@mustarda

I’m currently doing some work through Upwork, but it’s sporadic and I’m keen to get more active on other platforms like Freelancer, Toptal, CodeMentor, Fiverr etc

Currently I’m managing leads in a Google sheet. Basically it’s just a list of projects I pitched for, how much I bid, what I did differently from the last pitch/bid, how much time went by before I got a offered a job etc.

I’m not actively following up anybody, and I’ve in fact ‘lost’ a few jobs where the client was keen, but then disappeared without a trace. I guess I need to keep in touch with those people to ensure that they remain focussed on our agreement…

I’m also keen to take on more small projects concurrently, without dropping the ball on any of them.

I’ve done a quick Google and turned up a few names including Salesforce, Zoho, Nutshell, HighRise, Base, Nimble, etc etc. But testing out all these products isn’t all that appealing, so I thought I’d ask here first

Ideally I’d like something that integrates with remote job boards in some way.

Feature list

I’ve done some research and currently have this feature list:

Proposal building & tracking

• Compile proposals from snippets - technologies, past projects
• Quickly pull together a realistic/client friendly quote
• Test and measure different approaches
• Beat proposal deadlines while maintaining quality
• Fine tune pitch material to bid more quickly and win more work – templates
• Store history about past projects involving common needs and technological solutions
• Learn which proposal content is working, and which is not

Lead generation and client management (CRM)

• store info about regular clients
• track remote projects which I’ve pitched for
• Remote Job Board integration
• search multiple job sites for keywords
• track projects across multiple remote platforms – API integration / message alert/response

Project Management & Scheduling

• Break projects down into granular tasks
• Gantt chart to visualise overlapping jobs
• Calendar to schedule daily work, deadlines, R&D
• follow up, plan and schedule future work now, rather than once current work has dried up
• offline reminders via a dedicated Android app
• time tracking – to get an idea of true cost, to flag issues to client
• BitBucket integration

Billing

• Integration with Xero
• tracking status of payments, actual payment date vs expected payment clearance date

Marketing

• Get repeat business
• Build Word Of Mouth
• Proactive lead generation
• Publish proposals as case studies

Cheers,
Dan

Hi there,

Glad to be part of the digital nomad community.

Originally from the Netherlands, I lived in Madrid for two years and have been living in Melbourne since July 2017. Although I am used to living abroad and working from home, the digital nomad lifestyle is new to me.

I recently decided to explore Asia starting from July/August this year, and am wondering what your thoughts and experiences are. I am thinking of staying about a month in each place. Bali, Chiang Mai and Vietnam are on my mind.

I enjoy a balance between fun and tranquility/nature. I very much enjoy socializing with people, but I prefer good talks in a chilled environment over going out in nightclubs. Any ideas which cities/environment might be suitable?

Thanks in advance for your advice

Hi there, I’m currently looking at Allianz Global and IM Global as a health insurance for long-term travel in Asia. Any experiences with those two or are there better options for European residents?

I am looking to live in south or central america for 3 months. Anybody have any recomondations of places for a long term stay?