The Freelancer Playbook

Someone slides into your DMs asking what you charge. Right now the answer is a back-and-forth: you explain your rates, they go quiet, you follow up politely enough not to sound desperate. This playbook replaces that whole dance with one link - your page, your packages, payment held safely until the work is accepted.

Who this is for: designers, writers, developers, editors, marketers - anyone whose clients already exist and just need a clean way to pay.

The Setup (about an hour)

1. Claim your page

Go to My Page → Page Design. Photo, cover, a bio that says who you help and with what, and a handle you can put in every bio you own. This page is your storefront: Make your page convert.

In the Sections tab, put Services first - it is what your visitors came for.

2. Package your work

In Services, create one service with two or three fixed-price packages - "Logo + brand sheet", "5-page website", "10,000-word edit". Each states its price, delivery time, and included revisions. Clients pick instead of negotiating.

The trust line does your selling: the client's payment is held until they accept the delivery. You are no longer asking strangers to pay up front on faith - and you are no longer delivering on a promise either. See escrow and getting paid.

3. Add intake questions

On the service, add the questions you always ask anyway - scope, deadline, links to existing material. Answers arrive with the order and are saved on the client's contact record, so you never dig through chats for the brief.

4. Link a contact group

Create a "Clients" group in Contacts and set it on your service. Every buyer files themselves into your list automatically - with their order history attached.

Working an Order

Orders land in Services → Orders, sorted by what needs you: to deliver, awaiting the buyer, completed. Deliver through the order, talk through the order chat, and when the client accepts - or after 3 days of silence - the money releases to your wallet.

The Compounding Part

Freelancing's trap is that every month starts at zero. Your contact list is the way out:

• Productize your leftovers. The template, checklist, or starter kit you built for one client sells as a digital product forever. Link it to the same Clients group.
• Email past clients quarterly. A short "here is what I've been making" campaign to people who already paid you outperforms any cold outreach.
• Raise your prices with proof. Your page's trust row - sales completed, time on platform, reviews - does the justifying.

When to Upgrade

The free plan is enough to run this playbook. Upgrade earns its keep when:

• You want your brand colors on the page and the Trankets footer gone - both unlock on paid plans.
• You are ready to email your client list - sending newsletters is a paid-plan feature.
• You want more services and a smaller commission per sale - both improve with each tier. Current rates: pricing.

Next Steps

• Get paid by the clients you already have
• Set up bookings and availability - if you also sell calls
• Your audience, in one place