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

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:

  1. Client Registers

  2. Client submits Job Brief

  3. We work with Client to finalize scope, budget and milestones

  4. Client provides upfront commitment payment

  5. Milestone 1 Delivered → Funds Released

  6. Subsequent Milestones Completed in Order

  7. Final Testing & Delivery

  8. Post-Delivery 30-Day Bug Fix Window Opens

Our Internal Workflow

To illustrate how this works internally for us:

  1. Client intake

  2. Lead verification

  3. Sales pipeline

  4. Quote and contract management

  5. Lead Project Manager Coordination

  6. Milestone sign-offs

  7. Payment tracking

  8. Oversight and reporting