How to Succeed on UpWork as a Client

PushKing

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I crossed $500k spend on UpWork and I wanted to celebrate it by sharing my experience. I believe that investing in people is the best kind of investment there could be. You cannot be the best at everything and you don’t have time to be the best at everything, and you don’t need to. The times we live in, where you can work with someone across the world and get things done is simply magical, but it can involve a number issues. I wanted to share some of the things I look for and avoid while hiring people.

Don’t dismiss new and low experienced users

Do not hesitate hiring someone with Entry Level. This doesn’t mean worker would be bad. For certain tasks I prefer to find newly registered users who are looking for reviews and they are willing to work with a lower price in return for 5 star review.

Do you really need expert for your task? I learned that you can provide very specific guidelines and how-to videos, and can train a person to perform task perfectly and for cheap. Does it mean you don’t need advanced expert? Not at all, but some tasks can be split in 3 or 5, and those 5 for $5 people would do better than 1 for $100.

Look for the highest score

When hiring aim for those users with 100% score, but don’t hesitate lower score. I usually do not hire anyone with less than 90%, I would rather hire a new person with 0% experience on UpWork, but 90%-100% its totally normal. You cannot please everyone, some of clients may not give 5* but give 4.5* which will affect user score, and that’s fine.

Do not hire users that are too busy

Check how many active tasks user has. Use can be Top 1% and have 100% score, but 193 active tasks. This means that user is probably an agency (which is not always registered as an agency). This is not a bad sign, but I prefer when my tasks are main focus and priority on the worker and this simply not possible when he’s working with hundreds on other tasks.

Insist on using tracker

If that’s a new user that I am working with (I didn’t hire him/her/them, lol, before) I prefer to work with a tracker. If there is no tracker and there are issues - it is hard to prove anything, and I noticed, with tracker, there are 90% less issues.

Do not communicate outside of UpWork

You will probably meet or already met users who applied for your job post and as soon as you message them they send you a Zoom or a Calendly link. I always think - why would send me link to zoom or calendal to book time with you? I am the one that doing hiring, it’s up to you to fit to my requirements, Zoom & Calendly is not part of it. Communication outside is a red flag, even if it doesn’t seem so, it is. I do use Slack to manage team, but most of them are working with me for years. I’ve been in situations where I had problems with people I hired and I couldn’t do much through UpWork support because communication was not on Upwork chat. It makes sense to use it since you use their services.

Never-ever pay outside of Upwork

I met a number of users who want to be paid via PayPal or whatever, usually, these users say the same thing - Upwork is taking % from my earning, but through PayPal I will receive more. Paying outside of UpWork is not secure, if something happens you will not have any kind of support. One of the reasons why I love Upwork is protection and security. I’ve been in situations when I had to do a refund and other unpleasant situations, but support always sided with me, because I did everything right.

Do not hire other profiles of your current worker

If user is asking to hire his other profile, his brother, mom, because he wants to grow or improve his other profile - stop working with him. The same as my point above, this simply removes warranty, you’re breaking rules, and Upwork won’t tolerate it. I was dealing with the user who had 100% score and over 100k in revenue, but his account got blocked on Upwork and he asked to work under his brother account, but also asked me to pay him for the job done on the old account via Payoneer. Two red flags in one message.

Insist on user to be available in your time-zone.

When I write description for my job posts I always write (multiple times) that I am looking person in my specific time zone. I do not care where are you from or if the job can be done at any time of the day. My point is that I need to be able to receive fast reply if I need to ask a question. Upwork is full of people who adjust their day so they can work in PST or EST time zone, even though they have 8 to 12 hour difference.

Explain the scope of work and relationship you are looking for

I always mention that this is a short one-time task or that I am looking for a long-term, ongoing relationship based on the particular task. You and the user you’re going to hire should have specific understanding what is expected. Also, check user profile and see his experience with other projects. Is it mostly one time thing or a long term tasks? In most cases you will see a mix of both, but it will give you an idea of one or the other end. I had an experience where I had an amazing worker who did everything perfectly until she found a day-time job. It was fine with me since the quality was amazing, but I realized that person got to upwork temporarily, and on a long-term basis this won’t be working. With time quality started going down, she was available less time (because of the time difference) and in the end she stopped responded and ended up with very low, honest, review from me.


Increase salaries/hourly rates

Every few months I increase hourly rate to my workers. This not only makes them happy but ensures they keep the same or will do a better quality job, and this will prevent them from looking for another job. I am not going crazy and doubling my current rates even if it very low, but adding couple dollars would make a big difference.

Have a trial period

Like any other relationship, work relationship Test each other for a few days. That is totally normal that two people don’t fit, even if one has a great task and budget and the other has perfect skills for it. Sometimes you may have issues not related to work - if you don’t think they will bother you, they will. I try to have no emotions except humor in business (and in life generally), but it’s normal not to like something. If it bothers you now, there is chance it will bother you later.

Pay attention to security

Do you need to provide this or that access? Is there a staging environment? Is there a backup? Make sure you have everything secure. I had a worker who first went awol and then deleted part of his work for the reasons unknown to me. It would be a disaster if I wouldn’t have daily back set up. Now, as a rule I use staging, super duper long passwords, I provide own emails so I can change access/pass and have only access through my domain. Things happen!

…and last, but not least:


Be Nice

Say thank you, please, or even call them dear - nobody wants to deal with an asshole. You can be 100% right, but if you’re an asshole, someone with authority can make an example of you. This goes beyond upwork, this is a rule for life.

