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Transcript of Odesk Contractor Manual 2013
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5/18/2018 Odesk Contractor Manual 2013
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UpworkA Freelancers Guide to
Get to work,
grow your business,
and do what matters to you.
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A Freelancers Guide to Upwork
alefonn
PART 1
Introduction
1 Welcome
3 Why is Upwork right for you?
4 Who can work on Upwork?
5 How does Upwork make money?
PART 2
Getting started
8 Joining Upwork in three easy steps
9 Membership plan options
11 Building a great profile
PART 3
Finding work & submitting proposals
16 Finding the right work
20 Submitting a proposal and interviewing
24 Complete the interview
PART 4
Doing the work & getting paid
27 Managing your project
29 Upwork Payment Protection
PART 5
Finishing things off32 Completing a contract
33 Managing your reputation and profile
36 Best Practices
TIP 1
Click the page
to jump to tha
TIP 2
Click here on
page to return
Table of Conte
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1 Doing the work and getting paid A Freelancers Guide to Upwork
CHAPTER 1
Welcome Our dream is to build workplace for the wor
Stephane Kasriel, CEO
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3 A Freelancers Guide to UpworkIntroduction
Why is Upwork right for you?
Great work
is rewarded
Youll work with great clients and earn money. Delivering
these awesome experiences will lead to even more work and
more clients.
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
As you win and succeed on jobs, well do our best to help
you find more opportunities for continued growth.
Payments
are protected
With Upwork Payment Protection programs, you can b e more
confident that youll always be paid for work you deliver.
Individual
freelancers
For self-employed individuals and small companies that have
a specific skill set and are looking to work on their own.
AgenciesFor companies and individuals with multiple employees orsubcontractors and for teams of freelancers who plan to
tackle projects together.
Who can work on Upwork?
We welcome all independent professionals and agencies to join the Upwork
community, whether you are a web designer from Serbia, or a writer from
Brazil. Depending on your business needs, we invite you to register and work
in one of two ways:
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5/215 A Freelancers Guide to UpworkIntroduction
How does Upwork make money?
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).
1
Membership plans
All freelancers and agencies must subscribe to an Upwork membership
plan. Our Freelancer Basic membership is free of charge and provides
all the functionality youll need to run a thriving business on Upwork. For
those who want additional premium benefits, we offer a paid Freelancer
Plus membership option. There are also Basic and Plus membership plans
for agencies.
2
FREE FREE
FREELANCER AGENCY
PLUS
HOURLY FIXED-PRICE
Billing rate
This is what
the client sees
Bid
This is what
the client sees
$ $
$ $
22.22 111.11/hr
/hrYoull earn
Estimated
Youll earn 100.00
Upwork receives 10% of the
amount charged to the client.
Depending on hours billed,
amount may vary slightly
due to rounding.
Upwork receives 10% of the
amount charged to the client.
?
?
? ?
20.00
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6/217 Doing the work and getting paid A Freelancers Guide to Upwork
CHAPTER 2
Getting
started
Join Upwork in three steps:
1
3
2
Sign up and select a membership plan
If you havent signed up already, nows the time. Pick the
Membership Plan that best matches your needs. Remember,
you can change your membership plan in the future.
Create your profile
Fill out as many fields as possible to create a profile that
highlights your skills, elaborates on your experience andindicates your desired hourly payment rate.
Set up your payment option
Get ready to get paid and tell us how you want to receive
your earnings. We recommend setting up two fund transfer
methods so that you can be paid easily.
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9 A Freelancers Guide to UpworkGetting started
Membership Plan options
Agency Basic membership (Free)
For one-person agencies. This plan allows an agency owner to show a company lo
and company name in their Upwork profile. It includes 60 Connects per billing cyc
unlimited invitations to jobs, and Payment Protection. No team members can be
added or assigned work on the Basic plan.
Agency Plus membership ($20 per month)
For multi-person agencies. In addition to a company logo and company name, th
plan allows an agency owner to add unlimited team members and share Connect
among their team. It also includes 80 Connects per month, the ability to roll over
to 80 unused Connects to the following month, the ability to buy extra Connects,
visibility into what others are bidding on jobs, unlimited invitations to jobs, and
Payment Protection.
