Daily Tasks Guide - How To Do Daily Tasks


How to Start or Create a New Project | Step-by-Step SOP

Purpose

This SOP outlines the step-by-step process for uploading a new client project. It ensures that every project is properly documented, organized, and tracked from the beginning, maintaining consistency and data security across all team members.

1. Requirements Checklist

Before starting the project upload process, make sure you have collected the following items from the client:

Ensure all of these materials are complete before proceeding.

2. Project Uploading Steps

Step 1: Create a New Project in ClickUp

Step 2: Create a Folder in Google Drive

Step 3: Collect and Upload All Client Data

Step 4: Create a Subdomain for the Project

Step 5: Add Client Login Details

Step 6: Add Inspirational Website Links

Step 7: Update Discord Activity Section

Step 8: Update Project Information in ClickUp

Important Notes


SOP – Fiverr Website Project Task Creation (ClickUp & Discord)

🎯 Objective

Create a single, repeatable system for setting up Fiverr website projects in ClickUp so no critical detail is missed and every team member works from the same source of truth.

🧱 Scope

This SOP applies to all Fiverr website development projects without exception.

🛠️ Tool Used

🧭 Step-by-Step Process (With Screenshots)

Follow these steps in the same order every time. Insert the relevant screenshot under each step when documenting.

🔹 Step 1: Click + Task

Screenshot: Task button highlighted

Open.png

🔹 Step 2: Select the Approved Task Template

Screenshot: Template selection dropdown

Selelct.png

🔹 Step 3: Open the Newly Created Task

Screenshot: Open task button

Start.png

🔹 Step 4: Rename the Task (Mandatory)

Rename the task using this exact format:

Client’s Fiverr Username ( Project Type – Pages # ) ( Country )

Example:

johnsmith123 ( Project Type ( Need to be Added by Project Manager ) – 5 Pages) (United States)

Screenshot: Task title edit

Client Name.png

🔹 Step 5: Add Google Drive Link

Under Project Files & Chat:

This folder is the single source of truth for:

Screenshot: Drive link field

Chat.png

🔹 Step 6: Add Subdomain

Under Subdomain:

Example:

clientname.jehanzaib007.com

Screenshot: Subdomain field

Subdomain.png

🔹 Step 7: Add Client’s Final Domain

Under Client’s Domain:

Screenshot: Client domain field

Client's Domain.png

🔹 Step 8: Add Inspiration Websites & Notes

Under Inspiration Websites:

Keep it short and clear.

Screenshot: Inspiration websites field

Inspiration.png

Like This as well: Any notes based on the inspiration given by the client.

Notes for inpiration.png

🔹 Step 9: Verify Watchers

Screenshot: Watchers panel : It has all of the Managers Admin And Project Completion, Closer Members.

Watchers.png

🔹 Step 10: Update Task Status

Screenshot: Status changed to Under Review

Under Review.png

🔍 Quality Check (Before Moving Status)

Before changing the task status from Not Response / Ready to Start:

Ensure ALL are filled:

🟡 Why it Matters

If any required field is missing, the task is considered INCOMPLETE — even if work has started.

This SOP exists to protect speed, clarity, and quality. Follow it strictly.

How to Upload Project Changes | Step-by-Step SOP for Smooth Updates

Purpose

This SOP explains the exact process to follow when a client sends new changes or revision requests. It ensures that all updates are correctly saved, organized, uploaded, and communicated in ClickUp for tracking and quality assurance.

Step-by-Step Procedure

Step 1: Identify the Client’s Changes

  1. When the client sends new changes (via chat, document, or ClickUp comment), review them carefully.

  2. Go to the client’s project in ClickUp or the assigned workspace.

  3. Check under the “New Changes” or “Revisions” section to confirm the update request.

  4. Make sure you clearly understand what the client wants before proceeding.

Step 2: Copy the Project Name

  1. Copy the exact project name mentioned in ClickUp or the client message.

  2. Use the search bar in ClickUp to find that specific project.

  3. Open the correct task or folder where you’ll be uploading the new changes.

Step 3: Create a “Changes” Folder

  1. Inside the main project folder (usually on Google Drive or internal storage),
    create a new subfolder named according to the update version, for example:

    • Changes 1

    • Changes 2

    • Changes 3, etc.