Probably there are hundred more points that you can add, but those are what came to my mind while writing this post.
 
Great tips and write-up OP.
You gave me some things to think about, especially with the Upwork messenger. I usually get frustrated with using yet another messenger, but you make a great point of keeping all communication on Upwork so there's a record.

Knock on wood, I've haven't had a bad experience yet, but better to be prepared. I also agree with on your point on being nice. It's amazing what a little respect and appreciation can do, and how much more you get from quality of output.
 
Great tips and write-up OP.
You gave me some things to think about, especially with the Upwork messenger. I usually get frustrated with using yet another messenger, but you make a great point of keeping all communication on Upwork so there's a record.

Knock on wood, I've haven't had a bad experience yet, but better to be prepared. I also agree with on your point on being nice. It's amazing what a little respect and appreciation can do, and how much more you get from quality of output.

Thank you!
I had issues particularly with some things not being said on upwork messenger.
I am using slack where I have my main team, but its mostly to discuss the details. I still post the main task I give to the user directly in messenger. Better safe than sorry!

But another good tip - you can find a person to help manage team on upwork. This person won't have problems to keep communication in the right place as its part of the task.
 
But another good tip - you can find a person to help manage team on upwork. This person won't have problems to keep communication in the right place as its part of the task.
Do you grant the person access to your Upwork account?
 
Great tips and will bookmark.

I always struggled with with pay per hour, how do you make sure they are actively working on the project and not dragging it to increase the hours?
How do you track?
 
Do you grant the person access to your Upwork account?

Yes, you can add someone as a team, I have 2 people from Upwork whom I added as a team (one of them is accountant).

Great tips and will bookmark.

I always struggled with with pay per hour, how do you make sure they are actively working on the project and not dragging it to increase the hours?
How do you track?

I offer a fixed price if I don't feel safe.
You can define everything though initial communication, e.g. how much hours is expected and how much hours would be maximum, and what would be in case if X hours reached and case is not done etc. Depending on your task questions could be different, but it is the same scenario.

There is often feeling of excitement that you get certain task done for X hours or for Y price, but jumping fast could lead to issues, not necessarily from the worker side, so I try to speak beforehand and discuss/ask everything, even if it sounds or feels stupid.
 
I have worked on Upwork, they have not met deadlines, I lost my client because of this.

How will I be able to refund my money?

Edit: I have left money from escrow, and once I send refund request they are not answering...
 
I have worked on Upwork, they have not met deadlines, I lost my client because of this.

How will I be able to refund my money?

Edit: I have left money from escrow, and once I send refund request they are not answering...

Contact support explain what happened, but, in reality, if someone is being late, this not always a reason for a refund.
 
Contact support explain what happened, but, in reality, if someone is being late, this not always a reason for a refund.
He should have finished in 3 months, was late for 2 month..... I lost a client as I was late too.
 
Great tip and this will be of help as I look to hire from Upwork
 
He should have finished in 3 months, was late for 2 month..... I lost a client as I was late too.

If that was discussed and ideally added as a milestone you should be good as support will see it as a specific condition.
On my experience support will say they cannot enforce the worker to refund if it was already paid, but they can add credit to your account. They can also limit account of the worker

Being late is a tricky part. I would advice giving 5 weeks time-frame to perform tasks if you have 8 in total, so you can properly track tasks and have enough time to resolve issues if they arise.
 
If that was discussed and ideally added as a milestone you should be good as support will see it as a specific condition.
On my experience support will say they cannot enforce the worker to refund if it was already paid, but they can add credit to your account. They can also limit account of the worker

Being late is a tricky part. I would advice giving 5 weeks time-frame to perform tasks if you have 8 in total, so you can properly track tasks and have enough time to resolve issues if they arise.
Of course we had milestones, as they started working I found out that they are lazy, or have too many jobs, and that's why they were late....

And their BRO made me angry.
 
they are lazy, or have too many jobs

I don't think lazy & too many jobs go together, but I'd never hire someone with many projects 'In progress' for this exact reason.

I try to look for users with no more than 1-3 active jobs as I don't believe one person can handle more than that and retain quality. I am not looking to hire a company of multi-taskers/va's as I prefer personal approach, but that's just me.

Screen Shot 2022-06-16 at 1.41.55 PM.png

I try to avoid this ^
 
I don't think lazy & too many jobs go together, but I'd never hire someone with many projects 'In progress' for this exact reason.

I try to look for users with no more than 1-3 active jobs as I don't believe one person can handle more than that and retain quality. I am not looking to hire a company of multi-taskers/va's as I prefer personal approach, but that's just me.

View attachment 214691

I try to avoid this ^
From my little experience, you are right, that's what I would do in the future.
 
I try to have no emotions except humor in business
This is very important. Often times we get annoyed with missed deadlines, wrong attitude of the service providers and the poor quality outcomes. However as a client if we keep our cool and manage the worst situation with calmness we can handle the situation with sanity and get the work done properly.

In the initial days of my hiring when I hired few people on elance and fiverr, I used to get angry with poor performances and would scold them and would give them negative ratings. But later I discovered that it is not helping me either. All I needed to do is "get the work done!" either by this provider or another. So I needed not involve any emotion in the business. I could simply move onto other provider after getting refund.

When I started applying this peaceful approach to my work I found that I am getting work done more effectively. I also developed cordial relationships with many service providers and they are now my regular service providers.
 
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