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Consultations Follow-Ups

ShannonL
Community Manager

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We recently launched a test feature that provides Consultations follow-ups in the contract workroom. Starting December 20, half of all freelancers who have completed a consultation can continue the working relationship with their client directly through the contract workroom. Freelancers are able to propose a new contract or schedule a follow-up message with a client if their work needs aren’t immediate. This test aims to improve freelancer-client relationships by addressing common questions such as how to hire the same freelancer after a consultation meeting.

 

After a consultation meeting is complete, freelancers now see a blue banner that asks if they want to keep working with the client. Freelancers can select Keep working together or exit out of the banner by clicking the X on the top right corner. 

 

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If freelancers select Keep working together, they see a pop-up with two options: 

  • Propose a new contract
  • Schedule a follow-up message

 

By selecting Propose a new contract, freelancers are directed to the existing contract creation flow.

 

 

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By selecting Schedule a follow-up message, freelancers are able to write a message to the client and schedule a date and time when the message should be sent.

 

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Once the message is scheduled, freelancers can access their scheduled messages in their workroom. They’re able to edit or cancel their scheduled messages as needed.

 

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“We have found that consultations have helped our clients better understand their work needs before posting and hiring for their job. Since consultations have helped kick-start the hiring process for many, we wanted to ease the hiring experience after a consultation by giving freelancers the opportunity to continue building relationships with their clients directly through the consultation contract workroom. We are very excited to help freelancers build their work relationships and continue easing the process of hiring for our clients through this feature!” shares Product Manager Grace G.

 

To share feedback or ask questions, join the Community discussion.