4 Powerful Ways Companies & Freelancers Work Well Together

Jason Montoya, Stories & Systems To Live Better & Work

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
9 Lessons (46m)
    • 1. What You Can Expect From This Course

    • 2. Four Powerful Ways Companies & Freelancers Can Effectively Work Together

    • 3. My Journey To Becoming An Authority On Freelancing

    • 4. Intentions Part 1 - Summary & Examples Of Intentions

    • 5. Intentions Part 2 - The Formula For Intentionality

    • 6. How We Engage: Focus Areas, Starting Points, & Compensation

    • 7. How We Organize: SOFI, IDEMA & Other Resources For Effectively Managing Projects

    • 8. Proactive Communication, Prompt Billing, & Value Land Us In The Sweet Spot

    • 9. Recapping The Powerful Ways Companies & Freelancers Effectively Work Together


Project Description

Imagine an existing or upcoming project, and write down the answers to the following questions. 

Project Intentions

  • Why are you doing this project?
  • What results do you expect to see upon completion?
  • What guidelines does your freelancer need to follow on this project?
  • Are there any specific strategies, goals, or actions that need to be followed?

Engagement Structure

  • What preferred method of billing would you like to see from your freelancers? Fixed, Hourly, or something else?
  • How will you address changes in scope?
  • What are the expected communication checkpoints & stopping points?

Project Organization

  • What framework will you use to organize the project and actions?
  • What tool will this framework live inside? Airtable, Trello, something else?

Sweet Spot Relationship

  • What will you do to foster a sweet spot relationship?

Save these answers into a document as a PDF to express your guidelines, intentions, and expectations for freelancers going forward. If you're a freelancer, do the same, but for the client. For future projects, take the time to answers any of the questions that are different for each and reflect on how much smoother it goes than operating without this clarity.


To see an example of how I've laid this out for my customers, click here.

Student Projects