This guide outlines every key step in delivering a professional software project to a client. It covers the full lifecycle: from client interaction, planning, legal formalities, development, delivery, and long-term maintenance.
📅 PHASE 1: CLIENT INTERACTION & PROJECT INITIATION
1. Initial Contact / Inquiry
- This is where a potential client expresses interest in your services.
- You acknowledge the inquiry and set up a discovery call.
2. Discovery Call or Requirement Discussion
- Understand the client's business goals and pain points.
- Discuss their expectations, timelines, target users, and budget.
- Take detailed notes and ask clarifying questions.
3. Proposal Document Creation
- Create a professionally formatted PDF or Google Doc.
- Include:
- Project scope and deliverables
- Timeline with milestones
- Technology stack and tools to be used
- Pricing and payment terms
- Assumptions, limitations, and optional add-ons
4. Cover Letter or Proposal Email
- Write a concise, friendly email introducing the proposal.
- Attach the PDF or link and invite them for feedback.
5. Revisions & Feedback Loop
- If the client suggests edits, revise the scope or timeline.
- Keep version control: Proposal v1, v2, etc.
6. Final Sign-Off on Proposal