Become a Consultant Onboarding Process for VirtUp

Become a Consultant: Onboarding Process on VirtUp

“When onboarding a platform, a consultant must feel empowered, not overwhelmed; guided, not gated. That’s the future, platforms must be prepared to build.”  VirtUp is a virtual client-consultant platform, an upcoming and emerging one. Onboarding any platform can be overwhelming when you decide finally to become a consultant. Many questions swarm around one’s head when one is trying to choose a platform.   As a virtual consultant marketplace, VirtUp […]

“When onboarding a platform, a consultant must feel empowered, not overwhelmed; guided, not gated. That’s the future, platforms must be prepared to build.” 

VirtUp is a virtual client-consultant platform, an upcoming and emerging one. Onboarding any platform can be overwhelming when you decide finally to become a consultant. Many questions swarm around one’s head when one is trying to choose a platform.  

As a virtual consultant marketplace, VirtUp helps experts showcase their skills, connect with clients, and manage consultation opportunities through a flexible platform.

According to several reports, consultants are finding global markets through these platforms. But each of these platforms is prompting a compromise which consultants are often unwilling to make. 

On an average, a consultant spends 20%-35% of their revenue on platform fees. This is just the beginning of the hidden costs [source: Consultingsuccess]. 

Additionally, there are race-to-the-bottom pricing challenges. The algorithmic nature of these platforms is such that visibility can vanish overnight. It seems like you’re building someone else’s business and not your own. 

If any or all these problems resonate with you, know that VirtUp fully aligns with its consultants. 

We are aligning VirtUp by bringing a solution to all these mentioned issues, and if you want to become a consultant with us, you may want to know what the platform can solve. We have tried answering all these questions. 

What general queries a consultant or expert seeking work from a platform has in their minds when they see a new platform. Remember they are already experienced with platform nuances. 

Usual Doubts of Becoming a Consultant with a Platform 

Control and Autonomy    Has VirtUp Addresses It? 
Will I have full control over pricing, availability, and workflow?  
Can I manage client relationships freely, or am I restricted to platforms?  
Does the platform allow both on-platform and off-platform collaborations?  
Quality of Clients or Opportunities   Does VirtUp know the answer? 
What type of clients can I find here?  
Do these global opportunities align with my expertise?   ✔  
Does the platform attract serious clients or mostly low-budget inquiries?   ✔  
Around Profile Visibility     
Will my profile be discovered?   ✔  
Does the platform help showcase the work?   ✔  
Can I bring my existing clients to maintain continuity and reputation?   ✔  
Matching Lead Generation    Does VirtUp have any details? 
How does the platform match clients with me?   ✔  
Will I receive high-quality leads?   ✔  
How close to perfect is the matching system   ✔  
Workflow & Tools   Is VirtUp helping?  
Does the platform support scheduling, messaging, and collaboration?   ✔  
Are there automation tools?   ✔  
Easy management of clients and projects on the platform?   ✔  
Earnings and Payments    What Does VirtUp Do 
Will the platform take commissions from my earnings?   ✔  
What is the payment process – is it instant, reliable, and secure?   ✔  
Can I work with clients off the platform when getting them from the platform?   ✔  
Instant Flexibility and Freedom   VirtUp Offers  
Will I be free to choose how many projects I can handle and when?   ✔  
Does the platform respect my downtime and availability settings?   ✔  
Can I jump from one-off consultations to long-term projects?   ✔  
Platform Culture and Support    VirtUp’s Ideas & Goals 
Do the platform support consultants fairly and transparently?   ✔  
Is customer support responsive to issues?   ✔  
Are disputes handled in a consultant-friendly manner?   ✔  
Growth and Professional Development    Does VirtUp Support It? 
Will this platform help me grow my consulting brand?   ✔  
Does it expand my visibility to the global markets?   ✔  
Are there resources, insights, and community benefits?    

Major Attractions of VirtUp for A Start 

VirtUp is feature-rich, AI-algorithm backed, and offers adequate balance and freedom to consultants. 

Become a consultant with VirtUp to enjoy –  

  • No lock-ins  
  • Work on projects on-or-off-the-platform  
  • Collect reviews from these off-platform clients 
  • Enjoy a balanced ecosystem                                                                   
  • Streamlined booking process  
  • Insight-rich personalized profiles                          
  • Algorithmic search process  
  • Transparent + instant financial transactions 
  • A view-all consultant calendar                                       
  • Actionable insightful analytics 
  • A comprehensive dashboard  
  • Secure and fair payment process  
  • A two-way review system 

If you are convinced this is your platform – then here’s how you can quickly create your profile. 

Also, before we mention the steps, we would like to share a plan we have in place for our consultants. 

Become a Consultant – Join Our 100-Cohort Group 

We are currently recruiting the 100-cohort consultants. 

