Service Delivery Workflow

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