How one can Streamline Your Freelance Enterprise with Kanban Strategy

The COVID-19 pandemic noticed a major improve within the progress of the freelance trade. In response to Web site Planet, there have been about 1.1 billion freelancers worldwide in 2021.

So, what’s driving these professionals to undertake freelancing?

Moreover higher monetary prospects, freedom and suppleness to decide on the kind of work are the principle explanation why professionals change to freelancing.

Nonetheless, freelancers face their very own share of challenges.

What Are the Challenges Freelancers Face?

Listed here are a couple of obstacles freelancers face when managing their work lives.

  1. Improper time administration – Freelancing requires an individual to put on a number of hats. They must juggle numerous duties and features, from gross sales and advertising and marketing to accounting and challenge administration. Juggling a number of obligations can eat lots of effort and time, supplied they manage themselves. That’s the reason having glorious time administration abilities is a vital ability within the freelancing world.
  2. Lack of focus – The thought of multitasking numerous tasks concurrently is thrilling due to the publicity and expertise one will get. Nonetheless, the disadvantage right here is that the freelancer finds it robust to focus or delve deep right into a job assigned. This in the end impacts their high quality of labor.
  3. No motivation – In a office setting, we regularly have colleagues and seniors to problem and push us to attain extra. Nonetheless, freelancers must go on from one job to a different by themselves. Due to this fact, they should inspire themselves to attain aims. Sadly, that’s not at all times potential. Most of the time, freelancers face a dip of their motivation ranges, inflicting their work to undergo.

Moreover the factors talked about above, the absence of an organized workflow considerably impacts a freelancer’s motivation and productiveness.

However the gig financial system is right here to remain! Freelancers centered on bettering their working model and boosting their productiveness have perennially trusted technologically superior instruments.

Instruments like buyer relationship administration (CRM) platforms, communication instruments, challenge administration platforms, and time trackers have helped freelancers overcome numerous challenges they face.

As an illustration, know-how has introduced folks throughout all areas nearer. This implies freelancers can collaborate with clients and different stakeholders anyplace across the globe and have simpler entry to alternatives than earlier than.

This globalization is triggered by digital transformation that has enabled freelancers to go for versatile engagement fashions at their comfort. In consequence, freelancers are getting a possibility to choose desired tasks based mostly on their experience and regardless of the demographics.

Amongst all of the digital developments which have helped freelancers keep organized, the function of the Kanban strategy has been phenomenal.

Let’s perceive the Kanban strategy and the way it may also help freelancers enhance their efficiency.

How Kanban Strategy Can Assist Streamline Your Freelance Enterprise

Kanban strategy is a workflow administration strategy for outlining, managing and bettering your processes to ship the most effective to your purchasers. It helps you visualize your processes and your work to maximise its effectivity.

This strategy to challenge administration helps you determine the potential bottlenecks in your workflow processes and repair them to yield desired outcomes quicker and cost-effectively.

Allow us to now perceive how the Kanban strategy may also help you manage your small business processes successfully.

1. Monitor and Handle Shopper Tasks

Kanban is the most-used challenge administration strategy for managing shopper tasks. Kanban board supplies a superb overview of your tasks. It helps you create and handle duties, set deadlines, and maintain monitor of the challenge’s progress.

Along with managing duties, you may also set priorities and deadlines to your duties to make sure their well timed completion.

You can even use Kanban boards to maintain tabs in your shopper conferences, cellphone calls, and different particulars. Utilizing Kanban for shopper work eliminates the necessity for added software program apps as you may manage a number of tasks and plan out the supply of duties at your comfort.

With the Kanban strategy, you may invite your shopper to collaborate with you in your board. As well as, some challenge administration boards like Jira supply role-based permissions to the customers for seamless challenge administration.

Basecamp, a challenge administration device, affords a superb chat function (campfire) to speak with purchasers in real-time.

Picture Credit score:; supplied by the writer; thanks!

Equally, the Jira-Slack integration allows customers to speak with their purchasers through Slack.

Jira and Slack

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Listed here are some ideas you could comply with to expedite your processes.

  • Write a fast challenge scope doc for each challenge and share the identical together with your shopper.
  • Create e mail templates for outreach, gross sales pitch, and different marketing-related duties.
  • Use invoicing software program like FreshBooks or Invoicely. Jira additionally comes with a module to create, save, and ship invoices to your purchasers in a couple of clicks.


