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In this episode of The Freelancers TeaBreak, Emma Cossey dives into why tracking where your clients actually come from is the secret to smarter marketing and better results. From simple spreadsheets to CRMs like Dubsado and Notion—and even handy tools like Chatra—Emma shares practical ways to track your client sources. You'll also learn how to use that data to boost your discovery call conversions, tap into referrals, and make the most of past clients. Whether you're just starting out or you've been freelancing for years, you'll pick up easy, actionable tips to grow your business and work more strategically.
Discovery Call £9 Training: https://freelancelifestyle.podia.com/discoverycalls The Scary Email Template: https://freelancelifestyle.podia.com/10-templates-for-10 Dubsado Afffiliate Link: http://dubsado.com/?c=freelancelifestyle 20% off your first year
Timestamps: 00:00 Introduction and Episode Overview 00:33 The Impact of AI on Freelancing 00:58 Clarifying Your Services 01:08 Tracking Client Sources 03:13 Optimising Discovery Calls 04:49 Alternative Contact Methods 06:21 Leveraging Your Network 07:33 Weekly Challenge and Conclusion
Follow me on Instagram
Follow me on Bluesky
Email: [email protected]
Come join us in the free Freelance Lifestylers Facebook group
Want more support? Check out the Freelance Lifestyle School courses and membership.
Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz
By Emma Cossey from The Freelance Lifestyle4.8
44 ratings
In this episode of The Freelancers TeaBreak, Emma Cossey dives into why tracking where your clients actually come from is the secret to smarter marketing and better results. From simple spreadsheets to CRMs like Dubsado and Notion—and even handy tools like Chatra—Emma shares practical ways to track your client sources. You'll also learn how to use that data to boost your discovery call conversions, tap into referrals, and make the most of past clients. Whether you're just starting out or you've been freelancing for years, you'll pick up easy, actionable tips to grow your business and work more strategically.
Discovery Call £9 Training: https://freelancelifestyle.podia.com/discoverycalls The Scary Email Template: https://freelancelifestyle.podia.com/10-templates-for-10 Dubsado Afffiliate Link: http://dubsado.com/?c=freelancelifestyle 20% off your first year
Timestamps: 00:00 Introduction and Episode Overview 00:33 The Impact of AI on Freelancing 00:58 Clarifying Your Services 01:08 Tracking Client Sources 03:13 Optimising Discovery Calls 04:49 Alternative Contact Methods 06:21 Leveraging Your Network 07:33 Weekly Challenge and Conclusion
Follow me on Instagram
Follow me on Bluesky
Email: [email protected]
Come join us in the free Freelance Lifestylers Facebook group
Want more support? Check out the Freelance Lifestyle School courses and membership.
Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz