What to Expect in this Course

In order to get updates about and join the weekly coaching calls you will need to join the  Freelance Facebook Group. This is where communication will go out about the Group Coaching Sessions as well as new updates to course materials as they are released. This is also where you can build relationships with other Freelancers!

By the end of this course you are going to feel 100% confident in your ability to demand a higher income, manage your own clients and create the lifestyle flexibility that comes with being a freelancer in a highly skilled profession. With the materials included in this course you will have the tools necessary to set yourself apart from the competition, impress clients and build your own future as a Independent Salesforce Professional!

In this Guide to Salesforce Freelancing we will cover:

  1. How to mentally prepare for a transition into Salesforce Freelancing, Contracting or Independent Consulting.
  2. How to find clients using prove strategies!
  3. How to document the terms of a project using a Statement of Work/Proposal.
  4. How to present and agree on Payment Terms with the client.
  5. How to create a formal Project Plan that will help to set expectations and keep you and your clients on track to meet deadlines.
  6. How to gather business Requirements and build these into a Design document. Using a series of documents and questionnaires for your client.
  7. Building Training Materials for End Users and Salesforce Administrators to ensure a successful project go live.
  8. Lastly we will discuss the importance of up-selling a client into Secondary Projects and the coveted Managed Services Agreement which leads to long term income and financial stability.


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