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As a freelancer, your card does the work a whole marketing team would do for a bigger company: introducing you, showing your services and turning a conversation into a lead. Work through this checklist once and you have a card that's ready for every client meeting, co-working space and invoice you send from here.
Build the card
- A clear headline and short About. State what you do in a few words — "Brand designer" or "Tax and VAT consultant" — then two or three lines about who you help, the same approach covered in writing a bio that gets read.
- Your services, listed. Add a text section naming exactly what you offer, so a prospective client doesn't have to ask.
- Proof of your work. Link buttons to your portfolio, case studies or testimonials, and a YouTube video if you have one.
- A booking or enquiry link. A calendar link, WhatsApp button or email address, kept easy to find.
- Your channels. LinkedIn, Instagram or a portfolio site. See freelancers and consultants for the full picture.
Get the basics right first
Pick a card address that matches your trading name — it cannot be changed later, so choose one you're happy to hand out for years. Use the same name and title you trade under, so the card matches your invoices, proposals and any freelance permit paperwork a client might ask to see.
Share it at every touchpoint
- Co-working spaces and meetups. Tap an NFC card or show your QR code instead of digging for a paper one.
- Client meetings and pitches. A tap or scan hands over your full card, not just a phone number.
- Proposals and invoices. Add your card link so every document you send carries your current details.
- Email signature and LinkedIn. One link, always up to date, rather than a static line of text.
Capture and follow up on every enquiry
On a Premium card, Exchange Contact lets a visitor send their name, phone number and an optional email and message straight to your lead inbox — no more losing a contact scribbled on the back of a card. Export your leads as a CSV whenever you want to follow up or add them to a spreadsheet.
Keep one consistent look
Pick a template or build a custom theme in your own colours, so your card looks as considered as the work you do. Save it once and reuse it if you ever add a second card.
Before you go live
- Open your card on your phone and check every link works, especially your booking or enquiry button.
- Ask a friend or client to scan your QR code or tap your NFC card.
- Confirm your services list and contact details are current before your next meeting.
Frequently asked questions
Do I need a Premium plan to get started?
No. The free plan covers your details, links, one video, one text section and sharing by link, QR and NFC — enough for most freelancers starting out, as covered in is a digital business card worth it for freelancers?
Can I use the same card for job applications and client work?
Yes, but the framing differs — this checklist is for an active freelance practice leading with services and booking; a card built for a job search leads with your best work instead. See digital business cards for job seekers and freelance portfolios for that angle.
Ready to put your freelance work in front of the next client? Create your free digital business card.
Create your free digital business card — Start free — no app to install and no card details needed.
