New Consultations on Upwork Give Your Business an Expert Boost When You Need It

Sam Bright
Sam Bright
April 7, 2022
April 7, 2022
New Consultations on Upwork Give Your Business an Expert Boost When You Need It
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Nobody wants to waste time stuck on a project or moving in the wrong direction, but next steps aren’t always clear—even when you know exactly what you want to achieve.

When you book a consultation with independent talent on Upwork, you can get the input and knowledge you need from a professional who understands what you’re trying to do so you can move forward with confidence.

Just-in-time feedback and expertise to help you get started

Consultation

You can find the talent you need on Upwork, whether you want to start right away with a ready-to-purchase project on Project Catalog™ or post a job for a more comprehensive talent search.

But sometimes, there are gaps or hurdles that can prevent you from taking the next steps.

Consultations offer a new experience that gives you flexible access to expertise that can help smooth the way forward. You could ask for:

  • Guidance on the scope of work for your project and the skills you should be looking for
  • Honest assessment and insights about the feasibility of your project and its timeline
  • A in-depth conversation to confirm that a particular professional can execute on your requirements before you decide to work together

Whatever you need, a consultation is your chance to learn from an expert who’s more than happy to share their knowledge to help you get the results you’re looking for. Plus, you’ll know you have a highly skilled professional you can lean on whenever new questions or challenges arise.

How to book a consultation on Upwork

Consultations enable you to find and book time with a skilled professional whenever you need their help. At launch, they’re available in four areas of specialization:

  • Web, mobile, and software development including WordPress, AR/VR development, and mobile app development
  • Digital marketing including lead generation, search engine optimization (SEO, email marketing, and Google Ads
  • Legal including legal forms, trademark services, and business registrations
  • Accounting including tax preparation and bookkeeping

Begin your search for talent with keywords that describe the topic you want to discuss, such as “ecommerce development” or “content marketing”. This will bring up a list of talent on Upwork with related experience.

Consultation Search

Narrow your search by selecting “Offers consultations” on the list of filters and add any other criteria you might want to include, such as the type of talent you’re looking for, their Job Success Score on Upwork, or any language requirements.

Consider the professionals and create a shortlist of those who might be a good fit. You can quickly check out their expertise, portfolio, and history on Upwork—including feedback from past clients.

Check turnaround times to find talent whose availability matches your timeline. Then review offered packages to find one with the deliverables you need:

  • A project plan, which outlines each step you need to take to bring your project to life
  • A time and cost estimate, which can help you understand the timeline and resources needed for your project to succeed
  • A meeting summary, which will recap the key points of your discussion including any action steps and recommendations

If you have questions before you book a consultation, send a message through your Upwork account by clicking on the “Contact” button. You can also save professionals to your Virtual Talent Bench™ so you can quickly find them again later.

Consultation Booking

Once you’ve selected a professional you’d like to connect with, you can book a consultation in minutes.

  • Choose a 30- or 60-minute session
  • Use the built-in meeting scheduler to book a time that works for you
  • Provide an overview of the topic you’d like to discuss and include any attachments
  • Confirm your meeting details

That’s it! You can cancel or reschedule your appointment, but any changes must be made at least 24 hours ahead of time in order for you to get a refund. If you’d like more information, review the guidelines and policies for consultations or get more detailed instructions to help you book a consultation.

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Sam Bright
Former Chief Product and Experience Officer

Sam Bright is Upwork’s former Chief Product and Experience Officer, and oversaw everything on the Upwork platform that touches customers. In that role, he led a globally distributed team focused on product management, design, user experience and research, talent success, customer experience, community management, trust and safety, new businesses, and business development.

Want to learn more? Let’s talk talent strategy.

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