The Cleverstack Process
5-Step Workflow Overview
We follow a transparent and streamlined process to ensure your project is delivered smoothly, on time, and to spec.
1. Registration
You register as a client using our online registration page, or email us.
We qualify and onboard you.
We send you our confidentiality to sign as well as workflow documents.
We schedule an initial consultation if needed.
2. Job Submission
You submit your job brief through our job submission form.
3. Subcontractor Assignment & Approval
We choose the appropriate team to review your job.
We interact with you to finalize the proposed scope, budget, and milestone plan.
You approve the project by providing a 20% deposit.
We hand off your job to the delivery team, ensuring a clean and documented transition.
4. Execution & Milestones
The project is divided into clear, trackable milestones.
We check in at critical milestones to ensure work is progressing smoothly and as expected. If any delays or blockers arise, we step in to resolve them quickly.
We complete and deliver each stage before the corresponding funds are released.
5. Delivery
Upon completion of all milestones, the final deliverables are handed over.
A post-delivery bug-fix window (typically 30 days, but flexible) ensures everything functions as expected.
Estimated Timelines
Typical Durations:
Small projects: 1–2 weeks
Medium projects: 3–6 weeks
Long projects: TBD
Clear timelines help you plan effectively and ensure mutual accountability.
Payment Structure
To keep things fair and efficient for everyone, we use a flexible and transparent payment model:
1. Project Initiation Deposit
Before we begin, a small upfront payment (typically 10–20% of the project) secures your spot, covers early planning, and allows us to assign your team. This is a standard, non-refundable initiation fee.
2. Milestone-Based Payments
The remainder of the project is divided into clearly defined milestones. Each milestone is invoiced in advance, with payment tied to specific deliverables. You only pay as progress is made—ensuring alignment, transparency, and momentum.
3. Built-In Protection
Milestone-based payments offer a natural safeguard: no deliverable, no payment. This structure minimizes upfront risk while keeping your project moving forward smoothly.
Example Project Walkthrough
To illustrate how this works in practice:
Client Registers
Client submits Job Brief
We work with Client to finalize scope, budget and milestones
Client provides upfront commitment payment
Milestone 1 Delivered → Funds Released
Subsequent Milestones Completed in Order
Final Testing & Delivery
Post-Delivery 30-Day Bug Fix Window Opens
Our Internal Workflow
To illustrate how this works internally for us:
Client intake
Lead verification
Sales pipeline
Quote and contract management
Lead Project Manager Coordination
Milestone sign-offs
Payment tracking
Oversight and reporting