Keeping organized with Freelance projects can be a serious challenge.
There are so many different systems, apps, methods, tips, etc. out there for freelancers that it can be extremely overwhelming. I've tried a bunch of them myself and I think I've finally got a system that's less stressful for me and my clients. The biggest step towards simplifying & streamlining for me was using Pinterest. Yeah! I know! Pinterest for freelancing? Yup. Here's what I do:
CREATE A BOARD FOR EACH CLIENT // PROJECT
Every time I take on a client or a project that's going to be more then just a quickie (usually a design project or a longer illustration project or a brand or Instagram Styling consulting), I create a private board on Pinterest for that specific project. I then invite anyone who's a part of the team to join it. For me, this allows the client(s) and I to really make sure we're on the same page and constantly up to date with how everything's working.
Pinterest is basically a giant, sometimes social, always amazing mood board with tips, tricks & pretty things galore. The project boards are no different. My clients & I can pin things that are relevant to the project, either showing style, theme, mood, etc. This helps the whole team & project run so much smoother, I've found. My clients & I can easily reference our board anytime we'd like.
What makes this even more helpful is the ability to add comments to posts/pins. This gets used a LOT on my projects. For instance, if I post a photo with inspiration for a new script-style logo, the client can then comment directly on that specific photo and let me know if they like that style of loops, etc. Which, when you're working on a project that's a little more involved and ends up with lots and lots of pins, it's really a life saver. Plus, with a board like this, you don't have to have those endless, horrible email threads.
I like to take the mood board a step farther and upload project progress as well. This is just another way to keep those email chains down. Though, I don't do this as often as I'd like / should. But when I do, it makes everything easier.
ALSO IMPORTANT TO NOTE
Pinterest has also just be the quickest & easiest method because unlike other apps or systems, 99% of my clients already have and use a Pinterest. They already know how and it's far less terrifying for them to use vs. a completely new system. Which, in the end, saves us even more time AND makes the process much smoother.
For me & my clients, being able to quickly see, share & comment via Pinterest is the best way to streamline & simplify our projects. I'd love to hear how you work as a freelancer and how you use Pinterest (even if you're not using it for freelancing!) Do you have a similar method of sharing ideas or something completely different?