Every engagement, where it stands, and the single next move. Add a client or drop in a confirmed intake to start tracking — open any card to work its checklist.
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Essentials only
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— · ★ = critical path (the must-dos) · toggle Essentials only to hide reference items · the package below drives the view (Basics hides Complete only steps).
Paid audit ($350) is a review deliverable, not a build. Run Phases 1–3 only — qualify, a short discovery, then deliver the audit doc + prioritized plan. Skip Production, Launch & Post-Launch. Credit the $350 toward a build if they convert.
Engagement details
Client / business
Vertical
Primary contact
Package · drives the view
Flat fee (CAD)
Care plan
Kickoff date
Target launch
Staging URL
Live URL
Shared folder
Repo
Notes / intake context
Package reference (CAD, quotes fixed up front): The Basics from $1,500 (homepage + 2 inner pages, 1–2 wks, 1 revision) · The Complete Package from $3,800 (full rebuild, 6–8 pp, copywriting + design system, 2 revisions — "most chosen") · Paid audit $350 (credited toward a build) · Pro Bono $0 (select case-study / promo projects). Care: Lights-On from $49/mo · Growth from $199/mo. Terms: 50% deposit to start, 50% on delivery; revisions per package (Basics 1 · Complete 2), beyond = change request.
Standard engagement terms — Akari policy, fixed every project: quote valid 14 days · 50% deposit to start, 50% on delivery (deposit non-refundable once work begins) · revisions included per package (Basics 1 · Complete 2), beyond = change request $150–300/round · IP transfers to client on final payment (Akari keeps portfolio rights) · governing law British Columbia, Canada.
01Lead & QualificationDecide fast if it's a fit. Reply within 24h.0/0
Intake form
Cal.com / Tally / Akari site form — 3–5 questions, no more.
Qualification criteria
PROCEEDCLARIFYDECLINE / REFER
Response template
Pick one, personalize one line.
Lead tracking
02DiscoveryA 20-min call that confirms the package and surfaces everything to scope.0/0
Before the call
Call agenda / script (~20 min)
Vertical-specific probes
Brand asset request
Send right after the call — this is the long pole.
Reference sites & scope notes
03Proposal & PricingNo RFP theatre — the proposal + free mockup is the pitch.0/0
Proposal document
Free homepage mockup THE CLOSER
Pricing breakdown
Tiered options & validity
04Contract & LegalSigned before any deposit or design work. Protects the price and the IP.0/0
Project contract E-SIGNED
Care plan agreement (separate, if taken)
E-signature
05Onboarding & PaymentMoney in, access in, kickoff booked — the engagement is live.0/0
Deposit invoice (50%)
Payment setup
Welcome packet
Send same day as deposit confirmation.
Asset collection
Access credentials checklist
Collect or create — store in a password manager, never plain email.
Kickoff meeting
06Production HandoffBuild on staging, gather feedback cleanly, get written sign-off.0/0
Repo / template setup
Staging URL
Consolidated feedback process
Sign-off form
07Launch & CloseClean go-live, final payment, a CMS the client can run.0/0
Pre-launch checklist
Run top to bottom — nothing ships red.
Go-live steps
Final invoice
CMS handoff + Care activation
08Post-LaunchA happy client becomes a testimonial, a referral, and recurring revenue.0/0
Follow-up check-in
Testimonial request
Ask while the glow is fresh, ~1–2 weeks in.
Referral ask
Care plan recurring schedule
Import intake
Paste an Akari intake JSON below (or choose a .json file). It creates a new client with the details pre-filled, ready to review.