The first step in any project is the initial inquiry and consultation. This is the stage where the client expresses their need or idea to the agency, and both parties begin to explore the possibility of working together.

Key Actions:

• Client Inquiry: The client reaches out to the agency, either via email, phone, or through a contact form on the agency’s website.

• Agency Response: The agency promptly acknowledges the inquiry and arranges a consultation, either in person or virtually.

• Consultation Meeting: In this meeting, the client shares their project brief, vision, and desired outcomes. The agency asks key questions to understand the scope, timeline, budget, and any other relevant details.

Outcome: The agency gains a preliminary understanding of the client’s needs, and both parties evaluate whether there's a fit for collaboration.

Once both the agency and the client agree to move forward, the next step is to define the project scope. This phase involves more detailed discussions and planning to ensure everyone is aligned on expectations.

Key Actions:

• Discovery Phase: The agency may conduct additional research into the client’s industry, competitors, target audience, and market positioning to refine the scope.

• Defining Deliverables: The agency works closely with the client to outline the specific deliverables—such as design assets, marketing materials, websites, or branding—required for the project.

• Timeline & Budget: The agency proposes a realistic timeline and budget based on the project's requirements and scope.

• Proposal Document: The agency prepares a formal proposal that includes detailed scope, deliverables, timelines, and cost estimates.

Outcome: The client receives a proposal that outlines the full project scope, and both parties confirm the agreement and move on to the next step.

Before the project officially kicks off, it's important to have a formal contract that details all the terms and conditions of the engagement. This contract serves to protect both parties and ensures that expectations are legally binding.

Key Actions:

• Drafting the Contract: The agency prepares a contract that includes key details such as project scope, timelines, payment terms, confidentiality agreements, and intellectual property rights.

• Reviewing the Contract: The client reviews the contract and may ask for revisions or clarifications. Both parties discuss any points of concern.

• Signing the Contract: Once both parties agree to the terms, they sign the contract to formalize the agreement.

Outcome: The contract is signed, and both parties are committed to the project's successful execution.

After the contract is signed, the discovery and research phase begins. This step is crucial for gathering information and ensuring the agency fully understands the client’s vision and business environment.

Key Actions:

• Client Interviews: The agency conducts in-depth interviews with key stakeholders within the client’s organization to gather insights into their brand, goals, and target audience.

• Market & Competitor Analysis: The agency researches the client’s industry, competitors, and audience preferences to identify opportunities and trends.

• Creative Brief Development: Based on the research findings, the agency develops a comprehensive creative brief that outlines the design direction, messaging, and objectives of the project.

Outcome: The agency has a solid foundation of research and insights that will guide the creative and strategic direction of the project.

With the discovery phase complete, the agency begins to translate insights into creative concepts and strategic direction. This phase is where the vision starts to come to life.

Key Actions:

• Brainstorming Sessions: The agency’s creative team collaborates to generate initial ideas and concepts based on the brief and research.

• Strategy Development: The agency develops a strategy that outlines how the project will achieve the client’s business objectives, whether it’s through brand positioning, marketing campaigns, digital experiences, etc.

• Concept Presentations: The agency presents initial concepts and strategies to the client for feedback. This can include mock-ups, design prototypes, or detailed campaign plans.

Outcome: The client provides feedback, and adjustments are made to ensure the concepts align with their vision.

Page 7: Step 6 - Execution & Production

Once the concepts are finalized, the execution and production phase begins. This is when the agency starts to turn ideas into tangible deliverables.

Key Actions:

• Design & Development: The creative team begins designing the final assets or developing the project (e.g., building a website, creating marketing materials, producing videos).

• Client Collaboration: The client is kept in the loop throughout the process, reviewing designs, providing feedback, and approving stages of development.

• Quality Control: The agency conducts rigorous quality checks to ensure that everything meets the highest standards before delivery.

Outcome: The agency produces the final deliverables, and the client approves them for launch or distribution.

Page 8: Step 7 - Launch, Review & Ongoing Support

The final step in the project is the launch and any post-launch support. This phase ensures that the project is implemented successfully and that any follow-up actions are taken.

Key Actions:

• Launch: The agency launches the project—whether it’s a new website, marketing campaign, or branding initiative.

• Monitoring & Review: The agency monitors the project’s performance, collects analytics, and reviews results against initial goals.

• Client Feedback: The client provides feedback on the final output, and any necessary adjustments are made.

• Ongoing Support: If required, the agency offers ongoing maintenance, support, or future optimization services to ensure continued success.

Outcome: The project is successfully launched, and both parties reflect on the results, closing the project with the potential for future collaboration.

Conclusion

Following a structured process for taking on new projects helps ensure that both the agency and the client remain aligned throughout the journey, from initial consultation to project completion. Each phase builds upon the previous, culminating in a successful launch and a lasting partnership. By adhering to this clear and methodical approach, agencies are better equipped to deliver high-quality results that meet client expectations and drive business success.

Once the concepts are finalized, the execution and production phase begins. This is when the agency starts to turn ideas into tangible deliverables.

Key Actions:

• Design & Development: The creative team begins designing the final assets or developing the project (e.g., building a website, creating marketing materials, producing videos).

• Client Collaboration: The client is kept in the loop throughout the process, reviewing designs, providing feedback, and approving stages of development.

• Quality Control: The agency conducts rigorous quality checks to ensure that everything meets the highest standards before delivery.

Outcome: The agency produces the final deliverables, and the client approves them for launch or distribution.

The final step in the project is the launch and any post-launch support. This phase ensures that the project is implemented successfully and that any follow-up actions are taken.

Key Actions:

• Launch: The agency launches the project—whether it’s a new website, marketing campaign, or branding initiative.

• Monitoring & Review: The agency monitors the project’s performance, collects analytics, and reviews results against initial goals.

• Client Feedback: The client provides feedback on the final output, and any necessary adjustments are made.

• Ongoing Support: If required, the agency offers ongoing maintenance, support, or future optimization services to ensure continued success.

Outcome: The project is successfully launched, and both parties reflect on the results, closing the project with the potential for future collaboration.

Following a structured process for taking on new projects helps ensure that both the agency and the client remain aligned throughout the journey, from initial consultation to project completion. Each phase builds upon the previous, culminating in a successful launch and a lasting partnership. By adhering to this clear and methodical approach, agencies are better equipped to deliver high-quality results that meet client expectations and drive business success.