“It’s helpful to have something like an interface, where I can click through contacts easily and just hit a button when it’s time to send a follow-up email.” “I like to think of Airtable as my second brain,” Cole said. Using Interface Designer, he designed an interface that lets him scroll through his contacts, pull one to see at-a-glance info, and take action.Īnd to make outreach as straightforward as possible, he added four buttons: one that sends the first email, another that sends a follow-up email, a third that schedules a meeting through Calendly, and a fourth that sends an onboarding form to the client. In addition to a cold outreach base for storing contact information, Cole also has an interface (shown above) as a dashboard when sending emails. And sometimes it requires reaching out to strangers with whom you have absolutely no connections. Design an interface to manage outreach to potential clientsįreelancing almost always involves hustling… for new projects, new clients, new skillsets. Want to be as productive as Cole? Here are just a few of the many ways you can use Airtable to not only structure your freelance workflow, but improve it. I don’t even know how I’d be able to function without it.” “When people see all of the work I’m doing and ask how I can do it all by myself, I point to Airtable. “There’s a lot I have to think about as a freelancer, like managing work for my regular clients, taking consultations with new clients, and putting out my own content,” Cole said. Just ask Cole Fortman, an Airtable and Softr no-code consultant and full-time freelancer who relies on Airtable to handle nearly every aspect of his work (and life). If there were an official guide for freelancers, the first chapter would likely convey the importance of establishing structure in your work.īeing your own boss and setting your own hours? Sure, that sounds like a cushy time, but every full-time freelancer knows the long hours and/or late nights can be punishing when you don’t have a system to manage your multiple projects, invoices, and pitches. Maintaining a steady stream of clients and managing projects is a cinch with an Airtable base.
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