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Lead Generation: How to hire an outsourcer (Upwork, Freelancer, etc.) for lead generation for a design and branding firm?
SW
SW
Steven Wagner, Founder of 4 Companies (3 SaaS 1 B2C Brand) answered:

I've done this for 10 years so I speak from experience.
1. Hire a firm not an individual (overseas) - firms have controls and tools that you ensure your work is done. Workers can "disappear" unexpectedly.
2. Use a screen recorder to narrate and screen share your process.
3. Document in Google that you share with them
4. Establish daily deliverables.
5. Start basic - like find emails before getting into more advanced skills.
6. If you've never done it - don't expect an outsourcer to immediately know or outperform you.
7. Have a daily task sheet for them.
8. Always ask them to check in after doing a % of the project - so it doesn't go off task.
9. Buy great tools for them to use to accomplish the tasks. Don't give them cheap tools and expect them to be an all star.
10. Test any assignment with 2 different outsourcers to establish quality and timing comparisons.

If you want to do this long term, hire a firm not a single outsourcer. It is rule #1 for a reason.

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