2. Collect Content material Concepts

The Kanban strategy is usually a excellent medium to brainstorm, affirm, and plan your content material earlier than they’re despatched to your editorial calendar. Acquire content material concepts to your freelance enterprise by conducting devoted brainstorming periods, doing market analysis, and holding monitor of content material requests out of your viewers.

You should utilize a Kanban board to save lots of all concepts for future blogs, articles, eBooks, and different varieties of content material items with out disturbing your ongoing work. By following this strategy, you’ll by no means lose out on content material concepts in your head.

RescueTime, a productiveness and time monitoring app, makes use of the Kanban strategy for managing content material concepts for his or her weblog. This concept board is a centralized repository of content material concepts for his or her future weblog posts.

Rescue Time

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3. Construct and Handle Your Editorial Calendar

Take out the struggles of content material publishing by having a devoted editorial calendar to your freelance enterprise. From matter concepts and drafts to completed content material, you may monitor the complete lifecycle of your content material items and handle every thing seamlessly with the assistance of the Kanban strategy.

With the assistance of Kanban playing cards, you may retailer content material particulars just like the key phrases, useful resource hyperlinks, reference hyperlinks, and different particulars in your job straight. You can even create customized checklists to your content material items to make sure you don’t miss any step of the content material creation course of.

Buffer, a social media publish scheduling device, makes use of Trello to handle their editorial calendar.


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Their easy workflow consists of six levels – Content material Concepts, Pipeline, In Progress, Modifying, Able to Ship, and Shipped. The Buffer group tracks the duty standing as they transfer throughout this workflow.

4. Handle a Social Media Calendar

Maintain a pulse in your social media advertising and marketing initiatives by following a Kanban strategy. Strategize, manage, and publish branded content material in your social media pages with out breaking a sweat.

You possibly can plan out your social media technique in small actionable steps. You possibly can create duties for –

  • Brainstorming publish concepts
  • Creating content material for the posts
  • Designing property for the posts
  • Publish scheduling
  • Monitoring the efficiency of the posts
  • Participating together with your viewers

Listed here are some fast ideas for managing your social content material higher.

  • Leverage design instruments like Canva for designing your social posts. Canva affords over 400K+ design templates for numerous social media channels.
  • Use on-line cloud storage, reminiscent of Google Drive, OneDrive, or DropBox, to retailer media information, specifically photos, movies, and infographics.
  • Join a social media scheduling app like Hootsuite or Later and take away the pains of manually posting content material on each social web page.

Kanban for social media advertising and marketing can manage your social campaigns and guarantee posting on social accounts is finished promptly.

5. Monitor Outsourced Work

Managing and monitoring outsourced work is a problem for many freelance companies. There’s usually a spot in collaboration, communication, and knowledge sharing. A Kanban strategy to such conditions can cut back this hole considerably.

A easy Kanban board may also help you monitor the duties and maintain a whole maintain over the challenge progress. Share duties with a well-written description explaining the work expectations, set a precedence and deadline, and different info, if wanted. This may make sure the outsourced group will likely be in sync with you.

It is possible for you to to see who’s doing what and determine the challenges you possibly can face. Kanban board additionally eliminates the necessity for a number of software program apps because it affords you every thing it’s essential handle your outsourced work.

Listed here are efficient ways that may allow you to with outsourced group administration.

  • Signal your contracts, proposals, invoices, and paperwork utilizing a digital signature. This may considerably quicken the signing course of and assist save each time and price.
  • Talk with the outsourced group incessantly. Conduct common standups and weekly conferences to debate the progress of your tasks.
  • Share the required property – writing pointers, design pointers, challenge scope, and different details about your organization and the tasks with the group earlier than beginning the work.

6. Share a Public Roadmap

Listening to your audiences and offering an answer to their ache factors contributes considerably to strengthening your model picture. Likewise, viewers suggestions can also be a robust issue that shouldn’t be ignored.

Having a Kanban board to seize your buyer’s suggestions and requests is essentially the most helpful strategy. You possibly can additional make this board public and provides your clients entry to allow them to drop of their feedback or ideas seamlessly.

Trello, the well-known challenge administration software program, has a devoted board for managing function requests from its clients.



To enhance productiveness and streamline their processes, freelancers ought to concentrate on making their workflow seamless. A method of reaching that is by utilizing the Kanban strategy.

In case you are a freelancer seeking to streamline your small business, this strategy will allow you to pace up your work supply. It is going to set the best steadiness between precedence and deliverables at hand. So, go forward and use the Kanban strategy to remain organized and enhance your productiveness and income. Completely satisfied freelancing!

High Picture Credit score: Pexels; Thanks!

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