At Ambassador we lean on a team of freelancers to help us produce enticing content. If there's one thing I know about freelancers it is that they like to live life according to their own schedule (living the dream). This means we are constantly finding new ones, losing old ones, and managing the ones that are working for us in between.

This can be quite the burden unless there is a seamless system for managing the writers and their content.

Fortunately the Kanban system works incredibly well for moving freelancers through the discovery, research, hire, and manage phases.

The Freelancers Board

The freelancers board is essentially a Trello board modified to serve as a makeshift CRM, only instead of for sales, its for hiring.

The board is broken into the following 10 lists, from left to right.

  • Queue - For freelancers that we have encountered and liked their writing on a similar blog etc.
  • Research - Authors will go into this list as we try and track down their contact information, and look at their entire body of work to determine if they are a good fit for Ambassador.
  • Contacted - This list is for writers that we have reached out to.
  • Replied - If we have heard back from a writer we contacted their card will get moved to this list
  • Passed Sniff Test - After communicating with a writer via email, or possibly a telephone call and they still seem like a good fit they will go in this list.
  • Drafts - If we are expecting drafts from an author they will go in this list.
  • Revisions - Once we have received drafts from a writer and are reviewing their draft the authors card will go in this list.
  • Published - If we have published posts by a freelancer then their work will go here.
  • Paid - If the writer has been paid, and the relationship could be terminated with no bad feelings on either end the writer's card goes into this list.
  • Wont Hire - If at anytime during the previous process it appears that a writer is a bad fit for Ambassador for whatever reason, their card will move directly to this list.

Each card can have several additional labels and annotations in order to provide even more context for managing or filtering relationships.

Labels represent where an author writes their work, or where the author was first discovered.

Authors represent who is responsible for managing the relationship with the writer. They are primarily just me.

The important thing to keep in mind about the Freelancer's board is that it is for managing the relationship with freelancers. On the freelancers board a card represents a person, *not an article or piece of work*. That is for the Content Board.

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