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It's pointless having resourceful documents, unless you know
how best to use them within your freelancing business. This
article provides a simple overview on which documents to use
and how best to use them within each step of the overall process.
The Initial meeting with the client is held to discuss the
project in an informal sense. General notations are taken
and once enough information is gathered, this information
is then transcribed into the web proposal.
1. Web Design Proposal or Web Design
Proposal Lite.
The client is sent the initial proposal of which is helpful
to clarify and bring certainty to the intended project. This
document outlines the project and covers all aspects in a
generic sense, and also covers cost and defines scope. At
this stage the client is only sent the web proposal and nothing
else. If the client accepts the proposal, they are then sent
the development contract.
2. Web Development Contract.
The contract is sent to the client only once they have indicated
that they are satisfied with everything outlined in the proposal.
Once agreement has been made with the proposal, the client
is then required to sign off against the contract which then
binds the project from a legal perspective. The purpose of
this document is to protect both parties if disputes arise.
2a. Credit Card Authorisation Form.
This form is to accompany the development contract and given
to the client so that hosting, domain name management and
any other associated tasks can be carried out on their behalf
using their particulars. Especially useful to fast track the
process rather than having to wait on the client.
2b. Confidentiality Disclosure Agreement
This form is optional and is only intended to be
used upon request of the client. Particularly useful when
dealing with sensitive information. This may be sent along
with the proposal and the contract if the clients requests
it.
3. Invoice - Initial Deposit.
Once the client has agreed to the proposal and signed the
contract, they are then forwarded their first invoice requesting
deposit. No work is yet commenced until the initial deposit
is paid.
5. Development Phase.
Ongoing development and user acceptance testing is performed
as required. System is designed against specification and
deliverables are submitted.
6. Invoice - Final Payment.
Once development of the site is completed and all deliverables
have been met the final invoice is sent to the client. Please
note that incremental payments per development stage, using
the same invoice may be applied if desired.
7. Hand Over and Project Acceptance.
Upon final payment from the client they are then sent the
technical specifications document which provides a point of
technical reference. This provides both the client and developer
with a centralised information base covering all usernames,
passwords and account details. Useful for future reference
and back logging.
8. Technical Specification.
Upon final payment from the client they are then sent the
technical specifications document which provides a point of
technical reference. This provides both the client and developer
with a centralised information base covering all usernames,
passwords and account details. Useful for future reference
and back logging.
9. Work Order Form.
If after the project is completed and the client comes back
to ask for further work, you simply use the work order form.
Its just a matter of itemizing the requested work, and outlaying
your hourly rate. Once they have agreed to the notes made
in the work order form, signed it and returned it to you -
any miscellaneous work can begin. This document comes in handy
when doing any ongoing work or maintenance for clients.
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If you are a freelance
web developer or designer and you are looking for document templates
that you can use within your own business click HERE.
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