Freelance Guide
Freelance Guide
Freelance Guide
Welcome
TIP 1
2 Introduction Click the page name
3 Why is Upwork right for you? to jump to that page
CHAPTER 2
Getting started
7 Join Upwork in four easy steps
8 Membership plan options
10 Building a great profile
CHAPTER 3
CHAPTER 4
CHAPTER 5
Finishing touches
27 Completing a contract
28 Managing your reputation and profile
31 Best practices TIP 2
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A Freelancer’s Guide to Upwork
CHAP TE R 1
Welcome
Upwork’s You can use our platform to easily get set up,
technology find more clients, control your own work, and get paid
makes it easy quickly and reliably.
FREELANCER AGENCY
Bid
720.00
This is what
the client sees
Getting
started
3 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.
Hourly Protection
For eligible hourly jobs, you’re ensured payment for
every hour worked
AGENCY PLUS
Multi-Person Teams
Add and support unlimited teams and team members
Hourly Protection
For eligible hourly jobs, you’re ensured payment for every hour worked
Fixed-Price Protection
For fixed-price jobs, payments are secured through pre-funded milestones
*NOTE Connects are used to apply for jobs. It costs 1-6 Connects to submit a
proposal. Invitations you receive from clients are free.
JOBS
FIND WORK FREELANCERS
MY JOBS
JOBS REPORTS
FREELANCERS REPORTS
MESSAGES
REPORTS MESSAGES Find
MESSAGES 99+ 8Jobs Jonathan Cofer
Profile Settings
Megan Malley
Allison H. $77.78/hr
100% View my profile as others see it
Atlanta, GA - 10:25 am local time CONTACT
Visual Designer Job Success
Work History
$65.00 and Feedback
$32,000+ 32 2,000+
Languages
Hourly rate Recent earned Jobs Hours worked
English Fluent
Newest First 4 jobs in progress
Brand guide
Building a great profile
Allison H. 100%
Atlanta, GA - 10:25 am local time
Job Success
Profiles
attire
Accurate Title
• Reflects personal
experience
• Indicates preferred
Compelling Overview Introduction Video jobs
• Use complete sentences • Add a one-minute video • Short and impactful
• No bullet points about you and your skills
• Describe your business and the services • Let clients see your
you offer personality
• Highlight your preferred work • Explain to clients the
• Include past professional achievements services you offer
Skills
Targeted Skills
• Pick 4-6 skills
• Put your best skills at the top
Insider tip
Profiles will not be visible on Upwork until they are completed and verified.
Employment history
Education
2010 - 2013
Portfolio
Link External Accounts: Link external accounts to your Upwork profile to show your online presence.
Finding work
& submitting
proposals
Pick a skill
1 Enter a skill (or two) into the search bar to find projects that
match your talents.
Set filters
3
After setting your search preferences, add them to your
Job Feed so you can have an ongoing, updated list of new
projects that match your preferences.
Hourly Fixed-Price
On hourly contracts you’re paid by the hour, On fixed-price contracts you’re paid a fixed
making this a preferred option when your amount for a project deliverable or set of
project requires flexibility. Examples of deliverables. This option is ideal when the work
projects that can work well on an hourly is more clearly defined. Examples of projects
basis include Customer Service and well suited for fixed-price contracts include Web
Technical Support. Design and Mobile App Development.
1. Agree to the number of authorized hours with 1. Agree to one or more project milestones with
your client via the offer details page. your client, clearly outlining what you’ll deliver,
when you’ll deliver it, and for how much.
2. Install and track all your project time using the
Upwork Desktop App. 2. Before starting any work on the project, wait
until a milestone is funded and the money is held
3. Add descriptions and notes of your work to your
in escrow.
time log.
3. Submit your work through the Upwork platform.
4. Quickly communicate with your client, and
request approval for, any changes needed to your 4. Make sure you’ve been paid for a milestone,
authorized hours. and that the next one is funded, before
continuing work.
• 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.
• Always deliver work through the Upwork platform.
• Receive payments only through your Upwork account.
