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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.

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Marking a Deliverable Ready for Review

When the team completes a deliverable:
  1. Open the task or deliverable item
  2. Click Mark as Ready for Review
  3. Upload the final file(s) or provide a preview link
  4. Add optional review notes for the client
  5. The client receives an email and portal notification

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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.

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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:
  • Reviewed on mobile (375px, 390px)
  • Reviewed on tablet (768px)
  • Reviewed on desktop (1440px)
  • All links functional
  • All images optimized and have alt text
  • Spelling and grammar checked
  • Brand colors match approved palette
  • Approved by internal lead before client review

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Final Handover

Once all deliverables are approved:
  1. Click Complete Project on the project header
  2. The project status changes to Completed
  3. A Project Wrap-Up Report is auto-generated (team hours, budget spent, timeline adherence)
  4. The final invoice is auto-drafted based on completed deliverables (if linked to the proposal)
  5. 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.