Why Should You Bring Your Agency to Upwork?
Scale your earning potential
BENEFIT FROM THE CONVENIENCE, TRANSPARENCY, AND FLEXIBILITY OF UPWORK
For Seven Summits’ core team, more projects on Upwork translates to more flexibility and the benefits that come along with remote work. “[Upwork] opens us up to working with non-Bay Area clients, because the platform normalizes remote work in a way that maybe isn’t considered by many of our geographically closer clients,” notes Crosby. “It allows me to spend time with family outside California, and working remotely isn’t perceived as an inconvenience—or an obstacle to our collaboration.”
Garrett adds, “Regardless of where we go or what time of year it is, the platform allows us to expand our reach for work opportunities.”
Being able to review a client’s profile can also help you pick and choose good fits, and tailor proposals to a company’s market or interests. Crosby says “it’s a major benefit to be able to review prior budgets, projects, and company ratings when choosing the projects to bid on, too.”
Then, there are aspects of Upwork’s platform that make administrative tasks like invoicing and getting paid fast, easy, and secure—plus the benefit of Payment Protection.
How to Set Up Your Agency Account & Create a Profile
To bring your existing agency onto Upwork, you’ll need to create an agency account and a profile to show clients what services you offer. From there, it’s similar to how you win new contracts now—you’ll submit proposals and have discussions with clients to see if your agency is a good fit.
If you’ve been invited by a current client to join Upwork, just follow the instructions in your invite to set up an account and get started.
1. Choose a Primary Point of Contact for Your Business and Have Them Set Up an Individual Upwork Account
First, you’ll want to determine who at your agency will be responsible for your Upwork account. This individual will be the primary contact person and will handle responding to new project requests and other client communications. Be sure this person has enough bandwidth to respond to requests in a timely manner—this can help bolster your responsiveness score, which reflects solid communication to potential clients. This person needs to set up an individual freelancer account prior to creating the agency account.
When you sign up for an Agency Membership Plan, you’re able to give team members different permissions, such as financial functions.
2. Complete Agency Profile & Portfolio
Next, complete your agency profile so you show up in relevant search results and your portfolio shows clients everything you can do. Include your logo, a statement of your specialty and areas of expertise, and an overview. Highlight relevant portfolio samples, testimonials from previous clients, and consider introducing members of your team.