How to Buy an Insurance Book of Business

Upwork’s extremely competitive marketplace means clients get inundated with proposals. Simply having relevant hard skills no longer suffices winning projects. This article reveals approaches convincing clients you perfectly fit their needs among Upwork’s crowded talent pool.

Why “I have 10 years of experience” Fails as an Answer

Touting broad experience as justification for fitting a particular project rarely persuades anymore. Every freelancer makes similar generic claims.

Instead, your response must:

  • Demonstrate understanding the client’s specific context and goal
  • Articulate exactly how your abilities resolve their struggles
  • Quantify relevant specialty experience aligned to the role

This illustrates you grasp their reality and can deliver the required solution.

Research the Client Thoroughly

Investigate a client’s web presence for insights on current initiatives, strategic direction, and pain points.

For example, a software client may mention frustration with choppy platform updates upsetting users. Highlight experience smoothing major redesign rollouts in past roles.

Such intimate familiarity earns attention quickly.

Useful Research Sources

  • Client website (About pages especially)
  • Recent news, announcements, blog posts
  • Social media accounts
  • Product documentation/support forums
  • Glassdoor reviews

Compile key findings demonstrating alignment. Let truth persuasively showcase your precise relevance over generic boasts.

Align Your Experiences Strategically With the Project Goals

A proposal catches fire when conveying:

“I helped Company X accomplish the exact goal you’re pursuing when I…”

But you must interpret clients’ likely desired outcomes based on their situation.

For example, a client seeking a social media scheduler for multiple platforms probably aims to:

  • Save time manually posting
  • Increase audience engagement
  • Grow followers/subscribers across channels

So highlight achievements like:

“I increased qualified traffic 20% scheduling Tweets for Company Y using BuzzSumo data.”

Such credible claims of driving engagement make a strong case for fitting the assignment.

Use Data to Quantify Past Performance

Hard metrics demonstrating positive impact really stick in evaluators’ minds. For example:

“I cut costs by 28% when optimizing supply chain software implementations the last 5 projects.”

Rather than generalizations, unique statistics persuasively reveal abilities delivering what this client wants – quantifiable success.

Structure Answers Using the STAR Method

Structure responses utilizing the time-tested STAR interview technique:

Situation – Quickly summarize the client, objectives and relevance

Task – What was your position and responsibilities?

Action – What precise steps did you take applying expertise?

Result – What data and facts exhibit performance?

STAR provides logical framing to compel and eliminate doubt around fit.

Sample STAR Response Demonstrating Fit

Situation – As a Shopify Plus expert, I understand Company X aims to expand internationally based on their website mentioning global customer demand not yet met.

Task – I served as lead developer optimizing multi-lingual Shopify installations for an ecommerce startup entering the EU market.

Action – I upgraded hosting tiers and implemented CDN caching allowing 50% more traffic and 80% faster load times crucial for cross-border shoppers.

Result – Within 6 months of launch, EU sales jumped 40% contributing over $350k additional revenue.

Quantifying expertise aligned to the client’s own scenario persuades evaluators of seamless compatibility.

Emphasize Cross-Relevant Transferable Skills

Beyond strict technical capabilities, highlight complementary competencies like:

  • Delivering projects ahead of timeline commitments
  • Proven skills managing remote teams spanning time zones
  • Demonstrable creativity resolving complex challenges
  • Leadership establishing best practices across groups
  • Consistent 5-star client satisfaction ratings

These well-round talents indicate seamless onboarding and alignment with organizational priorities.

FAQs About Demonstrating Fit for Upwork Projects

How much detail should I include about previous experiences?

Keep background succinct but incorporate 1-2 compelling statistics or facts conveying precisely how you drive outcomes. Avoid fluff or generic career summaries.

Is it worthwhile personalizing proposals for each client?

Absolutely – personalized responses addressing that client’s particular struggles based on research significantly boost win likelihood against any templated language.

Should I edit past experiences to sound more relevant?

Never falsify or stretch the truth. Rather strategically highlight truthful accomplishments from your background that legitimately demonstrate positive impact similar to the client’s goals.

What’s better – having niche expertise or being a generalist?

Specialization matched directly to the work outlined suggests less onboarding and hyper-focused value right away. But generalists can persuasively pitch transferable abilities across engagements.

Should I list client names as social proof?

Yes, recognizable logos add immense credibility indicating past trust from reputable companies. But first ensure you have explicit permission to share their names publicly.

The most compelling proof of fit articulates precisely how you will hit the ground running addressing a client’s exact scenario for success using proven methods. Spend time researching the organization until you can describe in detail how their current reality will transform working together. Back this vision with credible examples and data exhibiting clear parallels. Soon selection committees will see you as the obvious choice to get tangible outcomes – and your win rate will soar.


  • Sarah Teague

    Sarah Teague brings 5 years of professional writing experience to her role as content writer for Walletminded. In this position, Sarah creates compelling articles, blog posts, and other digital content that engage readers and promote the Walletminded brand. Before joining Walletminded, Sarah honed her writing skills as a freelance writer and ghostwriter. Her work included crafting blog posts and web content for financial services, technology, and healthcare clients. Sarah holds a bachelor's degree in English from Emory University, where she also served as editor of the campus literary journal. She continues to volunteer her time as a writing mentor for youth in her community. When she's not meticulously crafting content, you can find Sarah attempting new baking recipes and enjoying hikes with her dog. She also loves curling up with a good memoir.

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