Working with experts

These guidelines can help you create good working relationships with experts and make sure that your jobs are successfully completed.

Defining the job scope

After you create a job or contact a specific expert, you’ll get an email notification when an expert responds. You can click Experts Marketplace > Jobs to access your messages with experts.

It’s important to identify all the tasks for the job before the work begins. Share your budget, timeline, and expected results. You should also request a proposal so you can both agree on the job scope.

Make sure to also define a process for requesting job changes with the expert. Requests for even small adjustments can have an impact on deadlines and costs. All changes should be agreed upon as early as possible before they’re incorporated into the job.

Keeping communications within the marketplace

It’s recommended to keep all conversations with experts within the Experts Marketplace. This makes it easier to refer back to discussions and saves all information related to your job in one place. If you need to talk to an expert using another platform, then you should post a summary of the conversation in the Experts Marketplace so that it’s tracked.

Giving experts access to your store

If an expert needs to access your store, then you should ask them to use a collaborator account. This lets you control which sections of your store you want the expert to see. Also, collaborator accounts don't count towards your store’s staff limit.

Providing feedback to experts

After you define the job scope and agree on a proposal, you should continue to ask the expert for updates and provide feedback. This makes sure both of you agree on job details and prevents misunderstandings.

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