My Freelance Quarterly Review Process

Plus a free template to help you plot your #goals

Lindsey Danis
Freelancer’s Hub

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Photo by Lukas Blazek on Unsplash

In the last couple years, I’ve moved from doing an annual business review to doing a quarterly review.

Reflecting on my business growth and goals quarterly allows me to check where I am, stay responsive, and pivot my business as needed. It’s made the biggest difference in helping me shift the needle on challenges while fine-tuning the work/life balance that works for me.

The real payoff is in doing this work for yourself so for today I’ll do a short/sweet rundown on what I keep track of and how I let it guide my decisions. If you join my email list, you’ll get a free copy of the template I use to track how the quarter went and plan for a strong rest of the of year.

Time and Money

Time and money are the two main things I track. I need to know how much I earn per client hour, or how much that $0.50/word or flat $500 rate breaks down to accounting for research, interviews, and writing time. Tracking this quarterly lets me see quickly which clients aren’t financially worth it for me. Sometimes, I can become more efficient and increase this rate over time. In other cases, it’s better to end a relationship that doesn’t meet my financial needs.

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Lindsey Danis
Freelancer’s Hub

Writer. Traveler. Queer. Passionate about self employment, LGBTQ finance and the writing life. Visit me at http://www.lindseydanis.com