spot and handle difficult clients (and everyone gets these) and, very importantly, how to manage clients who ask for extra work for free.

Get your customer love strategy right and you won’t need to pitch for new work. I ended up with so much work from long-term clients (clients I enjoyed working with and work I loved) that I stopped advertising for new clients, took down my website, and turned down most work that was offered to me.

Here’s what you get inside the Client Toolkit:

  • How to keep your customers happy
  • Write your customer love plan
  • How to turn your clients into superfans
  • How to manage your client’s expectations
  • How to spot and handle difficult clients
  • How to manage clients who ask for extra work for free

4) Financial Toolkit

Now we’re getting to the un-sexy part of the Freelancer Toolkit, but a vital part nonetheless!

It’s no good winning exciting new clients with your brilliant sales proposal, and charging ambitious rates, if you never actually get paid for the work. Or you spend so much time (and stress) chasing payments that your total hourly rate for a project dwindles to pennies.

Because remember, the hours you spend on a piece of work aren’t just those involved in creating and delivering it. You also need to include the time spent winning the work, and invoicing and admin.

This is why it’s not just important but essential that you set up a credit control system for your business, and ensure that you protect yourself from late or non-payment of invoices as much as possible.

To help you, here’s what we’ve included in the Financial Toolkit:

  • A guide to planning your credit control strategy.
  • A professional invoice template for you to edit and use.
  • Instructions for how to handle clients who don’t pay.
  • Email templates you can use to chase late payments.

We’ve also added in advice on why you need to get a business bank account, and details of the expenses you can claim as a freelancer, to minimise your tax bill as much as possible!

The Financial Toolkit will ensure that your finances are as robust as possible, and give you the confidence you’ve dotted every I and crossed every T.

5) Legal Toolkit

It’s also important to make sure you’re aware of your legal obligations and rights as a freelancer. So in our Legal Toolkit we’ve included advice on the three big legal mistakes you need to avoid.

To help ensure that you’re as protected as possible, we’ve also added a freelance contract template. And, in case any clients don’t pay you, we’ve included information about your legal rights regarding late payments and a letter before action template.

This last item alone is worth the cost of the Toolkit! Drawn up by a solicitor, I call it my ‘magic letter’. On the rare occasion I had to use it for clients who weren’t paying, it always worked.

In one case, a client was over three months late in paying an invoice. When I chased the invoice I was given the runaround. The client initially made promises it would be paid, then challenged our agreed rate, and finally stopped replying to me or taking my calls.

Within half an hour of emailing the client the letter before action, I had a phone call from the panicked managing director of the company, and received payment within 24 hours.

You can see why I call it the Magic Letter!

And when you buy the Freelancer Toolkit, this letter, as well as all the other amazingly valuable tools, templates and advice are yours.

Ready to make freelancing easier?

So if you’re serious about making a go of freelancing, and would love help with pricing your services, winning new clients, keeping clients happy, getting paid and feeling confident you’re covered legally, we recommend investing in the Freelance Toolkit.

And to celebrate freelance month, we’re offering the Toolkit at the launch price of just £149. This includes lifetime access to all the templates, videos, advice and tools within it.

Given the value of the content you get, if you use it properly we fully expect you to make back the cost of the Toolkit and MUCH more very quickly.

Indeed, if you’re serious about succeeding as a freelancer, this could be one of the most valuable investments you’ll ever make.

Buy your copy of our Freelancer Toolkit right now for just £149