Getting Started for Marketers
This guide helps marketers, freelancers, and consultants build a portfolio that attracts clients and converts visitors. Focus on showcasing results, building trust, and making it easy for prospects to reach out.
Your Goal
Create a public profile that:
- Showcases your best work with clear results
- Builds credibility through social proof
- Makes it effortless for visitors to contact you
Time Investment
About 30 minutes to set up a professional portfolio.
Step 1: Define Your Brand
Before building, clarify your positioning:
What to Prepare
| Element | Question to Answer |
|---|---|
| Headline | What do you do in one sentence? |
| Bio | Why should someone work with you? |
| Services | What specific outcomes do you deliver? |
| Proof | What results can you showcase? |
Example Bio
Marketing consultant helping SaaS companies increase trial-to-paid conversion. 10+ years experience with B2B tech companies. Previously led growth at [Company].
Step 2: Set Up Your Profile
Basic Information
- Go to Settings > Profile
- Set a professional Username (your name or brand)
- Add your Display Name
- Upload a high-quality Profile Image
- Write your Bio using the positioning you defined
Social Links
Add links to build credibility:
- LinkedIn — Professional history and recommendations
- Twitter/X — Thought leadership and engagement
- Website — Company or personal site
Step 3: Showcase Your Work
Create Case Study Projects
For each piece of work you want to showcase:
-
Create a new Project
-
Write a compelling Description that tells the story:
- What was the challenge?
- What did you do?
- What were the results?
-
Add a Result Blurb (120 characters):
"Increased organic traffic 150% in 6 months through content strategy"
-
Add relevant Tech Stack tags (tools, platforms, skills)
Add Visual Proof
Projects with images convert better:
- Open project Settings
- Upload a Cover Image (before/after charts, dashboards, screenshots)
- Add Gallery Images for additional context
Make Projects Public
- Toggle Public in project settings
- Enable Show Projects in your profile settings
Step 4: Define Your Services
Tell visitors what you offer:
- In Profile Settings, enable Show Services
- Add your services (3-5 recommended):
| Service | Description |
|---|---|
| Marketing Strategy | Comprehensive go-to-market planning for product launches |
| Content Marketing | Blog strategy, SEO content, and thought leadership |
| Conversion Optimization | Landing page optimization and A/B testing |
Keep descriptions focused on outcomes, not deliverables.
Step 5: Add Conversion Points
Make it easy for visitors to take action.
Primary CTA (Hero Section)
- Enable Hero CTA in profile settings
- Set your Label: "Book a Free Strategy Call"
- Add your URL: Link to Calendly, Cal.com, or contact form
- Write a Subtitle: "30-minute session to discuss your growth goals"
Secondary CTA (Contact)
- Enable Contact CTA
- Set Label: "Get in Touch"
- Add URL: Email link or contact page
Pro Tips for CTAs
- Use action words: "Book", "Get", "Start"
- Create urgency when appropriate: "Limited spots available"
- Remove friction: Direct links beat forms
Step 6: Build Social Proof
If available, add testimonials:
- Enable Show Testimonials in profile settings
- Add quotes from past clients
- Include name, title, and company for credibility
Getting Testimonials
Reach out to past clients with this template:
"I'm updating my portfolio and would love to include a brief testimonial about our work together. Would you be comfortable sharing 2-3 sentences about your experience?"
Quick Wins Checklist
- Professional profile photo uploaded
- Bio clearly states what you do and for whom
- At least 2 case study projects with results
- Services section lists your offerings
- Hero CTA links to your booking page
- Social links added (LinkedIn, Twitter)
Example Profile Structure
Here's what a marketer's profile typically includes:
📸 Professional headshot
📝 "B2B SaaS Marketing Consultant | Helping startups scale from 0 to $1M ARR"
🔗 [Book a Strategy Call] button
📋 Services:
- Growth Strategy
- Content Marketing
- Demand Generation
📁 Featured Projects:
- Case Study: TechStartup (150% traffic increase)
- Case Study: SaaSCo (3x lead generation)
💬 Testimonials:
- "Sarah helped us 10x our pipeline..." - CEO, Company
Measuring Success
Track these metrics to improve:
- Profile Views — Is your positioning attracting the right audience?
- CTA Clicks — Are visitors taking action?
- Inquiries — Are the right people reaching out?
Iterate on your profile based on what converts.
Next Steps
- Public Profiles — Advanced customization options
- Projects — Detailed project features
- Tutorial — Complete platform walkthrough
Common Questions
How many projects should I showcase?
Quality over quantity. Start with 2-3 strong case studies. Better to have fewer compelling examples than many mediocre ones.
What if I can't share client work?
- Use disguised case studies ("A Fortune 500 retailer")
- Focus on the approach and results, not identifying details
- Create example projects showing your methodology
How often should I update my profile?
Review quarterly. Add new projects as you complete them. Keep your CTA links and services current.