Deliver a project

1. Set up the project

1. 1 In Notion, add the project to the Projects database and relate it to its client.
2. 2 Add the dates, the people and the page content.
3. 3 Set the status to Draft while the scope is still yours.

Open the project in Link to check its title, dates and page. It stays private until you share it.

2. Send the estimate

1. 1 Put the amount in a Price, Estimate, Budget, Quote or Amount property.
2. 2 Set the status to Estimate sent.
3. 3 Invite the client’s admin and send them the project.

Only Link admins and the client’s admins see the amount. Everyone else sees the project without it.

3. Get approval

The client admin opens the estimate on the project page, asks questions in its comments and chooses Approve estimate. Link sets the status to Estimate approved in Notion and emails you.

Approval works while the status is Draft, Estimate or Estimate sent.

4. Do the work

Set the status to In progress and keep the project page current in Notion: decisions, dates, files and next steps. Clients can tick to-dos on the page, and Link ticks them in Notion.

Give a large piece of work its own page inside the project. Each page has its own Link and starts private.

6. Deliver

Set the status to Delivered and send the client the project’s Link with a line on what was delivered and what happens next. The same page is now the handover.

Set the status to Archived when the client no longer needs it. Archived projects disappear from the client’s portal.

Checklist

• The project belongs to the right client.
• Status and dates are current.
• The client admin can open the project before you send the estimate.
• Every page is private or public as you intend.
• You opened the final Link as the client will see it.