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[ "filter-int" ]

Be sure to use our Tag Only macro for ALL call/chats/tickets that reference Project Catalog with Tag Only > Pre-Packaged Projects/Catalog

 

Please avoid using #ask-catalog for any Project Catalog questions. If you have questions, feedback, tech issues, status updates, etc. about Project Catalog, please see #ask-cs-catalog-inquiries Slack channel, instead.


External Help Article

Project Catalog Training Deck

Vetting Criteria Deck (for Catalog Vetting agents & those trained to help with Project Catalog)

 

 

What is “Project Catalog”?

Previously known as “Popular Projects” (previous test done), then known as “Pre-packaged Projects”, now officially named Project Catalog, this is our new “Browse & Buy” delivery model.

This delivery model is a new method for our freelancers to have clients come to them, giving freelancers the opportunity to create ‘projects’ which are pre-scoped with price, deliverables and timeline. Clients can then search for these projects via a series of category pages (i.e. logo design) and purchase in just a few clicks. 

 

We launched in phases, starting with talent-only in September 2020 to build supply and engagement, then moved to clients having the ability to view the new product in early October 2020. As of today, clients can purchase projects posted by freelancers.

 

From the Talent side, freelancers and agencies can add up to 20 (upfront 3) projects to their profile featuring work that they are skilled and available to do. This is a feature-rich experience, allowing talent to add extensive detail to their project such as tiers, delivery formats, multiple images, and more.

 

These projects also feature the ability for signed-in clients to purchase in just a few clicks. Once clicked and accepted, we will allow both the CL and FL to cancel in a 24-hour window, and the FL will also have the option to remove one review per month (to avoid impact to JSS) during the duration of the beta program. This will operate similar to the TR perk.

 

Project Draft limit: 20 max

Active Contract limit: 20 max

 

In addition to supporting image/video, FLs will be able to upload up to 2 PDFs that are less than 2MB to their gallery. This is an optional field, but is meant to support non-visual types of work, specific use cases include the Writing & Translation category.

 

Internal Use Only:  For a full picture of the product experience and “how it works”, go here

 

📹 See the existing client experience in this video

📹See the NEW client experience here (includes signup, adding payment, etc)

 

How these contracts appear in oBO:

 

How these contracts appear on Upwork:

Within “All Contracts”, there’s a “Project” icon:

1pc2.png

Also, when looking within the contract’s “contract change history”, it’ll show a project was purchased:

1pc3.png

What does the freelancer experience look like?

 

Project Overview Page

Add a title:

 

Add a category:

 

Based on the category selected, different options will be available to fill in more info about the project (additional options may pop up as more are chosen):

 

If image tagging is available for the freelancer’s category, these details will also be the choices they’ll have for tagging images in the gallery section. When they upload an image, a preview of it will appear with options to crop it and add tags from a drop-down box. The drop-down box appears below the Help Clients Find Your Work heading. Tags are based on the details the freelancer selected for their project on the overview step. The freelancer should choose the most appropriate one from the available drop-down choices.

pctag3.png

 

Pricing Page

Here the pricing will be chosen for the project.

If you are an agency manager, this section is also where you will choose your billing account. You can start the project for yourself as a freelancer, as your agency, or as a subteam of your agency if applicable if you have teams. See screenshot below:

PC10.png

 

There’s a “3 Tiers” toggle switch if they want multiple tiers (basic, plus, & pro) or they can sell a single option by keeping it off. The options listed for the pricing requirements will be based on previous info given throughout the setup process:

 

Gallery Page

In this section, the freelancer can add up to 3 photos, one which will act as the “cover image” for the project on their profile:

Requirements Page

Here is where any specific instructions can be given from the freelancer to a client interested in purchasing this project:

Product Description Page

Here the detailed description of work will be added along with the timeline (how they want it split into milestones) and any questions the freelancer typically receives from clients on this type of work:

Important: The client’s requirement submission, review, and approval are steps that are already built into the process. The freelancer won’t need to build these into their Project Catalog project steps, otherwise their project could be rejected.

Review Page

This is where a max project number (how many contracts the FL is willing/able to work on from this project post) can be added and the freelancer will need to check boxes stating that the project reflects their work and that the project will be reviewed by Upwork before being made available to the public:

 

My Project Dashboard

 

Freelancers can see all their projects directly on their project dashboard by going to Find Work > My Project Dashboard:

1pc1.png

1pc4.png

 

Pending Approval

All projects are reviewed for professionalism and TOS violations where a trained CS agent will manually review the project (within 48 hours) and either approve or request changes. 

For the FL, their project will show under “Under Review” with the “Active” switch off while it’s pending approval:

 

If a project is approved: The FL will receive an automatic email that it was approved and is now active. The project will show up under “In Service” and the “Active” switch will be turned on. They can switch it off if they don’t wish it to be active now and it’ll move under “Service Paused”.  The projects will not show to clients until Project Catalog is released in October, at which point “Active” projects will appear.

If a project is denied: The FL will receive a customized email from a trained CS agent letting them know the project was denied and the specifics as to why. The project will show up under “Update Needed” where they can make adjustments and re-submit for approval.

Example of email:

Disclaimer: If a FL edits their project after approval, they will not go through an approval process. This may change in the future.

Message from Client before Purchase View

messagesent.png

Internal info:

How do we recognize a message for a Catalog project in Sudo?

The message topic will show the CL/FL’s name together with the Project Title, message room URL also has “panel/catalog-panel”

Can freelancers see any info about the client’s reputation?

Yes, it is now displayed. See screenshot below:

PC8.png

 

There are reports where clients pressure freelancers to set a lower price because they saw a lower priced project. Is there an option for freelancers to block clients in product? 

Yes, if FL blocks the CL via Messages or via Interview invite, client won’t be able to purchase the project.

This error will appear when they try to fund the project: "Sorry, we had an error, please try again later"

The screenshot below is how it looks like if the FL blocks the CL:

 

PC9.png

Freelancer sharing projects

FLs can share their Catalog projects on Facebook, LinkedIn, Twitter, or just copy the link and post it elsewhere! As long as their project is set to visible, when clicking the 3 dot icon, they can select "Share" > then select the option that works best for them! They'll also see a "Share" icon on their individual project page, as well (3rd screenshot).

 

After a FL has an approved project, you will also see a share icon on the My Project Dashboard with a tooltip incentivizing FLs to share.pcshare3.png

pcshare1.png

pcshare2.png

Contract Workroom

pcnewcatalogwrfeatures.png

pcnewcontractworkroom.png

hourly2.png

hourly3.png

 

What does the agency experience look like?

Main Projects List

agency1.png

Project Editor

agency2.png

agency3.png

agency4.pngNote: a manager could have a sub team and NOT the parent agency

Projects list for EAC that are NOT managers

agency5.png

Contract work room

Contract work room shows the agency affiliation

agency6.png

Contracts list

agency7.png

Contract paid

agency8.png 

Dash

agency9.png

agency10.png

What does the client experience look like?

Search for Project

When a CL types in the job search box, they’ll be able to choose the “Shop by project” option to direct their search results to Project Catalog projects:

1pc5.png

 

Projects will pop up based on their search criteria. Clients can also click on the buttons underneath (category, service options, etc.) to fine tune their search results.

1pc6.png

 

 

Review a Project

 

When clicking on a project, they can scroll through to view all the details about it: 

1pc6.gif

 

Purchase a Project

 

A CL can click “continue” (as shown above) to head to the payment details screen. Here they’ll enter in all their payment details and submit them forward. This is when they are charged and a 1 milestone fixed-price contract is opened. 

1pc7.gif

 

Submitting Project Requirements

 

As shown above, a “Submit project requirements” portion is shown after payment is submitted. In order for the FL to start working on this project, the CL has to fill in the requirements (determined by the FL). There’s a “remind me later” option, but it is recommended to be completed as soon as possible as the FL won’t be able to work without them. If the CL does click “remind me later”, this is how their contract will look:

1pc8.png

If the CL doesn’t go back to fill in those requirements within 48 hours, the project will automatically cancel and the CL is refunded. 

 

Message before Purchase

 

User Desktop Project Details

 

User Desktop Message Modal

Clients can send 5 messages per day to freelancers they haven't contacted before.

