New Member Onboarding Guide

New Expert Onboarding Guide

Everything you need to know to get set up, receive leads, stay compliant, and succeed on Storetasker.

📁 Account Activation & Setup

When is my account live?

Your account becomes active when:

1. You sign the expert terms

2. You receive your Slack invite & welcome email

Once complete, you can expect leads—often the same day.

How do I complete my profile setup?

From your dashboard, update:

• Skills & tools

• Hourly rate

• Past Shopify client projects (up to 10)

• Business problems (choose 1–3 niches)

Note: Profile bio and photo must be updated by Storetasker support.

How do I ensure I get lead alerts?

Go to Dashboard → Settings → Notifications and set:

• Skills: Email or SMS

• Tools: Email or SMS

• Optional: Slack alerts

If notifications are set to “Dashboard Only,” you will not receive alerts.

📅 Calendar & Calls

Why connect my calendar?

Experts with a calendar integration close 2–3× more projects.

How do I set it up?

Dashboard → Calendar → Connect Google Calendar
This auto-creates a booking link clients can click to schedule calls.

Pro tip: Use one recurring Google Meet link for all intro calls.

💸 Payments & Tax Forms

How do I get paid?

Clients pay Storetasker → Storetasker sends your payout.
You can receive payouts in USD or supported local currencies.

Supported methods include:

• Direct bank transfer

• ACH

• PayPal

• Bill.com

• Wise / Payoneer (for international members)

• Check (where applicable)

What tax form do I need?

Forms are submitted in your dashboard during payout setup.

Can I switch payout accounts or currencies later?

Yes — you can update payout settings any time.

💼 Lead System & Close Rate

How many leads will I get?

New experts typically receive ~3 intros per week, increasing up to 10/week as you close projects and receive strong client feedback.

What affects lead volume?

• Close rate (target ~50%)

• Response speed

• Completed projects + client ratings

• Profile strength (past clients + skills + business niches)

• Calendar connection

What if a lead is not a fit?

You may skip leads with no penalty.
We only measure results after you accept introductions. Clients who are unresponsive do not factor into your success.

✅ Platform Rules & Best Practices

Can I bill clients directly?

No. All billing must be through Storetasker.
Off-platform billing is a violation and will result in removal.

Can I share personal contact info?

Yes for work tools only (Shopify Partner account, GitHub, etc.).
Personal email/phone should stay private.

Can I use subcontractors?

Yes, if you've told us about other members of your agency, but all work and billing must remain on-platform, and you are responsible for quality and delivery.

Can I communicate with clients outside the platform?

Yes — Zoom, Slack, Google Meet, email are allowed.
Payments must stay on the platform.

⭐ Referrals

How does the referral bonus work?

• Earn $2,000 per approved expert you refer

• Must submit referral before they apply

• Payment issued once they join and complete minimum activity thresholds

🧾 Billing Types

🔔 Communication & Support

Where do I ask questions?

• HQ Slack channel — for platform questions and community discussions

• Support — for account issues, billing, tech help

Who should I contact for onboarding questions?

Use Slack or Support channels—response times vary based on nature of request.

🔒 Background Checks (EU/UK)

Experts in some regions may require identity verification or background screening per local regulations. Instructions are sent directly when applicable.

🚀 Expert Success Checklist

Before going live, verify:

💡 Quick Tips for Success

• Respond fast — leads move quickly

• Write clear proposals with scope + deliverables

• Keep communication proactive

• Connect your calendar

• Stay active in Slack community (guidelines here)