Agency Project Workflow

1

Brief & Proposal

Receive or create the project brief. Scope the project in detail, define deliverables, and present a proposal with timeline and budget for client approval.

⏱ 2-3 days ProposifyPandaDocNotion

2

Contract & Onboarding

Sign the contract, collect the deposit, onboard the client, and gather all brand assets, access, and background materials needed for the project.

⏱ 2-3 days DocuSignStripe1PasswordGoogle Drive

3

Discovery & Strategy

Run a comprehensive discovery phase: stakeholder interviews, competitive analysis, audience research, and strategic planning sessions.

⏱ 1-2 weeks MiroNotionZoomSemrush

4

Creative Concepting

Develop initial creative concepts, mood boards, or strategic frameworks. Present 2-3 directions to the client for feedback and direction selection.

⏱ 1-2 weeks FigmaAdobe CCMiroNotion

5

Production Sprint

Execute the selected direction across all deliverables. Run in 1-2 week sprints with clear milestones, daily standups, and internal QA gates.

⏱ 2-6 weeks AsanaClickUpFigmaDev tools

6

Client Presentation

Present completed work in a structured client meeting. Walk through each deliverable, explain decisions, and collect organized feedback.

⏱ 60-90 min ZoomLoomFigmaGoogle Slides

7

Revisions (Round 1)

Address client feedback within the agreed revision scope. Communicate any out-of-scope requests with an estimate for additional work.

⏱ 3-7 days FigmaDev toolsAsana

8

Final Delivery & Handover

Deliver all final files in agreed formats, provide handover documentation, training if needed, and ensure client has everything for independent use.

⏱ 1-2 days Google DriveLoomNotion

9

Invoice, Review & Retention

Send final invoice, close out the project in your PM tool, request a testimonial or case study, and schedule a 30-day check-in to explore future work.

⏱ 1-2 days Invoice toolCRMEmail