🚀 Service Delivery

Service Delivery Workflow

📋 9 steps 🏢 Professional Services ✓ Free template

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The 9-Step Process

1
Project Brief Review
Thoroughly review the project brief, client requirements, and contract scope. Identify any ambiguities and clarify with the client before starting.
⏱ 1-2 hours NotionGoogle DocsSlack
2
Resource Allocation
Assign team members, tools, and budget to the project. Confirm availability and set realistic timelines based on current workload.
⏱ 1 day AsanaFloatClickUp
3
Project Kickoff
Brief the internal team on project goals, deliverables, timeline, and the client's communication preferences. Set up all project infrastructure.
⏱ 60 min ZoomAsanaSlackNotion
4
Phase 1 Execution
Complete the first phase of deliverables according to the project plan. Maintain daily progress notes and flag any blockers immediately.
⏱ 1-2 weeks Project management toolDesign toolsDev tools
5
Internal QA Review
Conduct an internal quality review of all deliverables before sharing with the client. Check against the original brief and acceptance criteria.
⏱ 2-4 hours LoomNotionDesign tool
6
Client Review & Feedback
Share deliverables with the client through a structured feedback process. Use a feedback tool or form to capture organized, actionable comments.
⏱ 3-5 days LoomMarkup.ioFigma comments
7
Revisions
Implement client feedback within the agreed revision rounds. Track changes made and communicate completion for each round.
⏱ 2-5 days Project toolDesign/Dev tools
8
Final Delivery
Package and deliver all final assets, files, and documentation. Provide handover documentation including file organization and usage instructions.
⏱ 1 day Google DriveDropboxWeTransfer
9
Project Close & Invoice
Obtain written sign-off on completed deliverables, send the final invoice, request a testimonial or review, and archive project files.
⏱ 1-2 days EmailInvoice toolCRM

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