Upwork Freelancer Guide
Upwork Freelancer Guide
Upwork Freelancer Guide
Upwork
Get to work,
grow your business,
and do what matters to you.
Ta
ble
of
con
tents
PART 1
Introduction
TIP 1
Welcome
PART 2
Getting started
8
11
PART 3
20
24
PART 4
29
PART 5
Completing a contract
33
36
Best Practices
TIP 2
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Table of Contents
A Freelancers Guide to Upwork
CHAPTER 1
Welcome
Great work
is rewarded
Our technology
makes it easy
We have tools to help you get set up, find more clients,
manage your own work, and get paid quickly and reliably.
Were a
community that
wants you
to succeed
Payments
are protected
Introduction
Individual
freelancers
Agencies
FREELANCER
AGENCY
Service fees
For each payment it processes, Upwork charges a 10% service fee, which
is generally paid by the freelancer. For example, if you agree to perform
a project for $200, youll receive $180, and Upwork will receive $20.
Because of this, many freelancers choose to add a small mark-up to their
rate to account for this business expense (for instance, charging $220, so
that they will receive a flat $200).
FREE
PLUS
FREE
PLUS
Membership plans
FIXED-PRICE
HOURLY
2
Billing rate
This is what
the client sees
Youll earn
Estimated
Bid
$
22.22
/hr
20.00
/hr
This is what
the client sees
Youll earn
111.11
100.00
Introduction
CHAPTER 2
Getting
started
FREELANCER PLUS
AGENCY BASIC
AGENCY PLUS
Owner Only
Multi-Person Teams
Hourly Protection
Rollover Connects
Fixed-Price Protection
Hourly Protection
Rollover Connects
Hourly Protection
Fixed-Price Protection
Hourly Protection
Getting started
Fixed-Price Protection
For fixed-price jobs, payments are secured through
pre-funded milestones
10
JOBS
JOBS
FREELANCERS
FREELANCERS
REPORTS
REPORTS
MESSAGES
MESSAGES 99+ 8
formerly oDesk
Megan Malley
JOBS
JOBS
FREELANCERS
FREELANCERS
REPORTS
REPORTS
CONTACT
Visual Designer
$77.78/hr
Toronto, Canada
Save
Brand consulting
Graphic Design
Work History
more...
TOP RATED
Overview
4 jobs
5.00
Friendly expression
Plain background
Available
Reflects personal experience
Full
time
Indicates preferred jobs
24hrs response
Short and impactful
Languages
MESSAGES
MESSAGES 99+ 8
formerly oDesk
English Fluent
Newest First
Megan Malley
$77.78/hr
Toronto, Canada
Save
5.00
CONTACT
Visual Designer
Web design
4 jobs in progress
Graphic Design
Work History
?
Overview
$77.70 /hr
11,188.80 earned
Aug 2014 Jan 2015
more...
TOP RATED
144 hours
5.00
Brand guide
5.00
4 jobs
36 hours
Availability
$77.70 /hr
2,797.20 earned
Aug 2014 Jan 2015
Languages
English Fluent
Newest First
4 jobs in progress
Compelling Overview
Use complete sentences
Software Developer for Desktop 3D Games and Applications
5.00
No bullet points
He did some
Highlight your prefered
workcomplex math/physics for me. It was
nice to have
someone that could handle that level of
Include past professional
achievements
things.
358 hours
Web Designer for Desktop Application
5.00
144 hours
$77.70 /hr
$5.56 /hr
$1,990.47 earned
Aug 2014 -Jan 2015
11,188.80 earned
Aug 2014 Jan 2015
Brand guide
11
5.00
36 hours
$77.70 /hr
Doing the work
and getting paid
2,797.20 earned
Aug 2014 Jan 2015
FOOTNOTE
Tests
Profiles will not be visible on Upwork until they are completed and verified.
Name
Score (out of 5)
Time to Complete
12
Tests
(continued)
Score (out of 5)
Time to Complete
2.60
Below Average
23 mins
Details
Java Test v3
3.00
Top 20%
23 mins
Details
3.00
Above Average
23 mins
Details
3.00
Below Average
23 mins
Details
Employment History
Creative
Director Huge, Inc.
:
December 2013 - March 2014
junior
java programmer Privatbank
:
December 2013 - March 2014
3 tier business application: swing client, server (they own via xml),
sybase db
junior
java programmer Privatbank
:
December 2013 - March 2014
3 tier business application: swing client, server (they own via xml),
sybase db
Education
Master
of Arts (M.A.), Graphic Design
:
December 2009 - March 2011
Carnegie Mellon
Visual Portfolio
Add past work samples
Secure permission from past clients
FOOTNOTE
13
Getting started
14
CHAPTER 3
Finding
work &
submitting
proposals
15
Set Filters
16
HOURLY
On hourly contracts, youre paid by the hour,
making this a preferred option for many
freelancers when a project requires flexibility.
