1: How to refer brands to Storetasker & earn $10,000 per intro
2: Dashboard Overview
- Intro to your Expert dashboard
3: Claiming a New Lead
- Reviewing client requests
- Matching with new leads
4: Your Client CRM
- Organizing your clients
- Emailing / texting / calling your clients
5: Sending a Quote
- Sending over scope of work
- Types of project (escrow, retainer, bill)
- How clients pay
- Additional agreements (NDAs, contracts)
6: Handling Large Projects
- Breaking down large quotes using deposits and / or milestones
7: Working with Inbound
- Organizing your inbox
- Handling direct client introductions from HQ
8: Your Account – Metrics, Profile, Calendar
- Understanding account metrics
- Your public profile
- Setting up your calendar / meeting invites
9: Your Account – Services, Payments, Reviews
- Setting up your calendar / meeting invites
- Payments - cashing out, payment tiers
- Client reviews
10: Tags and Notifications
- Set up new lead notifications
- Tag yourself with skills and tools
11: Resources and Getting Help
- Your personal support center
- Your support team
- Expert knowledge base
12: Invite Your Friends
- Refer your friends and earn money
13: Giving Feedback
More new member tips here!
Help Center