Wes Bos & Scott Tolinski - Full Stack JavaScript Web Developers

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The Freelance Client Lifecycle - Part 1

Syntax - Tasty Web Development Treats

Full Stack Developers Wes Bos and Scott Tolinski dive deep into web development topics, explaining how they work and talking about their own experiences. They cover from JavaScript frameworks like React, to the latest advancements in CSS to simplifying web tooling.

<p>In this episode Scott and Wes talk about the freelance client lifecycle—from gathering requirements, to project hand-off, and everything in between.</p> <h2><a id="Techmeme_Ride_Home_Podcast_9" name= "Techmeme_Ride_Home_Podcast_9"></a>Techmeme Ride Home Podcast</h2> <p>From <a href="http://techmeme.com/">Techmeme.com</a>, Silicon Valley’s most-read news source, The Techmeme Ride Home podcast is a short daily podcast about the day’s tech news. Mark Zuckerberg called Techmeme the one news source he definitely follows. New episodes are published every day at 5p.m. You can <a href= "https://itunes.apple.com/us/podcast/techmeme-ride-home/id1355212895">check out the show here</a>, or search for “Techmeme Ride Home” in your favorite podcast player.</p> <h2><a id="LogRocket__Sponsor_13" name= "LogRocket__Sponsor_13"></a>LogRocket - Sponsor</h2> <p><a href="https://logrocket.com/syntax">LogRocket</a> lets you replay what users do on your site, helping you reproduce bugs and fix issues faster. It’s an exception tracker, a session replayer and a performance monitor. Get 14 days free at <a href= "https://logrocket.com/syntax">https://logrocket.com/syntax</a>.</p> <h2><a id="Show_Notes_17" name="Show_Notes_17"></a>Show Notes</h2> <p>03:29 - Gathering Requirements</p> <ul> <li>Probably the most important part of the process. If you botch this, you’ll be dealing with change orders and scope-creep throughout the entire project. Poor planning is why agencies have project managers and why many freelancers hate their clients.</li> <li>Ask lots of questions</li> <li>Get lots of examples</li> <li>Break down each page into functionality</li> <li>Ask about budget</li> <li>Clarify who will be updating the site</li> <li>Do this in person if possible</li> </ul> <p>17:00 - Quote</p> <ul> <li>Figuring out the quote</li> <li>Break it down into major functional areas that don’t necessarily depend on each other.</li> <li>Multi-staged quotes are great because if it’s too expensive, the client knows they can add additional features later in the project.</li> <li>Explain the tech you will use in relation to how it will help their business, or how easy it will be for them to manage.</li> <li>Presenting the quote <ul> <li>List what will be included</li> <li>List what won’t be included</li> <li>Make your quote valid for two weeks</li> <li>Create a template that looks professional <ul> <li>Our agency had a professional template, printed on heavy paper in an embossed folder with our logo on it.</li> </ul> </li> <li>You don’t have to go this far, but experience matters. Think Apple. You can quote more if you have a higher perception of quality.</li> </ul> </li> </ul> <p>30:20 - Timelines</p> <ul> <li>Timelines should include hard dates. You should have a “hard on” and and “hard off”.</li> <li>Assume 24-hour turnaround on questions</li> <li>Be generous with your estimates. Under promise, over deliver.</li> <li>Quoting time is a huge skill</li> </ul> <p>35:58 - Contract</p> <ul> <li>You best have one</li> <li>Spell out what the client is getting (from quote)</li> <li>At the very least, have the client sign your quote</li> <li>Clear communication and a good relationship is extremely important</li> <li>Use online templates, or have a lawyer create something specific</li> </ul> <p>41:09 - Setting Expectations</p> <ul> <li>Don’t make yourself available 24/7</li> <li>Establish a professional environment by not being too casual</li> <li>Your choices will set the course for your relationship</li> <li>Don’t be too quick to reply to email</li> <li>Schedule emails for 10a.m.</li> </ul> <h2><a id="Links_66" name="Links_66"></a>Links</h2> <ul> <li><a href= "https://syntax.fm/show/036/hasty-treat-freelancing-hot-tips">Syntax 036: Hasty Treat - Freelancing Hot Tips</a></li> <li><a href="https://www.docracy.com/">docracy</a></li> <li><a href="https://www.boomeranggmail.com/">Boomerang for Gmail</a></li> </ul> <h2><a id="_SIIIIICK__PIIIICKS__71" name= "_SIIIIICK__PIIIICKS__71"></a>××× SIIIIICK ××× PIIIICKS ×××</h2> <ul> <li>Scott: <a href= "https://chrome.google.com/webstore/detail/the-great-suspender/klbibkeccnjlkjkiokjodocebajanakg">The Great Suspender</a></li> <li>Wes: <a href="https://www.youtube.com/foodbusker">Food Busker YouTube Channel</a></li> </ul> <h2><a id="Shameless_Plugs_76" name= "Shameless_Plugs_76"></a>Shameless Plugs</h2> <ul> <li><a href="https://leveluptutorials.com/pro">Scott’s Level 1 Styled Components Course</a></li> <li><a href="https://www.wesbos.com/courses">Wes’ Courses</a></li> </ul> <h2><a id="Tweet_us_your_tasty_treats_81" name= "Tweet_us_your_tasty_treats_81"></a>Tweet us your tasty treats!</h2> <ul> <li><a href="https://www.instagram.com/stolinski/">Scott’s Instagram</a></li> <li><a href= "https://www.instagram.com/LevelUpTutorials/">LevelUpTutorials Instagram</a></li> <li><a href="https://www.instagram.com/wesbos/">Wes’ Instagram</a></li> <li><a href="https://twitter.com/wesbos">Wes’ Twitter</a></li> <li><a href="https://www.facebook.com/wesbos.developer">Wes’ Facebook</a></li> <li><a href="https://twitter.com/stolinski">Scott’s Twitter</a></li> <li>Make sure to include <a href= "https://twitter.com/SyntaxFM">@SyntaxFM</a> in your tweets</li> </ul>