 

Message Sent Notification and Dash Modal

 

Visitor Message Modal

 

Visitor Sign Up Modal

 

Mobile Experience

 

Unlike Fixed-Price contracts, partial payments are not available through Catalog's "approve and pay" flow. Clients have the option to issue partial payments through the cancel/end contract flow.

pc11.png

 

Updates from recent tests:

In Project Catalog, all clients can see freelancers' Rising Talent, Top Rated, and Top Rated Plus badges.

All new clients after signup will also see the catalog option when they post their first new job posting:

NFJP2.png

NFJP3.png

 

Feedback Removal Process

Freelancer Feedback Removal Requests:

Internal: Be mindful to not disclose the outcomes of jobs in all cases. If a request for a good outcome, we'll still process as usual and the system will prevent any negative impact.

Client Feedback Removal Requests:

Frequently Asked Questions

Agents - Please use Tag Only::Pre-Packaged Projects/Catalog



Note to agents: INTERNAL ONLY: For now, future plans and designs are not finalized. We are releasing this option to FLs now in order to get feedback and have projects to showcase once the new, client-facing pages that list projects by category are ready. During this initial launch, we will not be able to answer many specifics about future designs/processes and should generally seek feedback from users because we want their help in building the best product possible.

FOR FREELANCERS:

 

Why create a Project Catalog Project? 

Thanks for your question. Creating a project is a great way to showcase the work you can do for a client and also set expectations about cost, timeline, and deliverables. To learn more about Project Catalog, click here.


Why did you create Project Catalog?

Thanks for your question. We developed this feature in response to feedback from our community. Freelancers told us that they want to work on projects that closely align within their work and rate expectations, while clients have told us they want an easier way to get started with freelancers. This feature will allow freelancers to set expectations about cost, timeline, and deliverables and simplify how clients locate the skills they need for their project. In general, the idea is that freelancers pre-define everything upfront and interested clients can buy it, cutting down on the back and forth that often needs to occur before a project begins. To learn more about Project Catalog, click here.


Can I sell pre-made virtual or physical projects?
Thanks for your question. Upwork’s marketplace and Project Catalog are places to market your skills and services. Pre-made physical or virtual products should not be sold.

 

What is the review/curation process for these projects? 

Thanks for your question. When you create a project we will first review it before making it visible to clients. Our review includes making sure your project is complete, looks professional, and doesn’t violate our Terms of Service. Note: Please allow up to five business days for your project to be reviewed. To learn more about Project Catalog, click here.


How long will I need to wait for my project to get approved?
Thanks for your question. Please allow up to five business days for your project to be reviewed.

Where are the Project Catalog projects displayed? 

Thanks for your question. If you create a project it will be visible in Upwork Project Catalog, a new marketplace for clients. Your project(s) can also be viewed on your profile. To learn more about Project Catalog, click here.

I already have a Pre-Packaged project, do I need to create a new Project Catalog project? 

Thanks for reaching out. If you want your project to be showcased within the new Project Catalog experience for clients, you will need to create a new one. Your existing Pre-Packaged projects will remain on your profile until 10/27 but you will no longer be able to edit them.


I don’t think this will help my business. My work can’t be templated and this product is encouraging that. 

Thanks for reaching out. We understand that not all freelancers will use Project Catalog as a way to connect with clients. You can, of course, continue to find clients as you have in the past.

Hasn't this feature been around for a year?

Thanks for reaching out! Yes, we have continued to build out our Pre-Packaged Projects over time. Project Catalog is the latest evolution based on feedback from freelancers and clients alike. To learn more about Project Catalog, click here.

 

Are projects listed on my profile so clients can see them even if they don’t go to Project Catalog?
Thanks for your question. Yes!

 

Will this replace the Upwork marketplace? 

Thanks for your question. No, our traditional talent marketplace will operate as usual. Project Catalog will add another way for you to use Upwork. 

 

Can I have 2 tiers? Can I have more than 3?

Thanks for your question. At this time, you’ll only have the option to create one or three tiers. We’d love to hear more about how you would use more than three tiers, so please let us know. To learn more about Project Catalog, click here.

 

Where do I go to see my projects?

1pc1.pngThanks for your question. You can see and edit your projects from your profile page by clicking “Find Work” To learn more about Project Catalog, click here.


The project creation process is very time consuming. 

Thank you for your feedback, it’s very helpful as we refine this feature. We are curious to hear what are some of the areas that you didn’t find as valuable?

 

I have feedback about this feature. Where do I share it?

We’d love to hear your feedback! Please let us know and we’ll ensure our product team gets it.

 

I think this feature is a terrible idea.
Thanks for reaching out and sharing your thoughts with us. We would be interested to hear more about why you feel this way and encourage you to leave feedback so we can share it with our product team.

 

My work is so much more complicated than a specific price, how am I supposed to make this work?

Thanks for your question. We recommend showcasing projects that you repeatedly do for clients or creating projects that will spark a relationship, such as a consulting session. Projects are meant to be flexible and can be adapted to the types of projects that you want to create. To learn more about Project Catalog, click here.

 

This seems like Upwork is further commoditizing workers.
Thanks for reaching out. We’re sorry to hear you feel this way. We have heard that freelancers are frustrated by the number of low-value projects they are invited to and we developed Project Catalog projects  to allow freelancers to proactively create and set expectations about their services and the rates they charge. We expect this will improve the experience for both parties: clients will know what type of budget range they’re looking at when they seek out a service, and freelancers can set expectations right from the start.

 

Can clients message me with additional questions before hiring?

Thanks for your question. Yes, clients can message you to clarify the details of the project or ask additional questions.

 

What if a client buys a project and doesn’t provide the requirements and never responds? How can I accomplish the work?
Thanks for your question. If you don’t hear back from a client within 48 hours of them buying your project, the money they placed in escrow will be returned to them and the contract will be canceled.

 

What if a client buys my project and submits insufficient requirements and I’m expected to start working and meet the deadline?
Thanks for your question. Since this is a new model, you can cancel a contract within 24 hours of the client submitting requirements without any penalty or impact on your Job Success Score.

 

Can the client and I add additional milestones or requirements once a project is started?

Thanks for your question. To start, Project Catalog projects will only include one milestone per project. However, you and your client can create a new Upwork contract if you would like to collaborate on more work after your project is completed. The idea is that everything is pre-scoped by you before the client buys, and when they buy you both commit to the deliverable, the due date and price. The contract amount cannot be edited once the project starts. 

 

What are “pricing tiers” and how do I set these?
Thanks for your question. Pricing tiers allow you to create three different variations of a project based on scope, such as included work, pricing, and time required. For example, if you are a content writer you may create a project for writing blogs. Pricing tiers allow you to create different levels of service for this blog project, showing prices for each so you can set client expectations. You may have one option where you will write a 500-word blog for a certain price and write a 1,000-word blog for a higher price.

 

Why don’t I see my skill category/areas of expertise? Why am I getting an error message? (FOR GENERAL COMPLAINTS ABOUT LIMITATIONS in ALPHA PHASE)

Thanks for your question. For now, you might not see all the categories or options you need. We will continue to build out and improve the feature as we do internal testing and receive more feedback from customers like you. Thanks for your help! To learn more about Project Catalog, click here.


What do I enter in the Project Steps? 

Thanks for reaching out. In general, this is the place where you can list the steps you will take to complete the project from start-to-finish. It’s your opportunity to give clients an idea of what to expect if they buy your project. For example, if you are a logo designer, you might include steps such as:

  1. Collect client preferences for logo
  2. Create three logo options
  3. Submit logos to client for review
  4. Complete one round of modifications (if needed
  5. Submit final logo design 

This is your chance to show your expertise. Clients may not know what’s involved in projects and it can help them feel confidence in buying your project. To learn more about Project Catalog, click here.

 

How do I make my project stand out?
Thanks for your question. You’ll want to make sure your project is attractive to clients and catches their eye. Here are some best practices to create a professional project:

  • Highlight your project in simple, jargon-free language.
  • Choose professional images that speak to your work. (Don’t have great images of your work? Check out websites like www.unsplash.com that offer free, high-quality images you can use. Be sure to make sure you have permission to use.) 
  • Proofread your work so there are no typos.
  • Don’t use click bait, text-heavy graphics, or the Upwork logo/badge.

To learn more about Project Catalog, click here.

 

How should I price my project?

Thanks for reaching out. We cannot advise on the price, scope, or substance of your project. That’s completely up to you.

I’m trying to make [any type of] project but the pricing tiers options don’t make sense for my offering. How do I edit the choices?
Thanks for reaching out! At this time these cannot be edited. Thanks!

