Delivery Rituals
For every Narqix Specialist and Delivery Lead. After reading this page you will run a kickoff, a weekly report, a monthly review and a project close-out the same way every time.
Track: Specialist · Role: All Specialists · Time to complete: 15 min
Why rituals
A client should be able to tell they are working with Narqix without seeing a logo. The same kickoff, the same Friday report, the same monthly review, the same clean close. Rituals make good delivery predictable, and predictable is what clients pay a premium for.
| Ritual | When | Length | Owner |
|---|---|---|---|
| Kickoff | Within 2 business days of start | 45 to 60 minutes | Specialist, Delivery Lead attends |
| Daily update | End of each working block | 2 minutes to write | Specialist |
| Weekly report | Every Friday, client's end of day | 15 minutes to write | Specialist |
| Weekly review | Once a week during active build | 15 to 30 minutes | Specialist |
| Monthly review | First week of each month (retainers) | 30 to 45 minutes | Specialist with Delivery Lead |
| Close-out | At final delivery or end of engagement | 30 minutes | Delivery Lead |
Kickoff agenda
Send the agenda 24 hours before the call. Record the call if the client agrees.
| Time | Item | Output |
|---|---|---|
| 0 to 5 min | Introductions and roles: who approves, who answers daily questions | Named approver and day-to-day contact |
| 5 to 15 min | The goal: business result in 90 days, the current number, the target | One-sentence goal with a number |
| 15 to 30 min | Discovery: audience, offer, constraints, past attempts (use the question bank on the Operating Standard page) | Discovery notes |
| 30 to 40 min | Scope walk-through: deliverables, out of scope, acceptance criteria, revision rounds | Agreed draft Scope Sheet |
| 40 to 48 min | Access and assets: what exists, who owns it, what we need and by when | Access checklist with owners and dates |
| 48 to 55 min | Ways of working: channels, response times, overlap hours in the client's zone, update days, review day | Communication plan |
| 55 to 60 min | First milestone, next meeting, recap of action items | Dated next steps |
Kickoff prep checklist
- Read the sales notes and any proposal
- Review the client's site, ads, social profiles and brand materials
- Prepare three quick observations about their current setup
- Draft the Scope Sheet from what you already know
- Prepare the access list for your discipline
- Confirm the call time in the client's zone and your own
Coach's note: end every kickoff by reading back the goal in one sentence and asking, "If we hit this, will you consider this a win?" If the answer is anything but a clear yes, the goal is wrong. Fix it before you leave the call.
Weekly report template
Every Friday by the client's end of day. Same structure every week so the client can scan it in two minutes.
Weekly Report: (CLIENT NAME), week of (DATE) Status: On track / At risk / Off track (pick one, with one line on why) Shipped this week
- (DELIVERABLE), link
- (DELIVERABLE), link Numbers that matter (KPI): this week, last week, target (KPI): this week, last week, target Milestones (MILESTONE): due (DATE), on track or new date with reason Risks and blockers (RISK): impact, what we are doing about it Decisions needed from you
- (QUESTION). My recommendation: (RECOMMENDATION). Needed by (DATE). Change requests and courtesy hours Open requests, approved requests, courtesy hours used this month Next week Top 3 priorities Hours this week: (HOURS)
Rules:
- Status must be honest. "At risk" sent early is professional. "On track" followed by a missed date is not.
- Every number has a comparison (last week or target). A number alone means nothing.
- Every decision request has a recommendation and a date.
Monthly review template
For retainers (ads, SEO, social, content, bookkeeping, data, maintenance). Send the written review 24 hours before the call so the meeting is for decisions, not reading.
Monthly Review: (CLIENT NAME), (MONTH) 1. Headline: the one result that matters most this month, in one sentence. 2. Results against goals KPI, this month, last month, target, trend, comment 3. What worked: two or three things, with the evidence. 4. What did not work: two or three things, why, and what we changed. 5. Bottlenecks we see: anything slowing the client's growth, even outside our scope (slow lead follow-up, a broken handoff, manual work that could be automated). 6. Plan for next month: top priorities, tests to run, expected impact. 7. Decisions needed: each with a recommendation and a date. 8. Housekeeping: access changes, renewals, subscriptions, spend versus budget.
Coach's note: section 5 is where Narqix wins accounts. You see the client's business from the inside. If their ads bring leads that nobody calls for two days, say so, with the number. That one line can turn a single-specialist client into a full Narqix engine.
Never do this: never change a metric's definition, date range or source between months to make results look better. If a definition must change, say so in writing and show both versions once.
Project close-out checklist
Run this at final delivery or when an engagement ends. The Delivery Lead signs it off.
Delivery
- Every Scope Sheet deliverable delivered
- Every acceptance criterion checked and evidenced (screenshots, test results, links)
- Client acceptance received in writing
- Open change requests closed, approved or declined in writing
Handover pack
- Final files and source files in client-owned storage, latest version marked
- Code merged, release tagged, repository in the client's account
- Guide written: what was built, where it lives, how to change common things
- Account and subscription list with owners and monthly costs
- Runbooks for anything that runs on a schedule
- Known issues and recommended next steps
- Recorded walkthrough shared
Access and security
- Specialist access removed from every tool, vault and account (or reduced, if a retainer continues)
- Client reminded to change shared passwords and rotate keys
- Specialist confirmed in writing that local copies are deleted
- No personal accounts left connected to client systems
Relationship
- Final report sent with results against the original goal
- Feedback requested from the client (three questions: what went well, what to improve, would you recommend us)
- Next opportunities noted for the Account Manager
- Lessons learned added to the internal delivery notes
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