How to uncover what’s working (and what’s not) in your freelancing business

As a freelancer, your business is constantly evolving…

The services you offer, your pricing, your processes, even the clients you serve will look different over time.

That’s why a business audit is so important.

It’s not as scary as it sounds. 

In fact, it’s a simple way to uncover what’s driving your growth, what’s holding you back, and where you can make improvements!

And don’t worry, I’ll walk you through exactly what to do below…

The problem:

You’re wasting valuable resources (time, money, etc.) on inefficiently running your business, possibly without even realizing it. 

The benefit of solving it:

Save yourself time and money AND effort. 

Why what you’ve tried has failed:

Without taking a step back and looking at the big, data-driven picture, you’re focusing on symptoms, not root causes.

Here’s how to solve it: 

We’ll break down this audit into four areas – pricing, services, branding, and processes. 

1. Pricing

Are you charging enough for the value you provide?

Review your current rates against:

• The results you delivered to clients in 2024 & 2025

• Competition within your niche

• Your income goals for 2026

If you’re undercharging, it’s time to adjust.

2. Services

Are the services you’re offering aligned with your skills, interests, and client needs?

Identify what’s working and what’s not. 

Think about what services are in high demand, which are your most profitable, and services you don’t enjoy or that don’t deliver a great ROI.

Consider narrowing your focus or introducing new services that better match your goals and ideal clients.

3. Branding

Does your branding truly reflect who you are and the type of clients you want to attract?

Your brand is SO much more than your logo, your website, or even your social media presence. 

Your brand is what your clients and potential clients say about you. It’s how you make them feel and what they remember after every interaction.

Start by asking yourself:

• Are you showing up online as you, or are you hiding behind a brand name and logo? Lean into your personal identity to build trust and relatability.

• Is your messaging consistent across your website, social media, and emails? Mixed signals can confuse clients and erode trust.

Social media should be your lead generation tool – focus on creating valuable, shareable content that attracts your ideal clients. Think helpful tips, insights, or advice tailored to your niche. 

Most importantly, decide what you want to be known for. 

Whether it’s your exceptional communication, creativity, or attention to detail, let your actions (not just your words) demonstrate these qualities.

Even small, intentional efforts like sending follow-up notes after meetings or remembering client milestones can go a long way in building your brand with purpose.

4. Processes

Is your workflow as efficient as it could be?

From your onboarding, to your tools, to your project timelines, look for areas of improvement.

Making even small changes like updating templates, using AI, creating a FAQ sheet, or streamlining your invoicing process can save you hours every month.

By taking the time to assess what’s working and what’s not, you’ll create a business that:

• Reflects your value

• Runs more smoothly

• Hits your revenue goals

• Positions you for long-term growth

And you don’t have to do it all at once.

Start small and choose just one area (pricing, services, branding, or processes) to audit this week, and see what insights you uncover.

You might be surprised!!

Best, 

Jamie