Why can’t I edit the options in the pricing tiers section? It’s impossible for me to create an accurate offering here. The things I offer aren’t in the list and the things in the list aren’t what I offer.

Thanks for reaching out! At this time these cannot be edited. Please let us know what options you’d like to see included. Thanks!


There is no option in “use cases” that matches my offering. What do I do?

Thanks for reaching out! Please let us know what you would like to see added and we will share your feedback with our product team. Thanks for your help! 


I work in XXX and there is no project category that matches. 

Thanks for reaching out! Please let us know what you would like to see added and we will share your feedback with our product team. Thanks for your help!


Do I have to add pricing?
Thanks for your question. Yes. When you set up your project you’ll be required to create at least one tier option and add the price for that option.

Do I have to set Delivery Days?
Thanks for your question. Yes, as part of creating a project for the Project Catalog you will be required to fill out the delivery days field. Pro tip: Make sure the delivery time is something you can commit to if a client buys your project. With Project Catalog, delivery time is predefined by you. Here’s an example: Your project is a logo design, delivered in 3 days. If a client buys the project on Monday, then submits requirements to you on Tuesday, you have 3 calendar days after the requirements are submitted to deliver the work. You can find the due date set on the contract workroom. Keep in mind due dates are calculated by calendar days, not business days.

Do I have to add info about Revisions?
Thanks for your question. For certain projects you will be required to add information about revisions. If this is required, you will be asked in the project set-up process. For now, revisions can be requested by the client after the due date as long as the first delivery is done on time.

How can I create a more accurate offering than what is available in the presets?

Thanks for reaching out! Other sections where you can focus on creating a more accurate offering is in the description and image section. Please keep in mind, for now you might find certain feature limitations. Please let us know what presets are limiting you. Thanks!

If a client chooses one of these items but the scope is not the same as the item, can we make changes to the contract?

Thanks for your question. Not at this time. The idea is that the client is agreeing to the scope you laid out for the project when they buy it. To start, Project Catalog projects will only include one milestone at the end of the project. However, you and your client can create a new Upwork contract if you would like to collaborate on more work after your project is completed. If a client has custom needs, they may want to post a custom job and invite you to apply instead. 

 

Is delivery due date being enforced?
Thanks for your question. Yes, the due date is enforced. It is determined by the number of delivery days you set in your project, starting from the timestamp that a client submits their requirements to you. If you are late to deliver, the client is entitled to a refund (which they can request like any regular contract). If you included revisions in your project, those can be requested after the deadline. Note: Delivery days are calendar days, not business days. 


Can I cancel a project after it’s been started? 

Thanks for your question. Yes, you can cancel a project within 24 hours of the client submitting requirements.

 

Can a client cancel a project after it’s been started? 

Thanks for your question. Since this is a new model, through the end of 2020 a freelancer or client can cancel any contract if it’s within 24 hours of the client submitting requirements. In general, all Upwork users have the freedom to end a contract any time, but please talk to your freelancer first because it is always best if everyone is aware of what's going on and in agreement about it.

A client bought my project but I don't agree with [insert reason here] and I'm uncomfortable working on this job. What do I do?
Thanks for your question. You can cancel any project within 24 hours of the client submitting requirements without impact to your JSS.

 

When a client buys my project how will I get notified? 

Thanks for your question. When a client buys your project you will get a push notification, an email, and a message in Upwork Messages. Since projects are time-sensitive, it’s a great idea to download the freelancer mobile app and turn on your push notifications. . Note: You can check your notification settings by clicking here.

Can I talk with clients before the project gets started? 

Thanks for your question. Yes, clients can message you to clarify the details of the project or ask additional questions before they buy your project.


What happens when a client purchases my project?

Thanks for your question. When a client buys your project you get a push notification, an email, and a message in Upwork Messages. Since projects are time-sensitive, it’s a great idea to download the freelancer mobile app and turn on your push notifications. When a client buys your project, the idea is that they are agreeing to what you've pre-defined in your project. So a contract will be created and the milestone will be funded. You'll be notified whenever a purchase happens and a contract room will automatically be opened, at which point you can start messaging. The next step is waiting for the client to provide requirements to you, which were also defined upfront by you when you created the project. Only after the client submits requirements does the due date get set and the "clock" starts for you. Once you deliver the work by the due date, the client can approve (just like a fixed-price contract), funds will be released, the contract will be closed automatically, your client will be prompted to leave optional feedback. Note: You can check your notification settings by clicking here.

 

What if I’m too busy or I’m on vacation when a client purchases my project? 

Thanks for your question. Since clients will be able to instantly buy your project and likely will expect you to meet the delivery time you have listed there, you may wish to turn off the project if you won’t be available to complete the work. Pro tip: In general, if your project is “on” you should be prepared to have a client purchase it at any time. 

 

My profile is private, do I have to set it as public for people to see my projects?
Thanks for your question. If your profile is set to private or “Upwork Users Only,” your projects will still be visible in Upwork search and on external search engines. However, if someone visits your project and clicks to view your Upwork profile, they will see a “this profile is private” message and not be able to access it.

INTERNAL NOTE: We will add a disclaimer when the user submits a project that it will be visible in search to logged in and logged out users as well as search engines EVEN IF their profile visibility is "Private" or "Upwork only." The FL can view the preview of their project to decide whether the info we pulled into the project is acceptable. If not, they should not submit the project. (For the MVP. Later, we can add more settings to project visibility). If a client lands on a PROJECT but their profile is private, then the client can click on the FL profile, but they will be shown the current message "this profile is private."

 

I’m scared this will drive up price competition.
Thanks for your question. We developed this feature in response to feedback from our community. Freelancers told us that they want to work on projects that closely align within their work and rate expectations, while clients have told us they want an easier way to get started with freelancers. This feature will allow freelancers to set expectations about cost, timeline, and deliverables and simplify how clients locate the skills they need for their project. In general, the idea is that freelancers pre-define everything upfront and interested clients can buy it, cutting down on the back and forth that often needs to occur before a project begins. To learn more about Project Catalog, click here.

 

Does this mean Upwork is going to eliminate the traditional marketplace? Does it mean I won’t get jobs if I don’t have a project?
Thanks for your question and for reaching out. We hear your concern and want to assure you our intent with Project Catalog is not to force you to change how you work. It is just another option to market your skills on Upwork and it is not required. Our goal is always to bring more clients and opportunities to Upwork and clients have told us at times they would prefer to purchase pre-built projects rather than search for a freelancer, invite, interview, etc. This additional option simply gives freelancers a new way to sell their skills and clients a new way to get help with their projects.

What if a client buys my project but I don’t hear from them about requirements?
Thanks for your question. If a client doesn’t contact you within 48 hours of buying your project our system will detect that and automatically close the project. We’ve built this protection in so you aren’t left waiting, and the client will be able to purchase your project again.

How will freelancer fees work with Project Catalog?
Thanks for reaching out. Freelancer fees will work the same with Project Catalog projects as they do with our hourly and fixed-price contracts. To learn more, click here.

If I have a relationship with a client and they hire me via a Project Catalog project, will these earnings be added to my lifetime earnings with the client?
Thanks for reaching out. Yes, they will be added to any other earnings you have from the client.

How does the payment process work with Catalog?
Thanks for your question. Once a freelancer submits the work to the client, the client has 14 days to review and approve it, just like with our fixed-price contracts. If after 14 days the client takes no action, the funds in escrow will be automatically released to the freelancer.

How does the dispute process work?
Thanks for your question. You will have the same Upwork Payment Protection with Project Catalog and if a dispute arises the process will be the same as with fixed-price contracts on Upwork. You can learn more here.

Is this available for agencies?

Thank you for your interest in Project Catalog. Project Catalog is available for agencies, but with limitations. Currently an agency manager can create a project that pays earnings to their agency. The feature is not available to all agency members yet, but more updates are coming in the future.

 

Can I have a project for an hourly contract and not a fixed-price contract?

At this time, Project Catalog is only for fixed-price contracts. When a project is purchased by a client, it'll automatically create a fixed-price contract only. The idea of a "browse and buy" model is that the client is paying for a fully scoped, complete project. This would not be possible with an hourly structure.

 

I don’t want the star rating showing on my projects. It doesn’t match my JSS and I don’t know how it’s calculated.
Thanks for reaching out and sharing your feedback. This rating system goes from 0 to 5.0, and is based on the feedback you receive from your clients on Upwork. While we can’t share all the details, in general, clients score freelancers on six different attributes: skills, quality, availability, deadlines, communication, and cooperation. While we are currently including this rating system on projects, we are considering other ways to showcase your success on Upwork.

