How XpertsNow Works

This page describes how to create your profile and navigate the XpertsNow site for both Clients and Xperts. We have also included a primer for first time Xperts who have never engaged in a Client/Consultant relationship.

A Client is any individual or organization that desires information from a consulting expert. XpertsNow was created to help Clients find a consultant quickly and easily. As a Client, XpertsNow is completely free. 

XpertsNow offers two pathways to find the Xpert you need. Search Xperts – Instantly review resumes, links, videos and additional information provided by Xperts to help find the right consultants quickly through our search engine. We also offer the ProjectsNow posting board. Please review both methods below to find the best method for you.

Getting Started:

  • Sign Up – Simply supply your name / email address and create a password. Once saved, an email confirmation will be sent to you for security purposes. 
  • All XpertsNow members have a dashboard that includes your inbox, saved items and ProjectsNow information. 

 

Search Methods:

Search Xperts

  • Go to Search Xperts to begin the search process. Be as descriptive as possible when entering information to locate the best match. Please enter specific keywords related to your needs, as this will help the search engine identify the right Xperts for you.
  • When you find Xperts that fit your criteria, you can send a message to one or multiple Xperts regarding your potential interest in hiring them by clicking the Contact Xpert tab.  
  • Contacted Xperts who believe they can help will then respond to you via our internal message system. These messages will show up in your XpertsNow Inbox and you will receive an email notification.
  • As Xperts reply back to you, our site will automatically generate a discrete thread within our internal messaging and voice/video system that can only be seen by you and the Xpert. Our internal messaging and voice/video option allows both parties a safe and efficient method to communicate.  
  • Both parties can then discuss the assignment and share files to reach agreement on financial and other parameters. 
  • When an agreement is made between both parties, you are set to begin your project! 

Attract Xperts using ProjectsNow

  • If a Client chooses not to perform a direct search or wishes to receive multiple inquiries from Xperts with little effort, they can create and post a project on the ProjectsNow board. Simply click on the ProjectsNow tab and hit the Post a Project button. 
  • Enter the details and duration of your project. We recommend including relevant key words and a short description regarding the type of Xpert desired and services needed. Please note that the date you enter into the Proposal Deadline Date field will automatically remove your project post from the board the following day.
  • When you have all of your relevant information listed in your post, please hit Save. An email will be sent to you confirming your project has been posted. You can also share your project post on social media by clicking the share ‘+’ button in the upper right hand corner of your profile. 
    • Once posted, interested Xperts can contact you via our internal system. Xperts can include a cover note and any preliminary attachments. You will receive an email notification of their interest. 
    • You can remove your posted project at any time by clicking on Edit Project in your Posted Projects tab. 
    • In your dashboard, a list of interested Xperts will appear in your Posted Projects tab. When you click on an Xpert’s link, you can review their profile qualifications, cover note and attachments to help you decide which Xperts you would like to communicate with further. 
    • Similar to a Client-Xpert Direct Search, you can communicate with the Xpert using our internal messaging system. During the review and communication process, you will also be allowed to save and send pre hire project attachments back to that specific Xpert by clicking the Share Documents tab.
    • Once you’ve chosen an Xpert, we offer free project management tools to assist you. Simply select your hired Xpert and click the Select Xpert button. This will export communications and attachments used in the selection process to the Ongoing Projects folder on your dashboard for use during the project. 
    • Selecting the Select Xpert button will also automatically remove your project post from the ProjectsNow board. However, the Xperts that expressed interest but were not hired will be saved for your future reference. 
    • In your Ongoing Projects folder you can save important notes and attachments to your project folder. You can also mark the project as cancelled or concluded with that Xpert, which will then move the project to Cancelled Projects or Concluded Projects folders respectively. 
  • If a Client wishes to earn money as a Consulting Xpert, please create an Xpert profile on XpertsNow for free. You can easily switch your account type using the same email/login credentials. Once registered as an Xpert, simply click the Switch Account button in the dropdown to toggle between your accounts.

As an Xpert, you can list your qualifications and experience on XpertsNow free of charge. We will never take a percentage of your fees based on the work you do. Please follow the instructions below to advertise your services to clients worldwide for free!

