Making Data Analytics Work for Freelancers (or, How to Get and Keep Clients)

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“Do you want more clients? Do you want to keep good clients coming back?”

Nearly early every head in the room nodded vigorously in response to Jed Jones, co-founder and chief data scientist at MindEcology.

The key to finding and keeping good clients, Jed said, is using metrics to match your needs as a freelancer to those of your clients. Sadly, most freelancers don’t do an adequate job reporting back to their clients on how they did.

Metrics? In freelance communications?

“Metrics aren’t just the numbers. It’s reminding clients how you fulfilled your agreement.”

“All of us need to own ourselves as a small business, and there’s a data component to any business,” Jones said. “Metrics aren’t just the numbers. It’s reminding clients how you fulfilled your agreement.”

Jones, a former writer and marketer for Dell in Japan who was speaking to Freelance Austin, has been on both sides: A freelancer looking for work, and a company hiring freelancers.

Can you guess the most pressing needs of content creators (writers, photographers, editors, designers, strategists, social media users) and those of clients and prospects?

Content Creators’ Top 4 Needs

  1. Get more clients and projects, and keep existing work.
  2. Create positive buzz about our business.
  3. Complete projects with minimum friction and maximum efficiency.
  4. Minimize clients’ unhappiness and maximize their happiness.

Clients’ and Prospects’ Pressing Needs

  1. Make more sales/get more donations.
  2. Generate interest, views and submissions.
  3. Save money and control costs.
  4. Recruit more members, readers, consumers and/or customers.
  5. Keep their [your contact’s] job and please their boss.

“Every one of a client’s needs relates to revenue, and you’re a cost center,” Jones said. They’re hiring you so they can check things off their to-do list and get favorable feedback from their peers or bosses or clients,” Jones said. “That’s your job.”

The obvious way to make a client happy is to produce a quality product on time and within budget. But it doesn’t end there. A freelancer can use metrics (data) to show all the ways in which she’s helped the organization, reflecting her true value.

“You want to make sure they understand how good a job you did for them,” Jones said. “Tell them in six different ways, then tell them once or twice more.”

Jones’ official definition of metrics is the quantitative measure of how your project performed or is performing. His self-described “looser” definition includes qualitative information.

What to Measure

When deciding what to measure, think back to the client’s needs, who’s going to care (internally and externally) and what objective your project is tied to.

Quantitative Metrics

  • Revenue or funds raised
  • Views/reads/new visitors/purchases
  • Shares/likes/follows
  • Click-throughs
  • Downloads
  • Content that’s the agreed-on length, submitted by deadline and within budget

Be sure to compare your quantitative metrics to benchmarks the client gave you with the assignment. If you didn’t receive any, asking for them will show you’re thinking about results.

Qualitative Metrics

  • Client feedback along the way
  • Lifetime value of what you did
  • Number of revisions, or the ease of the revision process
  • Ways you helped make the project work smoothly

Many freelancers are reticent to share this kind of information with clients because we feel we’re tooting our own horn.

“Yes! We are, and we have to be,” Jones said. “I’ve learned in my own career that being humble is no good. Telling clients what they can expect from you, updating them on your progress regularly, and showing them the many ways you helped them post-engagement is the only way to get and keep the best.”

4 Ways Not to Choose a Hero for Your Nonprofit Story

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In nonprofit fundraising, telling the story of someone who has directly benefited from an organization’s services is the most effective way to move a potential donor to action. Finding such a story can be difficult, of course, but that doesn’t mean you should take the easy route.

No matter what kind of time crunch you’re in, resist the temptation to:

1. Use a board member’s story.

Maybe a member of your board of directors was once a beneficiary or an on-the-ground volunteer. But if they’re on the board during the fundraising campaign, find someone else to feature in your campaign. Telling a real person’s story gives your organization credibility, so don’t run the risk of negating your authenticity by using an insider.

2. Select a subject by consensus.

Your internal team is not the audience. Each of you is too invested in your own view of your nonprofit to be objective. You also may be biased toward a candidate because you know the person, or you may have other biases you’re not even aware of (most of us do). Given all that baggage, getting everyone to agree on the story to feature in a fundraising campaign too often devolves into selecting the lowest common denominator. Seek advice from outside your inner circle.

3. Use a story simply because a big donor suggests it.

Donors, staff and volunteers undoubtedly are your best sources for story subjects. However, that doesn’t mean you should select a particular subject simply to please them. Doubling your fundraising results from last year will please them much more than using a story that doesn’t illustrate your message or move your audience to action.

4. Let communications and development staff find stories in silos.

I could (and will) write an entire post about why communications and development departments that work together get the best results. In the 2017 Nonprofit Communications Trends Report, only 34% of communications staff reported being consulted about fundraising decisions. These organizations are missing out – and giving yours a chance to get ahead. Be the nonprofit that keeps territorialism out of the discussion, and you’ll see truly stunning results.

All this boils down to one thing: Don’t let too much of an internal focus derail your fundraising efforts. Keep your target audience and the behavior you want them to exhibit at the forefront when you’re selecting someone to feature in your fundraising materials.

This Brewmaster is Making Dad Proud

Objective: Recognize innovative clubs/club members

Tiffany Fixter has spread joy at a camp for children who have cancer and sought career opportunities for people who live with disabilities. She credits growing up in Kiwanis for a life spent helping others.

Her father, Robert, was a member of the Lincoln, Nebraska, Kiwanis Club, and Tiffany joined Key Club while attending Lincoln High School.

“I did a lot of volunteer work with my dad through Kiwanis,” says Fixter. “I think that kind of experience makes you a compassionate person, and that’s what led me into teaching people who have special needs.”

“USUALLY, JOBS FOR PEOPLE WHO HAVE SPECIAL NEEDS ARE THINGS LIKE SORTING OR SWEEPING. I JUST SAID, ‘THEY COULD TOTALLY BREW BEER!’”

After a nine-year teaching stint in Missouri, Fixter headed up a day-care program in Denver, Colorado. After being laid off, she became a part-time coach to help people who have disabilities find employment. That’s where she had an epiphany. All it took was a conversation with a co-worker who brews beer.

“Usually, jobs for people who have special needs are things like sorting or sweeping,” Fixter says. “I just said, ‘They could totally brew beer!’”

An overwhelmingly positive response led to a Kickstarter campaign in October 2015, which raised a whopping US$127,000. Two months later, she discovered a turnkey brewery for sale in Denver, which fit well with her plans for Brewability Lab.

“We teach the craft and art of brewing to adults who have developmental disabilities, giving them a viable source of rewarding employment while also showing the world the talent that this population has,” Fixter says.

This story originally appeared in the April/May 2016 issue of Kiwanis magazine.