AGENCY BASIC AGENCY PLUS
Owner Only
The agency owner applies for jobs and works as a
one-person business, with no team members
Multi-Person Teams
Add and support unlimited teams and team
60 Connects per Month* 80 Connects per Month*
Shared across the agency
Hourly Protection
For eligible hourly jobs, youre ensured payment for
every hour worked
Rollover Connects
Unused Connects automatically carry over t
following month (up to 80)
Fixed Price Protection
For fixed-price jobs, payments are secured through
pre-funded milestones
Buy Additional Connects
If you run out of Connects, you can buy mor
time ($1 per Connect)
View Competitor Bids
See the minimum, maximum, and average bid
any job
Hourly Protection
For eligible hourly jobs, youre ensured paym
every hour worked
*NOTE Connects are used to apply for jobs,
with each application requiring 1 to 5 Connects
(0 if youre invited or rehired)
Fixed-Price Protection
For fixed-price jobs, payments are secured t
pre-funded milestones
FREELANCER BASIC FREELANCER PLUS
60 Connects per Month* 70 Connects per Month*
Shared across the agency
Hourly Protection
For eligible hourly jobs, youre ensured payment forevery hour worked
Rollover Connects
Unused Connects automatically carry over to thefollowing month (up to 70)
Fixed-Price Protection
For fixed-price jobs, payments are secured through
pre-funded milestones
Buy Additional Connects
If you run out of Connects, you can buy more at any
time ($1 per Connect)
View Competitor Bids
See the minimum, maximum, and average bid for
any job
Hourly Protection
For eligible hourly jobs, youre ensured payment for
every hour worked
*NOTE Connects are used to apply for jobs,
with each application requiring 1 to 5 Connects
(0 if youre invited or rehired)
Fixed-Price Protection
For fixed-price jobs, payments are secured through
pre-funded milestones
Freelancer Basic membership (Free)
This includes a complete Upwork profile, 60 Connects per billing cycle, unlimited
invitations to jobs, and Payment Protection.
Freelancer Plus membership ($10 per month)
Includes everything in the Freelancer Basic membership plan, as well as 10 additional
Connects per month (for a total of 70), the ability to roll over up to 70 unused Connects
to the following billing cycle, the ability to buy extra Connects, and visibility into what
others are bidding on jobs.
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11 Doing the work and getting paid
Building a Great Profile
Successful profiles are complete, accurate, and paint
a compelling picture of your skills, services and
accomplishments. Your profile is your opportunity to
advertise your freelance business to potential clients,
and you can complete it however you think best.
Here are some thoughts on how you can make a
great first impression.
J OB S F RE EL AN CE RS R EP OR TS M ES SA GE S 8J O BS F R EE L AN C ER S R E PO R TS M E SS AG E S 99+
formerlyoDesk
Megan Malley
Overview
Work History and Feedback
I am a multi-media designer experienced in interaction design, UI/UX,
and visual design. I bring a strong knowledge of leading design teams,
working with stakeholders and in shaping brand strategy. I have been
working with Adobe Creative Suite software for over a decade. I am also
proficient using other social media, email marketing and Google...
4:00pm local time - 3hrs ahead
Visual Designer
Work History
Availability
Languages
558 hours worked
4 jobs
97% Job Success Score
response time
Available
Full time
24hrs
FluentEnglish
Toronto, Canada
CONTACT
Web Designer for Desktop Application
5.00
hours144
/hr$77.70
11,188.80 earned
Aug 2014 Jan 2015
5.00
Web design Brand consult ing Graphic Design
"Beautiful work by Megan for one of our new projects.
Absolutely no doubt that she's a skilled designer, and
I'd love to hire her again for new projects."
Newest First 4 jobs in progress
Brand guide
36 hours
$77.70/hr
Aug 2014 Jan 2015
2,797.20 earned
5.00
Fast work, knows what shes doing. Professional.
Save
more...
$77.78/hr
TOP RATED ?
Megan Malley
I l i i i i i i i i I
i l i I i l l i i
i i l i i I
i i i i I l
i i i i l i il i l
4:00pm local time - 3hrs ahead
Visual Designer
Toronto, Canada
Web des ign Brand consu lt ing Graph ic Des ign
''
l
more...
.
