Freelance Technical Advisor Workflow Map

In this article, we’ve created a starter Freelance Technical Advisor 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 Technical Advisor 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 Technical Advisor

The path towards better systems and processes in your Freelance Technical Advisor 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 Technical Advisor 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 Technical Advisor

1. Initial consultation: Meet with clients to understand their technical needs and requirements for their engineering or architectural project.
2. Project scoping: Define the scope of the project, including deliverables, timelines, and budget.
3. Research and analysis: Conduct thorough research and analysis to gather relevant technical information and data for the project.
4. Design and planning: Develop engineering or architectural designs and plans based on the client’s requirements and industry standards.
5. Review and approval: Present the designs and plans to the client for review and obtain their approval before proceeding to the next stage.
6. Implementation: Execute the project plan, overseeing the construction or development process to ensure it aligns with the approved designs and plans.
7. Quality assurance: Conduct regular inspections and quality checks to ensure that the project meets the required standards and specifications.
8. Testing and commissioning: Perform necessary tests and inspections to ensure that the completed project functions properly and is ready for use.
9. Client handover: Transfer the completed project to the client, providing necessary documentation, training, and support for its operation and maintenance.
10. Post-project evaluation: Gather feedback from the client and evaluate the project’s success, identifying areas for improvement and implementing continuous improvement strategies

Business Growth & Improvement Experiments

Experiment 1: Client Feedback Survey
Description: Create a client feedback survey to gather insights on the quality of service provided, communication effectiveness, and overall satisfaction. The survey can include questions about responsiveness, technical expertise, and suggestions for improvement.
Expected Outcome: By collecting feedback from clients, the freelance technical advisor can identify areas of improvement, enhance client satisfaction, and refine their service offerings based on the feedback received.

Experiment 2: Streamlining Communication Channels
Description: Evaluate the current communication channels used to interact with clients, such as email, phone calls, or project management tools. Identify any bottlenecks or inefficiencies and explore alternative communication platforms or tools that can streamline communication processes.
Expected Outcome: By streamlining communication channels, the freelance technical advisor can improve response times, enhance collaboration with clients, and ensure effective and efficient communication throughout the project lifecycle.

Experiment 3: Implementing Project Management Software
Description: Research and implement project management software that can help streamline project workflows, track progress, and manage deadlines. Explore features such as task assignment, document sharing, and progress tracking to enhance project management capabilities.
Expected Outcome: By utilizing project management software, the freelance technical advisor can improve project organization, enhance team collaboration, and ensure timely delivery of projects, leading to increased client satisfaction.

Experiment 4: Networking and Collaboration
Description: Actively participate in industry-specific networking events, conferences, or online communities to expand professional connections and foster collaboration opportunities. Engage with peers, potential clients, and industry experts to exchange knowledge, gain insights, and explore potential partnerships.
Expected Outcome: By networking and collaborating with professionals in the engineering and architecture industry, the freelance technical advisor can expand their professional network, gain access to new clients or projects, and stay updated with the latest industry trends and best practices.

Experiment 5: Offering Additional Services
Description: Identify complementary services that can be offered alongside technical advisory services, such as project management, quality assurance, or training. Assess the market demand for these services and explore the feasibility of incorporating them into the existing business model.
Expected Outcome: By diversifying service offerings, the freelance technical advisor can attract a wider range of clients, increase revenue streams, and position themselves as a comprehensive solution provider in the engineering and architecture industry

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.