Take 5: Client research interviews, sales & marketing templates, + more

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align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;color:#000;background-color:#fff;border-radius:0;width:500px;margin:0 auto" width="500"><tbody><tr><td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;text-align:left;font-weight:400;padding-bottom:5px;padding-top:5px;vertical-align:top;border-top:0;border-right:0;border-bottom:0;border-left:0" width="100%"><table border="0" cellpadding="10" cellspacing="0" class="text_block block-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:14px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:16.8px;color:#000;line-height:1.2"><p style="margin:0;text-align:center;mso-line-height-alt:16.8px"><span style="font-size:24px;"><strong>Take 5: Insights to boost your business this week</strong></span></p></div></div></td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="text_block block-2" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:10px"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:12px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:18px;color:#000;line-height:1.5"><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"> <span style="font-size:16px;">👋&nbsp; Welcome to the Pollen newsletter, where we share in depth tactics and best practices for your independent business.</span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"><br> <span style="font-size:16px;">💪 <a 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style="word-break: break-word; line-height: 28px;">Apply</span></span></a> </div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-3" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#f6f2ee" width="100%"><tbody><tr><td><table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;color:#343446;background-color:#fff;width:500px;margin:0 auto" width="500"><tbody><tr><td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;text-align:left;font-weight:400;padding-bottom:5px;padding-top:5px;vertical-align:top;border-top:0;border-right:0;border-bottom:0;border-left:0" width="100%"><table border="0" cellpadding="0" cellspacing="0" class="divider_block block-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="pad"><div align="center" class="alignment"><table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="divider_inner" style="font-size:1px;line-height:1px;border-top:1px solid #bbb"><span> </span></td></tr></tbody></table></div></td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="text_block block-2" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:10px"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:12px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:18px;color:#000;line-height:1.5"><p style="margin:0;mso-line-height-alt:30px"> <span style="font-size:20px;"><strong>1. Key tips for conducting client research interviews</strong></span></p></div></div></td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="text_block block-3" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:10px"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:12px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:18px;color:#000;line-height:1.5"><p style="margin:0;font-size:16px;mso-line-height-alt:24px"><span style="font-size:16px;">Doing client research interviews is an integral part of more confidently honing in on your ideal customer and your niche.&nbsp;</span></p><p style="margin:0;font-size:16px;mso-line-height-alt:18px">&nbsp;</p><p style="margin:0;font-size:16px;mso-line-height-alt:24px"> <span style="font-size:16px;background-color:#ffdf8f;">Talking to potential customers is what will reveal the key insights that will help you hone your niche.</span></p><p style="margin:0;font-size:16px;mso-line-height-alt:18px">&nbsp;</p><p style="margin:0;font-size:16px;mso-line-height-alt:24px"> <span style="font-size:16px;">You should be repeating this process for every archetype you’re interested in. It’s important to take the time to do this so that you are able to get a well-rounded look at how your niche can map onto different customer needs.‍</span></p><p style="margin:0;font-size:16px;mso-line-height-alt:18px">&nbsp;</p><p style="margin:0;font-size:16px;mso-line-height-alt:24px"> <span style="font-size:16px;">When conducting your interviews, here are some tips and things to watch for:</span></p><ul style="line-height:1.5;mso-line-height-alt:24px;font-size:16px"><li><span style="font-size:16px;">Avoid doing demos, presentations, or selling your product.</span></li><li>Ask open-ended questions and let people talk.</li><li>Remember that It’s about them, not focusing on your product or service.</li><li> Get comfortable with silence—sometimes people need a minute to gather their thoughts or think through an answer.</li><li> Dive deep and find the hidden motivations! This is the “why behind the why” part of an interview. For example, if you ask an SAT student if getting a tutor is important to them, they might say yes. To dig deeper, you might ask them why, and learn that it’s to get a good SAT score. Ask for the “why” behind getting a good SAT score, and you’ll discover that they want to get into a good college. Ask for the “why” again, and you will discover their core motivation, such as societal pressure or wanting to be successful. </li><li>Send a follow-up thank you note for their time and ask for any introductions.