How are Catalog projects ranked in search?
Thanks for your question. Project ranking depends on the search query, talent quality, and the relevancy of the project.

 

What does ending the Project Catalog look like? 

Ending a Project Catalog contract is relatively the same as other contracts, although leaving feedback is not obligatory, but going to change in the future to be aligned with marketplace contracts. 

 

Do both parties get to leave feedback? 

Yes, but not obligatory. 

 

Can they still give feedback if the project is cancelled 24 hours after the requirements were sent?

Yes, the feedback option is open for 14 days, same with marketplace contracts.

 

Can they still leave feedback after 48 hours if the requirements weren’t sent?

Yes, the feedback option is open for 14 days, same with marketplace contracts.

 

Talent wants to see the reputation and feedback of the client who engaged them via a catalog project, how can CS help them?

Same with FL support, we can provide FLs a link  or screenshot of the client's public job post.

 

FOR AGENCIES

 

Can agencies have projects on Project Catalog?

Thank you for your interest in Project Catalog. Project Catalog is available for agencies, but with limitations. Currently an agency manager can create a project that pays earnings to their agency. The feature is not available to all agency members yet, but more updates are coming in the future.

 

How do I start a project for my agency on Upwork?
Thanks for asking! If you manage an agency, you will choose your billing account in the project overview section. You can choose to start the project as a freelancer or as an agency or agency sub-team, if applicable. Note that only agency managers can start an agency project at this time.

 

Why can’t I create a project through my agency?

Thank you for your interest in Project Catalog! At this time, only agency managers can create agency projects. If you are not exclusive to an agency, you can still create a project as a freelancer. If you are the agency manager and still having difficulty, please contact customer service for assistance.


FOR CLIENTS

What is Project Catalog?

Thanks for your question. Clients told us they wanted an easier way to get started with freelancers. With Project Catalog, you can browse and buy a project from Upwork’s “digital shelf” with just a few clicks. Before buying a project, you are able to see what work is included, the timeline for completion, and the total cost -- all upfront so you can hire fast and get the job started.  

 

How do I work with a freelancer via the Project Catalog?

Thanks for your question. When you find a project and purchase it, a contract is created and you’ll be charged the project’s cost (the money will be placed in escrow). A contract room will automatically be opened, at which point you can start discussing the project with the freelancer. Once you submit your requirements, the “clock” on the due date starts and your freelancer can get to work. 

 

What if there’s a problem with the freelancer’s work?
Thanks for your question. You will have the same Upwork Payment Protection with Project Catalog and if a dispute arises the process will be the same as with fixed-price contracts on Upwork. You can learn more here.

 

What if I want a refund?
Thanks for your question. You will have the same Upwork Payment Protection with Project Catalog and if a dispute arises the process will be the same as with fixed-price contracts on Upwork. You can learn more here.

 

What does the star and number mean by the freelancer’s name?
Thanks for your question. When you view a project you’ll see information about the freelancer’s reputation on Upwork. This rating system goes from 0 to 5.0, and is based on the feedback the freelancer has received from their clients on Upwork. While we can’t share all the details, in general, clients score freelancers on six different attributes: skills, quality, availability, deadlines, communication, and cooperation. The overall 5-star feedback is a combination of all of these, from all contracts. Note: In some cases, a freelancer may not have a rating. For example, they may be new to Upwork or their clients have not left feedback for them. 

 

How many projects can I have live at once? 

Thanks for your question. You can have up to 20 projects total in active/review status at once. You can also have another 20 in draft form.  To learn more about Project Catalog, click here.


How many orders can I take at one time?
Thanks for your question. You can have up to 20 active Project Catalog orders at one time.

 

How will this affect my JSS?

Thanks for your question. Contracts set up via Project Catalog will work like any Upwork contract and the client will have the option to leave feedback that could impact your Job Success Score. However, you can request feedback removal once a month on contracts started through your projects. You’ll also be able to cancel a contract within 24 hours of the client submitting requirements to you without any penalty or impact on your Job Success Score. To learn more about Project Catalog, click here.

 

Here are the FAQs for the ability to add tags to Project Catalog Images for internal agents and freelancer facing:

 

How do I tag my images in Project Catalog?

When you upload an image, a preview of it will appear with options to crop and add tags from a drop-down box. The drop-down box appears below the Help Clients Find Your Work heading. Your tag options are based on the details you selected in the project overview section. Choose the most appropriate words from the available drop-down choices. You can edit your image tags anytime by clicking the edit icon on the image.

 

How do I edit tags or add tags to existing images?

Select the edit icon on the image. This will take you to the image preview, where you will be able to add or edit your tags.

 

Will custom search tags that I add in the Project Overview section be available to tag my images?

No, custom tags are not available for image tagging at this time.

 

I tried to tag my images but don’t have the option. Why?

For now, this feature is only available to select freelancers in some design categories. We hope to expand it to other categories in the future.

 

How do I see different choices for tagging in the drop-down box?

The choices in the drop-down box come from the details you selected in the overview section. If you want more details to be available, you’ll need to edit the overview section.

 

Project Catalog Training Questions (internal only verbiage)

Please note these are questions & comments from CS agents & TLs from previous Project Catalog trainings along with management answers. This section does not include customer FAQs.

 

Questions/Comments

Answers/Responses

Do we have a way to check the originality of each catalog/project posted? Do we have a different process in case another user reports that his/her project was posted by a certain freelancer? Or, will it be the same process we have for copyright/plagiarism reports?

The process will be the same for copyright. There are in-product links to flag projects for review just as with profiles. These will be reviewed just like any other report.

What are the requirements for the feedback removal perk and how does this relate to the Top Rated feedback removal perk?


Also, can we remove feedback for a CL if they request as their FL removed their feedback?

The requirements needed to utilize the Project Catalog Feedback Removal perk are not the same as the Top Rated Feedback Removal perk.  The main requirements are to ensure it's ONE Catalog project per month and no more than that, and it can only be used on a Catalog project contract once ended. 


In addition, the Top Rated perk and Project Catalog perk are two separate entities where one FL may qualify for both perks simultaneously & may be eligible for 2 removal perks in 1 month. 


& yes! We can accommodate CL feedback removal requests in these situations. 


Please see the “Feedback Removal Process” dropdown for more details.

Will this be offered to FLs with badges only? RT, TR, TR Plus users?

To start, this is allocated to randomly chosen FLs via invite. Eventually, this will be available to all FLs.

Will there be fees involved once a contract is established through Project Catalog?

The fees will still utilize the tiered system we have today.

Do FLs who participate have better chances of getting hired?

We hope so! This is giving FLs another option, on top of the marketplace option, to acquire contracts. A FL can do both: actively work with this new feature + utilize the marketplace for jobs. This model allows FLs to have their work posted on a "window shopping" like search page so CLs can "browse and buy" what they see. In this model, the roles are almost switched; CLs are actively going to FLs based on the FLs project posts instead of the FLs actively going to the CLs based on their job posts.

Will the dispute process work the same as with a regular contract?

Yes! Everything with Disputes will be the same. Since these projects turn into fixed-price contracts, the Dispute flow will work the same as they do for a marketplace fixed-price contract.


Will all the projects show on 1 page where a CL will search and see every similar project? 



CLs can view "all projects" or view projects in specific categories e.g. Design & Creative projects or Sales & Marketing projects. They can also search with keywords if they're looking for something specific.


Currently, an allocated CL can see options in their dropdown when searching a keyword like here. Also, they can see everything directly on this page.

Would there be any specific team where we should ask if we have questions if in case a user reaches out regarding this?

You can Slack #all-cust-serv-catalog-questions

What’s the maximum number of projects allowed per FL?

The maximum amount of projects per FL is 20.

If Upwork is featuring these projects and vetting them, we’re vetting the projects but not freelancers... or, yes, by virtue we are vetting the freelancers, too?

We're vetting the projects themselves, but not the freelancers and their skills. We're reviewing the projects based on various categories between images used, verbiage written, etc. as well as if it's something that may sell on our marketplace + more. Another distinction in the vetting is that we're reviewing for aesthetic professionalism, we're not vetting the quality of the project being offered.

How would FLs in the CS field create their projects? They can't really provide screenshots in there that are related to their work, since most (if not all) will be considered confidential.

