Easy Steps to Start an Upwork Agency.

Creating an Upwork agency can be a great way to grow your business. Over 10,000 companies globally partner with Upwork agencies to find quality and flexible solutions for their needs. Whether you’re an existing agency looking for a new revenue stream or a freelancer ready to grow, an Upwork agency account can help you work with larger clients and manage complex tasks. It also allows you to expand your team, take on more projects, and increase your earnings. This guide will show you the easy steps to start your Upwork agency.

Main Pros and Cons of Creating an Upwork Agency

Starting an Upwork employment agency can be a great way to grow your freelance business. It offers new opportunities, but also some challenges. Here are the main pros and cons to consider. 

Pros: 

There is a difference between being an individual freelancer and having an agency. With an agency, you can get more orders. This means you can grow your business and work on larger projects. This means more opportunities and higher earnings.

Cons:

Running an agency is not easy. Competition is higher, managing a team can be difficult, and you must ensure the quality of work stays high. But with good planning and effort, these challenges can be overcome.

Read also: Best Upwork alternatives

Comparison Table: Freelancer vs. Upwork Agency

On Upwork, freelancers can choose to work independently or create an agency. Both options have advantages and challenges. 

Understanding the differences between working as a freelancer and running an agency can help you make an informed decision. The table below compares key differences between these two approaches.

CriteriaFreelancerAgency
Type of ClientsSmall businesses, individualsLarger companies, long-term clients
Project ScaleSmaller projects, solo workTeam collaboration, large projects
IncomeLimited by personal workloadHigher potential, multiple earners
Time InvestmentFlexible, self-managedMore management, team coordination
RisksDependent on personal effortHigher competition, team challenges
Upwork ReputationBased only on a personal profileAffected by all agency members’ reputations

Register and Set Up Your Agency First

To create an agency on Upwork, you first need a personal profile. Once your profile is ready, setting up an agency account on Upwork is simple. Here’s how to get started:

Go to Settings: Log into your Upwork account and open the “Settings” in your profile.

Create an Agency: In the settings, look for the option “Create an Agency” and select “Create a New Agency.”

Fill in Agency Information:

  • Agency Name: Choose a good name for your agency. A catchy and professional name can attract more clients.
  • Agency Description: Write a detailed description of your agency. This helps clients understand your expertise and why they should work with you.
  • Add Logo, Cover Image, and Tagline: These visual elements make your agency look professional and trustworthy.

Read also: Upwork Cover Letter Tips

Choose Specializations and Categories:

Select the main categories and subcategories your agency will specialize in, such as web development, graphic design, or content marketing. This will help clients find you easily.

Review and Confirm: 

After filling in all the necessary information, review your Upwork agency profile. Make sure it looks professional and meets Upwork’s requirements. Once you confirm, your agency profile will be activated, and you can start working. With these steps from Gigger, you can successfully set up your Upwork agency and attract clients.

Choose the Right Subscription Plan for Your Upwork Agency

Сreating an agency, and choosing the right subscription plan are crucial. Upwork for agencies offers two main options: Agency Basic and Agency Plus.

Agency Basic:

This plan is ideal for small agencies or those just starting. It provides essential features like profile creation and access to job postings, but it has limited visibility.

Cost: Lower cost compared to Agency Plus.
Best for: New agencies or those who don’t need advanced features.

Agency Plus:

Upwork agency pricing for this plan gives more visibility, the ability to apply to more jobs, and priority customer support. It also allows for advanced reporting and team management tools.

Cost: Higher than the Basic plan but offers more benefits.
Best for: Growing agencies or those who want to expand their presence on Upwork.

If you are just starting, Agency Basic may be a good choice. And if you plan to grow quickly and need more tools and support, Upwork Agency Plus could be the better option.

How to Hire and Build Your Upwork Agency Team

As your Upwork agency grows, you may need to expand your team. Adding new members is a simple process that allows you to manage roles and responsibilities effectively.

Add New Team Members:

1. Create an Invitation:

– Go to your agency settings and select the option to invite new members.

– Fill in the necessary details, such as the email address of the person you want to invite.

2. Choose a Role:

– Manager: This role includes managing the agency, submitting proposals, and overseeing projects.

– Freelancer: This role has restricted access and can only work on assigned projects.

Exclusive vs. Non-Exclusive Members

You can choose between exclusive and non-exclusive members when adding freelancers to your agency. The table below explains the differences:

TypeDescriptionAdvantagesLimitations
Exclusive MembersFreelancers who work only through the agency.Complete control over financial operations and the ability to set a unified price for the entire project.Members cannot take on projects outside the agency.
Non-Exclusive MembersFreelancers who can work both through the agency and independently.Greater flexibility for freelancers.Less control over the freelancer’s earnings and involvement in agency projects.n agency projects.


By structuring your team effectively, you can improve workflow, maintain quality, and grow your agency successfully.

Agencies may choose exclusive members for better control over projects and pricing. However, to attract talented freelancers who also take on independent work, a non-exclusive membership provides more freedom.

How to Manage Your Agency Operations Efficiently

Efficiently managing your Upwork agency operations is key to success. Here are some helpful tools to help manage your agency:

  • Trello / Asana / Notion: These tools are perfect for project planning and task distribution, helping you organize your work and keep track of deadlines.
  • Slack: Ideal for team communication and quick updates.
  • Google Workspace: Great for collaborative work on documents, spreadsheets, and presentations, allowing your team to work together seamlessly.
  • Upwork agency fees: As your agency grows, remember Upwork’s fees. They depend on your plan and team size. Careful financial planning ensures your agency stays profitable.

Tips for Effective Agency Management:

  1. Clearly define roles within the team: Ensure everyone knows their responsibilities to avoid confusion and improve efficiency.
  2. Standardize processes and create technical documentation: This will help maintain consistency and allow team members to follow best practices.
  3. Use automation tools: Automate repetitive tasks to save time and focus on more critical aspects of your agency’s growth.
  4. Regular Check-ins: Schedule regular meetings to discuss progress and address any issues.

How Upwork Agency Earns Money

Running an Upwork agency provides financial benefits beyond just handling more projects. Here are the main ways agencies generate revenue:

1. Setting Your Client Rates
As an agency, you can set a custom rate for clients that differs from what individual freelancers in your team earn. This means:

  • Freelancers work at their agreed-upon rate.
  • Clients see only the agency’s rate.
  • The difference between these rates becomes the agency’s profit.

For example, if a freelancer on your team works at $20/hour, but you charge the client $30/hour, your agency earns the $10/hour difference.

2. Taking on Larger Projects
Clients looking for agencies often have bigger budgets and long-term work needs. This allows agencies to secure higher-paying contracts compared to solo freelancers.

3. Profit Sharing Among Team Members
Agencies can distribute earnings strategically, ensuring a steady income for freelancers while maintaining agency profitability.

4. Scaling Through Volume
By managing multiple freelancers, agencies can take on more projects simultaneously, leading to higher overall revenue.

Conclusion:

Managing an agency on Upwork can be difficult, but the right tools and methods can help. By choosing productive project management tools, setting clear roles, and automating where possible, you can optimize your operations and focus on scaling your Upwork business agency.

Good communication and teamwork will help your agency work better and build a good reputation on Upwork. Effective management will help you do high-quality work and keep your clients satisfied.

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