How I organize my client project workflow – apply this to each of your client projects to ensure consistent results every time!

1. Sign Contract
   Client and I sign contract via Dubsado (or whatever CMS you are using)
   
2. Project Management
   Set up project in Trello with a checklist and give access to client
   
3. Schedule 30 or 60-minute Assessment Call (as per selected package)
   Discuss client’s expectations, the project, specifications, mission and vision, color schemes, vibes, etc., as well as delivery time of the completed project
   
4. Homework
   Assign homework to client related to project, as discussed during assessment call, due 5 days before project work can begin
   
5. Creative Brief
   Create moodboard and brief (sketch, draft, etc.) and send to client for review
   
6. Create Artwork
   Design logos as per chosen package and send for review.  Revisions included as per selected package
   
7. Create Brandboard/Styleguide
   Visual summary of branding as per assessment call discussion
   
8. Store all files and design assets as PDF and JPEG in Trello
9. Request Second payment in case of Payment Plan
   Create invoice via Dubsado
   
10. Create Collateral Assets
    Design all other elements for branding, as per selected package and send for review.  Revisions included as per selected package
    
11. Website Front Design
    If applicable as per selected package or per agreement
    
12. Request Final Payment
    Final payment due before files are released to client.  Create invoice via Dubsado
    
13. Schedule Follow-up Call with Client
    Go through created artwork and assets, make final adjustments
14. Send a Thank You email to the client and ask for a Review and for Referral

Review of delivered work, ask for the possibility of a retainer for future work