In this episode Scott and Wes talk about the freelance client lifecycle—from gathering requirements, to project hand-off, and everything in between.
 Techmeme Ride Home Podcast From Techmeme.com, Silicon Valley’s most-read news source, The Techmeme Ride Home podcast is a short daily podcast about the day’s tech news. Mark Zuckerberg called Techmeme the one news source he definitely follows. New episodes are published every day at 5p.m. You can check out the show here, or search for “Techmeme Ride Home” in your favorite podcast player.
 LogRocket - Sponsor LogRocket lets you replay what users do on your site, helping you reproduce bugs and fix issues faster. It’s an exception tracker, a session replayer and a performance monitor. Get 14 days free at https://logrocket.com/syntax.
 Show Notes 03:29 - Gathering Requirements
 Probably the most important part of the process. If you botch this, you’ll be dealing with change orders and scope-creep throughout the entire project. Poor planning is why agencies have project managers and why many freelancers hate their clients.
 Ask lots of questions
 Get lots of examples
 Break down each page into functionality
 Ask about budget
 Clarify who will be updating the site
 Do this in person if possible
 17:00 - Quote
 Figuring out the quote
 Break it down into major functional areas that don’t necessarily depend on each other.
 Multi-staged quotes are great because if it’s too expensive, the client knows they can add additional features later in the project.
 Explain the tech you will use in relation to how it will help their business, or how easy it will be for them to manage.
 Presenting the quote List what will be included
 List what won’t be included
 Make your quote valid for two weeks
 Create a template that looks professional Our agency had a professional template, printed on heavy paper in an embossed folder with our logo on it.

 You don’t have to go this far, but experience matters. Think Apple. You can quote more if you have a higher perception of quality.

 30:20 - Timelines
 Timelines should include hard dates. You should have a “hard on” and and “hard off”.
 Assume 24-hour turnaround on questions
 Be generous with your estimates. Under promise, over deliver.
 Quoting time is a huge skill
 35:58 - Contract
 You best have one
 Spell out what the client is getting (from quote)
 At the very least, have the client sign your quote
 Clear communication and a good relationship is extremely important
 Use online templates, or have a lawyer create something specific
 41:09 - Setting Expectations
 Don’t make yourself available 24/7
 Establish a professional environment by not being too casual
 Your choices will set the course for your relationship
 Don’t be too quick to reply to email
 Schedule emails for 10a.m.
 Links Syntax 036: Hasty Treat - Freelancing Hot Tips
 docracy
 Boomerang for Gmail
 ××× SIIIIICK ××× PIIIICKS ××× Scott: The Great Suspender

 Wes: Food Busker YouTube Channel

 Shameless Plugs Scott’s Level 1 Styled Components Course
 Wes’ Courses
 Tweet us your tasty treats! Scott’s Instagram
 LevelUpTutorials Instagram
 Wes’ Instagram
 Wes’ Twitter
 Wes’ Facebook
 Scott’s Twitter
 Make sure to include @SyntaxFM in your tweets

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The Freelance Client Lifecycle - Part 1

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