Effectiveness, efficiency and robustness – these are the imperative factors when it comes to building a website and deciding various development phases. Small-to-large firms come up with their own agile development processes which also include project process for clients too! There are certainly a number of various elements involved, which can augment the business workflow and produce better end results for your esteemed clients. This blog profoundly talks about the client’s project process excelled from inquiry to completion! Explore the potential systems and standards. The process comprises of different steps which can benefit businesses from an established procedure.

Stepwise Client Project Process


The projects have to start from somewhere, then why not from “inquiring”! Almost all client projects start with a contact form or inquiry form submission through websites! Majority of potential clients inquire by calling the company’s executives! Inquiries through e-mails, is what businesses have the most! If you have tracked your inquiries then it would be easier to keep a spreadsheet, which can be a great helping hand in the future. It makes the “sorting” & “opting” particular elements simpler than before.


It is a challenge for the majority of designers & developers! Unless you utilize defined price quotes, you will have some type of process for creating quotes. It is likely to have some work based on different Quotes! So, not to worry if your project process for clients carries a standardized approach. To increase the number of prospects, introduce them with a number of pricing packages with flexible options, from time-to-time! Save all quotes in a folder named “Quotes”, this can save your time and help you find the oldest quotes as well.

3.Payment Policy:

This is one of the most important steps with befitting facets, which must be followed to avoid discrepancies. The standards created for payment policies should be comfortable, up front and easy to understand to clients. Regardless, the process is chosen by clients, the payment policies must be well conveyed to them; this will help decide the design & development time. To get money up front is appreciated when it comes to the payment process.


Building & tracking invoice is yet another significant step in the client project process. If you have a wisely created invoice for clients, then of course, you won’t be having a tough time to have the final project amount. There is a gamut of free templates available online on which invoices are created and set up to the systems! This makes the process much smoother for you!

5.Client’s Intake:

After the initial payment process, time is to get started with clients’ intake. In this very step, you are likely to get into the research into some business specific needs. It is must to have effective email communication to understand the client’s views. Regardless of the project size, businesses must have some sort of project process for getting information from their clients.

6.Track Time:

Then comes, the step which includes tracking time spent for client’s project. This will be really helpful to know how much time is spent for which phase. If you are spending more or less time, then it helps set the project pricing. Hence, it is certainly difficult to have accurate time tracking.

7.Feedback, Reviews & Revisions:

The last step of the client’s project process includes getting feedback or reviews for the work done. Looking from business aspects is what needed while getting reviews from others. It can be helpful to establish the process in a better way. With appropriate revisions, work can be augmented and brought as per the client’s expectations.

What is your development method? Do you want the standardized client project process to evaluate diverse business areas? Then create one, similar to this!