Professional Picture
Headshot image of yourself
Friendly expression
Plain background
Business casual attire
Targeted Skills
Pick 3-5 core skills
Put your best skills at the top
Take Skills Tests
Accurate Title
Reflects persona
Indicates preferre
Short and impact
Compelling Overview
Use complete sentences
No bullet points
Highlight your prefered work
Include past professional achievements
FOOTNOTE
Profiles will not be visible on Upwork until they are completed and verified.
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13 Getting started
...
I
Carnegie Mellon
l
Education
Master of Arts (M.A.), Graphic Design
. . .. .
.
.
.
.
.
.
:December 2009 - March 2011
Complete Education & Employment History
Add your most recent education
Highlight accomplishments, professional certifications
and licenses, special recognition or awards
Include employment history
Building a Great Profile(continued)
Visual Portfolio
Add past work samples
Secure permission from past clients
FOOTNOTE
Other profile areas
Professional Certifications: Add professional certifications.
Introduction Videos: Add an introduction video to let clients know what its like to work with you.
Linking External Accounts: Link external accounts to your Upwork profile to show your online presenc
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15 Doing the work and getting paid A Freelancers Guide to Upwork
CHAPTER 3
Finding
work &submittingproposals
Finding the right work
Searching for projects, and setting up your Job Feed
is easy, and an important part of getting the most
out of your Upwork membership. Again, while you
are welcome to do what you deem appropriate, your
search will help ensure that you never miss out on
those project for which you are a great fit.
1
3
2
Pick a core skill
Enter a core skill or two into the search bar to find
projects that match your talents.
Set Filters
Use filters on the left-hand side of the
Search Results Pageto find a more targeted list.
Add to Job Feed
After setting your search preferences, add it to your
Job Feed so you can have an ongoing, updated list
of new projects that match your preferences.
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17 Finding and submitting proposals
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.
Hourly contract payments are eligible for
Upwork Hourly Protection
Heres how:
1. Agree to the number of authorized hours with
your client via the Offer Details page.
2. Install and track your project time using the
Upwork Team App.
3. Add descriptions and notes of your work to your
Time Log.
4. Quickly address with your client, and request
approval for, any changes needed to your
authorized hours.
Fixed-Price or Hourly Contracts
On Upwork there are two types of projects you can
work on with your clients. Heres how they compare.
FIXED-PRICE
Onfixed-price contracts, youre paid a final
cost for a project deliverable, or set of
deliverables. This option can be ideal when
the deliverable or deliverables are more
clearly defined. Examples of projects well-
suited for fixed-price format include Web
Design and Mobile App Development.
Fixed-price contract payments are p
with Upwork Fixed-Price Protection
Heres how:
1. Agree to project milestones with your c
clearly outlining what youll deliver, wh
youll deliver it, and for how much of th
project cost.
2. Wait until milestones are funded befor
any work on the project.
3. Submit your work deliverables throug
Upwork platform.
4. Make sure youve been paid for a mile
and that the next one is funded, befor
continuing work.
FOOTNOTE
Tips for a succesful contract
Regardless of which contract type you and your client agree to,we suggest that you always:
Agree to final payment terms (hours, deliverables and costs) on the
contract offers page.
Confirm that your client has a verified payment method on file.
Deliver work product through the Upwork platform.
Only receive payments through your Upwork account.
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19 Doing the work and getting paid
Photo
Submitting a proposal
and Interviewing
FOOTNOTE
What are Connects?
Connects are tokens you use to submit applica-
tions. If the client invites you to apply or is rehir-
ing you, you wont need to use any Connects. All
other applications require anywhere from 1 to 5
Connects, depending on factors such as the size
and type of job.
Each Upwork membership plan comes with a
Connects budget. For individual freelancers, the
Freelancer Basicplan comes with 60 C
per month, while the Freelancer Plusp
includes 70 (with the ability to purchase
and roll over unused Connects to the fo
month). For agencies, the Agency Basic
60 Connects per month, while the Age
plan comes with 80 Connects per mont
monthly Connects budget is replenishe
beginning of your billing cycle.
1. Find a job you like and press the Apply
button.
2. Review the number of *Connects required
to submit an application and your Connects
balance.
3. Read below for tips on how to write a
winning Application.
4. Enter your offered rate, write a cover letter,
add attachments (if any), and send the
application.
