Dealokr use cases

The deal varies by profession. The need for clarity does not.

Strategy, branding, web development and marketing projects have different deliverables. Each use case below shows how to make scope, review, approval and handoff concrete for both parties.

Create a Dealokr deal Use the guide

Dealokr supports the deal and its history. Payments and file permissions remain with the relevant providers.

The framework

A good use case starts with the handoff that matters.

The challenge is more than production. It is showing what is ready, what needs a decision and what becomes available next.

A
A recommendation
The client should be able to examine, challenge and approve a direction without reopening the whole project.
B
A creative delivery
The client should be able to see and revise the result without confusing preview with production files.
C
A product
The team should be able to test a stage and decide on the next one before committing more budget.
D
An activation
The client should be able to connect strategy, assets and reporting to the choices they approved.

In practice

Make the next action clear.

Each step should show who decides, what needs checking and what follows. That makes the workflow useful day to day.

Do not copy one profession’s workflow into another.

Consultants and motion designers hand over different work. A developer may deliver a test environment, repository and documentation; a brand designer may deliver a direction, exports and sources; a growth specialist may deliver recommendations, a campaign and reporting. The deal should reflect those differences.

The common structure is the expected result, boundaries, payment step, review version, decision-maker, recorded decision and final package.

Make review useful rather than a thread of messages.

The client should know what they are looking at and which question to answer. A preview, demo, presentation or staging version becomes more useful when tied to criteria and a specific decision: approve, request an in-scope revision or open a new phase.

This keeps feedback from becoming a sequence of requests with no version, owner or clear end.

Prepare the handoff before the last minute.

The handoff may include final files, sources, a deployment link, access, documentation or recommendations. Write down what is included and check permissions in the relevant external tool. Dealokr organises the deal record but does not override Figma, Drive, GitHub, Vercel or another provider’s permissions.

Each detailed page includes a checklist and wording suited to the profession. Use it before launching the project, rather than waiting for a question to arise.

Operational checklist

Choose the use case that matches your work.

Select the page that matches the deliverable, then adapt its guidance to your actual project.

A decision or recommendation

You sell expertise, analysis or direction.
The key question is: what must the client approve to move forward?
Start with Consulting and strategy.

A creative handoff

You produce concepts, designs, videos or brand assets.
The key question is: which files are reviewed, approved and then handed over?
Start with Graphic design and branding.

An evolving project

You build, configure, test or activate a solution.
The key question is: which milestone needs approval before the next stage?
Choose Web and no-code or Marketing and growth.

Useful wording

Simple language for the moments that matter.

Adapt the bracketed details to your situation. These examples clarify the project; they are not legal clauses.

Before the project

Request the right opening decision.

“Before we start, let’s confirm this phase’s deliverable, who approves it and what needs to be decided at review.”

This avoids starting with an unspoken expectation.

During review

Tie feedback to a version.

“To handle this feedback correctly, could you link it to the relevant version or deliverable and specify the expected result?”

This helps the client make an actionable request.

At handoff

List the delivery package.

“The decision is recorded. The agreed handoff contains [list]; external access remains subject to the permissions configured in each tool.”

The client can check what they receive.

A system, rather than an abstract promise

A deal becomes reliable when everyone sees their next action.

The value comes from connecting scope, payment, review, approval and handoff. Keep your commercial documents, obligations and external permissions current separately.

Common questions

Useful answers before starting the project.

Does Dealokr suit every freelance profession?

It suits projects where terms, a payment step, review, approval and handoff can be made visible in the deal. Details depend on the profession and contract.

Does Dealokr replace specialist tools?

No. It complements design, development, storage and project management tools by organising the deal around them.

Why have a page for each use case?

Review criteria and handoff contents vary by project type. Each profession’s page helps prepare them concretely.

A protected next deal

Keep payment and final handoff in the same deal.

Create a clear project for you and your client, with a protected payment flow through the configured provider, protected delivery and visible approval.

Create a Dealokr deal See the workflow