06 — The Process
How a project runs.
Every project moves through seven phases: clear scope first, then the work, then a clean handover.
- 1
- Inquiry Form
- Data Privacy Notice
- 2
- Project Goals
- Preferred Communication Channel
- Conflict of Interest Check
- 3
- Onboarding Form
- Master Service Agreement (MSA)
- Statement of Work (SOW)
- 4
- Non-Disclosure Agreement (NDA)
- Technical Access Collection
- 5
- Work Proceeds
- Intellectual Property Clause
- Liability Waivers
- 6
- Review and Revise
- Final Release
- Intellectual Property Transfer
- 7
- 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.







