Pradhyumn Dhondi

1. Discovery Call (Google Meet or Phone)

Set the stage for your project with an initial discovery call. Use this time to understand your client’s goals, challenges, and expectations. Not only will you clarify their needs, but you’ll also demonstrate your expertise and professionalism.

Tools Required :
-> Google Meet
-> Phone

Tip: Need a checklist for these calls? Head over to our Web Design Checklist.

2. Proposal & Scope of Work (Google Docs)

Draft a detailed proposal outlining the project deliverables, timeline, and pricing. Include a clear scope of work to avoid misunderstandings. Share this document for your client’s review and approval.
Want to craft irresistible proposals? Check out our Freelance Contracts Guide.

Tools Required :
-> Google Docs

3. Data Collection (Google Drive)

Gather essential project assets such as brand guidelines, content, and imagery. Use shared folders on Google Drive to make it easy for both you and your client to upload and access files.

Tools Required :
-> Google Drive

Pro Tip: Organize your files for easier collaboration—learn how in our Design Systems for Web Design page.*

4. Project Management & Communication (Chat Applications)

Choose a reliable communication platform like Slack or WhatsApp to streamline updates, feedback, and questions. Pair this with a project management tool like Trello or Notion to keep everyone on track.

Tools Required :
-> Chat Applications

Bonus: Explore productivity hacks on our Tips for Freelance Beginners page.

5. Invoices & Payments (Docs & UPI/B2B Transfer)

Wrap up the onboarding process by sending a professional invoice. Ensure your payment terms and methods are clearly outlined. Use apps like Razorpay or PayPal for secure and smooth transactions.

Tools Required :
-> UPI
-> Bank Account

Need help creating a web design package? Don’t miss our How to Make a Web Design Package guide.*