Getting Started:

  • Sign Up – Simply supply your name / email address and create a password. Once saved, an e-mail confirmation will be sent to you for security purposes. 
  • All XpertsNow members have a dashboard that includes your inbox, saved items and ProjectsNow information. 
  • If not current, we suggest that you update your CV/resume, links, videos and other materials and have them ready for easy uploading to your XpertsNow profile.
  • Go through each section in your Profile Builder diligently and load your professional materials in the appropriate sections within your profile and hit save. 
  • Please be sure to enter all “Keywords” that make you unique. This will help our search engine pick you as the right match with potential Clients.
  • The information in your profile is the main motivation for Clients to decide whether you are the right match for their project. Please carefully review your entries before saving.
  • We recommend posting your Profile on all of your social media accounts to increase your exposure and create additional business opportunities. It’s also a good idea to repost any material updates. Simply press the share ‘+’ button on the upper right hand corner of your Profile for links to all of the major social media platforms.

XpertsNow offers two pathways for Clients to find you:

  • When a Client performs a search and desires to potentially work with you, they will send a message to you via our internal messaging system. The communication will show in your XpertsNow Inbox and you will receive a notification.
  • If you are interested in the potential assignment, please reply to the Client regarding your interest. This action will automatically generate a discrete thread within our internal messaging and voice/video system that can only be seen by you and the Client. Our internal messaging and voice/video option allows both parties a safe and efficient method to communicate.  
  • Both parties can then discuss the assignment and share files to reach agreement on financial and other parameters.
  • When an agreement is made between both parties, the assignment begins!
    • If a Client chooses not to perform a direct search, their project can be posted on the ProjectsNow board. Once posted, the ProjectsNow listings show the posted job, service request or longer-term project for Xperts to review and respond. Available projects can be found in the Browse ProjectsNow tab.
    • If you are actively seeking new projects, please check the board regularly and respond quickly if the project is a good fit with your skill set.
    • When you find a project of interest, click the I’m Interested tab. This will allow you to send a cover note to the Client and attach preliminary documents.
    • In your dashboard, your indication of interest will appear in the Interested Projects tab. You can also modify your cover note and include additional attachments in this section.
    • Similar to a Client-Xpert direct connection, you can communicate with the Client using our internal messaging system. During the review process, the Client controls the initial communication with you. After the first Client communication, two-way chat is allowed.
    • As an additional option for the Client, they can utilize our project management tools and select an Xpert for hire. 
    • If a Client chooses to select you and use our project management tools, all attachments between the Client and you will be exported to a new folder called Ongoing Projects. 
    • In the Ongoing Projects folder, important notes and attachments can be saved for reference. The Client can also mark the project cancelled or concluded, which will then move the project to Cancelled Projects or Concluded Projects respectively. 
  • If an Xpert wishes to hire other Xperts on our site, please register as a Client for free. You can easily switch your account type using the same email/login credentials. Once registered as a Client, simply click the Switch Account button in the dropdown to toggle between your accounts.

For first time Xperts

  • Consider your business plan. Decide how much you want to be paid per hour and the amount of hours a week or month you want to work. If you currently have a job, contemplate the time of day and days of the week you are available.
  • Please update and organize your materials that you will be uploading to the site. Your resume, links, videos and other materials will be your advertisement to Clients regarding your capabilities. Thus, diligence in setting up your profile may pay dividends regarding your ability to be hired for new projects.
  • When ready, thoroughly create your profile on XpertsNow.
  • We recommend posting your Profile on all of your social media accounts to increase your exposure and create additional business opportunities. It’s also a good idea to repost any material updates. Simply press the “+” button on the upper right hand corner of your Profile for links to all of the major social media platforms.
  • Don’t take on assignments you can’t successfully complete. XpertsNow has a rating system based on your work and a high rating may attract more Clients.
  • Know your Client. Ensure that you are comfortable working with the Client and will be paid for the services you perform. If concerned about payment you can choose to ask for a retainer, break your assignments up into milestones, or use an escrow service.
  • Ensure that you understand the assignment completely and feel comfortable with any deadlines before starting.
  • We offer a Tools section – with links to services that may support your activities on XpertsNow.’
  • If an Xpert wishes to hire other Xperts on our site, please register as a Client for free. You can easily switch your account type using the same email/login credentials. Once registered as a Client, simply click the Switch Account button in the dropdown to toggle between your accounts.