Organize your training business to avail the freedom and flexibility that freelancing is meant to entail. Go through the carefully compiled list of top 7 essential tools for freelance corporate trainers and independent consultants.

Freelancing, despite the incredible benefits and rise in recent years, is not all rainbows and can easily end up becoming counterproductive. In addition to having exceptional subject-matter expertise,  freelancers have to manage multiple hats they are required to wear to be able to succeed in a highly competitive and time-sensitive world of freelancing. As a freelance corporate trainer, having high-powered management tools is a godsend that enables you to focus on fulfilling the massive task of curating training material instead of struggling with administrative processes.

Have a look at a thoroughly reviewed list of top 7 tools for freelance corporate trainers and consultants that automate your business management and improve your brand.

Online Course & Coaching Placement

Creative entrepreneurs like freelance corporate trainers need a community of other successful creators to bring their training material to life. Isolation is the bane of the freelancing world that can defeat some of the most brilliant minds before they have a chance to compete and prove themselves. It can't be stressed enough how important it is for a freelancer to know the way around the digital noise of uncountable options and dead ends.

Teachable is essentially a learning management system (LMS) for freelance content creators. You could be an online educator, corporate trainer, professional consultant, coaching service provider, etc.; teachable allows you to create and sell your course online and establish a thriving knowledge business. With more than 100,000 creators making a collective sale of over $1 billion by providing various courses and training, you are sure to find a booming niche market with like-minded groups of people.

It is the best platform for freelance service providers who do not want to manage the technicalities of creating and selling including, hosting, design, site maintenance, marketing integration, etc. Teachable supports a wide range of advanced tools to help you customize and market your training material and courses.

Price Plans

  • Basic Plan - $29 per month (billed annually)
  • Pro Plan - $99 per month (billed annually)
  • Business Plan - $249 per month (billed annually)

Features

  • Activity dashboard
  • Asynchronous and blended learning
  • Content, assessment, learning, and course management
  • Customizable branding
  • Data import and export
  • Progress reports and tracking
  • Tests and assessments
  • Third-party integrations

Pros

  • Teachable is a highly sophisticated yet easy-to-use platform for technical and non-technical users alike. You can start creating and selling your courses and corporate training within minutes.

Cons

  • Its inability to auto-schedule posts and occasional downtime around peak selling seasons.

Effortless Appointment Scheduling For Freelancers

Efficient time management is half the battle won in freelancing. With active outreaching, self-marketing, meeting potential prospects, closing deals, managing finances, there is not much time left for the actual work. Combined with the manual appointment scheduling process, you have an overall overbooked and under-delivered work cycle ridden with unmet deadlines and overlapping meetings. A reliable time management solution for scheduling is essential to free up the creative time and prevent freelance corporate trainers' worst nightmares of tainted reputation.

Sprintful is one of the most customizable and affordable appointment scheduling solutions used by thousands of freelancers and companies. As a freelance corporate trainer or consultant, not only you but the people reaching out to you need professionalism and preparedness to optimize the time to its maximum benefit. Create your own on-brand webpage under your domain name and logo and embed the link on your portfolio website.

You can also sync all your calendars to allow yourself interrupted time and your client a comfortable way to book, cancel, and reschedule with you. Calendar synchronization automatically blocks off your busy time windows to prevent the hassles of double bookings and rescheduling.

Given the nature of freelancing, you have to deal with a bunch of active clients at any time and location. All of them working with different communication and management tools to streamline various teams and projects. Adding another one, even for your own ease, can feel a bit disorienting and excessive. Keeping this specific notion insight, Sprintful provides seamless integration with a lot of everyday tools, including Google Calendar, Outlook, Office 365, SMS, Zoom, Google Meet, etc.

Price Plans

  • Free trial availability
  • Basic Plan - $9.0 per month
  • Professional Plan - $19 per month
  • Business Plan - $49.0 per month
  • Enterprise Plan - (100+ users) By Quote

Features

  • Automated appointment scheduling
  • Self, employee, class, individual, and group scheduling
  • Calendar embedment and management
  • Personalized availability setting
  • Advanced question setting for booking form
  • Real-time calendar synchronization
  • Custom branding and outlook
  • Customized alerts and notifications
  • One-on-one and group meetings
  • Team collaboration between 2 to 10,000 participants
  • Third-party integrations
  • Video conferencing

Pros

  • Sprintful is just what freelancers need. With a highly personalized appointment scheduling experience to various support features, the affordability just caps the deal for independent contractors.

