Sarvam Fating · Apr 28 · 6 min read
5 Tools that help Freelancers – Getting a client is a clear signal for freelancers to get their productivity in place.
Photo by ANTONI SHKRABA
Freelancers sign two contracts when onboarding clients. One with clients and the other with their Productivity levels.
Getting a client is a clear signal for freelancers to get their productivity in place.
Most of them feel stuck when they fail to organize their client’s work or hit deadlines.
This might result in losing clients as a freelancer. Now that’s a big no-no.
Although this blog is tailored for those with multiple clients, if you’re just a beginner or someone with a single client, you’ll benefit from this as well. So save it for later.
In this blog, I talk about 5 such productive tools that’ll help you get more work done, deal with clients’ work calmly, and have enough time left to watch a Netflix series.
So without any further ado, let’s look at them.
Notion will help you create and organize notes, documents and contracts when dealing with clients. You can even use it as a to-do list and turn it into a daily planner for yourself.
What’s different? Notion has an intuitive interface and makes creating documents fun by letting us add emojis and cover images for every document.
By letting users embed videos, links and other file types, Notion makes sure you use it as a one-stop-shop for all resources.
Here’s what I use Notion for –
- Website and account details (usernames and passwords)
- Personal notes
- Clients’ notes
- Workshop and Course details (notes, dates)
- Strategies and Frameworks
Consider Notion as your digital note-making buddy.
The best part? It’s free. The paid plans are unnecessary unless you’re an agency or a business with multiple team members.
But that’s not everything about Notion. I’ve seen Creators sell courses and programs using it. In fact, I’ll list down a few others.
- Making templates and selling them on Etsy.
- Creating cheatsheets, planners and checklists and selling them on Etsy.
- Creating written courses and uploading them on Gumroad.
There are other creative ways to use Notion, but these are the popular ones.
ClickUp is one of the best project management tools out there. It’s more like a fusion of Notion and Trello.
It helps streamline the task management process by letting users create “boards”, create tasks and assign them separate tags.
You can even set priority levels for each task and get them done accordingly. This boosts your productivity helping you accomplish ones that need immediate attention.
Other than the Boards, ClickUp has a Calendar to schedule tasks and a Whiteboard that gives a new visual outlook to one’s workflow.
You can create unlimited documents to share with your clients, all for free. It even lets you tag them for ease of accessibility.
ClickUp connects seamlessly with other tools through Zapier which makes workflow easier.
Example : Connecting Calendly and Clickup using Zapier to set a task-based reminder for your client meeting.
With an all-in-one tool like Clickup, you can get everything done within a single platform without squandering your time and efforts on multiple others.
Slack is a Saas tool that helps you stay organized and focused by creating files, tools, channels, and workspaces.
As a freelancer, you’ll find it easier to organize your work inside Slack. I recommend inviting your clients on slack and sending them updates using it.
Slack lets you create “Channels” to relay information to your client. Channels can benefit you in several ways. Let’s look at a few of them.
- As a freelancer, you consume tons of resources in the form of blogs, videos, courses or podcasts. You can store them under a single channel.
- You can name different channels on the basis of the clients you’re working with. This will help you organize your workflow efficiently. At least your work won’t get mixed.
- You can create a channel solely for your personal use and use it as a journal or a to-do list for your tasks.
That’s all with channels from my side.
Now that I’ve covered Channels, let’s look at another feature of Slack — Workspaces.
Workspaces are somewhat similar to Discord servers. They can be found on Google and are free to join.
Once you’re accepted in a Workspace, you’ll come across several pre-made channels inside. If considered in a hierarchical order, Workspaces come at the top followed by channels.
You’ll even find other people with similar interests in a Workspace. The best part? You can use these Workspaces to form connections and network with other freelancers.
You’ll find Workspaces in almost all categories today. Be it business, entrepreneurship, health, or private ones created by companies.
I recently joined a Workspace created by Dribble, and guess what? there are a few content managers and CEOs looking for freelancers to work for their projects or companies.
Yes, this means you can look up specific Workspaces that have potential recruiters in them. You literally got a bonus place to find clients now.
4. Google Drive
One of the popular tools owned by Google itself, Google Drive is a great tool when it comes to organizing everything in one place.
I have a Portfolio built solely on Google drive. Take a look at it yourself.
I categorized important information in separate folders. You can even create a folder within a folder as well. That’s what I’ve done for my “Work Samples”.
If you’re not ready to invest in a website or don’t know the mechanics behind using it, you should try creating your Portfolio inside Google Drive.
It’s simple, intuitive and free. To send it to your prospects, you can just share the entire folder through a simple link.
So turn your Google Drive into your workspace and have everything stored safely in a single place.
The best part? You can access and create Google docs, sheets, slides, forms and other apps inside Google Drive itself.
If you’re a freelancer and you don’t use Canva, then you’re missing out on a bunch of benefits.
Canva is an all-in-one designing tool with options in literally all categories — marketing, social media, video, presentations and a few others.
A lot of freelancers need a design at their disposal for reasons like creating social media graphics, making logos, ad graphics or as a free video editing software.
You can literally get anything done on Canva and download it within seconds. In fact, you can even share a link with your clients and let them make edits or offer them inside your designs directly.
The best part? Canva offers thousands of free templates that save your time and efforts.
You can even use Canva to build your portfolios and resumes using its templates. All you have to do is plug in your details, insert your favourite colours and download it.
In terms of productivity, you literally have a free all-in-one designing tool that helps you serve both your personal and clients’ needs and save you time that would’ve been wasted searching for different tools for different tasks.
Which one is the Best?
None. Each one has its own functionality and speciality. If you notice, each of the tools is an all-rounder, letting you handle everything inside them.
So it’s up to you to choose the one that fits your needs and serves your purpose as a freelancer.
To summarize, I’ve listed down the following 5 tools that’ll help freelancers stay productive.
- Google Drive
If one doesn’t work out for you, try out the others. I’m sure you’ll find your productivity buddy among these five. Mine’s Notion.
Comment below with the tool you use and how’s it helping you stay productive.