Freelancers are encouraged to upload images that are related to the project and offering, not necessarily portfolio examples. So for CS, an example of a professional image may be a picture of an agent taking a phone call, or a simple email icon. In our messaging, we're relaying to freelancers that sites like canva and unsplash are great sources for professional images.

How do we handle any technical issues with Project Catalog? Should we go through the normal TS / Tech Army channels?

If there is anything specific you have questions about or users report error messages, it’ll be best to ask in the CS Project Catalog Slack channel to start:  #all-cust-serv-catalog-questions


This is going to be a feature that's mainly supported by our new Project Catalog Team.


Also, please note that this program is currently in a testing-like phase. The full release isn’t planned to be available until 2021.  Throughout this process, we’re collecting all insights!

It seems that Project Catalog is best for fixed-price contracts. Do we have samples of hourly projects?

At this time, Project Catalog is only for FP contracts. When a project is purchased by a CL, it'll automatically create a FP contract only. The idea of a "browse and buy" model is that the client is paying for a fully scoped, complete project. This would not be possible with an hourly structure so for that work, the marketplace is best suited.

Will there be an indicator in oBO or on the contract page itself that this contract is from Project Catalog?

Yes! Check out images right above the dropdown lists to see how these look.

 


Do clients still have the option to give private feedback on contracts canceled within 24 hours? and if so, would "bad feedback" given for a contract canceled within 24 hours be excluded?

Yes, but JSS exclusion applies to any private FB left. There is no option for public given the contract is cancelled without payment.

Will there be new skills added to the pre-packed projects list?

If meaning new categories, then yes! These will be reviewed and adjusted periodically based on demand.

In the Gallery section, I noticed that users are able to add images only. I think it would be better and serve the purposes of showcasing user's skills if they are able to add video files.

Right now freelancers can only add image files, but in future releases we are planning to offer gif and video file options.

The process of creating the pre-packaged project is user-friendly.

It would be better if we have something like a model or sample they can use a reference.

In further releases, we'll be looking at ways we can provide visual examples and best practices during the project creation flow

In the Pricing section, are we going to give freelancers the price range of similar projects?

Freelancers should select pricing that they feel is fair given the services and their experience. Should they wish to edit the pricing in a project, they have that flexibility.

Would this be available to Upwork Clients only or this will also be available to non-members of Upwork like with Direct Contracts?

This'll be for Upwork-only users. During the purchase flow, clients are prompted to create an account or log in.

Once a client starts hiring through Catalog, the slides show that a contract is created after the CL goes through the steps, does this mean if you have your profile set up for Catalog projects, you won't be able to undergo the same interview phase that you normally go through on normal jobs? The system automatically accepts this and creates a contract, am I right?

A FL doesn't have their profile setup for Project Catalog. They have the option to submit projects for Project Catalog. So, FLs still have the ability to work on the marketplace as normal (applying to jobs, getting invites to job, interviewing, etc.) PLUS they'll now also have the option to create projects to post them on the Project Catalog site. & if a CL chooses a project through Project Catalog, a contract is automatically created and no interview happens, you are correct. As the project scope and payment terms are defined within the project posting itself, no interview is needed for these.

How will both parties know the real expectations of each other before having a contract without going through the interview phase?

When freelancers post projects, they are prompted to include details about the work and what will be offered, a project timeline outlining milestone steps, and requirements needed from the client in order to ensure a successful project outcome. This enables the freelancer to define clear expectations and deliverables.


Once the client moves forward in the purchase flow, this signals the freelancer that they are accepting of these expectations and project deliverables.


After the contract is active, both the freelancer and client are free to communicate in the message center to discuss progress. Keep in mind that with Catalog projects, the negotiation process is streamlined with specific terms including price, delivery date, work product, delivery instructions, etc.

Add-ons
Extra ‘add on’ services for a project - opening the scope of the project at set prices.

Add-ons loom video

addon.png

FAQs:

For Freelancers: 


I created my project before add-on services were an option. Can I add them now?

Thanks for your question. Yes, you can edit any approved project in your Project Catalog by choosing the three dots (...) button. From there, you can choose to Edit the details.

How do I edit a project?
Thanks for asking. You can edit any approved project in your Project Catalog by choosing the three dots (...) button. From there, you can choose to Preview your project, Edit the details, or Remove it entirely.

 

How do I offer add-ons to my project? 

Thanks for asking. On the pricing page, scroll down to the “Choose add-ons” section. Choose from pre-populated add-ons, or create your own customized add-on. To create your own, click the Choose add-ons button. Then add the title, description, price, and the number of extra days you will need to complete it.

 

How is the delivery date impacted with add-ons? 

Thanks for your question. You can set how many additional days you will need to deliver the extra work. If a service will not impact your delivery date, set the additional day to zero. 

 

How many custom add-on services can I add to my project? 

Great question! You can add three customized add-ons to a project.

 

Can I set different add-on prices per project tier?

Thanks for asking. For most add-ons, the price is per project, not per tier. However, if you are offering extra-fast delivery as an add-on, you can customize your delivery date and price per tier. 

 

What is “extra-fast delivery”? 

Thanks for asking. Extra-fast delivery means that you will finish the work more quickly than usual. For example, say you have a starter package for logo design that includes a 3D mockup and you’ve listed delivery days as “5.” As an add-on, you can offer delivery in 3 days.

 

What happens if I edit an active project to include add-ons? Does it need to be re-reviewed? 

Thanks for asking. We will re-review your project. However, while we are reviewing it, clients will still be able to see it in search and purchase it. 

 

Can clients purchase add-ons standalone, without a package?

Great question! No, clients must still purchase a package. However, you can create the starter tier of your package as a bare minimum package, and let clients customize it with add-ons.

 

What if the client changes their mind about the add-on after purchase?

Thanks for asking. Currently it is not possible to edit a project purchase in Project Catalog. The client will need to cancel the current contract and start a new contract.

 

What happens if I create an add-on that needs separate requirements from the client?

Thanks for your question. You will still list all requirements on the main requirements page. We suggest that you list the requirements for add-ons as optional and explain the details. 



For Clients:

 

Can I purchase an add-on without purchasing a project?

Thanks for asking. No, add-on services are only available as part of a project package.

 

What if I change my mind about purchasing add-ons after I check out? Can I edit my purchase to add or drop add-on services?

Thanks for your question. Currently, you cannot edit a project purchase in Project Catalog. You will need to cancel the current contract and start a new contract. We recommend discussing this with the freelancer to make sure they understand why you are canceling.

 

How do I select add-ons and add them to my order?

Thanks for asking. After you select the project package and pricing tier that you’d like to purchase, click Continue. This will take you to the checkout page. From the checkout page, you can select from available add-ons to customize your order before checking out.

 

Why don’t I see any add-ons on the freelancer’s project?

Great question! Add-ons are optional, and the freelancer may have chosen not to add them. If you would like to have additional features but want to work with that freelancer, consider contacting them to see if they would be interested in editing the project to include add-ons.

Consultations

Consultations allows freelancers to set their available working hours, offer a consultation project that reflects all of their possible services., and to manage bookings. 

By offering consultations to clients right on Upwork, we can solve three major freelancer challenges:

  1. Enable freelancers to meet more clients and create a pipeline of potential clients
  2. Allow freelancers to easily monetize their free time and knowledge
  3. Give freelancers a more flexible way to share knowledge through easier scheduling and meeting functionalities 

 

How Consultations Fits into Project Catalog

Consultations provide a frictionless way for clients to get specialized guidance from an expert on Upwork, even if they're not ready to hire for a project. The experience is built to instill confidence in clients who aren’t ready to post a job and/or those who have questions about the work they need to get done. Consultations (MVP version) will be available for clients searching and browsing individual freelancer tiles and profiles indicating they now have a guaranteed way of booking time with freelancers. As a call out, in the MVP version of consultations, results will only show up in freelancer search (not in the proposal manager or job post in the MVP version).

With plans to release more broadly in 2022, to start, we’re releasing consultations to select freelancers in a few categories: 

  • Web and Mobile Software Development
  • Digital Marketing
  • Legal
  • Accounting

 

December 13, 2021 - On this beta launch date, the email and feature will only be available to Top Rated, Top Rated Plus, and Rising Talent on for the specified categories. And will be rolled out to the rest most likely in Q1.