Examples of projects that can work well in an
hourly format include Technical Support and
Accounting Advisors.
FIXED-PRICE
Heres how:
1. Agree to the number of authorized hours with
Heres how:
1. Agree to project milestones with your client,
Time Log.
Upwork platform.
authorized hours.
FOOTNOTE
18
Submitting a proposal
and Interviewing
Now that youre ready to submit proposals to
clients, heres how the process works:
1.
Photo
winning Application.
4. Enter your offered rate, write a cover letter,
FOOTNOTE
19
20
Be specific
Keep it short and to-the-point. Briefly tell the
client about your relevant skills and experience.
Showcasing specific examples of your experience
related to the clients field can make a difference.
Dont hesitate to ask
Appropriate clarifying questions about the job
show your understanding and demonstrate the
value you can bring to the project.
Follow directions
Some clients might ask you to answer a specific
question or include a keyword in your cover letter. This helps them filter out generic, copy and
paste applications. Look for these directions and
follow them.
Proof read, edit, and deliver
Did you address all the criteria and answer the
clients questions? Have you added relevant links
to samples of your work? Do a final grammar and
spelling check before you hit send.
Add it all up
Add up the estimated cost of all phases, plus
a little extra to account for unexpected issues.
Evaluate profit vs risk
Consider any additional profit desired, or
risks that you might take on, in deciding on
a final amount.
FOOTNOTE
Dont Spam
Dont send generic cut and paste cover letters to every job post. It hurts your
chances of getting hired and can reflect poorly on your Upwork reputation. Its okay to
adapt an old cover letter, but make it relevant to the project youre trying to win.
21
22
FOOTNOTE
What is Disintermediation?
Disintermediation is when you accept a clients payment outside of the Upwork
platform. Doing so, or suggesting this to your client, is a violation of Upwork policy
and can result in suspension of your account. If a client asks you to start work without
creating a contract on Upwork, beware! You wont be protected by Upwork Payment
Protection, and Upwork cant ensure youll get paid.
Just remember, work on Upwork, get paid on Upwork.
23
Do your homework
Research your client and their project, so you
can have a meaningful conversation about their
business, and write down a few project-specific
questions.
Be professional
Talk about your accomplishments and ask questions about the job in a way that is respectful and
polite.
Always follow up
Send a short note and reiterate on the agreements
made during the conversation (if there are any).
Be honest
If you dont know the answer to a question (or
dont like the answer you have to give), be honest.
Misleading a client will lead to a bad experience
for everyone.
24
CHAPTER 4
Doing the
work &
getting
paid
25
You control how you get the job done, and your clients
will rely on your expertise to get started. Before you
start working, consider setting up a kickoff meeting or
writing a message to your client.
Establish a client communication plan that details
how often youll need to report on progress. You can
communicate with your client through the Message
Center, email, or chat, but choose one method and stick
with it to avoid confusion.
26
HOURLY CONTRACTS
UpWork App
Milestone created
Milestone achieved
Payment
Applications
27
If, however, theres no way to come to a consensus, either you or your client can reach out to
Upwork for free dispute assistance. In this case,
we will schedule and moderate a discussion, so
that you can come to a mutually agreeable resolution regarding the release of funds held in Escrow.
28
29
30
Completing a Contract
CHAPTER 5
Finishing
things off
31
32
Once you complete a job, your client will rate your work
from 1 to 5 stars with Final Feedback, provide you with a
private Recommendation Rating, and leave a note about
their experience. These are optional for the client to leave,
but most do as it is an important method for evaluating
their experience. Delivering quality work, communicating
early and often with your clients and being an overall
pleasure to work with are the most important things you
can do to receive good final ratings.
client complaints
Client Satisfaction
Illustrates your overall reputation on the platform.
Communication
Measures your client responsiveness.
Marketing Effectiveness
For freelancers that have won a job, this shows how effective you
are at applying to and securing the right jobs.
responsiveness levels
missed deadlines
disputes
long term client relationships
33
34
Best
practices
How you run your business is completely up to
you, but here are some practices from successful
freelancers to consider.
Respect deadlines
35
Under-promise, over-deliver
Never promise more than you can deliver and
consider giving a little extra to every job.
36
thank
you
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