Cons

  • None. You get what you see.

Time and Expense Tracking

It is no surprise that a lot of people go into self-employment with many stars in their eyes but quickly find themselves demotivated with exhaustion and burnout. Time management is one of the must-have skills you need before starting a career as a freelance corporate trainer or consultant. You need an efficient time tracking mechanism to monitor the hours you put in and your productivity and expenses.

TimeOffice is an easy-to-use time tracking app that is ideal for freelancers and solo workers. It helps you in identifying the recurrent issues and nurture quality output from start to finish. TimeOffice comes with simple expense tracking and invoicing tools to help you log your hours and an accurate estimate for the invoice.

Working with different clients on different projects can easily blindside you with a workload and other demands, resulting in inaccurate billing. TimeOffice is a reliable offline time tracker with a status menu icon support to give real-time visibility of the time spent on any particular project. You can also set up a reminder through free-form text that goes off via pop-up message to manage your time by project and consolidate your creative potential.

Price Plan

  • Free version availability
  • Free trial availability
  • $7.99 - iPhone/iPad one-time / user
  • $47 - Mac/PC one-time / user

Features

  • Automatic time capture
  • Billable & non-billable hours
  • Billing & invoice processing
  • Activity and mobile time tracking
  • Multiple billing rates support
  • Offline time tracking
  • Overtime calculation
  • Expense and project tracking
  • Time per project reporting
  • Timesheet and billing rate management

Pros

  • TimeOffice is an extremely easy-to-use time tracking tool with report and invoice generation support.

Cons

  • It does not support team time tracking and project-based billing.

Large File Sharing

Being able to securely share a file without having to remove its content to adjust its size is a dream for freelance corporate trainers and consultants. We live in an age of media-rich content, and it's a pity that a lot of creative individuals give in to the frustration of the limited capacity of file storage and sharing platforms. Freelance corporate trainers need to have their data including, courses, designs, manuals, training material, assignments, business deals, and documents, etc., in one place to showcase their range of work and provide adequate training.

WeTransfer provides seamless transfer of 20 GB of work with a 1 TB storage capacity. It allows its users to share their biggest files with on-brand customization, password protection, and access control. You can record and upload your video training sessions in varying lengths of up to 20 GB and securely send them with a quick link or email.

With its features like collect and paste, WeTransfer helps you bring your inspirations into one place by syncing all your devices and turning it into a sharable presentation with a link. You do not need to spend hours organizing and formatting your content when it only takes minutes with WeTransfer's built-in branding and easy-to-use templates to have PowerPoint or pdf supported presentations.

Price Plan

  • Free - €0 (US$0) with limited options
  • Pro - €12 ($12) monthly/person
  • Pro - €120 ($120) yearly/person

Features

  • Document storage and management
  • Secure file sharing
  • Desktop and mobile Access
  • File availability limit
  • Edit transfers
  • Download tracking
  • Workflow and content management
  • Freelancers and SME support
  • Email, helpdesk, chat support

Pros

  • WeTransfer offers a competitive free plan with the ability to transfer massive amounts of data at an impressive speed.

Cons

  • There is no resume support in case the file transfer - downloading or uploading, is interrupted.

Project Management And Structure

It is not freelancing itself that is exhausting; it is the approach that either makes you one of the successes or leaves you into a chaotic mess affecting your professional as well as personal life. Freelance corporate training and consulting is no exception to juggling different projects, clients, demands, etc.

Granted, there are times when freelance consulting is simple with linear project flow, especially when you are new in the business. However, sooner or later, you expand into onboarding multiple clients and managing various projects on different stages.

Monday – a consulting-focused project management tool, is versatile, scalable, and affordable to meet the needs of your freelance business as it grows. You can start on Monday within an hour and start leveraging its wide range of features Including, time-tracking, kanban board integration, workflow and notification automation, dependencies, multiple views, etc., to achieve faster results and make data-driven decisions about project prioritization.

Price Plan

  • Free version support
  • Free trial support
  • Basic – $8/ month
  • Standard – $10/ month
  • Pro -  $16/ month

Features

  • Access controls and permissions
  • Activity dashboard
  • Alerts and notifications
  • Collaboration tools
  • Commenting and notes
  • Content and communication management
  • Customizable branding
  • Data import and export
  • Document management
  • Document storage
  • File sharing
  • Mobile access
  • Search and filter
  • Document and task management
  • Third-party Integrations
  • Version control
  • Workflow management

Pros

  • Monday.com features an attractive interface with high-end project visualization tools to improve transparency and accountability.