 

Resources:

Screenshots
Promotional Email
CONSemail.png
Find Work Home Page Banner
consfwh.png
Mobile Banner
consmob.png
Project Dashboard
conspdwithconsproject.png
Freelancer Profile Set Up
conssetupfromflprofile.png
conseditfromprofile.png

Editor Flow

Project Overview

consprojoverview.png

 

Pricing and Specifications

conspricingspec.png

Pricing Errors

conspricingerrors.png

 

Availability

consavailability.png

 

Select Availability

consselectavail.png

 

Session Length

conssessionlength.png

 

Availability Review

consavailreview.png

 

Requirements (1 question)

consreq1.png


Requirements (Multiple questions)

consreq2.png

 

Gallery

consgallery.png

 

Review Policies

consreviewpolicies.png

 

Connect Calendar

Freelancer can do or skip the Nylas app set up

consnylas1.png
Google Login
consnylasgooglelogin.png
consnylasalreadyset.png
consnylasedit.png
consnylasdisconnect.png

Manage Consultation Contract


Contract Workroom Requirement NOT Submitted

consworkroom.png

conworkroom2.png

 

Contract Workroom Requirement Submitted

conswrsubmitted.png

 

Submit Meeting Notes

conswrsubmitmeetingnotes.png

 

Documents Overdue

consdocoverdue.png

 

Submit Work

conssubmitwork.png

 

Client Reviews Meeting Notes

consclientreviewmeetingnotes.png

 

Contract Ended

conscontractended.png

Consultations FAQs

Internal FAQ only (July 2022 update):

What’s changed with consultations?

Now, freelancers can offer Project Catalog consultation projects in any category. They can create up to three consultations total. In order to offer a consultation they must be Rising Talent, Top Rated, Top Rated Plus, or Expert-Vetted. 

If a freelancer has offered a consultation-style project, outside of the nylas consultation feature we offer, it will soon be deprecated. We will be informing them through email that their project will be deprecated, but they can build a new one using the consultations feature, which is easier and tailored to this style of project. Freelancers who created a consultation-style project will be able to create a new consultation Project Catalog project, even if they are not badged (Rising Talent, Top Rated, Top Rated Plus, or EVT.) They can do so through the link emailed to them.

An internal change is also occurring, impacting the categories for some users who have already set up a consultation. Now that consultations are available in all categories, they’ll now need to be listed in the L1 naming convention. Impacted users will receive an email to edit and confirm their category. If they’re impacted by this category change, we’ll assign them a new category automatically, notify them via email, and allow them to change the category without re-review (if necessary).

 

FREELANCER-FACING:


When can I create a consultation project?

Starting December 13, freelancers in the Web, Mobile, & Software Development, Digital Marketing, Legal, and Accounting categories will be able to set up a consultation offering through Project Catalog that supports those topics. We plan to support all categories and topics in 2022.


When will my consultation project be available to clients?

We will make consultations available to a small percentage of clients starting in January 2022. We plan to increase availability to all clients by March 2022.


What if I need to reschedule a consultation?

You'll need to work with the client to see if they can accommodate another time. It will be up to them to reschedule the meeting.


How can I offer my consultation to clients on my profile before March 2022?

If you would like to opt-in to offering consultations right now, please fill out this form and we will get back to you if we can provide early access. We look forward to getting your feedback!


What if I’m already doing consultations through Upwork?

If you’ve been offering consultations as a project, fixed-price milestone, or hourly contract, this will not affect your current project or contract right now. Eventually consultations in Project Catalog will be moved into this project feature, but fixed-price and hourly contracts will not be affected. However, we encourage you to consider creating a consultation project. We designed the features of this project type specifically for consultations and to make it easier for you to offer them.


What video format do I use to have the consultation?

You can complete consultations by using the Zoom feature in Upwork Messages. Learn more about using Zoom in Upwork here.

 

What if the client’s questions and project don’t match my expertise?

You can cancel the contract within 24 hours of receiving the requirements from your client without any penalty to your Job Success Score.

 

What if the client wants to extend the consultation for a longer period of time after we get started?

You and your client can agree to extend the time. However, to be paid for the extended time, you will need to send the client an hourly contract or the client will need to purchase another consultation project. We recommend taking those steps before extending the time to make sure you get paid for the extra work.


Why did Upwork cancel my consultation project?
If your client doesn’t send you mandatory requirements within 24 hours of purchasing your project, we automatically cancel the project. 


How does Upwork handle no-shows?
If you don’t show up, we’ll handle it through our current dispute and refund process. If the client doesn’t show up, you’ll need to submit for payment and write that the client was a no show in the text box.


How does Upwork handle disputes? For example, what happens if the client feels they got no value from the meeting and asks for a refund?

We don’t record what’s discussed during your consultation, so our dispute team will take a look at the documents you sent to the client afterward. We’ll check to make sure they were sent on time.

If the client opts out of receiving documents after the consultation and approves and pays without receiving them, they won’t be able to file a dispute.

 

 

CLIENT-FACING:

What can I use a consultation for?

You can work with a consultant at any stage of your project. Here are a few ways you can use a consultation:

  • Get advice from talent on their areas of expertise
  • Scope an upcoming project 
  • Learn what services talent can provide, with deliverables that give you information following the consultation 

When can I buy a consultation project?

We’re making consultations available to a small number of clients in late February or early March. We plan to make this feature available for purchase for everyone later this year.

 

How do I purchase a consultation project?

Once you’ve picked a consultation you want, here’s how to book:

 

  1. Create an account if you don’t already have one
  2. Schedule a consultation from available times on the consultant’s calendar
  3. Proceed to checkout
  4. Enter a payment method or choose your existing payment method
  5. Confirm and fund
  6. Send the consultant’s requirements within 24 hours

 

Why did Upwork cancel my project?

We’ll cancel your project if you don’t share mandatory requirements with your consultant within 24 hours. Your consultant uses this information to learn what you want to talk about. Without it, they may not have time to prepare or the right background information to know how they can help you.

 

How does Upwork investigate no-shows?
Once you file a dispute, our dispute team will review what happened through our current dispute and refund process. They will take into consideration that the no-show was the reason for a refund request.

 

What happens if I didn't get any value from the meeting? Can I request a refund?

You can request a refund from the consultant. If they reject your request, you can file a dispute. However, the consultant will also have the opportunity to show what they provided. Since value is subjective, we encourage you to work this out with the consultant and provide feedback about your experience.

 

What happens if the consultant is late or doesn’t show up?

Please wait at least 5 minutes. If the consultant is more than 5 minutes late, you can consider them a no-show and request a full refund, either by asking the consultant or filing a dispute. 

 

What happens if I’m running late? 

If you’re more than 5 minutes late, the consultant can consider you a no-show. They’ll still get paid even though you didn’t attend the meeting.

 

What policies are consultants and clients expected to follow?

Please see this support article for guidelines. (article draft for now, will be published soon)

Tests
Hire Instantly V1 and V2

What customer problem is this solving:

The Upwork marketplace is double-commit which requires both the talent and client to agree to terms and availability. In a buyer-pick model the supply side has already committed to terms and availability reducing time and effort. If we show projects from project catalog to visitors when looking at freelance talent then prospective clients will be more likely to sign up and start because the time and effort to agree to a project is greatly reduced.

Target audience: Prospective clients

Target launch date: August 18, 2021

Current experience: SSO (single sign-on) modal asking visitors to register before proceeding

New experience: Conversion focused freelancer profile modal that shows available catalog projects as a mechanism to immediately hire that freelancer

Test: 50/50 of 100% of traffic (10% for first 3 days). 4 week duration.

Test Cells

Control: [50 %]

Modal opens upon freelancer tile click

pc-hireinstantly1.png

Treatment : [50%]

New modal which shows snippets of the freelancer’s profile including reviews, portfolio, and catalog projects (if available) and allows the prospective client to invite to post. 

pc-hireinstantly2.png

To surface freelancers with catalog projects, a new hire instantly tab with an update to CTA (call to action). 

Untitled.png

Hire Instantly v2

  • What customer problem is this solving: If prospective clients are offered a productized view of talent on Upwork then they will be more likely to hire talent on Upwork because they will find it easier to evaluate talent on Upwork and find someone that fits the needs of their upcoming job.
  • Target audience: Logged out visitors
  • Target launch date: November 26, 2021
  • Current experience: Current single sign on modal
  • Est impact (#users): detect a 15% difference in allocation to 7D Hire with 80% confidence level.
  • Duration and/or different iterations: 6 weeks

Test Cells

Control: [50 %]

Current single sign on modal

PC-hire-instantly-v2-1.png

 

Treatment : [50%]

PC-hire-instantly-v2-2.png

Catalog Price Diversification

This QT doesn't have any UX change but changes the order in which we showcase projects based on the price of the project.

