SOP Document

WorkinX Digital
Agency Partner
Project Delivery Guide

Timelines · Revisions · Communication Standards

How We Move Forward Together

This guide exists to make every project run as smoothly as possible. The better we communicate and the faster we respond to each other, the better the creative output and the faster the turnaround.

These are shared standards, not restrictions, they protect your timelines as much as ours.

01

How We Work

Every project you bring to us is handled end-to-end by a dedicated Project Manager (PM), your single point of contact from brief to final delivery. All communication, file delivery, and feedback flows through them. You will not need to coordinate with designers or writers directly.

Your Point of Contact

Every project has an assigned WorkinX PM. All messages, feedback, and queries go to your PM via ClickUp or any other agreed channel (Slack, email, WhatsApp, etc.).

02

What We Need to Start the Project

To begin work on any project, we require the following from your team before we can assign designers and writers. Incomplete briefs delay your project and cannot jump the queue once assets are eventually provided.

Required Assets
  • Intake Form
  • Brand Guidelines: logo files, colour codes, approved fonts, and brand dos & don'ts
  • Creative Brief: campaign goals, key messages, USPs, target audience
  • Live ASIN link or current listing screenshots
  • Product photography (if available)
  • Reference designs, competitor examples, brand context
  • Any special requests from the brand must be communicated by the agency prior to project initiation
Missing Asset Protocol
  • PM messages agency via ClickUp with specific list of missing items
  • Status → ASSETS NEEDED
  • Set 24-hour follow-up reminder in ClickUp
  • No response in 24 hrs → second message + escalate to PM Lead
  • Assets received → move to IN PROCESS, assign writer + designer
  • Projects cannot jump the queue once assets are provided; they are worked in the order they become complete. Submitting incomplete briefs therefore delays your own timeline
No Photography? We Handle It (Conditions)
+2
working
days

If your brand does not have product photography, WorkinX will create AI-generated photography.

  • This adds 2 working days to your project timeline.
  • We will confirm this in writing before proceeding and need your acknowledgement.
  • Please flag this upfront so we can plan accordingly. Do not wait until brief submission.
03

Project Timeline & Milestones

Every project follows four milestones. Below is the standard timeline for a full project. Timelines are in working days, starting from the date all required assets are received in full, not from the date of initial project submission.

01
Project Onboarding Days 0–2 WorkinX

Onboarding and asset checking. Your PM confirms receipt of all required assets.

02
Strategy & Content Days 3–5 WorkinX

Strategy and Content Wireframe delivered to you with a Loom walkthrough.

03
Your Approval Within 48 hrs Agency

Review and approve the wireframe. Content is locked after this point.

04
Design Delivery Days 6–10 WorkinX

Full design delivered: Listing Images and A+ Content.

05
Your Feedback Within 48 hrs Agency

Your internal team provides design-only feedback (Round 1).

06
Revisions Within 48 hrs WorkinX

Revisions complete, files re-delivered with mobile-optimised versions.

07
End Client Review Within 48 hrs End Client

End client provides feedback (Rounds 2–3 maximum).

08
Final Delivery Within 48 hrs WorkinX

Final approved files uploaded to Drive. Project closed.

3.1 ClickUp Task Flow

Every project is tracked in ClickUp using a defined set of task statuses. Each status reflects the exact stage of a deliverable and who is responsible for the next action. The table below outlines what each status means and who owns it.

If you ever receive a delivery notification or need to submit feedback, check the current task status in ClickUp first, it will tell you exactly where the project stands and what is needed from your side.

04

Strategy & Content Approval

The strategy and content stage is the most important step in the project. Getting this right protects everyone's time downstream.

📄
Content Wireframe
Image-by-image strategy & copy direction
🎬
Loom Walkthrough
PM walks you through the creative rationale
🔗
Content Link
Formal review & approval link shared
Days 3–5 Delivered within 3–5 working days of receiving all assets, your team has 48 hours to review and approve or provide feedback.
🔒 Content Is Locked After Strategy Approval
Design starts immediately
Once you approve the wireframe, design begins right away, no waiting.
No content changes after approval
Content change requests will not be accepted after this point.
Raise copy concerns now
The strategy stage is the correct and only time to raise copy concerns.
This protects your timeline
This is not a restriction, it is protection for your timeline and creative quality.
💬

If you require changes to the strategy before approving, share your feedback and we will revise and re-share before proceeding. There is no limit on strategy-stage feedback, that is what this stage is for.

05

Revision Policy

Revisions are structured across three defined rounds. Understanding this in advance helps you brief your end client properly.

