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CLIENT CONFIDENCE CENTER

Trust Center

Agreements, expectations, policies, project terms, and important records in one clear place.

PROJECT STATUS Ready for Onboarding Core proposal and payment terms have been reviewed.
DOCUMENTS 5 of 7 Two documents still require review.
AGREEMENTS 2 Signed Master agreement and privacy acknowledgment complete.
NEXT ACTION Onboarding Form Complete the project onboarding questionnaire.

FORMAL DOCUMENTS

Agreements & Signatures

2 signed · 1 pending
✓
Client Services Agreement Scope, responsibilities, timelines, ownership, and project terms.
SIGNED
✓
Privacy & Data Acknowledgment Handling of project files, credentials, and client information.
SIGNED
!
Launch Authorization Final approval required before production launch.
PENDING

GETTING STARTED

Onboarding Documents

01

Project Questionnaire

Business goals, services, audience, priorities, and project context.

02

Asset Checklist

Logo files, brand assets, copy, photography, credentials, and content.

03

Communication Guide

Feedback expectations, response windows, revisions, and approvals.

PROJECT CLARITY

Policies & Project Terms

Revision Policy

Feedback is grouped into defined revision rounds to keep decisions clear and the project moving forward.

Timeline Policy

Project timelines depend on timely client feedback, approvals, payments, and required assets.

Scope Changes

Requests outside the approved scope may require an updated timeline and additional investment.

Launch Approval

Final client approval is required before a production website or system is launched.

PRIVACY & SECURITY

Your information matters.

01

Private Project Access

Client-specific project records are intended for private, authenticated access.

02

Credential Handling

Sensitive credentials should only be shared through approved secure channels.

03

Project Files

Files and assets are organized around the active project and retained according to project needs.

PAYMENT STRUCTURE

Milestone Payment Schedule

01 50%

Project Start

Initial payment reserves the project and begins the engagement.

02 25%

Design Milestone

Due when the project reaches the agreed design milestone.

03 25%

Pre-Launch

Final balance is due before production launch or handoff.

SHARED RESPONSIBILITY

What keeps the project moving.

NotéLune
  • Provide agreed strategy, design, and development services.
  • Communicate project progress and required decisions.
  • Maintain professional project records and documentation.
  • Test and prepare approved work for launch or handoff.
Client
  • Provide accurate information and required project assets.
  • Review work and provide consolidated feedback on time.
  • Complete approvals and milestone payments when due.
  • Confirm final content and launch authorization.

CLEAR EXPECTATIONS. STRONGER PROJECTS.

Confidence starts before the build begins.

The Trust Center keeps the documents, expectations, responsibilities, and project terms that matter most organized in one place.

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