 

Customer Problem: 

New Catalog clients tend to be price conscious

  • "Cost is top of mind. While I don’t know exactly what my budget is, I want to be assured that I am not overpaying, I set my expectations of the quality of work through social proof (reviews and standing) and the price of the project."
  • Due to the nature of their smaller budgets, these CL’s are price conscious. Half of our participants selected Catalog (or their specific Catalog project) over an alternative due to its price

Clients who have a habit of using Fiverr are quick to draw comparisons to how similar the Catalog experience is. A feedback is that prices on Catalog are higher - 

  • “......and the other (client) referred to it as a "more expensive Fiverr" because the prices didn't match his experience with hiring talent for much cheaper prices for the same work”.
  • “I was searching for something on Catalog but dropped off after looking at the pricing…...There is nothing about catalog which creates so much confidence that I will spend $200 extra for something which fiverr is charging $40 max. 

Price is among the top noticed elements on the Project tile as noticed during tile test research.

 

Target Audience: CL

Target launch date: August 19, 2021

Control vs Treatment - In Control, the projects we showcase using our current ranking formula are concentrated towards the median prices (50th percentile price) of all projects available in a category.

In treatment, we add lower and higher priced projects in addition to the projects we showcase by the current ranking formula on page 1. Here is an example of how it looks like for the 'Web & Mobile Design' category. 

cpd1.png

 

Here's an example of the prices of projects we showcase on logo design when we compare Control vs Treatment 

cpd2.png
Catalog Suggested Filters

Customer Problems

  • “As a new client to Upwork, I landed on Catalog, and saw a whole bunch of different projects. I have no way to identify what’s best for me and poring through all projects is overwhelming leaving me feeling like giving up.“
  • ”As someone who has a fair idea on what I need from a FL, I would like to narrow down the list of projects I see. But I don’t know how I can do that which makes me feel like giving up” 
  • `“I love that you have logo style, because I would totally have clicked that minimalist box. That's awesome.”

Hypothesis:

We hypothesize that exposing filtering options more prominently can improve the search/browse experience by guiding clients and helping them discover the right projects

This will help us improve conversion rates because:

  • By suggesting relevant filters to the client and making it easy to engage with filters, more searches will be filtered
  • Using filter options to narrow down projects will aid in improving relevance, thereby improving visit to hire conversion.

Target Audience: CL

Target Launch Date: August 20, 2021

Control vs Treatment: 

Control Desktop

csfd1.png

 

Treatment Desktop

csfd2.png

 

Control Mobile

csfm1.jpeg

 

Treatment Mobile

csfm2.png

Catalog Projects in VTB (Defaulted to treatment)
  • What customer problem is this solving:
    Today, non-Enterprise clients are able to save Talent and Catalog Projects – both actions that help them prepare for getting work started. However, there is nowhere on the platform to see these saves together, which is confusing to the user and delays their time to hire/purchase.
  • Target audience: CL, excluding Enterprise
    • Note: Enterprise clients can save Talent, but cannot interact with Project Catalog. They are therefore excluded from this feature/test.
  • Current experience (Screenshots 1):
    • A "Saved projects" list is only available in the Catalog experience
  • New experience (Screenshots 2 & 3): 
    • How to navigate to the new functionality: Talent tab > All your saves and lists > Saved projects
    • How to navigate to the new functionality: Talent tab > Scroll to see carousel of projects
    • A "Saved projects" list is available in the **VTB experience that mirrors the saved project list in the Catalog experience.
    • Discover includes recommended Catalog projects
  • Est impact (#users): 
      • August 24, 2021: Roll-out begins to 20% of clients at 50-50 (i.e., 10% of clients in treatment)
      • August 25, 21: Roll-out increases to 100% of clients at 50-50 (i.e.,  50% of clients in treatment)
      • Week of September 20, 2021: Default to treatment (pending successful QT readout) 

Test Cells

Control

In the Control, clients can see “Discover” “Your Hires” “Company hires” “BYO talent” “Recently viewed” and their lists and saved.

CPVTB.png

 

Treatment

In the Treatment, we are adding to touch-points for Catalog projects:

  1. A new “Saved projects” list
  2. Recommended projects on Discover

CPVTB2.png

(Above) 1: “Saved projects” list

 

CPVTB3.png

(Above) 2: Recommended Catalog projects on Discover, shown here with the content/language of “Projects you may like”

Adding Chatbot to Catalog Project Editor
  • Problem we’re solving

As a freelancer, creating a project, I am not sure what the best practices are and have many questions, which makes me abandon project creation or take my best guess at filling out the information. This leaves me not confident that I’m creating a good project or even including the information that I’m supposed to.

By adding the chatbot widget to the project editor and creation flow, Upwork will be able to provide better support and guidance while FLs are within the flow, leading to higher project completion rates (start → submit) and higher project approval rates.

  • Target audience - FL 
  • Target launch date - September 9, 2021
  • Current experience - there is no chatbot - Get Support Option
  • New experience - see screenshot below
  • Est impact - ~7K/week

catalogchatbot.jpeg

Guided Discovery
What customer problem is this solving:

As a new client to Upwork, I landed on Catalog, and saw a whole bunch of different projects. I want to easily find projects that suit my needs at first glance and I am not going to work hard to pore through all of the projects available.

As a new client, I only want to compare projects that fit the parameters that I care about, easily.

 

New clients with low to medium domain expertise landing on Catalog are overwhelmed with the number of projects they see. They have little context on how to narrow down and choose projects that suit their needs leaving them wanting to give up. There is an opportunity to educate and guide users in their search & browse journey at the right time as called out by the new client research.  

 

A guided discovery experience on Catalog will enable clients to intuitively discover and locate exactly what they want at a glance, get inspired with things they can do and narrow down their options to the ones they care about in seconds. 


The experience will act as a tastemaker when a client is new to Catalog by showcasing to them what they can get started with and as a personalized assistant suggesting things they can do once we know their past activity. The Guided discovery experience is a multi-quarter effort that will progressively come to life across different pages on Catalog starting with the L3/L4 pages.


The selection will mostly be algorithmic but will also include editorially curated projects or guides (ex:: Staff Picks). The experience will be highly visual in nature making the browsing experience engaging. Where relevant, the guided discovery experience will prompt you to explore other ways of working on Upwork.

 

Test to run in 3 Catalog L3s (Logo design, Illustration, Portraits & Caricatures)

  • Target Audience - CL (excluding Enterprise)
  • Target Launch Date - September 17, 2021
  • Ability to opt-out - No
  • Duration - 3 weeks

 

Test Cells

Control: 

gd1.png

 

Treatment:

gd2.png

 

Guided Discovery Fast Follow

In Q3, we tested a guided discovery experience across 3 design categories and saw a 15% increase in visit to hire conversion. We are now leveraging the same designs and testing this across 31 categories.

We hypothesize that grouping different projects together based on common characteristics can improve the search/browse experience by guiding clients and helping them discover the right projects that suit their needs.

 

Guided discovery v1 is showing a 25% increase in conversion. While we iterate on nailing down the experience, the current experience only covers 16% of category page traffic and less than 10% of overall traffic. 

 

The goal of the fast follow is to leverage the designs we tested in Guided discovery v1 and expand to other categories

  • Goal:
    • Expand guided discovery experience to 28 other design categories
    • Learn how much of the conversion increase is due to the category by piloting the experience in 3 non-design categories (Resume Writing, Video Editing, Data Entry)

List of categories for expansion are highlighted here

 

  • Target Audience: CL
  • Target Launch Date: November 23, 2021
  • Setup: Control (25%), Control 1(25%), Treatment (50%)
  • Ability to opt-out: No
  • Duration: 3 weeks 
Guided Discovery Expansion

What customer problem is this solving: Guided Discovery is providing low to medium-domain clients with an opportunity to educate and guide users in their search & browse journey at the right time. We want to expand this experience to L3 categories with L4s.

