TaskWhole for freelancers

Freelancing has one failure mode, and it is not bad work. It is a full month followed by an empty one, over and over, because the looking stopped while the doing was going well.

What goes wrong

  • You only prospect when the pipeline is already empty, which is when you have least patience for it.
  • Every outreach email is written from scratch, so every one takes twenty minutes.
  • The thread you meant to follow up sits unanswered until it is too old to revive.
  • No record of who you contacted, so you email the same person twice a year apart.

Tasks a freelancer keeps

1 Ten minutes, every morningTwo searches, three sends, done before coffee is finished.
2 Invoice chaseSame shape as outreach: a template, a due date, a button.
3 Quarterly re-contactEveryone who said "not right now" in the last six months.

How it fits the week

One person doing the work, the invoicing, the admin and the selling, in that order of urgency.

1

Make the small version of the task

Ten minutes is a task you will do. An hour is one you will postpone. Build the blueprint around what fits in the gap you actually have.

2

Keep the good lines where you can find them

Manual templates exist for exactly this: a message you copy by hand, kept next to the ones the app sends.

3

Follow up without the dread

A due date makes it a task rather than a decision. The hard part of chasing is deciding to; the app has already decided.

4

See what a month actually did

Reports count threads, replies and how much chasing each one took, over thirty days.

A sequence that fits

Every gap counted from the first message. Nothing sends on its own.

MessageWhenWhat it says
First contact day 0 Name the specific thing you saw. Ask one question they can answer in a sentence.
Second try day 4 Shorter than the first. Nothing new to say is fine.
Last one day 12 Leave the door open, then close the file.

Questions

Is there a free plan?
Everything described here is free. Reports and the browser extension are $5 a month.
Do I need a separate sending domain?
Not to start. If you send more than a handful a day, a separate domain protects the one your clients email you on.
Can I use it for things that are not email?
Yes, and most people do. A task is any repeatable set of steps — links to open, text to copy, notes to yourself.

Start with one task

The whole working product is free. Reports and the extension are $5 a month, and only if you want them.