  2. This helps keep each round of revisions organized and traceable.

Step 4: Save All Provided Data

  1. Download or save all files, images, text, or videos that the client shared for the new changes.

  2. Store them inside the newly created Changes folder.

  3. Double-check that all files are saved correctly and not corrupted.

Step 5: Apply the Client’s Changes

  1. Open the latest working draft of the project (for example, a website or design file).

  2. Apply the changes exactly as instructed by the client.

  3. Cross-check the result to ensure all points are covered.

  4. Save your work once all updates are complete.

Step 6: Upload the Updated Version

  1. Upload the revised version to the proper location (e.g., project drive or staging link).

  2. Name the folder or link clearly, such as:

    • ClientName – Changes 2

    • Website Draft – Round 1 Updates

  3. If applicable, take screenshots of the updated sections for reference.

Step 7: Update ClickUp

  1. Go back to the ClickUp task related to this project.

  2. Post a new comment mentioning:

    • “New changes have been uploaded.”

    • Include the updated folder link or staging link.
      Example:

    “Hi [Team/Client], the new changes have been uploaded in the Drive folder: [Insert Link]. Please review.”

  3. Change the task status to ‘Uploaded Changes’ or ‘Ready for Review’.

Step 8: Verify and Notify

  1. Double-check that everything is properly uploaded and visible in the Drive or platform.

  2. Notify your senior or project manager that the changes have been uploaded.

  3. If any step is unclear or an issue arises, contact your senior immediately for clarification.

Step 9: Maintain Version History

  1. Keep a record of every version and date uploaded.

  2. Example folder structure:

    • Changes 1 → Uploaded on 25 Oct 2025

    • Changes 2 → Uploaded on 1 Nov 2025

  3. This helps track project progress and client revisions efficiently.

Final Note

Always follow this SOP for every change round.
If you’re unsure about any client instruction, do not upload incomplete or unclear work—consult your senior first.
Maintaining clarity and organized documentation avoids confusion in later revisions.


How to Properly Update Past Client Changes - Documentation Issue

Project Status: How to Update and Maintain

Fiverr Delivery Message SOP (Full-Proof)


🎯 CORE RULE (NON-NEGOTIABLE)

A delivery is COMPLETE when the agreed scope is finished and proof is shared. Revisions, transfers, logins, hosting, or silence from the client do not make a delivery incomplete.

Never imply incompletion in wording. Ever.

🚫 FORBIDDEN WORDS (AUTO-FLAG RISK)

Never use in delivery or follow-ups:

✅ APPROVED WORDING

Always use:


📦 DELIVERY SCENARIOS & EXACT MESSAGES

🟢 SCENARIO 1

Final Delivery (Client approved, no changes expected)

When to use

Delivery Message

Hello,

I’m pleased to inform you that your order has been completed as per the agreed scope. Thank you for trusting me with your project.

Here is the website link : 

Once you accept the final delivery, you’ll be prompted to leave a review. It will only take a moment, and I would truly appreciate your feedback.

If you have any questions or require any additional adjustments, please feel free to reach out through our Fiverr chat.

Best regards,
Jehan Zaib


🟡 SCENARIO 2

First Scope Delivery (Initial version, expecting revisions)

When to use

Delivery Message

The website has been completed in accordance with the agreed scope and is now ready for your review.

Website / Preview Link:
[URL]

Please review the website and let me know if there are any revisions included in your package. You may place the order in revision and share the details, and I will take care of the updates.

If everything looks good, you may proceed with accepting the delivery. Once accepted, you’ll be prompted to leave a review. It will only take a moment, and It really helps us freelancers to grow on the platform.

I’m available if you need any assistance.


🔵 SCENARIO 3

Client has NO domain / NO hosting

When to use

Delivery Message

The website has been completed as per the agreed scope in the order and is ready for review.

Since the domain and hosting are not yet available, I’ve shared a preview link.

Preview link: 

Please review the website and let me know if there are any revisions included in your order. You can submit them via the revision request, and I’ll take care of the updates.

Once you’re ready, you can also share the domain and hosting access, and I’ll transfer the website for you.


🟣 SCENARIO 4

Client has EXISTING website and doesn’t want overwrite yet

When to use

Delivery Message

The website has been completed as per the agreed scope of our order and is ready for review.

Since your domain currently has an active website, I’ve shared a preview link so you can review everything before going live.

Preview link: 

Please review and share any revisions included in your order. Once you’re satisfied, I can proceed with replacing the existing website on your domain.

Please note: once approved, the new website will replace the existing website currently live on your domain.


🟤 SCENARIO 5

Transfer didn’t happen → Backup files provided

When to use

Delivery Message

Hi {username},

Just a quick update regarding your website.