 

Launch date: April 7, 2022

 

Expanding to eleven categories:

  1. Social Media Management
  2. Social Media Advertising
  3. Social Media Design
  4. Data Analysis & Reports
  5. Virtual Assistant
  6. Mobile Apps
  7. Web Programming
  8. Website Builders & CMS
  9. Financial Consulting
  10. Architecture & Interior Design
  11. Industrial & Product Design
Optimize My Project Dashboard
  • What customer problem is this solving: As a Freelancer who is new to Catalog and lands on My Project Dashboard, I want to easily know how Catalog works, how it’s different and why I should start selling.
  • Hypothesis: By making the updates outlined in V1 to the Project Dashboard, we can increase the % of users who start (make it past the first step of the project),  project once they land on the dashboard. Because we are making FLs more confident that Catalog is a viable way to earn and they are more incentivized to create a project.
  • Target audience - FL
  • Target launch date - September 24, 2021

Current experience 

omd1.png

 

New experience

omd2.png

Updates to Add-ons on Checkout
  • Problem we’re solving : The new feature “Add-ons” has introduced an extra page step in the checkout process which resulted in decrease in the visit to hire for projects that have add-ons configured by the freelancer. By eliminating the extra step we will mitigate this.
  • Target Audience: Clients
  • Launch Date: November 4, 2021
  • Summary:

We made some updates to how clients now can configure extra add-ons for projects that have them configured by freelancers.

      1. The extra "Add-ons" step is removed from the client purchase journey
      2. The "Add-ons" section now appears below the payment method widget on the Checkout page

pcaddons.png

 

We are still running the QT for visitors, so if a new visitor visits project with add-ons, there’s a 50% chance to be allocated to Control cell where clients won't see add-ons.

 

Additional comparison Before vs. After: We are taking out the independent page that was [customize your order] to select just the add-ons and instead merging the 2 steps together - so less step for the client. 

 

Before:

pcaddonsbefore.png

 

After:

pcaddonsafter.png

Small AB test to the Navbar

Provide a way for clients to find Catalog projects through dropdowns in the navbar.

Problem we're solving: Clients not being able to find/navigate towards the project catalog. This is a small AB test we're adding -  the button will indicate either "Buy a Product" or "Shop for Project" as part of the navbar. 

Target audience: CL

Launch date: December 9, 2021

Expectations in 30 days: expect to get .03% conversion minimum out of 600K users in the last 30 so roughly a few hundred users 

 

Test Cells 

Desktop Control:

1.png

 

Desktop Treatment:

2.png 

 

Mobile Control:

3.png

 

 

Mobile Treatment:

4.png

Catalog Native App Homepage Redesign
  • What customer problem is this solving: Providing a improved homepage browsing experience on native app by sharing popular categories, user’s past interactions and better search suggestions will make discovering projects easier thereby improving Catalog conversion
  • Target audience: CL 
  • Target launch date: December 3, 2021
  • Control vs Treatment -  If user/visitors lands on the Catalog tab on native app auto-allocate to the QT and depending on the cell, show Control (50%) or Treatment (50%)
  • Ability to Opt-out - No
  • Loom video
Catalog Homepage Messaging Update
Problem we’re solving: Somewhere across the Project Catalog client journey, there is a disconnect in messaging that prevents clients from understanding the value and ultimately not converting.

Hypothesis: Messaging improvements to help clients better understand value of Catalog and small page updates

Target audience: CL

Target launch date: 12/21/21

Current experience: No changes to current Catalog homepage

New experience: Front end

  • Change top 5 categories shown under Shop by Category section
    • New order - Logo Design, Video Marketing, WordPress, Resume Writing, Photoshop Editing
    • Rest all categories are in the same order as shown in Control

 

Test Cells

Control

pc1.png

pc2.png

 

Treatment

pc3.png
Catalog On Demand

What customer problem is this solving: Currently, low domain clients can get multiple outcomes offered by multiple FLs at multiple price points on Catalog. This represents an abundance of choice with lowest domain clients being overwhelmed

Hypothesis: Lowest domain clients don’t want to spend time choosing between projects. In certain categories where clients can’t differentiate between outcomes, these clients are less interested in choosing a professional and care about getting the job done.

We are initially testing 5 outcomes via the Catalog On Demand model  and are creating new landing pages per outcome. As a QT, we'd provide entry points to these new URLs via current product experience (from Closest Category pages)

Target launch date: January 14, 2022

Current Experience: No changes to current category page 

New Experience

  • Front end: For Data Entry and Articles & Blog Posts, replace current category page with Catalog On Demand URL
  • For eCommerce Development, Wordpress & SEO, add a tile on the current category page as an exit point for users to reach the Catalog On Demand URL

Ability to opt-out: No

Control

  • No changes to current category page

pcondemand1.png

 

Treatment

Front end

  • For Data Entry and Articles & Blog Posts, replace current category page with Catalog On Demand URL

pcondemand2.png

 

For eCommerce Development, Wordpress & SEO, add a tile on the current category page as an exit point for users to reach the Catalog On Demand URL

pcondemand3.png

Catalog Top Projects on Hire

Problems we’re solving

When hiring managers search for a specific skill/role and land on an Upwork hire page, regardless of their hiring expertise they want to be able to evaluate whether Upwork can help them achieve their goals and guide them on the best way to get their work done.

When assessing a new talent solution hiring managers want to be able to quickly vet the credibility and quality of the platform

Hypotheses

If we add catalog projects to select hire pages where relevant projects convert well, we will increase Visit-to-Requirements because lower-domain prospective clients that have less knowledge on how to scope for their job or what price to pay will see fixed-price, fully scoped/vetted projects and either buy those projects or feel more knowledgeable hiring FLs through TM.

 

Launch date: May 19, 2022

 

Screenshots

catth1.png

catth2.png

 

Catalog Reviews Revamp

We’re testing a redesign of the review section on Catalog project detail pages to provide clients with more information.

  • Launch date: June 20, 2022

  • Type of test: A/B test on visitors

  • Allocation point: Catalog project detail page

  • Loom videos: 

pcrev.png

Scaling Upwork Picks
  • Customer problemAs a new client to Upwork, I landed on Catalog, and saw a bunch of different projects. I have no way to identify what’s best for me and poring through all projects is overwhelming leaving me feeling like giving up. 

Today, we don’t have a scalable way to identify high quality projects to merchandize across Catalog acquisition, discovery and marketing experiences. 

  • Context: In late Q2, we ran a test introducing Upwork Picks on Catalog across ~37 categories. This showed an increase of 34% in 7day Visit to Hire conversion. We are now introducing an algorithm version of Upwork Picks and testing it across all categories which has >=16 projects.

  • Target Launch Date: December 8, 2021

  • Control: Upwork Picks powered by old search algo categories where the experience is live (~37) and no Upwork Picks in other categories

  • Treatment: Upwork Picks in all categories powered by new algorithm

  • Loom video

Consultations on Catalog
  • What customer problem is this solving:

Consultations has proven to be successful with our clients: we can almost guarantee a successful first outcome for first time clients. While consultations is performing well, it can only be found through FL search. We are expanding its presence to a broader range of pages and products on our site. To continue the expansion, we are incorporating Consultations into the Catalog pages so more users can be exposed to the product. We hypothesize that, by adding Consultations to Catalog, we can increase registration and hires on Catalog while continuing to improve our retention rate.

 

  • Target audience - clients
  • Launch date - September 23, 2022
  • Duration and/or different iterations: 6 weeks for bot users and visitors

Treatment Screenshots:

  1. Description in the top banner is edited to incorporate information about consultations
  2. A carousel is added under the top banner to showcase the categories you can book consultations in
  3. A description of how consultations works is written under the consultations carousel
  4. The project categories carousel is moved down below the description of how consultations works
  5. A description on how fixed-price projects work is added below the project carousel

 

 

Custom Request on Catalog Project Details Pages
Custom Tiers on Catalog
  • What customer problem is this solving: We’ve heard from Freelancers the tiers on Catalog are too rigid and don’t provide additional context that could lead to purchasing. 
  • Target audience - FL
  • Launch date - May 4, 2022
  • Current experience - no changes
  • New experience - Freelancers can have a custom title for each tier beyond the starter, standard, and advanced, and provide a description for each respective title. Freelancers can use custom tiers in the project editor to provide a short description of what’s included in each tier. This information is relayed to clients to provide additional clarity on what they can purchase.
  • Duration and/or different iterations: 
    • Wednesday 5/4: The test is available for new projects 
    • Week of 6/13: Based on performance data from the test, we will decide to extend it to the entire population of users.

Screen_Shot_2022-06-07_at_9.24.44_AM.png

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