5. The client will review applications
contact candidates for interviews.
6. The client may propose a paid tes
get a better idea of your skills. Thi
great way to find out how well you
togetherjust be sure to agree up
and number of weekly hours befo
begin. There are no free test jobs.
violation of Upwork policy.
7. After everything is discussed, the c
send you an offer. Review it, accep
start working.
Now that youre ready to submit proposals to
clients, heres how the process works:
A Freelancers Guide to Upwork
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A Freelancers Guide to Upwork
Be specific
Keep it short and to-the-point. Briefly tell the
client about your relevant skills and experience.
Showcasing specific examples of your experiencerelated 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 let-
ter. This helps them filter out generic, copy andpaste 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.
Writing a winning proposal
Your cover letter is how you introduce yourself,
highlight your skills and experience, and tell the
client why they should hire you. Its your opportunity
to show that you understand the project and are
qualified for the job.
Heres how to write a cover letter that works well
with clients and leads to interviews:
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
Break the job into phases
For instance, building a website may include
five of them: planning, design, development,
review, and testing.
Calculate your charge
For each phase, calculate your charge by
estimating the time it will take to complete,
including revisions.
Add it all up
Add up the estimated cost of all phases
a little extra to account for unexpected
Evaluate profit vs risk
Consider any additional profit desired,
risks that you might take on, in decidin
a final amount.
Propose your cost
On Upwork, freelancers always set and negotiate
their own rates. You can even set a different fixed or
hourly rate for each proposal you submit. Just change
the default rate in the application before you hit the
Send button.
To decide your price for fixed-price jobs, some
freelancers find it makes sense to start with an
estimate of how long it will take to finish.
Heres one way to do it:
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A Freelancers Guide to UpworkDoing the work and getting paid
Submit and keep moving
Once youve applied, you may receive a notification
that the client would like to set up an interview, or
maybe even hire you immediately. In some cases, you
may not hear anything back at all. Clients are not
mandated to respond to all applications, so keep your
options open by applying to other jobs.
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 withoutcreating 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
Complete the interview
If the client requests an interview, reply quickly with
your availability and find a time that works for you
both. If your potential client is in a different time zone,
be prepared to interview at a time that is outside the
traditional 9-to-5 window.
Interviews can be text-based through the Upwork
Message Center, Skype, or over the phone, so agree
on a method that works best for both of you. Make
sure you understand how the interview will be
conducted (for example, voice vs. text on Skype) so
you can prepare in advance.
Heres a bit of advice on how to make
the most of your interview:
Be flexible
Time zones and communication preferences can
be tricky; be willing to adapt to the clients time
and interview method requirements.
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 ques-
tions about the job in a way that is respectful and
polite.
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.
End on a positive note
Ask if there is a deadline for hiring so y
know when the client will make a decisdont forget to thank them for consider
application.
After the interview:
Provide additional info
If you promised to send some extra de
link to a portfolio piece during the inte
so promptly. Its easier to do it right aft
conversation.
Always follow up
Send a short note and reiterate on the a
made during the conversation (if there a
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25 Doing the work and getting paid A Freelancers Guide to Upwork
CHAPTER 4
Doing the
work &gettingpaid
Starting the project
with a kick-off
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.
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27 Doing the work and getting paid A Freelancers Guide to Upwork
Managing and delivering work
HOURLY CONTRACTS FIXED-PRICE CONTRACTS
UpWork App
Applications
Using the Team App
If youre starting an hourly contract, youll want to
download the Team App to log hours and get paid
for your time.
The Work Diary feature of the Team App helps
you track your time and takes work-in-progress
snapshots at random times in 10-minute inter-
vals. These snapshots reassure your online clients
that you have worked all the hours billed to them
through Upwork and helps ensure youll be paid,
even if a dispute arises. (You can always delete
any snapshots you dont want shared and billedto your client.)
Your client may set a maximum number of hours
you can log in one week. Know your limit and tell
your client when youre getting close to it. This
allows them to decide whether to increase the
limit or wait until next week to continue.
When the week is over, you and your client have
a chance to review your timelogs before they are
finalized and payment is processed. The bill-
ing cycle ends every Sunday, and your earnings
become available 10 days later.
