Taking Clients Off-Platform

What does “taking a client off-platform” mean?

Taking a client off-platform refers to any communication or payment arrangement between a member and a Client that occurs outside of Storetasker.

• All communication must take place using the Storetasker-provided email and phone number.

• All quotes and payments must be processed through the platform.

• Sharing personal contact details (personal email, phone, Slack, etc.) without Storetasker’s prior written approval is considered off-platform activity.

Are there any exceptions?

Yes. If a Client requests to use an alternate communication method (e.g., Slack, Asana, Trello), you must request approval from Storetasker Support first.

• Approval is granted at Storetasker’s sole discretion on a case-by-case basis.

• If approved, only communications made through Storetasker will be considered in the event of a support ticket.

Why is going off-platform not allowed?

1. Fairness to all Experts

   • Storetasker fees cover shared expenses such as technology, marketing, and support.

   • If projects are taken off-platform, fewer resources are available to support and grow the platform, reducing opportunities for all Experts.

2. Protecting Clients and Experts

   • Clients lose Storetasker support, escrow protections, and dispute resolution.

   • Experts lose payment security, platform trust, and lead generation.

   • Going off-platform damages the Storetasker brand and client experience.

How does Storetasker identify off-platform activity?

• Client reports: Clients may inform Storetasker if a member suggests going direct.

• Conversation patterns: Sudden stops in platform communication or mismatched project quotes can signal off-platform activity.

• Support requests: If a project taken off-platform encounters issues, Clients often return to Storetasker for help.

Note: Storetasker does not monitor all conversations but investigates when flagged.

What happens if I take a client off-platform?

• Storetasker has a zero-tolerance, one-strike policy.

• If an investigation confirms off-platform activity, the member's account will be permanently closed.

• During investigation, accounts are placed in “0 claims” mode (you can continue current work but cannot claim new leads).

• Once closure is confirmed:

  • Current projects are reassigned.

  • Any final payouts are made, usually within 30 days (depending on refunds, chargebacks, or open support cases).

Can I return to Storetasker after account closure?

No. Account closures for off-platform activity are final and cannot be reversed.

What risks should I consider before taking a client off-platform?

Former members who lost access to Storetasker flagged the following consequences:

• Loss of access to the member community.

• No support in case of disputes or client issues.

• No payment security or escrow protection.

• No marketing or lead generation from Storetasker.

• Reduced trust from clients (loss of Storetasker branding, profile, and email credibility).

• Needing to join alternative platforms with lower ROI or increased competition.

What should I do if I’m frustrated by Storetasker’s fees?

If you feel the value is unclear, reach out to Storetasker Support.

• The platform continuously improves based on member feedback (e.g., dashboard updates, new features).

• The team is committed to making sure members receive full value for fees paid.

Summary:
All communication and billing must remain on-platform unless Storetasker Support explicitly approves otherwise. Taking a client off-platform will result in permanent account closure with no chance of reinstatement.