Freelance Financial Writer Workflow Map

In this article, we’ve created a starter Freelance Financial Writer Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Freelance Financial Writer role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Freelance Financial Writer

The path towards better systems and processes in your Freelance Financial Writer role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Freelance Financial Writer Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Freelance Financial Writer

1. Initial client consultation: The freelance financial writer meets with the client to understand their specific needs, goals, and expectations for the project.

2. Research and analysis: The writer conducts thorough research on the given topic, gathering relevant information, data, and industry insights to support the writing process.

3. Content planning and outline: Based on the research findings, the writer creates a comprehensive content plan and outline, highlighting the key points, structure, and flow of the written piece.

4. Writing and drafting: The writer begins the writing process, crafting the content according to the agreed-upon outline, ensuring accuracy, clarity, and adherence to the client’s requirements.

5. Review and revisions: Once the initial draft is completed, the writer shares it with the client for review. Feedback and revisions are incorporated to refine the content and align it with the client’s expectations.

6. Editing and proofreading: The writer meticulously edits and proofreads the content, checking for grammar, spelling, punctuation, and formatting errors, ensuring a polished and professional final product.

7. Client approval and delivery: After the content has been thoroughly reviewed and revised, the writer seeks final approval from the client. Once approved, the content is delivered in the agreed-upon format and within the specified deadline.

8. Feedback and revisions: The client provides feedback on the delivered content, highlighting any necessary revisions or adjustments. The writer incorporates the feedback and makes the required changes to meet the client’s expectations.

9. Final review and quality assurance: The writer conducts a final review of the revised content, ensuring all revisions have been accurately implemented and that the content meets the highest quality standards.

10. Project completion and follow-up: The freelance financial writer concludes the project, ensuring all deliverables have been met. They may also follow up with the client to gather feedback on their experience and discuss potential future collaborations

Business Growth & Improvement Experiments

Experiment 1: Content Diversification
Description: In this experiment, the freelance financial writer can explore diversifying their content by writing articles or blog posts on various finance and accounting topics such as personal finance, investment strategies, tax planning, or industry-specific analysis. This experiment aims to attract a wider audience and increase the writer’s visibility in the finance and accounting industry.
Expected Outcome: By diversifying their content, the freelance financial writer can expect to attract a broader range of clients and increase their chances of securing new writing opportunities. This experiment may lead to an expansion of their client base and an overall growth in their business.

Experiment 2: Networking Events Attendance
Description: The freelance financial writer can experiment with attending networking events, conferences, or seminars related to finance and accounting. By actively participating in these events, the writer can connect with potential clients, industry experts, and other professionals in the field. This experiment aims to expand the writer’s professional network and create new business opportunities.
Expected Outcome: By attending networking events, the freelance financial writer can expect to establish valuable connections, gain insights into industry trends, and potentially secure new clients or writing assignments. This experiment may lead to an increase in business opportunities and a more streamlined workflow.

Experiment 3: Collaboration with Financial Professionals
Description: This experiment involves collaborating with financial professionals such as accountants, financial advisors, or economists to create joint content or offer complementary services. By partnering with experts in related fields, the freelance financial writer can enhance their credibility and expand their service offerings.
Expected Outcome: Through collaboration with financial professionals, the freelance financial writer can expect to tap into new client bases, gain access to specialized knowledge, and offer a more comprehensive range of services. This experiment may result in increased business growth and a more streamlined approach to meeting client needs.

Experiment 4: Social Media Marketing Campaign
Description: The freelance financial writer can experiment with running a social media marketing campaign to promote their services and increase their online presence. This experiment involves creating engaging and informative content, utilizing targeted advertising, and actively engaging with the finance and accounting community on platforms such as LinkedIn, Twitter, or Facebook.
Expected Outcome: By running a social media marketing campaign, the freelance financial writer can expect to increase their visibility, attract potential clients, and establish themselves as a thought leader in the finance and accounting industry. This experiment may lead to a growth in their business, an increase in client inquiries, and a more streamlined approach to marketing their services.

Experiment 5: Client Feedback Surveys
Description: This experiment involves conducting client feedback surveys to gather insights on the freelance financial writer’s performance, communication, and overall satisfaction. By actively seeking feedback from clients, the writer can identify areas for improvement and make necessary adjustments to their services.
Expected Outcome: By conducting client feedback surveys, the freelance financial writer can expect to gain valuable insights into their strengths and weaknesses, identify areas for improvement, and enhance client satisfaction. This experiment may result in an improved reputation, increased client retention, and a more streamlined approach to meeting client expectations

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.