Building Routines for Success: Part 3


Not all freelancers put in a Monday to Friday workweek, some prefer to do a little work everyday and some only work 3 or 4 days a week - that’s why freelancing is great: we have the freedom to choose our own schedules. Regardless of your work style, having a weekly routine can help you stay on top of all the projects you are working on, and help you remember to do all the little things you need to do to keep your business running smoothly, such as maintaining its online presence. In parts one and two of our Building Routines for Success series, we looked at how taking the time to review the health of your business yearly and monthly can help you maintain perspective on financial matters and client relationships, as well as prevent small problems from turning into big problems. Now it’s time to build a weekly routine to help your schedule stay organized and keep your business running smoothly. Remember: clients hate when work is late so it is of utmost importance to be organized and stay on track!

Monday/The beginning of the week: Time to review this week’s schedule

Ask yourself:

  • did I leave anything unfinished last week, that I had planned to finish? How will I fit that work into this week’s schedule?
  • do I have any correspondence to follow up on from last week?
  • will I need any extra time for a project?
  • is a project going faster than planned? How can I use the extra time?
  • what tasks do I need to do this week to do to maintain my business’s online presence?
  • do I need to contact a client before proceeding with a project?
  • did I receive any feedback last week that will affect this week’s tasks/schedule?

Review and Revise your Calendar:

  • check your task list for the week and incorporate any changes based on how you answered the questions in the “ask yourself” section
  • organize week’s schedule - any days off? Appointments? (reminding yourself of upcoming events on a weekly basis will help you to figure out when you need to do some extra work and stay on schedule so you don’t fall behind if a forgotten appointment pops-up)
  • review deadlines for this week
  • review invoices to be sent and payments expected
  • prioritize tasks
  • set reminders for any invoices and emails that need to be sent this week

Handle this week’s Financial matters:

  • follow-up on any payments due last week that weren’t received
  • pay any bills due this week
  • prepare invoices that need to be sent
  • review any purchases that you plan to make this week to be sure they fit your budget

Wednesday/Midweek: Time for a quick check-in

Ask yourself:

  • am I on track for the week? Do I need to do some extra work today or tomorrow to finish all my tasks on time?
  • did anything unexpected pop-up so far this week that I need to deal with?
  • do I need to communicate with any clients or team members about anything before I can finish this week’s tasks?

Revise your Calendar if necessary:

  • add any new tasks
  • check off anything that has been completed
  • revise timelines if necessary

Review this week’s payments:

  • check for any missing payments or invoices and deal with them

Friday/The end of the week: Time for a look back

Ask yourself:

  • did I meet all deadlines this week? If not- why not? How can I fix the problem?
  • were there any communication issues that came up this week? Did I reply to client’s emails in a timely manner? Do I need any information from clients or remote team members before I can proceed with something? Am I waiting to hear about anything? Do I need to follow-up on anything with anyone?
  • is there any work that I had planned on finishing this week that I did not? Should I finish it over the weekend? Can it wait until Monday?
  • how much time did I spend promoting my business this week? Did I update my business’s blog/social media?
  • did I receive any feedback from a client this week that I need to incorporate into next week’s tasks?

Review your Calendar:

  • adjust next week’s schedule according to how much time ongoing tasks are taking and any relevant feedback from clients
  • see whether or not you need to do any work on the weekend to catch-up on anything
  • decide how to wisely spend any extra time next week that has come up in your schedule
  • review next week’s deadlines to make sure that you have enough work-time available to meet them - if not, you'd better get some work done over the weekend!

Financial Check-in:

  • be sure that any necessary invoices were sent
  • check that you received the expected payments
  • incorporate any unexpected expenses that popped-up this week into next week’s budget
  • double-check that any bills that were due this week were paid

Taking a little time to check-in on your schedule and financial matters Monday morning, Wednesday and Friday evening will help you never miss a deadline and ensure that your business is thriving. Being a solopreneur can become overwhelming when you have several different projects on the go for a variety of clients, plus you have to monitor your expenses and promote your business - there is so much to do! Checking-in on a regular basis will help you stay in control of your business matters and project deadlines, as well as ease the stress that comes along with having so many things on the go at once. Now that you have yearly, monthly and weekly routines to help you succeed, don’t forget to check out our final post on Building Routines for Success here on the SageGroupy blog to find out what you can do on a daily basis to keep your business running smoothly.

