A132 - Should I bundle projects for clients or keep projects separate per client? - a podcast by Jason Resnick

“To bundle or not to bundle, that is the question.” You are going to learn 3 things today to think about when deciding to bundle your services for a freelance client.

This question came from someone in Feast, but I do hear this question and ask myself this quite often.

There isn’t a firm right answer one way or another.

I just think that there are too many factors that can go into this, but I thought that I would share my thoughts around this question and help you decide what’s best for you and your clients.

1. What is your relationship like?

Is this a first time client or someone who’s been with you for 5 years?

Above all, I think this is important when even thinking about discounting your services. Now I’m not a fan of discounts, but when you bundle, that’s what you are doing.

So if this is someone you have had a long-term relationship with and feel that you understand them to stay within the walls of your working relationship well enough, it’s understandable.

I mean we are people right, and we want to help others.

On the flip side, I have a hard standing rule that I won’t discount, whether that’s bundling or not, for new clients. Just because I don’t know how the working relationship will be together.

2. Is there leverage between the bundled items?

Is there an overlap between the projects you are bundling?

Can there be parts of one piece that you can re-use for the other?

If the parts of the bundle are exclusive of each other and you need to spend as much time on one as with the other, then bundling may not be a good thing here for you.

3. Why is bundling even a thought?

You have to be really mindful of profits when it comes to bundling.

If you are bundling to try and sweeten the pot for the client, make sure you aren’t killing profits in the process. Make sure there are some leverage assets that you can share in the bundle, otherwise you may be shooting yourself in the foot.

If you are bundling to get more revenue into your business, this to me is more acceptable than sweetening the pot. But still being mindful of the profits is key.

Did the client ask for a bundle? This is probably the thing I most hang on when it comes to answering this question. This is what I check myself with.

Let’s face it, we can get in our own head sometimes and think that we need to do something when it isn’t even asked. This is the classic case of self-sabotage, right.

If the client or prospect isn’t asking for it, you could be sacrificing a great deal of lifetime revenue from that particular client.

If you do this often, think about how much revenue is lost.

Don’t sell yourself short.

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