1. Find a project you like and press the 5. The client will review proposals and contact
“Submit a Proposal” button. freelancers for interviews.
2. Review the number of Connects 6. The client may propose a paid “test project”
required to submit a proposal and your to get a better idea of your skills. This is a
Connects balance. great way to find out how well you’ll work
together. Just be sure to agree upon pricing
3. Read below for tips on writing a
terms before you begin. There are no free
winning proposal.
test projects on Upwork. This is a violation of
4. Enter your offered rate, write a cover our policy.
letter, add attachments (if any), and send
7. After everything is discussed, the client will
the proposal.
send you an offer. Review it, accept, and
start working.
Don’t spam
Don’t send a generic “copy and paste” proposal. It hurts your chance of being awarded
the project and can reflect poorly on your Upwork reputation. It’s okay to adapt an old
cover letter, but make it relevant to the project you’re trying to win.
What is circumvention?
Circumvention is when you accept a client’s payment outside of the Upwork
platform during the exclusivity period specified in the Upwork User Agreement.
Doing so, or suggesting this to your client, is a violation of the User Agreement and
can result in your account being placed on hold. If a client asks you to start work
without creating a contract on Upwork, beware! You won’t be protected by Upwork
Payment Protection, and Upwork can’t ensure you’ll get paid.
Here are some tips so you can make the most End on a positive note
of your interview: Ask if there is a deadline for hiring, so you’ll
know when the client will make a decision. Also,
Be flexible don’t forget to thank them for considering
Time zones and communication preferences vary your proposal.
with each client. Be willing to adapt to the client’s
time and interview requirements.
After the interview:
Be honest
If you don’t know the answer to a question (or
don’t like the answer you have to give), be honest.
Misleading a client will lead to a bad experience
for everyone.
Doing the
work &
getting paid
You control how you get the work 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. Another popular
action is to establish a client communication plan that
details how often you’ll report on progress. You can
communicate with your client through Upwork Messages,
email, or chat—but choose one method and stick with it to
avoid confusion.
A Freelancer’s Guide to Upwork > Doing the work & getting paid 22
Managing your project:
Hourly contracts
Upwork App
If you’re starting an hourly contract, you’ll want to Your client may set a maximum number of hours
download the Desktop App to log hours and get you can log in one week. Know your limit and tell
paid for your time. your client when you’re getting close to it. This
allows them to decide whether to increase the
The Work Diary feature of the Desktop App helps limit or wait until next week to continue.
you track your time and takes work-in-progress
snapshots at random times in 10-minute When the week is over, you and your client have
intervals. These snapshots reassure your online a chance to review your time logs before they are
clients that you have worked all the hours billed finalized and payment is processed.
to them through Upwork and helps ensure you’ll
be paid, even if a dispute arises. (You can always The billing cycle ends every Sunday, and your
delete any snapshots you don’t want shared and earnings become available 10 days later.
billed to your client.)
A Freelancer’s Guide to Upwork > Doing the work & getting paid 23
Managing your project:
Fixed-price contracts
For fixed-price contracts, you and your clients If, however, there’s no way to come to a
will create a list of milestones. The client will consensus, either you or your client can reach
prefund each milestone with escrow, and the out to Upwork for free dispute assistance. We will
money will be visibly held on the Upwork then schedule and moderate a discussion so that
platform. When you’ve completed the work for you can come to a mutually agreeable resolution
a milestone, let your client know and submit regarding the release of funds held in escrow.
your work to them on Upwork. If they’re satisfied
with the work, the funds will be released to your
account, and you’ll follow the same sequence for
the next milestone.
A Freelancer’s Guide to Upwork > Doing the work & getting paid 24
Upwork Payment Protection
Finishing
touches
Client Satisfaction
Illustrates your overall
reputation on the platform.
Communication
Shows your client
responsiveness.
Marketing Effectiveness
Tracks your productiveness
on bidding and winning
projects while also showing
profile page views.
Badge up
Once you have enough work history to earn a great Job Success Score, you’ll no
longer be eligible for the Rising Talent program. But you can then start working toward
Top Rated status!