Your Insight Partner profile page is a one-stop showcase of your qualifications, certifications, work, and project experience, and services offered. Your potential clients should be able to fully understand your capabilities from the information available on this page. The more details you offer in this section, the higher the chance that you will receive appropriate inquiries from potential clients. Needless to say, we highly recommend spending a fair amount of time developing and updating your profile page and keeping it updated with the latest information at all times! In this article, we will take you through the process of setting up your all-important profile page.     

Let's take a look at each of the sections. 

Here, you can specify your engagement preference. The options available are:

1. Ad-hoc projects

If you are a Freelancer, and if you prefer to work on a per-project basis, you'd need to select this option. This will allow clients/vendors registered in our platform to connect with you for a single requirement at a time, for a fixed fee.

2. Secondment This model lets you work with a client continuously over a period of a few months. Typically, you would be working on multiple projects or assignments and be paid on a monthly basis. You would not be an employee of the firm you work for. You should also specify your expected monthly remuneration (either INR or USD) once you make the selection.

3. Full-time employment If you are open to full-time employment with a company, you can check this box. Here, you need to specify your expected annual remuneration (either INR or USD) after making the selection.

You can also select multiple/all the options, if that's what you prefer.

This section has the following fields.

Profile headline: A short description that appears below your name on your profile, often a single line. It is a searchable field; it is good practice to use keywords that customers might use to search for experts like you.

Brief summary: A brief summary of your expertise and services. It should typically be a few lines long. It is a searchable field; it is good practice to use keywords that customers might use to search for experts like you.  

Expert type: You can indicate if you are a freelance professional or part of a firm. 

Years experience: Total number of years of experience. 

Country: Country of your residence. You can start typing in the letters and select from one of the options in the list. It is good practice to indicate the city of residence; the country will appear automatically in the description. (This is not a free-form text field, make sure that you choose an option from the drop-down.)

Note: All the fields in this section are mandatory. 

In this section, you will indicate the type of services you provide and the industry sectors that you operate in. These fields are available as a filter to clients who want to narrow down their search to service providers operating in a particular sector or looking for a particular service. 

Services: You can simply check all the services that you provide from the available list. If your service is not covered under the standard options, check the Others box, and you will be able to type in the type of services you offer in freestyle.

Industry/Sector: Similarly, you can simply check all the industries/sectors in which you have expertise. If your service is not covered under the standard options, check the Others box, and you will be able to type in the type of industry in freestyle. 

Note: All the fields in this section are mandatory.

We suggest providing your complete work experience here; full-time, part-time, or as an independent consultant. For each work experience, you need to add the following details. 

Job title: The designation or title you had. If you had multiple designations over a long period of time at a company, you could mention the last one and indicate it accordingly in brackets (see example below). 

Company name: The company where you worked. 

Type of employment: Full-time, part-time, or as an independent consultant. 

Start & End Date: Start and end date of your employment. 

Description: A brief description of your job role. 

A sample is available here for reference.

Note: You need to upload at least one work experience before moving on to the next section. 

Qualification: The name of the qualification.

Institution: The institution from which the qualification was obtained.

Start & End Date: Start and end date of the course.  

Description: A brief description of the course.

 A sample is available here for reference.

Note: You need to upload at least one education before moving on to the next section. We strongly recommend adding your complete educational history in this section to enable potential clients to learn more about you.

Showcase the certifications that you have earned in this section. More the better!

For each certification, enter the following information. 

A sample is available here for reference.

Note: This section is optional, but we suggest you update all your relevant certifications here.  

In this section, you can upload documents (PDF, DOC, PPT, XLS) and videos (accommodates most types of extensions) to showcase your work. This allows you to upload your standard credentials, or you could even ask one of your customers to send you a video testimonial that you upload here! The sky is the limit. This is where your credentials are displayed on your profile. 

Note: This section is optional, but we suggest you upload at least one great document or video that showcases your work. You can upload up to three documents. (If you have lots of documents to upload and find three restrictive, do tell us!) 

Packages are insight services that have been pre-specified to a certain extent. They make it easier for prospective clients to understand the service being offered, the methodology adopted to deliver insights, how they can use the output for their benefit, the likely timelines, and the cost. Adding appropriate packages to your profile helps clients discover you more easily as the text in them is searchable by potential clients. This field is also searchable; clients looking for specific keywords might discover your profile if they use the terms mentioned in the description of the package.  

You will see four different headings here. Under each, you will find several packages which you can choose to add to your profile if you feel you have the expertise to execute them successfully.  

In the future, we will be building out more features around packages. For example, clients who would like a particular standard package could use them to auto-populate a brief and send them to all experts who indicated that they have the expertise to execute them. Watch this space!

Note: This section is optional, but we suggest you take some time out to choose the packages that you can offer to potential clients.

You can indicate your availability here. If you are expected to be unable to take up ad-hoc projects, you can mark yourself unavailable for the indicated period. You will not appear in search results for the period selected by you.

Note: The information provided in this section is currently not displayed on your profile. In the future, we will use the data in this section for building out features like disallowing appointments at times when you are marked as not available. 

How about a nice background image to give your profile a great halo? Or an image that showcases your work? For instance, if you specialize in IT, you could upload something relevant to that field. For reference, this is where your background image appears. 

On expert search listings. 

On your profile page. 

Note: Uploading a background image is optional, but we highly recommend doing so. A good background image can make your profile stand out in search as well as make your profile page look great. (The above images are probably not a great example!)



You will now be able to view your completed profile by clicking the Insight Partner profile through the menu.