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The Writer Face-to-face Guide

Posted on December 8, 2014 by lwidmer

What’s on the iPod: Relax My Beloved by Alex Clare This week, my projects are wrapped up and I’m marketing like mad. I want to sew up a few project commitments for January, and I have a few clients who have promised to come back in a week or two with some other needs. I’ve…

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The Modern, Adaptable Writer

Posted on December 4, 2014 by lwidmer

What’s on the iPod: Backyard Skulls by Frightened Rabbit It’s been a very productive week. I’ve wrapped up two projects and I got the invoices out. Let’s hope some of that shows up before the holidays. Today and the rest of the week will be full-out marketing. I’d love to have some more work lined…

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Monthly Assessment: November 2014

Posted on December 2, 2014 by lwidmer

What’s on the iPod: Iceberg by We Invented Paris This is one busy week. I’m trying to wrap up not one, but three projects before Friday. That means getting my invoicing in order for this month and getting some leads in line for January work. At the moment, I do have some work coming in,…

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Vacation Week: Music That Inspires Me

Posted on November 26, 2014 by lwidmer

I hope to have finished my immediate projects and have today off. I suspect so, as Friday went well with one particular project. If so, I’m checking in as I bake and prepare for tomorrow. Today I’m sharing a few favorite videos. Please share links to your favorites in the comments section. Happy Thanksgiving, friends!…

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Vacation Week: Favorite Reads

Posted on November 24, 2014 by lwidmer

This is a vacation week. Forget getting any work done — your clients and mine aren’t here. They’re grabbing some free time, as we all should. I’m working, but only today and tomorrow. I have a client script project due next week, so I want to get the drafts completed, today if possible. Wednesday is…

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Free Advice Friday: Surviving Holiday Writing Project Pauses

Posted on November 21, 2014 by lwidmer

What’s on the iPod: All Too Well by Taylor Swift Writers: Be sure to catch an all new All Indie Writers podcast by Jenn Mattern! Her guest this week is Princess Jones. Well, I started the week with two projects. I now have seven projects with shorter deadlines coming up on a holiday week. I’m…

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Changing the Client Conversation

Posted on November 19, 2014 by lwidmer

What’s on the iPod: Parted Ways by Heartless Bastards Do not miss Jenn Mattern’s podcast tomorrow featuring special guest Princess Jones. Visit the podcast page at All Indie Writers for more info. About a year ago,I decided to throw some of my energy behind a poetry career. At the time, I was co-partner of the 5…

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Writing Without Knowledge

Posted on November 17, 2014 by lwidmer

What’s on the iPod: Peachtree Battle by Butch Walker It’s Monday already? I’m expecting a good start to the week. I have a good bit of work already done on an article assignment, I’ve been ramping up marketing and it’s starting to pay off. Also, I hope to see a large client project finish up…

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CRM Systems for Writers

Posted on November 14, 2014 by lwidmer

What’s on the iPod: Leading Me Now by The Tallest Man on Earth Today is packed with random work. I have two interviews for my article assignment, and we have repair people arriving sometime this morning. I was given another assignment yesterday, and if I have time I’ll start on that, too. I talked on…

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Customer Relationship Management for Writers

Posted on November 12, 2014 by lwidmer

What’s on the iPod: Take Care of You by The Clarks It’s Wednesday and I’m still waiting for one project to finalize and for interview subjects for another project to finalize. Once more, I’m in a holding pattern when I have the most free time and ability to get stuff done. For those of us writers who…

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  1. Eileen Avatar
    Eileen
    November 12, 2014

    Lori, I recently discovered ClinchPad. (www.clinchpad.com) It's a web based CRM app, and it's free. I've been using it for a couple months now and love it – you can attach notes, emails, to-do's and so on to a contact. You can look at your entire pipeline and see at a glance where each contact is in your sales process. I'm liking this better than spreadsheets for sure.

    Reply
  2. Lori Widmer Avatar
    Lori Widmer
    November 12, 2014

    That's great, Eileen! I'm currently testing one I happen to love, too. More on Friday. 🙂

    Reply
  3. Anne Wayman Avatar
    Anne Wayman
    November 12, 2014

    Lori, I've got almost a non system… email and a calendar… of course, I write books for folks so I don't have a ton of clients.

    Reply
  4. Lori Widmer Avatar
    Lori Widmer
    November 12, 2014

    Hey, whatever works, Anne. 🙂

    Reply
  5. KeriLynn Engel Avatar
    KeriLynn Engel
    November 12, 2014

    Great topic! Sales was one of those things I had a LOT to learn about when I went full-time. It's not something many people enjoy, but it's so vital to business success!!

    I'm all about finding systems that integrate into the way I'm already working- they should make me faster and more efficient, not add more tasks to my to-do list! That's why I haven't tried a CRM yet. I do like my spreadsheets, but I just keep losing interest in the few CRM spreadsheets I've tried keeping.

    What works for me right now is email automation with Boomerang and Yesware integrated into my Gmail account. While I'm sending an email, I can set it to remind me again in a week or a month. There's a lot of other features to Yesware, too, like email templates and tracking opens and response percentages.

    Maybe if I grow much bigger a CRM would help, but right now it would just create more work for me 🙂

    Reply
  6. Paula Avatar
    Paula
    November 12, 2014

    I use good old-fashioned paper and pen. Each January I start a new folder – I list every contact made (date, person, company, reason, etc..). Every month or so I look it over to see what I need to follow up with.

    I'm very much and out-of-sight-out-of-mind (ahem) person, so the paper works best. It's right here in a drawer I open every day, so it's always front-of-mind for me. But I am extremely low tech.

    Reply
  7. Lori Widmer Avatar
    Lori Widmer
    November 12, 2014

    Keri, I love your perspective. It's great hearing from someone who's had experience in customer tracking! I'm playing with a "lite" version of one now, which may be okay, but the freebie lacks the full functionality I might need. It may be short-lived.

    Paula, I like that system. Hey, if it's working, why not? My spreadsheet system is getting out of hand, so I had to do something. Plus I was cleaning out the in box and found three client emails that I never followed up on. That's not working for me.

    I'll keep you posted on this latest one, which integrates with Outlook. So far, it's okay, but not a game-changing program.

    Reply
  8. Emily Fowler Avatar
    Emily Fowler
    November 13, 2014

    I'm a total spreadsheet girl (throwback from working in finance for all those years!), but a CRM sounds like a better plan in the long term.

    Reply
  9. Weekly translation favorites (Nov 21-27)
    November 5, 2018

    […] Customer Relationship Management for Writers 10 resources to limber up your writing muscles 25 easy ways to drive a freelancer insane Even the best-laid freelance plans… 21 Marketing Tips for Freelancers […]

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