Thread by @jessekoepkecuts

As a freelance video editor, one of the most helpful things I've done in the past year is define my process.

Most projects go through the same steps. Here are mine 👇
#postchat #FreelanceChat

Step 1: Conversation
• Chat about the project
• I take lots of notes and ask questions about their passion for the topic, big wins, etc

(I need to add: schedule the next follow-up call before hanging up)

Step 2: Recap
• I send an email after the meeting thanking them for the call
• I recap what I heard on my end
• I offer a potential solution, if applicable

Step 3: Rate/Date proposal
• Once details are confirmed, I estimate the time required and enter it into a spreadsheet I built to calculate my day rate
• I send an email detailing the project needs, THEN include my flat rate (in context to needs, and outcome-based, not time)

Step 4: Reminders
• I use @CapsuleCRM to schedule reminders to check in
• If project is approved, I mark the opportunity as won in Capsule
• I add a new project card on @trello

Step 5: Automated setup
• Trello is connected through Zapier to: @Frame_io, @Clockify, and @googledrive.
• I follow a pre-written checklist on Trello to prep the project

Step 6: Contract and invoice
• Fill in contract template on Google Docs
• Send for signature via @AdobeDocCloud

Step 7: Start project 😅

I still need to simplify some parts and work out kinks. One of the most satisfying parts is going through the checklist on Trello because I barely have to think 🙌

There are more creative/fun things to think about than admin. After 14 years as an editor defining and automating the steps has been a huge win.

What would you add to this? If it helped you, tag a beginning editor.