Starting an Agency on Upwork

To start an agency on Upwork, you must have an existing freelancer profile and be in good standing on the platform. Follow these steps:

1. Set Up Your Agency Account

Firstly, you need to create a new agency profile. To do so, go to your freelancer account settings and click on “Create a New Account”. Select “New Agency Account” from the drop-down menu and follow the instructions.

2. Create Your Agency Profile

Create a strong profile that explains the nature of the services your agency provides. Include details such as:

• Your agency’s specialization
• The type of clients you work with
• Your unique value propositions

Remember, your agency profile should be compelling and clear enough to convince prospective clients.

3. Add Team-Members

After creating your agency, you can start inviting freelancers to join your team. Go to your agency’s settings and click on “Invite Members”.

4. Set Permissions

With Upwork, you can easily manage your team’s permissions. Use this feature to control who can communicate with clients, propose contracts, and view reports.

5. Proposal and Billing

Proposals are submitted on behalf of your agency, even though only specific team-members can work on a project. Regarding payments, they are made to the agency account and then disbursed among team members as agreed upon.
By following these steps, you can have your agency set up on Upwork. However, success doesn’t just end at setup. It requires excellent management, timely deliverables, and maintaining a high job success score (JSS).

Keep in mind:

Setting up your agency requires some planning. You want to:

• Choose a niche where your agency can stand out
• Select team members with complementary skills
• Execute effective project management

Those are the basic steps to start an agency on Upwork! Good luck with your new venture.