06 — The Process

How a project runs.

Every project moves through seven phases: clear scope first, then the work, then a clean handover.

  1. 1
    Phase 1

    Inquiry & Initial Contact

    • Inquiry Form
    • Data Privacy Notice
  2. 2
    Phase 2

    Discovery & Project Fit

    • Project Goals
    • Preferred Communication Channel
    • Conflict of Interest Check
  3. 3
    Phase 3

    Proposal & MSA

    • Onboarding Form
    • Master Service Agreement (MSA)
    • Statement of Work (SOW)
  4. 4
    Phase 4

    Technical Setup & NDA

    • Non-Disclosure Agreement (NDA)
    • Technical Access Collection
  5. 5
    • Work Proceeds
    • Intellectual Property Clause
    • Liability Waivers
  6. 6
    Phase 6

    Review, Revisions, Release

    • Review and Revise
    • Final Release
    • Intellectual Property Transfer
  7. 7
    Phase 7

    Feedback & Termination

    • Notice of Completion
    • Notice of Contract Termination
    • Feedback Form

Retainer clients follow the same phases. The monthly hours and schedule are set in the Statement of Work.