Freelancer Business Setup Checklist | Free Interactive Checklist
Everything you need to launch your freelance business. From legal setup to portfolio website to getting your first clients.
Legal & Financial
Set up the legal and financial foundation.
- Choose your business structure (sole proprietor, LLC, etc.)
- Register your business name
- Get necessary licenses or permits
- Open a separate business bank account
- Set up invoicing and payment systems Tip: Use We.Inc's invoice generator tool to create professional invoices
- Track expenses and set aside money for taxes (25-30%)
Online Presence
Build your professional online presence.
- Build a portfolio website showcasing your best work Tip: We.Inc has portfolio templates designed for freelancers
- Write a compelling about/services page
- Create case studies or project showcases (3-5 minimum)
- Set up professional social media profiles (LinkedIn, Twitter)
- Get a professional email address (name@yourdomain.com)
- Add testimonials from past clients or colleagues
Services & Pricing
Define what you offer and how you charge.
- Define your services clearly (what's included, what's not)
- Research market rates for your services
- Set your pricing (hourly, project-based, or value-based)
- Create a service/pricing page on your website
- Write a client proposal template Tip: See our guide on creating client proposals that win projects
- Create a freelance contract template
Getting Clients
Set up systems to attract and convert clients.
- Identify your ideal client profile
- Reach out to 10 potential clients in your network
- Set up profiles on freelance platforms (Upwork, Fiverr)
- Start creating content in your area of expertise
- Set up a CRM to track leads and follow-ups Tip: We.Inc's built-in CRM is perfect for freelancers
- Ask every happy client for a referral
Frequently asked questions
How do I set my freelance rates?
Research market rates, calculate your expenses and desired income, and factor in taxes (25-30%). Start competitive and increase as you build your portfolio. Value-based pricing often earns more than hourly rates.
Do I need an LLC to freelance?
It depends on your situation. A sole proprietorship is simplest to start, but an LLC provides personal liability protection. Consult with an accountant or legal professional for your specific situation.
How do I get my first freelance clients?
Start with your existing network, update LinkedIn, create a portfolio website, join freelance platforms, and offer your services at a competitive rate to build testimonials. Word-of-mouth referrals become your best channel over time.
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