Cons

  • It lacks a repeated task and advanced task tracking option and can be a bit pricy if you have a big team.

Finance and Invoice Management

Freelance financial minefield, though an inevitable aspect of independent work, requires a lot of time and skills to navigate through sending invoices, tracking expenses, filing taxes, scanning receipts, etc., leaving precious little head-space for client service. Due to which it's unsurprising to find freelance consultants directing all of their energy and efforts to the actual work - lest they fail to meet deadlines or client expectations.

However, this rather usual practice of independent contractors, including freelance corporate trainers and consultants, results in a loosely put together financial process consisting of undefined payment methods, overdue invoices, and negative cash flow.

FreshBooks specifically aims to accommodate freelance consultants by expeditating yearly expense logging, tracking, invoicing, and taxation. It helps freelancers, be it corporate contractors or independent consultants, to manage the financial accounting data by giving as little as an hour a month to conduct their business accounts.

The core package modules including, accounts payable and receivable, general ledger, billing, and invoicing, streamlines your financial management by automating the whole process. Every working minute, your task, conversation, or file, etc., are tracked and logged with the help of various payment reminders and time tracking mechanisms. You can also monitor project activity by the time tracking module that extracts unbilled project hours against invoices and records billable time to provide detailed analysis of individual project time.

Price Plan

  • Free trial availability
  • Lite - $6 per month (first 6 months)
  • Plus - $10 per month (first 6 months)
  • Premium - $20 per month (first 6 months)
  • Select – Custom pricing

Features

  • Accounting
  • Accounts receivable
  • ACH payment processing
  • Activity tracking
  • Financial statements
  • Dashboards
  • User, role, and access management
  • Data import and export tools
  • Automatic billing and time capture
  • Bank reconciliation
  • Billable & non-billable hours
  • Billing and invoicing
  • Calendar management
  • Client portal

Pros

  • FreshBooks invoice and tax calculation features are a huge help for independent contractors and freelance consultants.  Its smooth integration from desktop to mobile and repetitive invoice copy add to the overall ease of use.

Cons

  • It does not support a fee by-project option and requires a big leap in monthly charges to add a few more active clients.

Modern Webinar Platform

Freelance corporate training and independent consulting is simply a knowledge-sharing (selling) service. Webinars, whether live-streamed, Q&A based, or as plain online conferences, are vital for digital coaches and trainers not just to teach but also to demonstrate their skills. In recent years, webinars have proven to be a powerful way to connect with a global audience in real-time, which paved the way for freelance consultants to reach the right people and prospective projects.

However, there is a flip side to this compelling networking and lead generation tool, especially if you are operating in an independent capacity. Freelance consultants are a one-person show with a constant struggle to manage different aspects at once to keep the business afloat. The webinar fatigue resulting from developing unique training material and building an outstanding approach is enough of a challenge in itself without adding the marketing and promotion load, technical issues, driving value, lack of engagement, content sustenance, attendee conversion, etc.

Demio – a modern webinar platform is an ideal platform for freelance corporate trainers to deliver exceptional training sessions to a global audience. Its cost-effective and straightforward approach includes the non-technical market that can leverage its powerful interactive features, data analytics, various formats, including live, hybrid, automated, or on-demand, to improve the overall experience and measure the success of their events.

The best part still is that you can record sessions and add CTA to ensure your content sustains and attendees converse. Demio also helps freelance consultants to improve session engagement and value by distributing relevant handouts or bonuses.

Price Plan

  • 14-day free trial availability
  • Starter - $49 per month or $34 per month (paid annually)
  • Growth -$99 per month or $69 per month (paid annually)
  • Business - $234 per month or $163 per month (paid annually)

Features

  • Contact management
  • Role-based access
  • Customizable branding
  • Data import and export
  • Live chat and messaging
  • Reporting, analytics, and statistics
  • Third-party integrations
  • Video conferencing
  • Activity dashboard
  • Alerts and notifications
  • Call recording
  • Polls and surveys

Pros

  • Demio really focuses on enhancing the end-user experience and allows recording accessibility after the session ends.

Cons

  • There is no way to reopen if you mistakenly close a live event.

Summary

After a careful review, this article compiled freelance corporate trainers and independent consultants toolkit consisting of a list of 7 essential apps and software. Every selected software delivers a different service to provide an end-to-end support system for independent contractors to help them achieve their business goals.