Escrow and Milestone-based payments
For fixed-price contracts, you and your clients
will create a list of milestones. The client will
prefund each milestone with Escrow, and the
money will be visibly held on the Upwork plat-
form. When youve completed the work for a
milestone, its a good idea to let your client know
and submit your work to them on Upwork. If
theyre satisfied with the work, the funds will be
released to your account, and youll follow the
same sequence for the next milestone.
If your client is not satisfied with the services, youwill have to communicate directly and discuss
adjusting the terms of the deliverable in order to
find a mutual understanding and get paid.
If, however, theres no way to come to a
sus, either you or your client ca n reach
Upwork for free dispute assistance. In t
we will schedule and moderate a discus
that you can come to a mutually agreea
tion regarding the release of funds held
Milestone created Milestone achieved Paym
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29 Doing the work and getting paid
Every hourly contract using the Team App is eligible for Upwork
Hourly Protectionto give you confidence that an hour worked is
an hour paid.
Every fixed-price contract managed with Escrow and Milestones
is protected by Upwork Fixed-Price Protection. Just set up your
contract terms, manage the work and payments on Upwork and
you can have confidence youll get paid.
Trust & Safety
The Upwork Payment Protection
A Freelancers Guide to Upwork
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31 Doing the work and getting paid A Freelancers Guide to Upwork
CHAPTER 5
Finishing
things off
Completing a Contract
Your contract is complete after youve delivered
the final product or the number of hours needed
by your client has finished. Send an email to
notify your client and let them know youre
available if they have questions or concerns.
If your contract remains open, your client
may still be reviewing your work. But because
you receive Final Feedback only after the job
is closed, feel free to ask them to close thecontract once the work is reviewed and paid for.
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33 A Freelancers Guide to UpworkFinishing things off
Managing your Reputation
and Profile
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 abouttheir 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.
Pay attention to your Job Success Score
Your Job Success Score is a comprehensive,
single measure of your performance on Upwork.
This Score can influence how high you show in
Search results, whether or not youre considered
for special programs and rewards (see below)
and how clients view your past results.
When compiling your Job Success Score, we take
the following factors into account:
public and private feedback
successful completion of work
client complaints
responsiveness levels
missed deadlines
disputes
long term client relationships
Refresh your Profile:
Update your portfolio once a job is done, adding
an image or link to the final product if its permit-
ted by the client.
Learned something new?
Add it to your overview and skills list. And if
youve strengthened a skill, retake the rele-
vant test on Upwork or mention that skill more
prominently.
Have a great testimonial from a client?
Perfect, add that, too.
1
1
2
2
3
3
Track your Stats:
You can carefully monitor all the factors that comprise your Upwork
reputation on your personal My Stats page (See screenshot above).
This page covers three sections:
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.
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35 Finishing things off
Strive to be the best.
Our Top Rated Program
The Top Rated freelancer program recognizes
freelancers who consistently deliver high-quality
work to their clients.
The program provides Top Rated Upwork freelancers with perks
that may include:
A Top Rated badge to help your Upwork profile stand out
Invitations to submit proposals for premier projects
Priority phone, chat, and email support
How do you qualify?
By consistently delivering great experiences for your clients on
Upwork. Heres more details on what it takes to become Top Rated:
A Job Success score of at least 90%
12-month earnings of at least $1,000 through Upwork
An account in good standing with no recent account holds
A 100% complete profile with photo
Up to date availability (if unavailable now, set a date estimate)
At least 30 days of work history on Upwork.
Communicate early, communicate often
Be proactiveclients usually get concerned
when they dont hear from a freelancer.
When in doubt, ask
This will help clear up confusion, save time,
and keep the job going smoothly.
Set clear expectations
Provide honest and realistic project updates
and quickly alert your client when you
encounter a problem.
Respect deadlines
Deliver your work on time, every time. If y
think youll miss a deadline, let your client
know so they can plan accordingly.
Be a pleasure to work with
Listen to your clients concerns and respo
with a positive attitude. Developing a rapp
can make for a great work experience for
both parties.
Under-promise, over-deliver
Never promise more than you can deliver
consider giving a little extra to every job.
Bestpractices
How you run your business is completely up to
you, but here are some practices from successful
freelancers to consider.
A Freelancers Guide to Upwork
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2015 Upwork Inc. All rights reserved
hankou