Agree the deliverables early
List the final formats and uses in the proposal. A logo project might need agreed vector and digital exports; a print project needs files matched to the printer’s specifications. Editable source files and third-party assets should be discussed explicitly rather than assumed.
Make the final version unmistakable
Approve a clearly named final version and collect the agreed exports in an organized folder. Separate print files from digital files and keep filenames understandable. Remove outdated versions from the final-delivery folder so your team does not accidentally send the wrong file to production.
Know who owns and manages the accounts
For a website, identify who manages the domain, hosting, website platform and connected services. Use the provider’s supported access and ownership tools. Do not share passwords inside a creative brief or delivery document. Record who the business can contact when access or billing needs to change.
Document the everyday tasks
Ask for a practical handoff covering the tasks your team will actually perform: updating approved content, locating image files or routing an inquiry. A short walkthrough and a clear contact can be more useful than a large document no one opens. Define any included training or support period in the scope.
Separate delivery from ongoing support
Confirm the final acceptance steps and explain what happens next. Website care, new creative, software fees and future changes may require a separate plan. Record any known limitations and dependencies so the business can plan the next phase with a clear starting point.
PUT THE IDEA TO WORK
Your next-step checklist.
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