Author: S.Suzuyama

Posted in Freelancing Tips, Business Tips on Aug 20, 2018

Follow Sagegroupy

    Recent Posts

  • Use Instagram Stories to Promote your Freelance Business

    Posted in Freelancing Tips, Business Tips on Nov 19, 2018

    Instagram stories have become an essential part of marketing on Instagram and they are a fantastic way for your followers and potential clients to get to know you. If you are a freelancer working in the creative industry, you don’t want to miss out on this fun and effective marketing method. Take a look at how to use Instagram stories to boost your business profile.

  • Navigating the Holiday Season as a Freelancer

    Posted in Freelancing Tips on Nov 12, 2018

    Whether they plan to take time off or continue to work hard, freelancers have to make decisions about their business and navigate the holiday season on their own. What can freelancers do to prepare for the holiday season? Whether you’re planning to take some time off or use the holidays to make some money, here are some tips to help you get through this crazy time of year.

  • Do I have to Hustle my Brand to Succeed?

    Posted in Freelancing For Beginners, Freelancing Tips on Nov 05, 2018

    What if you don’t want to spend a lot of time hustling your brand and would rather focus on just doing the work that your clients need, are you doomed to fail as a freelancer? If this big question is on your mind as you debate whether or not freelancing is for you, we have good news and bad news. The bad news is: you do have to do some marketing, it cannot be avoided if you want clients to find you. The good news is: marketing yourself doesn’t have to be the difficult hustle you think it is and you aren’t doomed to always be selling yourself.

  • Routes and Requirements to Becoming an Online Educator

    Posted in Resources on Oct 26, 2018

    Are you passionate about education but don’t want to be tied down to a specific location? If so, becoming an online educator might be the right fit for you.

  • Email Marketing for Freelancers

    Posted in Resources, Freelancing Tips, Business Tips on Oct 19, 2018

    Email marketing may seem pretty old-school but it is still one of the most effective ways for small businesses to reach other small businesses, and it is a great way for freelancers to keep themselves fresh in the mind of potential clients. See what an email marketing strategy needs to make it successful.

  • What do Clients Want?

    Posted in Freelancing Tips on Oct 12, 2018

    When you are competing against the growing ranks of talented freelancers, how do you stand out from the pack and land the jobs you need? Here's what clients are really looking for.

  • The Top 5 Reasons Why Freelancing is Ideal

    Posted in News on Oct 05, 2018

    If you're thinking of making the leap from traditional employment into freelancing this list might help you make the transition, check out the top 5 reasons why we think freelancing is ideal.

  • How to Get Started as a Freelance Business Consultant

    Posted in Freelancing For Beginners, Freelancing Tips on Sep 28, 2018

    Do you have the interest, experience and work habits required to be a freelance business consultant? If you have years of business experience and are thinking of taking your expertise out of the office and into the freelance world, here are some steps you can take in order to build your own freelance business consultant business.

  • Get and Keep Clients Onboard with these 5 Steps

    Posted in Freelancing Tips, Business Tips on Sep 21, 2018

    A solid onboard process and package can save you time and help you screen out projects that do not fit within your business parameters. Even though each project is unique, you can create a process that will give each of your clients the necessary information about working with you and enable you to gather important information from them. We've narrowed down the process of getting and keeping clients onboard to 5 easy steps that can be adapted for any freelance business.

  • Promote Yourself as a Freelancer

    Posted in Freelancing For Beginners, Freelancing Tips on Sep 14, 2018

    One of the most important things you can do in order to attract clients and get yourself hired as a newly-minted or seasoned freelancer is to promote yourself. If you have the skills clients need, they will hire you - but only if they can find you first! Here are some tips you can use to promote your business.



Please sign in to comment!