Lessons learned from being burned: How to hire a freelancer or consultant

effective communication, miscellaneous, writing February 26th, 2010

A colleague shared with me the other day how frustrated and disappointed she was with hiring freelance writers and marketing consultants to help with her business. I asked what she thought the problem was and she shared some very specific things with me.

What she said neither shocked nor surprised me. Unfortunately, I hear it all the time from clients who hire me to fix or clean up the aftermath of hiring the wrong person.

Let me say upfront that some freelancers are just plain awful at their craft; others are well intentioned; and still others make excellent partners. And just because someone is good at what they do, does not mean they’ll be the right partner for you.

I could literally write a book about when and how to hire a freelancer — and when not to. So, for brevity’s sake, let’s just look at the topic based on what my colleague shared.

Here’s what she said made her blood boil:

Freelancers who are copywriters but try to be marketing consultants

Marketing communications “consultants” or “coaches” who recommend the same cookie-cutter approach for B2B that they recommend for B2C

Those who are so into social media that they make social media the focus of their conversation before they really understand my business

Yikes. I winced at those. It’s embarrassing to me as a consultant/coach/freelancer to have others tarnish my beloved profession.

As a consultant experienced in both B2B and B2C marketing and communications, I know how challenging it can be to distinguish the two. In fact, I’m working with a client who is using a big, fancy New York agency and we’ve had to repeatedly remind them that our end-customer is not the consumer. The distinction can be a fine line, and I’m of the opinion that social media and e-communication is changing even the B2B space. (More on that another time.)

But, that’s no excuse for delivering shoddy, ineffective copy. And there’s never an excuse for delivering templated anything.

So, here are my suggestions for avoiding what my colleague had to endure:

  1. Find and qualify. Get referrals from peers and colleagues, networking groups, etc. But don’t stop there. Do some additional research. Visit their web site, Google their name, set a Google alert, pre-screen by phone before meeting them face-to-face, do a reference check, compare them to others, etc., etc., etc. Be thorough in your research. My own toolbox contains a simple pre-screen questionnaire that I use to qualify clients. Know what your  expectations are before you start looking for someone who can meet them. And remember, it’s rare to find someone who can “do it all.” You may need multiple partners to accomplish your goals. For example, I know some about social media, but it’s not my area of expertise — and I tell my clients that. If your potential partner says, “yes, yes, yes” and claims to be an expert in anything and everything, run for the hills … at least be sure to do additional research. Do they know the difference between PR and publicity? Are they accredited in their niche? How long have they been offering the service and in what capacity? Interview them and research their background thoroughly. Of course, balance that with the fact that until you’ve hired them, there’s a limited amount of time they can invest with you. Be respectful of their time and circumstances while you do due diligence.
  2. Perform a gut check. If their web site copy sounds like hype, perhaps it is. If you hear nice things about them with an underlying “be cautious” tone, don’t ignore it. Do not talk your way into or out of a partnership. You should be genuinely excited about who you’re going to work with. In my own business, I only work with people who seem as though they’ll value my contribution and respect my time. I’m not in the business of doing rush jobs, for example. There are plenty of great freelancers who cover that niche. I’m not one of them so I would not be the best partner for a client who has a hurry-up need. If a potential client tells me it’s not a rush job but I still get the sense that it is, I heed the warning. Doing a gut check saves me and my potential client a lot of heartache. Here’s another example from my own business: Like many freelancers, I typically invoice new clients one-third of estimated hours and wait for payment before getting started. Clients who balk at my terms are a red flag for me. Now, I’m not saying every freelancer should do that, but it works well for me and, more importantly, it helps me vet my clientele.
  3. Do your part. Sometimes, like it or not, the issue is with you, not your consultant or freelancer. How’s your communication? Do you hand off work and disappear, only to come back at the 11th hour? Touch base, schedule status updates, set guidelines and milestones. Your job is to manage the expectations of the project. Even the most independent professional cannot operate in a vacuum. I recently ended a client relationship for that very reason. My client simply would not engage with me, nor would she delegate that responsibility to someone on her staff. While I’m very flexible in how I work with people, I will not sit idly and listen to the sound of crickets. It’s a deal breaker for me.
  4. Remember you get what you pay for. While price is not necessarily equated to quality, it can be an indicator. Great partners charge a fair market rate that’s probably on the high end. While my hourly rate is competitive, I’m certainly not the lowest priced freelancer around. Why? Because I’m worth what I charge. I write fast. Very fast. I write well. I deliver results. And I charge accordingly. When considering hourly  or project rates, consider the time your project could take. A $45/hour freelancer may take three times as long as, say, a $90/hour freelancer. (Not always, of course, but keep it in mind.)

