Freelance delivery · Practical guide

Delivery checklist

A checklist is useful when it prompts a decision, not when it repeats tasks no one owns.

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Why this matters

A practical approach to delivery checklist.

A checklist is useful when it prompts a decision, not when it repeats tasks no one owns.

What to write before the work moves

Use it before delivery to confirm the files, access, instructions, reviewer and next action.

The boundary to keep visible

Keep the completed checklist with the version actually sent to the client.

Operational example

Delivery checklist: the final check before sending

Before the final link, check at least: correct version, promised formats, working access, clearly stated exclusions and a clear approval request. This takes minutes and avoids many “I cannot find the file” follow-ups.

Open the link from a session other than your own when possible.
Check folder names and organisation from a third party’s point of view.
Keep a copy of the version actually handed over.

Written by the Dealokr teamReviewed 17 July 2026

Dealokr product view: delivery checklist: the final check before sending — Dealokr interface example: one project record helps keep important steps visible.

Practical playbook

Make delivery checklist a shared project decision.

Use this sequence before the situation becomes a long thread of messages. It is designed for a freelance project where both sides need the same understanding of what happens next.

1
Start with the project facts
A checklist is useful when it prompts a decision, not when it repeats tasks no one owns.
2
Write the decision in plain language
Use it before delivery to confirm the files, access, instructions, reviewer and next action.
3
Keep the right limit in view
Keep the completed checklist with the version actually sent to the client.

Common question

Does this guide replace professional advice?

No. Dealokr helps protect the commercial steps of a freelance deal through clear terms, a protected payment journey via the configured provider, protected delivery and approval. Legal, tax and accounting obligations remain those of the parties.

What should I keep in the project record?

Keep the relevant terms, the version or event in question, the client response and the next agreed action together so the timeline can be understood later.

Protect the next deal

Protect the payment journey and final handoff in one deal.

Dealokr helps reduce the risk of starting work without a protected payment journey or handing over final files too early. Stripe Connect handles payments where configured; Dealokr connects the payment state to protected delivery and validation without holding client funds or replacing professional advice.

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