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Freelance Client Project Delivery

A proven process for delivering freelance projects professionally. From discovery to handoff, this playbook ensures happy clients and smooth projects.

4phases22tasks~Per project
intermediate💼Freelancing

Phases & Tasks

  • Initial call: understand problem, not solution

    1h

    Ask "why" a lot. What problem are they really solving? What does success look like?

  • Document requirements in writing

    45m

    After the call, write up what you understood. Send for confirmation.

  • Define explicit out-of-scope items

    30m

    What are you NOT doing? Be specific. Prevents scope creep later.

  • Create timeline with milestones

    45m

    Break project into phases with clear deliverables and dates.

  • Set communication expectations

    15m

    Async or sync? How often? What channels? Set expectations upfront.

  • Send proposal with fixed scope + price

    1h

    Clear scope, clear price, clear timeline. Get sign-off before starting.

  • Collect all access/credentials needed

    30m

    Get everything upfront. Don't let blocked access delay the project.

  • Set up project in your system

    30m

    Your project management tool, time tracker, file storage. Organize it.

  • Schedule regular check-in cadence

    15m

    Weekly calls or async updates. Regular touchpoints prevent surprises.

  • Share first milestone ETA

    10m

    Set expectations immediately. When will they see first results?

  • Establish feedback format

    15m

    Loom videos? Written comments? How should they give feedback?

  • Update client before they ask

    15m

    Proactive updates > reactive. Quick message: "On track for milestone."

  • Share progress at each milestone

    45m

    Demo what you've built. Get feedback before moving on.

  • Get explicit approval before moving on

    15m

    "Does this look right? Can I proceed?" Don't assume.

  • Document decisions and changes

    30m

    Keep a log of all decisions. Helps if there are disputes later.

  • Flag scope creep immediately (with cost)

    15m

    "That's not in scope. Happy to do it for $X. Want to proceed?"

  • Final review walkthrough (recorded)

    45m

    Loom or Zoom recording of final product. Serves as documentation.

  • Handover documentation

    1h

    How to use it, where things live, any gotchas. Make them self-sufficient.

  • Transfer all access/ownership

    30m

    Give them everything. No hostage-holding. Clean handoff.

  • Send final invoice

    15m

    Invoice promptly. Net-30 is standard unless agreed otherwise.

  • Request testimonial

    10m

    "Would you mind sharing a few words about working together?" Easy ask.

  • Schedule 30-day check-in

    10m

    Quick follow-up after a month. Shows you care. Often leads to more work.

Ready to start this playbook?

Freelance Client Project Delivery - Step-by-Step Playbook