What do you gain if you became a part of this process? 

What does VirtUp bring you?    

  

  

  

  

  

VirtUp 100 Cohort 

What Do You Get with VirtUp? 
No subscription fee for 2 years  Create One Consultation Card on VirtUp 
Get a Feature Founding Badge  Share the VirtUp link on your social media channels 
Visibility & Credibility Improve  Tell us what we can do about the site more 
Improve Call Booking Opportunities    
Revenue Boost    
Commission Free Option    
Inbound Demand Access on Priority    
Make suggestions about the platform   

With all these benefits, we are drawing quite a fair number of consultants to the platform, and we are selecting a consultant almost every day. 

Moving ahead, we provide a detailed, step-by-step guide for creating a profile on VirtUp. 

How to Create a Profile for Becoming a Consultant on VirtUp? 

To create a profile on VirtUp, click on this https://VirtUp.com/ link. 

1. Once you click this link, you will land on the page as shown in the screenshot below. 

2. If you want to log in as a consultant, click on the blue highlighted button indicated as “consultant” and then choose the tab, “I am a consultant.”  

  I am a consultant

3. Create an account first to become a consultant with VirtUp. Signup by adding an email address and creating a password, and then press the Sign-up button. 

  Create an account first to become a consultant

 

4. The verification mail request page appears right in front of you. Visit your provided email ID and click on the verification link. 

The verification mail request page

5. Click on your name and then start adding your profile details to complete your profile page – the very first step to becoming a consultant with VirtUp. 

Add your name (first and last name) > country > state > city > zip code > mobile number > your expertise categories > and respective skillsets. 

If you are referring someone, you can add the referral code by clicking on the ‘have a referral code tab’ and then by adding the details to it. 

Click on your name and then start adding your profile details

6.Add your address details – country, state – city – zip code – mobile number. Remember, you can add up to 10 categories and 15 skillsets. Next, click on the Continue tab to move to the next screen. 

7.Incorporate your profile picture (in PNG/JPEG/JPG) in a format of 300 x 300 and a size limit of 10 MB – your face speaks a lot about you! 

8.Incorporate your tagline and a bit about yourself in 500 characters. Catch the reader’s attention with your little description. You need to put all the details in there. Use 500 characters to their maximum potential. 

Incorporate your tagline

 9. After filling out the above information, click on the continue tab. At this point, you will get a pop-up, and you can either choose to visit your dashboard or continue with your profile creation process. 

Continue tab

The Next Steps to Become a Consultant with VirtUp

Follow the next steps –  

10. Incorporate your portfolio, education, certification, languages, experience, and social presence details.  

Also, if you want, you can skip these segments easily. But you must try to add all the details and information to ensure your profile visibility scope is optimum. 

Start uploading your portfolio details (images, title, description, and link). Add a shareable link to ensure clients can explore your work. 

11. Add your education details. If you want to add more education details, then click on the Add More section. To become a consultant, you must add all your education details here.

Add your education details

12.If there are any certifications done, you can add those too. 

If you have more certifications to add, click on the ‘add more’ option. You can also skip the segment if you don’t have any certifications. 

certifications to add

13. What languages are you good at? More than one? It is not necessary to be proficient in more than one language to become a consultant with VirtUp. But if you know more languages, you can pick projects from across the world.

Add all those languages you know, and in the adjacent tab, indicate the proficiency level. 

If you know just one language, you can add that and then click on the Continue tab. 

If all these details are obvious from your portfolio, then you can skip this segment too. 

one language to become a consultant

14.Incorporate your experience (job title, names of companies where you have worked previously or currently, start and end dates, and a description of your earlier work profile). 

Add more job experience if you have more than one. Skip it, only if your portfolio has it all. 

Add job experience

The Last Step of the Profile-Become a Consultant – Add Your Social Handles!

15. In the next segment, add your website link as well as your social profile details for becoming a consultant. 

Add the links and keep them together for your clients to explore your capabilities and credibility. 

Add your LinkedIn, FaceBook, Instagram, and website links. 

If you have some other profiles, you can click on the add button to add them too. 

Add Your Social Handles

Click on the Submit tab to get your profile into our database. 

profile into our database

Once you have submitted your profile, you will be automatically taken to your dashboard. 

You could also set up a banner image, add details around your expertise within your profile by clicking on the “Add Banner Image” tab. 

Are you ready with your records, since you need to have them beforehand to have a smooth profile making experience? Becoming a consultant with VirtUp is just a consultation card away from you now. 

Add Banner Image

 

Your dashboard will look like this. 

Do you want to hop onto VirtUp? Now that you have all the details, what are you waiting for? Do you have all the details handy? If not, you can keep them close to help create your profile. 

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