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Salesforce Freelancing Guide - The Secrets to Successful Projects and Long Term Clients
Before you Find Clients & Start Projects
What to Expect in this Course
About the Instructor - Bradley Rice
Commonly Asked Questions When Getting Started (6:09)
Get Your Information Into the Skills Document
Creating & Polishing Your LinkedIn Profile (16:08)
Virtual Meeting/Introduction Checklist (21:35)
Building Professional Relationships (26:20)
LinkedIn Pro-Strategy | Coat Tailing (12:01)
One Huge LinkedIn Secret - You Need To See This! (24:51)
Finding Clients
Introduction to Finding Clients (0:58)
Building Credibility Organically (39:59)
Funnels, Magnets & Branding Tools
Discovery Call & Agenda (27:18)
Finding Clients - Strategy #1 (11:52)
Finding Clients - Strategy #2 (34:45)
Finding Clients - Strategy #3
Finding Clients - Strategy #4 (1:33)
Finding Clients - Strategy #5 (19:27)
Consulting Starter Demo Deck w/ Custom Slides
Project Process Documentation
Non-Disclosure Agreement (0:41)
Statement of Work/Proposal (104:06)
Payment Terms (1:30)
Project Plans, Project Tracking & Time Tracking (7:15)
Business Process Review (BPR) (7:14)
The Requirements and Design Overview (RDO) (17:26)
End User & Administrator Training Decks (11:18)
Project Status Reports (14:00)
Managed Services Agreements (11:41)
Freelance Video Series w/ a Salesforce Freelancer
LLCs & Freelance Consulting (7:00)
Tips for Organizing Income & Expenses (7:46)
Retirement as an Independent Consultant (9:35)
Invoicing Clients | Keeping it Simple (5:57)
Healthcare as an Independent Consultant (18:51)
Productivity Tools & Managing Your Business (26:04)
Finding Resources to Contract w/ You (17:56)
Internal Business Documentation
Non-Compete Agreement for Subcontractors/Employees
Company Profit & Loss Statement (8:32)
What's Next?
Course Completion and Next Steps
Productivity Tools (Recommended by Top Salesforce Experts)
Business Process Review (BPR)
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