Freelance Client Project Delivery
A proven process for delivering freelance projects professionally. From discovery to handoff, this playbook ensures happy clients and smooth projects.
Phases & Tasks
Initial call: understand problem, not solution
1hAsk "why" a lot. What problem are they really solving? What does success look like?
Document requirements in writing
45mAfter the call, write up what you understood. Send for confirmation.
Define explicit out-of-scope items
30mWhat are you NOT doing? Be specific. Prevents scope creep later.
Create timeline with milestones
45mBreak project into phases with clear deliverables and dates.
Set communication expectations
15mAsync or sync? How often? What channels? Set expectations upfront.
Send proposal with fixed scope + price
1hClear scope, clear price, clear timeline. Get sign-off before starting.
Collect all access/credentials needed
30mGet everything upfront. Don't let blocked access delay the project.
Set up project in your system
30mYour project management tool, time tracker, file storage. Organize it.
Schedule regular check-in cadence
15mWeekly calls or async updates. Regular touchpoints prevent surprises.
Share first milestone ETA
10mSet expectations immediately. When will they see first results?
Establish feedback format
15mLoom videos? Written comments? How should they give feedback?
Update client before they ask
15mProactive updates > reactive. Quick message: "On track for milestone."
Share progress at each milestone
45mDemo 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
30mKeep 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)
45mLoom or Zoom recording of final product. Serves as documentation.
Handover documentation
1hHow to use it, where things live, any gotchas. Make them self-sufficient.
Transfer all access/ownership
30mGive them everything. No hostage-holding. Clean handoff.
Send final invoice
15mInvoice 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
10mQuick follow-up after a month. Shows you care. Often leads to more work.
Ready to start this playbook?