What Happens at This Stage
The delivery stage is the bridge between “done internally” and “done for the client.” Nextoria Hub enforces a structured approval process to ensure nothing is handed over without explicit client sign-off — protecting both the client and your agency.
Marking a Deliverable Ready for Review
When the team completes a deliverable:
- Open the task or deliverable item
- Click Mark as Ready for Review
- Upload the final file(s) or provide a preview link
- Add optional review notes for the client
- The client receives an email and portal notification
Client Review Process
In the client portal, the client sees a Review Queue — all deliverables awaiting their input.
For each deliverable, the client can:
- Preview — view images, PDFs, and videos inline without downloading
- Approve — lock the deliverable and advance the task to
Approved
- Request Revisions — write feedback and send it back to the team
Approved deliverables are logged with a timestamp and the approving user’s name — creating an immutable record of client acceptance.
QA Checklist
Before marking any deliverable ready for review, require your team to complete a QA checklist. Configure default QA checklists per content type under Settings → Projects → QA Checklists:
Example QA checklist for a web design deliverable:
Final Handover
Once all deliverables are approved:
- Click Complete Project on the project header
- The project status changes to
Completed
- A Project Wrap-Up Report is auto-generated (team hours, budget spent, timeline adherence)
- The final invoice is auto-drafted based on completed deliverables (if linked to the proposal)
- The client receives a portal notification that the project is complete
Use the Wrap-Up Report in client emails to demonstrate the value delivered —
it shows hours invested, milestones hit, and deliverables produced.