Okay, so I could keep going and going. I have opinions about these things! :)

Bottom line? Do your research, trust your gut, set and manage expectations, take the plunge and learn from your mistakes.

Share your freelance/consultant horror and success stories with me by leaving a comment.

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How’s your communication? Do a reality check.

writing February 9th, 2010

Thanks to the digital age, all of us are communicators of one kind or another. So let’s make sure we’re doing it right.

When it comes to communication, how well do you fare — compared to my five best practices?

1. Before you start writing (yes, even an email), do you pause to think about your intended audience?

If so, give yourself 1 point. Give yourself an extra point if you’re able to describe your audience in a sentence like this: “This email is going to my subscribers who are short on time and need practical tips for writing better and faster.”

Points _____

2. Using one to two sentences, can you synopsize your message?

If so, give yourself 2 points. If it takes three or more sentences, give yourself 1 point. If you can’t do it, take 0 points.

3. Is your message easy to understand? Hint: Ask someone to read what you wrote and then briefly tell you what it said. If they can do it easily, give yourself 2 points. If it’s more difficult, give yourself 1 point. If they really have trouble, take 0 points.

Points _____

4. Have you used jargon, misspelled words, convoluted sentences, misplaced modifiers, bad grammar and the like?

Nope? Give yourself 1 point. If you don’t know what I’m talking about, give yourself 0 and contact me.

Points _____

5. Do you have a clear call-to-action? In other words, does your reader know what you want them to do with the information you’ve given them?

1 point if you have a CTA, 0 if you don’t.

Points _____

How’d you fare?

7-8 points – Well done! You’re a credible communicator.

5-6 points – Very nice. You’re better than average.

3-4 points – Not bad. A little work and you could create more credible communication.

0-2 – Sorry, but you’re a serious slacker. Time to make some improvements.

Just remember my 5 best practices for better communication:

1. Think about your audience.
2. Know what you want to say.
3. Simplify your message.
4. Watch for grammar mistakes and spelling errors.
5. Include a clear call-to-action.

Where do you fall short?

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Evernote Is the Ultimate Go-Anywhere, Save-Anything Swipe File

miscellaneous, resource, swipe file January 29th, 2010

As most of my readers know, I’m a HUGE fan of the swipe file. So why it took me so long to find and use Evernote, I’ll never know.

I’ve had it on my iPhone for weeks now and only started using it last night started. Wowza! This is the electronic swipe file application I dreamed up in my head in the late 80s. Seriously.

Now there’s no excuse not to start and keep a swipe file. And Evernote makes it far easier to sort and find that little piece of information you just know you put somewhere.

I refer to my swipe file several times a month but I recently purged my office and made the mistake of purging some things I hadn’t used in years — just to save file cabinet space. Had I scanned it and put it on Evernote, well, you see where this is going. I would’ve had what I needed.

That’s it. Just wanted to make you aware of Evernote if you weren’t already. I’m off to start filling up my own Evernote swipe file …

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Is it time to rethink your choice of words?

effective communication, marketing, writing January 14th, 2010

Since hubby turned 50, we’ve become members of AARP; which means we receive (and enjoy) their excellent publications.

In the Jan/Feb 2010 issue of the AARP Bulletin, there’s a short article about a British survey commissioned by financial company AXA, and the subsequent renaming contest surrounding the word “pension.”

Turns out that nearly a fifth of 18- to 24-year-old Brits think the word pension is stodgy. (No duh.)

The winning replacement, submitted by 29-year-old Donna Wood of Hampshire, England is:

Save Now. Play Later.

Genius.

But what this really brings to mind is how we get stuck using words and phrases that have lost their relevancy. With business writing and marketing/communications, it’s far too easy to lapse into same-old, same-old boilerplate language.

No word or phrase should be sacred. Everything should be, at least periodically, rethought. Step back now and then and ask this question: “What does this word or phrase really mean to my reader?”

P.S. Hey, State Farm Insurance, are you listening? With the transient culture we live in, I’m pretty sure “Like a good neighbor” doesn’t resonate like it used to.

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