New Member Guide

Welcome to Storetasker! This guide will help you get started quickly and make the most of your membership.

1. Account Setup & Kickoff

• Edit your member information anytime from your account or by contacting Support.

• Schedule your kickoff call if applicable to review your dashboard and workflow.

2. Set Tags & Notifications

• Add your most relevant skills to your profile.

• Set up notifications via email, text, or Slack to never miss a lead.

• Add up to 10 past clients to improve matching accuracy.

   

3. Build some pre-packaged services

• Pre-packaged services allow you to offer clients ready-to-go projects quickly.

  • Build and save common project types or retainers.

  • Each service has a unique link you can share publicly.

  • Embed these links on your portfolio, LinkedIn, GitHub, or other sites.

  • Include at least one common retainer option to simplify ongoing work.

  

4. Link your calendar

• • Connect your personal calendar for fast, automated scheduling.

  • Set your general availability.

  • Share your meet.storetasker.com link for client bookings.

  

5. 

We provide resources to help you succeed on Storetasker:

• Platform Tours: Short videos covering FAQs and workflows:

  • Overview of the platform

  • Claiming new leads

  • Client CRM

  • Sending quotes

  • Handling large projects

  • Working with Inbound

  • Metrics, profile, and calendar setup

  • Services, payments, and reviews

  • Tags and notifications

  • Getting help and support

  • Inviting friends

  • Providing feedback

6. Best Practices & Warnings

Teams & Sub-Contractors

• Communicate upfront if a team will work on a project rather than you individually.

• As the Storetasker member, you are 100% responsible for your account, leads, and clients.

Support Issues

• Use Storetasker Support for help with questions or escalated client situations.

• Multiple negative client experiences may reduce the number of leads referred to you.

A Thorough Quote

• Include deliverables, out-of-scope items, and how you handle revisions.

• Discuss price ranges with the client before sending a formal quote.

Billing & Communication

• Keep all billing and communication on the platform to protect your membership and build client trust.

• Attempting to move clients off-platform can put your account at risk. Contact Support immediately if a client requests off-platform billing.

7. Sharing Feedback

• Use #feature-requests in Slack to suggest improvements or new features.

• Report bugs or technical issues via Support@Storetasker.com.