</li></ul><p style="margin:0;font-size:16px;mso-line-height-alt:24px"><span style="font-size:16px;"><strong>Get a step by step guide to conducting client research interviews in <em>Hone Your Freelancing Client Niche</em></strong><a href="http://email.runpollen.com/e/c/eyJlIjoxMjU2ODEsImVtYWlsX2lkIjoiZXhhbXBsZSIsImhyZWYiOiJodHRwczovL2FwcC5ydW5wb2xsZW4uY29tL3BsYXlib29rcy8xZDViMWVhYi1iOWI5LTQyOWEtYWMzOS1mYTU2OGFkMGMzNWU_dXRtX2NhbXBhaWduPTglMkYxK1dhaXRsaXN0K05ld3NsZXR0ZXIrJTI4bmV3JTI5XHUwMDI2dXRtX2NvbnRlbnQ9OCUyRjErd2FpdGxpc3QrbmV3c2xldHRlclx1MDAyNnV0bV9tZWRpdW09ZW1haWxfYWN0aW9uXHUwMDI2dXRtX3NvdXJjZT1jdXN0b21lci5pbyIsInQiOjE3MDc5NDcxNjB9/a249f08a3d387d5d143d6b82d98ae53fd6f1e1298cd8e45462fcc89e0b26cd81" style="text-decoration: underline; color: #343446;"></a><strong><em>.</em></strong></span></p></div></div> </td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="image_block block-4" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="pad" style="width:100%"><div align="center" class="alignment" style="line-height:10px"><img alt="An illustration of a woman interviewing a man at a table with notes" src="https://userimg-assets.customeriomail.com/images/client-env-125681/editor_images/interview-01H6PY1WXEMY91AZ7ETEYZGR4P.png" style="height:auto;display:block;border:0;max-width:250px;width:100%" title="An illustration of a woman interviewing a man at a table with notes" width="250"></div></td></tr></tbody></table><table border="0" cellpadding="10" cellspacing="0" class="divider_block block-5" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="pad"><div align="center" class="alignment"><table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="divider_inner" style="font-size:1px;line-height:1px;border-top:1px solid #bbb"><span> </span></td></tr></tbody></table></div></td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="text_block block-6" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:10px"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:12px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:18px;color:#000;line-height:1.5"><p style="margin:0;mso-line-height-alt:30px"><span style="font-size:20px;"><strong>2. How to calculate business expenses</strong></span></p></div></div></td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="text_block block-7" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:10px"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:12px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:18px;color:#000;line-height:1.5"><p style="margin:0;font-size:16px;mso-line-height-alt:24px"> <span style="font-size:16px;">When setting your rates and income goals, you need to take into consideration all your expenses. Although remember, income goals do not equal expenses.</span></p><p style="margin:0;font-size:16px;mso-line-height-alt:18px">&nbsp;</p><p style="margin:0;font-size:16px;mso-line-height-alt:24px"> <span style="font-size:16px;">If you’re transitioning to a full-time freelance role, business expenses may be new expenses that weren’t previously in your budget, including:</span></p><ul style="line-height:1.5;mso-line-height-alt:24px;font-size:16px"><li><span style="font-size:16px;">Office supplies</span></li><li>Software</li><li>Hardware (additional monitors, ergonomic tools)</li><li>Subscriptions (like project management tools)</li> <li>Business insurance</li><li>Legal and accounting fees</li><li>Advertising</li><li>Professional development</li><li>Office space</li><li>Contractors or hired help&nbsp;</li></ul><p style="margin:0;font-size:16px;mso-line-height-alt:24px"> <span style="font-size:16px;">Consider any other new expenses that may have not previously shown up on your bank statements. Maybe you’re considering a business investment, such as professional development. It’s important to do proper research to determine the average annual cost of your new expense.&nbsp;</span></p><p style="margin:0;font-size:16px;mso-line-height-alt:18px">&nbsp;</p><p style="margin:0;font-size:16px;mso-line-height-alt:24px"> <span style="font-size:16px;"><strong>Get more expense planning info and a workbook in </strong><strong><em>Set Your Hourly Rate</em></strong><strong><em>.</em></strong></span></p></div></div></td></tr></tbody></table><table border="0" cellpadding="10" cellspacing="0" class="divider_block block-8" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="pad"><div align="center" class="alignment"><table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="divider_inner" style="font-size:1px;line-height:1px;border-top:1px solid #bbb"><span> </span></td></tr></tbody></table></div></td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="text_block block-9" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:10px"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:12px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:18px;color:#000;line-height:1.5"><p style="margin:0;mso-line-height-alt:30px"><span style="font-size:20px;"><strong>3. Find more clients by...