Use this checklist to plan your workflow. Product-specific screens, configuration and availability are confirmed during setup.
Agree the scope.
Make sure delivery starts with the same understanding as the estimate.
- Record the agreed deliverables and exclusions.
- Identify the client approver and internal owner.
- Keep the accepted estimate with the project context.
Set up the work.
Break the project into manageable responsibilities.
- Define milestones and task owners.
- Set up a consistent place for files and project notes.
- Agree how changes are reviewed and approved.
Keep the client context close.
Important decisions should not live only in a private inbox.
- Record decisions that affect the project scope.
- Keep a clear next action for each client dependency.
- Review outstanding approvals at each milestone.
Close out deliberately.
Delivery and billing both need an explicit handoff.
- Confirm completed work and client acceptance.
- Review invoice details against the approved scope.
- Save the final records and identify any follow-on work.