2h • Tips & Resources💡
Things to do Before Bidding
Not to Worry Everyone Starts at Zero
No reviews, no badges, no trust
Your first goal: reduce client risk, not maximize income
Long-term goal: 50%+ inbound work
Smart Pricing
Clients compare you with Top Rated finance experts
You can’t compete on history yet
Price 20–40% lower temporarily
Not cheap — just low-risk
Simple Phases
(0–2 jobs)
Lower rates
Quick wins (reports, dashboards, cleanups)
Build reviews
Phase 2 (3–5 jobs)
Raise rates slowly
Choose better clients
More complex work (Power BI, cash flow, monthly close)
Phase 3 (Top Rated)
Charge real value
Focus on recurring CFO work
Use earnings to boost inbound leads
Stand Out Without Reviews
Clean finance-focused profile
Short intro video
Simple portfolio:
Power BI dashboards
Cash flow models
P&L templates
Reduce Client Risk
Show you read the job
Respond fast
Explain next steps
Offer a small first-task guarantee
The Shift (Outbound → Inbound)
After 3–5 strong projects:
More invites
Less price pressure
Clients come to you
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3 comments
Things to do Before Bidding
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