</strong></span></p></div></div></td></tr></tbody></table><table border="0" cellpadding="10" cellspacing="0" class="divider_block block-10" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"> <tbody><tr><td class="pad"><div align="center" class="alignment"><table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="divider_inner" style="font-size:1px;line-height:1px;border-top:1px solid #bbb"><span> </span></td></tr></tbody></table></div></td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="text_block block-11" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:10px"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:12px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:18px;color:#000;line-height:1.5"><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:30px"> <span style="font-size:20px;"><strong>Apply for membership to read the rest</strong></span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:18px">&nbsp;</p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"> <span style="font-size:16px;">Pollen's members get access to the rest of this post and&nbsp;<a href="http://email.runpollen.com/e/c/eyJlIjoxMjU2ODEsImVtYWlsX2lkIjoiZXhhbXBsZSIsImhyZWYiOiJodHRwczovL3d3dy5ydW5wb2xsZW4uY29tL21lbWJlcnNoaXA_dXRtX2NhbXBhaWduPTglMkYxK1dhaXRsaXN0K05ld3NsZXR0ZXIrJTI4bmV3JTI5XHUwMDI2dXRtX2NvbnRlbnQ9OCUyRjErd2FpdGxpc3QrbmV3c2xldHRlclx1MDAyNnV0bV9tZWRpdW09ZW1haWxfYWN0aW9uXHUwMDI2dXRtX3NvdXJjZT1jdXN0b21lci5pbyIsInQiOjE3MDc5NDcxNjB9/ca64c81a67f971f1387f8bfdae640105f4d99f374db4ca69190adfa38336b83a" rel="noopener" style="text-decoration: underline; color: #343446;" target="_blank">full membership benefits</a>.</span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:18px">&nbsp;</p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"> <span style="font-size:16px;"><strong>A membership gets you:</strong></span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"><span style="font-size:16px;">Every newsletter and 30+ playbooks</span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"><span style="font-size:16px;">Weekly tactical events and workshops</span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"> <span style="font-size:16px;">Network referrals and 2x/week job drops</span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"><span style="font-size:16px;">Discounts to over 100 tools</span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"><span style="font-size:16px;">Access to industry groups&nbsp;</span></p><p style="margin:0;font-size:16px;text-align:center;mso-line-height-alt:24px"> <span style="font-size:16px;">Access to Pollen’s broader community</span></p></div></div></td></tr></tbody></table><table border="0" cellpadding="10" cellspacing="0" class="divider_block block-12" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="pad"><div align="center" class="alignment"><table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="divider_inner" style="font-size:1px;line-height:1px;border-top:1px solid #bbb"><span> </span></td></tr></tbody></table></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-4" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#f6f2ee" width="100%"><tbody><tr><td><table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;color:#000;background-color:#fff;border-radius:5px;width:500px;margin:0 auto" width="500"><tbody><tr><td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;text-align:left;font-weight:400;padding-bottom:5px;padding-top:5px;vertical-align:top;border-top:0;border-right:0;border-bottom:0;border-left:0" width="100%"><table border="0" cellpadding="10" cellspacing="0" class="button_block block-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%"><tbody><tr><td class="pad"><div align="center" class="alignment"> <a href="http://email.runpollen.com/e/c/eyJlIjoxMjU2ODEsImVtYWlsX2lkIjoiZXhhbXBsZSIsImhyZWYiOiJodHRwczovL3d3dy5ydW5wb2xsZW4uY29tL21lbWJlcnNoaXA_dXRtX2NhbXBhaWduPTglMkYxK1dhaXRsaXN0K05ld3NsZXR0ZXIrJTI4bmV3JTI5XHUwMDI2dXRtX2NvbnRlbnQ9OCUyRjErd2FpdGxpc3QrbmV3c2xldHRlclx1MDAyNnV0bV9tZWRpdW09ZW1haWxfYWN0aW9uXHUwMDI2dXRtX3NvdXJjZT1jdXN0b21lci5pbyIsInQiOjE3MDc5NDcxNjB9/ca64c81a67f971f1387f8bfdae640105f4d99f374db4ca69190adfa38336b83a" style="text-decoration:none;display:inline-block;color:#ffffff;background-color:#000000;border-radius:9px;width:auto;border-top:0px solid transparent;font-weight:400;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;padding-top:5px;padding-bottom:5px;font-family:Arial, Helvetica Neue, Helvetica, sans-serif;font-size:14px;text-align:center;mso-border-alt:none;word-break:keep-all;" target="_blank"><span style="padding-left:20px;padding-right:20px;font-size:14px;display:inline-block;letter-spacing:1px;"><span style="word-break: break-word; line-height: 28px;">Apply</span></span></a> </div></td></tr></tbody></table><table border="0" cellpadding="0" cellspacing="0" class="text_block block-2" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:10px"><div style="font-family:Arial,sans-serif"><div class="" style="font-size:12px;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;mso-line-height-alt:18px;color:#000;line-height:1.5"><p style="margin:0;font-size:14px;mso-line-height-alt:24px"><span style="font-size:16px;"><span style="">Have a great day!</span></span></p><p style="margin:0;font-size:14px;mso-line-height-alt:24px"><span style="font-size:16px;"><span style="">The Pollen Team</span></span></p></div></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-5" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#f6f2ee" width="100%"><tbody><tr><td><table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;color:#343446;width:500px;margin:0 auto" width="500"><tbody><tr><td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;text-align:left;font-weight:400;padding-bottom:5px;padding-top:20px;vertical-align:top;border-top:0;border-right:0;border-bottom:0;border-left:0" width="100%"><table border="0" cellpadding="15" cellspacing="0" class="text_block block-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%"><tbody><tr><td class="pad"><div style="font-family:sans-serif"><div class="" style="font-size:12px;font-family:Arial,Helvetica Neue,Helvetica,sans-serif;mso-line-height-alt:14.399999999999999px;color:#a1a2b2;line-height:1.2"><p style="margin:0;font-size:12px;text-align:center;mso-line-height-alt:14.399999999999999px">©&nbsp; 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