Freelancing 101: Your First To-Dos

Lesson 11: Your First To-Dos


Time to Take Action

While it might seem overwhelming to start your freelancing business, remember that you can do it in steps. You can start making money right away by setting up a profile on Upwork or a similar platform. Then build and grow from there.

In this section, you'll find a to-do list and a Google Sheets spreadsheet template to track keywords, competitors, finances, and more. 

If you haven't done so already, now is the time to create a bookmark, label it freelancing, and save your resources to reference as you grow your business.


Create a Freelancing Spreadsheet

Now it's time to get into creating Google Sheets to keep track of all your self-employment information. We're going to keep it simple, but if you need additional practice, Check out our Google Sheets tutorial.

First, gather all of the information on your to-do list.

To-Do List:

  • Write out a pros and cons list.
  • Write a list of skills to market .
  • Do competitor research.
  • Highlight in-demand skills .
  • Make a list of expenses.
  • Calculate pricing at a flat rate vs. hourly.
  • Set up a time management and tracking system.
  • Determine your first set of rates and services.
  • Create a Brand Kit: Logo variations, colors, type fonts, and more.
  • Join at least one freelancing platform.
  • Fill out all social profiles.
  • Make long-term goals.
  • Create content.
  • Add a content calendar.
  • Develop customer personas.
  • Website development.
  • Certifications and continuing education.

Google Sheets

Now, create a Google Sheets document and fill in the information that you need to keep track of your business.



Sheet 1: Brand Information

  • Your Freelance Name
  • Business Email
  • Business Phone
  • Website
  • Keywords
  • Link to Brand Kit
  • Freelancing platforms

Sheet 2: Competitor Research

  • Competitor names
  • Websites
  • Blogs
  • Social platforms
  • Notes

Sheet 3: Services and Rates

  • Core Service
  • Type ( Fast turnaround/ project)
  • Rate
  • Upgrade
  • Notes

Sheet 4: Incoming

  • Date
  • Service
  • Platform
  • Customer
  • Amount
  • Balance

Sheet 5: Outgoing

  • Date
  • Source
  • Type
  • Amount
  • Balance

Sheet 6: Content

  • Type (blog post, web page, how-to article, video, infographic, image, etc)
  • Date posted
  • Platforms (Website, Facebook, Instagram, YouTube, TikTok)
  • Likes
  • Shares
  • Comments
  • Repurpose?