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Take Care of Your B2B Freelance Business ─ Complete These 5 Tasks

Take Care of Your B2B Freelance Business ─ Complete These 5 Tasks

November 30, 2020 | By Laurie Garrison | 2 Comments

Once December rolls around, it’s pretty common to start thinking about year-end celebrations and the excitement the start of the New Year brings.

But for us freelance writers, the end of the year also means we need to complete a series of business tasks to close out the current year and get ready for the next.

Here are your five tasks…

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About the Author

Laurie Garrison

Laurie Garrison specializes in writing awards entries in multiple industries, as well and sales and marketing content for the sports industry. For 14 years, she was the managing editor of 84 issues of “Athletics Administration” magazine. Visit

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  • So this is the beginning – I am in the challenge – being organized is tough for me but I am going for it.
    Excellent advice – and great things to start the challenge with that really need to be done anyway.
    🙂 I thought I was the only one who had 3 or 4 thousand emails hidden away.

  • I try to keep my email inbox focused, although I use my Outlook app for both business and personal use since I’m “semi-retired”.

    My approach to email volume? Lots of folders and subfolders in my Microsoft Outlook. There are subfolders for each client in a ” clients” folder; subfolders for prospects in a “prospects” folder, subfolders for branding gurus in a “branding” folder, and so on. The only problem with this system is it takes about a minute each morning for Outlook to process.

    With local clients I have taken them to lunch, but not this year. Several clients work for companies that do not allow gifts to be accepted so I just express my gratitude with an email. Perhaps this year I will actually write them “Happy Holiday” cards.

    I keep each project I do on a spreadsheet. Each line contains the agreed-upon particulars like price, due date, project type. It also acts as an on-going status report and a final record of the job, including hours spent, amount per hour, when invoiced and when paid. At year-end, all I need to do is add everything up.

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