Round 1 Agency Internal Team
Design changes only
No content changes, content is locked at this stage.
⏱ 24–48 hrs to submit  ·  24–48 hrs to deliver
Round 2 End Client
Design & content changes permitted
Most substantial round, consolidate all feedback into one message.
⏱ 24–48 hrs to submit  ·  24–48 hrs to deliver
Round 3 End Client
Final refinements only
Minor design & content tweaks. No complete revamps at this stage.
⏱ 24–48 hrs to submit  ·  24–48 hrs to deliver
Beyond Round 3
Out of scope
Additional charges apply. PM will flag before proceeding.
⚠ Additional charges apply
1

A complete revamp when requested by the client takes the project back to the strategy stage, which will result in additional time in delivering the project.

2

If the client approves everything in Round 2, then only minor changes will be entertained in Round 3. A complete revamp will not be permitted at that stage.

5.1
Round 1: Agency Internal Team
After design delivery
Design-only changes permitted, no content revisions at this stage
🔒 Content was locked at the Strategy & Content Phase and cannot be reopened
📬 Submit all feedback as a single consolidated message, drip feedback is not accepted
5.2
Rounds 2 & 3: End Client
After Round 1 revisions delivered
✏️ Round 2: Design and content changes both permitted
🔧 Round 3: Final refinements and minor changes only, no complete revamps
Each round delivered within 24–48 hours of receipt
📬 All feedback must be one consolidated list, not split across multiple messages
⚠ Beyond Round 3: Out of Scope

Any requests beyond three revision rounds are out of scope. Your PM will flag this and additional charges will apply as agreed.

How to avoid this
Ensure your end client reviews carefully each round and submits complete, consolidated feedback.
06

Feedback Window Policy

48
hrs
Feedback Window Per Milestone
Every milestone delivery comes with a 48-hour feedback window. This applies to all parties, agency review and end client review, without exception.
What Happens If Feedback Is Delayed Past 48 Hours
1
Project moved to back of queue
Your project loses its active slot immediately.
2
Other projects take priority
Active projects move ahead in the production queue.
3
Timeline recalculated
Your delivery timeline resets from when feedback arrives.
4
PM communicates new timeline
Your PM will confirm the updated schedule with you.
This policy exists to protect all active clients. Delays from one project should not impact other project timelines. We enforce this without exception.
💡
Anticipating a delay? Let us know early.
If your client is unavailable or feedback will be late, notify your PM as soon as possible. We will note this in the project and plan accordingly.
07

File Delivery & Organisation

☁️
Delivered via Google Drive
All final files are uploaded to a shared Google Drive folder, organised by brand and project type. Your PM will share the link via ClickUp when files are ready.
7.1 File Formats
🖼
Listing Images
JPG / PNG
2000×2000px minimum · RGB
📐
A+ Content
JPG per module
970px width exports
🏪
Storefront
Section-wise exports
Branded folder structure
📖
Brand Story
Per-module exports
Clear file naming convention
📸
Virtual Photography
High-res PNG
Transparent backgrounds where required
7.2 Mobile-Optimised Versions
📱 Mobile QC is built in

All listing images are checked for mobile legibility before final delivery. Mobile-optimised versions are included in the final Drive folder. If any image fails the mobile size check, we resolve this internally, you will not receive files that fail mobile standards.

+2 working days
Once designs are approved, mobile optimisations begin. This step adds 2 working days to the timeline.
08

How We Communicate

💬 ClickUp Only
All project communication happens in ClickUp, not email or WhatsApp unless agreed upon in advance.
📋 Delivery Summaries
Every delivery comes with a summary message from your PM explaining what was delivered and what the next step is.
🔍 Full Transparency
If something was not addressed in a delivery, your PM will explain why, nothing is silently skipped.
Delay Alerts
If your project is delayed for any reason, you will be informed immediately with a revised timeline.
8.1 What Good Feedback Looks Like

Clear feedback saves time for everyone. When submitting revisions, please include:

💡

Vague feedback leads to back-and-forth that eats into your revision rounds. The more specific your feedback, the faster and more accurately we can deliver.

09

Quick Reference: Agency Responsibilities

Here is a summary of what your team is responsible for at each stage of the project.

01
Project Start
Day 0
Submit all required assets in full
Flag if photography is missing
02
Strategy Review
Days 3–5
Review strategy and wireframe within 48 hours
Approve or provide feedback
!Content is locked on approval, raise all copy concerns now
03
Design Delivery
Days 6–10
Submit design-only feedback within 48 hours
!One round only, consolidate all feedback in a single message
04
End Client Review
Within 48 hrs
Brief end client on the two-round revision limit
Round 2 permits design and content changes
Collect consolidated feedback and submit within 48 hours per round
05
Final Approval
Project close
Confirm final files are correct and approved
Project is closed and files archived to Drive
Our Commitment to You
🎯We deliver on time, communicate proactively, and never leave you guessing.
📣Every milestone comes with a clear summary of what was done, why, and what comes next.
🤝If anything is unclear or you need support, your PM is one message away.
Thank you for partnering with WorkinX.