Do I need a paid Leverage Proposals account to create the free Upwork Business Report?

No. The free report flow starts from the Chrome extension and does not require a paid Leverage Proposals dashboard account.

Which tutorial should a new paid user watch first?

Start with Getting Started, then watch Install Extension and Connect Token before creating a Selective campaign.

Should I use Selective or Automatic campaigns first?

Most users should start with Selective campaigns because they can review qualified jobs and proposal drafts before anything is submitted.

Will the tutorials show private Upwork data?

Tutorial videos should use demo accounts, blurred private details, or product screenshots without exposing real client data, tokens, or private Upwork information.

Product tutorials

Learn Leverage Proposals in 30 minutes.

Use this tutorial hub to set up the Chrome extension, create your first report, launch a review-first campaign, and understand the dashboard before you scale Upwork outreach.

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Tutorial library

Six videos cover the whole workflow.

These placeholders are ready for recorded tutorials. Each one has the exact purpose, recording checklist, and page placement so the videos stay useful instead of becoming generic demos.

01 Free users · 2-3 min

Free Business Report Setup

Show visitors how to install the Chrome extension, open the popup, click Create free report, wait for the scan, and read the hosted report.

Use the same Chrome profile where Upwork is logged in.
Show the Create free report button clearly.
Blur private Upwork details and any account-specific data.

02 New paid users · 4-5 min

Getting Started With Leverage Proposals

Walk through account creation, the dashboard layout, what campaigns do, and where Selective and Automatic workflows fit.

Explain the dashboard without opening Upwork proposal submission.
Show Campaigns, Account, Upwork Report, and plan limits.
Position Selective as the safest first workflow.

Leverage Proposals dashboard showing qualified Upwork jobs — Video placeholder: product overview

03 Setup · 3-4 min

Install Extension and Connect Token

Show the Chrome extension install, workspace token connection, connected state, and Upwork identity confirmation.

Use a demo token or blur the token before publishing.
Show the extension is tied to the user's own browser session.
Confirm what a healthy connected state looks like.

04 Core workflow · 5-7 min

Create a Selective Campaign

Teach the review-first flow: paste a filtered Upwork search, qualify jobs, generate proposal drafts, edit them, and decide what should be queued or submitted.

Start from a filtered Upwork search URL, not a broad feed.
Show Qualified before Generate Proposals.
Make review and edit control feel central.

Leverage Proposals Qualified jobs tab — Video placeholder: Selective campaign

05 Advanced workflow · 5-7 min

Create an Automatic Campaign Safely

Explain when automatic mode makes sense, how to use thresholds and daily caps, how Connects protection works, and how to pause the extension.

Recommend Automatic only for trusted, well-filtered campaigns.
Show score threshold, daily cap, pause, and status signals.
Avoid promising guaranteed replies or earnings.

Leverage Proposals generated proposal draft — Video placeholder: Automatic campaign

06 Reporting · 4-5 min

Reports, Statuses, and Refreshes

Show the Upwork Report, proposal states, Connects spend, refresh actions, and the difference between dashboard status and Upwork-side activity.

Explain Total spend, Connects spend, and net return.
Show queued, applied, viewed, replied, and needs-check states.
Make refresh behavior predictable and calm.

Leverage Proposals Upwork Report dashboard — Video placeholder: reports and statuses

Recording checklist

Record once, reuse everywhere.

Each tutorial should be clear enough for the website, onboarding, dashboard help links, support replies, and short social clips.

Use real UI, not slides

Show the actual extension and dashboard. Keep the product screen as the main visual.

Protect private data

Blur tokens, earnings, client names, messages, and any Upwork account details before publishing.

End with one action

Free report videos should point to the extension. Paid tutorials should point to signup or the dashboard step.

Questions

Quick answers before you start.

Do I need a paid account for the free report?

No. Install the Chrome extension and choose Create free report. A paid dashboard account is only needed for campaign automation.

Which tutorial should paid users watch first?

Start with Getting Started, then connect the extension before creating a Selective campaign.

Should new users start with Automatic campaigns?

Most users should start with Selective campaigns so they can review job fit and proposal drafts before sending.

Where do the recorded videos go later?

Replace each placeholder with the final video embed or hosted file, then reuse the same clips in onboarding and support links.

Start with a safe first workflow.

Create a free Upwork Business Report first, or start a Growth account and use Selective campaigns before switching on Automatic.

Get started Try free report