CRM software can help build and strengthen customer loyalty, but there are significant differences between the two. Learn what they are to help your business move forward.

Getting clients

Have Customer Loyalty and CRM Become Synonyms?

How to Use an Intake Form Template - Free Sample Intake Forms

A Lead Capture Form: Your Tool to Boost Sales and Gain New Customers

16 Best Proposal Software in 2024

Knowing how to write a meeting request email to schedule a meeting with your client is important and shows professionalism. This article discusses how to do this effectively.

Maintaining clients

The Ultimate Guide to Writing Professional Meeting Request Emails

How to Write a Meeting Request Email to Your Client/Potential Client

This course teaches freelancers how to effectively communicate with clients through email and other forms of correspondence, including how to craft persuasive proposals, write effective follow-up emails, and handle difficult client relationships.

Business Correspondence for Freelancers

This course is designed for freelancers looking to improve their financial management skills, including how to negotiate rates, handle partial payments, and simplify invoicing using apps. The course also covers important topics such as cash flow management, project fees vs. hourly rates, and how to ask for a deposit or upfront payment.

Navigating Payment and Finances for Freelancers

Indy's online course for freelancers covers everything from web design to Photoshop, and from setting rates to understanding copyrights. Become a professional graphic designer today.

Freelance Graphic Designer 101

This course offers a comprehensive guide to proposal writing. You will learn how to create compelling executive summaries, write persuasive business proposals, communicate value, and create a sense of urgency. Through a series of lessons, guides, and sessions, you will gain the skills and knowledge necessary to write winning proposals and succeed as a freelancer.

Proposal Writing for Freelancers

This course offers a comprehensive guide to freelance team management. You will learn how to manage effective meetings, understand matrix organization structures, and collaborate with other freelancers. Through a series of lessons, guides, and sessions, you will gain the skills and knowledge necessary to build and manage a successful freelance team.

Team Management for Freelancers

This course will provide an overview of various strategies for leveraging social media to benefit freelance businesses. Students will learn how to build and maintain a client base, connect with customers, and create revenue through partnerships. They will also receive guidance on how to start making the most of social media for their freelance business.

Social Media for Freelancers

How To Write a Business Proposal Email or Letter

Graphic Design Retainer Contract

Digital Marketing Contracts for Freelancers

The Only Marketing Proposal Guide You Need for 2024 (with marketing proposal templates)

Copywriter Contract Template

Digital Marketing Contract Template

Freelance Web Developer Contract Template

Game Developer Contract Template

Influencer Contract Template

Photographer Contract Template

Social Media Moderator Contract Template

Virtual Assistant Contract Template

Accountant Invoice Template

Actor Invoice Template

Advertising Invoice Template

Architecture Invoice Template

Artist Invoice Template

Attorney Invoice Template

Blank Invoice Template

Bookkeeper Invoice Template

Asking for Payment

First Contact

Following Up

Thank You Notes

When Something Is Overdue

Accountant Proposal Template

Advertising Proposal Template 

Architecture Proposal Template

Artist Proposal Template

Brand Ambassador Proposal Template

Business Consulting Proposal Template

Business Development Proposal Template

Business Proposal Template

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Discover 5 UGC pitch email templates to collaborate with brands effectively. Learn the benefits of using these templates, step-by-step guidelines for crafting compelling emails, and 6 tips for sending pitch emails.

5 UGC Pitch Email Templates to Collaborate with Brands

10 Red Flags of a Bad Cold Email—This Week’s Must-Read Tips

Explore the top 20 UGC platforms for finding clients as a UGC creator in this comprehensive blog. Learn the benefits, discover tips for success, and find out how platforms like Upfluence, JoinBrands, Taggbox, and more can elevate your creative journey.

Top 20 UGC Platforms to Find Clients as a UGC Creator in 2024

Get the secrets to crafting sales emails that captivate and convert. Dive into our comprehensive guide for expert tips, step-by-step strategies, and proven practices. Elevate your email game and turn prospects into loyal clients.

How to Write a Sales Email That People Want to Respond To

How to Write an Email Requesting Something From a Client

What Makes a Bad Cold Email? 10 Warning Signs

Is there a project that doesn’t excite you or you don’t want? Then learn how to politely decline a project in email.

How to Politely Decline a Project in Email

Got interrupted and need to know how to tell a client you’re too busy without being rude? Learn how here.

How to Politely Tell a Client I’m Too Busy - Conversation With a Client

Are you waiting for a response from a client? Then here is how to politely remind someone about your email.

How to Politely Remind Someone About an Email

Wondering how to respond confidently when clients demand lower rates? We’re showing you how to master the art of negotiating better prices, claiming your worth, and securing the pay you deserve as a freelancer.

How to Respond to Client Demands for Lower Rates – This Week’s Must-Read Tips

Discover how you can use a videography proposal template to win more clients and streamline your project management. Learn key steps and strategies today!

Freelancer's Guide: Using a Videography Proposal Template for Success

The Ultimate Guide to Crafting a Winning Freelance Videographer Proposal

Discover the best proposal management software for freelancers in 2023. Our comprehensive review covers features, pricing, and more. Read on to learn more.

Top Proposal Management Software for Freelancers

10 Best Proposal Management Software Tools for Freelancers

Looking for a list of alternatives to HubSpot? We’ve got you covered! Check out our deep dive into 6 of the best HubSpot alternatives in the CRM market.

6 Best HubSpot Alternatives for Freelancers

Looking for an Alternative to HubSpot? Here are 6 Great Choices for Freelancers

Looking for the best Zoho alternatives for freelancers? We’ve got you covered! Let’s explore 7 of the best Zoho alternatives so you can make the best decision for you. 

7 Best Zoho Alternatives for Freelancers

Customer retention is a key ingredient of a successful freelancing career. Read this guide to learn how to stop hopping from project to project.

Customer Retention: The Secret Sauce for Freelancing Success

How to Retain Clients: Customer Retention Ideas You Can Try

Ending a client relationship can be tough, but it's important to protect your professional reputation and avoid legal issues. Learn how to identify and deal with difficult clients as a freelancer.

Firing a Client the Right Way as a Freelancer

Bidding Adieu: How to Fire a Client the Right Way as a Freelancer

What are referrals, and what are the various ways you can gain them as a freelancer? Find out in our guide!

How to get more business referrals as a freelancer.

How to Get More Business Referrals as a Freelancer

Winning more business from existing customers is far more efficient and affordable than bringing in new customers. Read this article for tips to get more work.

How to Increase Repeat Sales from Your Existing Customers

How to Increase Repeat Sales: Existing Customers Can Grow Your Business

Do you need a proposal management solution? Here are five alternatives to Proposify to try. 

 Proposify Alternatives: Proposal Management for SMBs

Proposify Alternatives for Freelancers and Small Business Owners

Learning to turn down a client request gently is an important skill every freelancer needs to know. Here are 7 ways to turn down a client request. 

Client Relations

Explore Client Relations