The project was completed earlier and, as there hasn’t been any recent activity, the temporary preview has been archived. A full backup has been securely saved, so the website can be deployed or transferred anytime whenever you’re ready.

If you’d like to proceed or need any assistance, feel free to reach out — I’ll be happy to help.

⚠️ Never include usernames/passwords.


⚪ SCENARIO 6

Auto-Completed Order (Client silent)

When to use

Message

Hello {username}...,

Just a quick note to let you know the order has been auto-completed by Fiverr.

If you’d like any revisions included in your order or need help with anything related to the website, feel free to reach out anytime.

🟠 SCENARIO 7

Client returns after months

Message

No problem at all — I’ve already archived the website and have a full backup ready.

Once you’re ready, I can either transfer and deploy it for you or share the backup files so you can set it up yourself. Let me know how you’d like to proceed.


🔁 REVISIONS DELIVERY RULE

Please confirm if there are any further changes needed so I can proceed accordingly.


🔒 SECURITY RULES (MANDATORY)

Never:

Always:


🧠 ADDITIONAL SCENARIOS YOU MAY FACE (Handled by SOP)

✔ Third-party tools (Fillout, Calendly, GA, Stripe)

→ Feature delivered + temporary setup = complete delivery


✔ Large sites (files too big)

→ Preview + screenshots = valid proof


✔ Client delays content

→ Extend delivery, don’t deliver


✔ Client disappears forever

→ Archive + backup = protected


🏁 GOLDEN RULE (PIN THIS)

Deliver when scope is complete.
Proof matters more than perfection.
Language matters more than intention.


Final reassurance

This SOP:

You can now operate without fear of wording-based warnings.


Just tell me what you want to lock next.

Revisions SOP


🎯 CORE RULE (NON-NEGOTIABLE)

Access collection is a client responsibility. The absence or delay of logins does NOT block delivery if the agreed scope is completed.

Never delay delivery due to missing logins if the scope is otherwise complete.

🔒 SECURITY FIRST (MANDATORY)

📥 REQUIRED LOGINS (STANDARD)


🟢 SCENARIO 1

Requesting Logins After Order Starts

When to use

Message

To proceed smoothly, please share the following access details when convenient:

• Domain registrar login  
• Hosting login  
• WordPress admin login (if available)

You can share these securely here on Fiverr chat.


🟡 SCENARIO 2

Client Has NOT Shared Logins Yet

Message

Just a quick follow-up to check if you’ve had a chance to share the domain and hosting access.

No rush at all — once available, I’ll take care of the setup accordingly.


🔵 SCENARIO 3

Client Is Unsure How to Share Logins

Message

No worries at all.

If it helps, you can create a temporary admin user or share the hosting login directly. Either option works, and I’ll handle the rest.


🟣 SCENARIO 4

Client Does Not Have Hosting Yet

Message

That’s completely fine.

I’ve completed the website on a temporary setup for now. Once you purchase hosting and domain, you can share the access and I’ll transfer everything for you.


⏱️ FOLLOW-UP INTERVALS (STRICT)


🟤 SCENARIO 5

Final Login Follow-Up

Message

Just a final check-in regarding the access details.

Whenever you’re ready, feel free to share them and I’ll proceed accordingly.


⚪ SCENARIO 6

Client Requests a Hosting / Setup Meeting

Message

Happy to help.

If you’d like, we can go over the hosting setup together on a quick call. Let me know a suitable time and I’ll arrange it.


⚫ SCENARIO 7

Logins Shared After Delivery

Message

Thanks for sharing the access.

I’ll take care of the setup and update you once everything is in place.


🚫 WHAT NOT TO DO

🏁 GOLDEN RULE (PIN THIS)
Logins enable work — they do not define delivery.
Scope completion comes first. Access follows.

Final reassurance

Best Practices and Key Points for Website Transfer and Project Completion

 
 
Always update project status and tags immediately after website transfer to keep project tracking accurate.

Verify the transferred website in incognito mode immediately to avoid cache and display issues.

Communicate clearly and warmly with clients, confirming if everything is good to go and if any final changes are needed.

Encourage clients politely to provide positive feedback and 5-star reviews by highlighting the good working experience.

Understand that clear communication plays a crucial role alongside quality work in improving client satisfaction and reviews.

Implement these steps consistently to ensure smooth project completion, avoid confusion, and foster strong client relationships.

SOP – Proper Project Completion & Client Handover

🎯 Objective

Ensure every project is fully completed, verified, communicated, and closed in a professional and consistent manner that:


🧱 Scope

Applies to:


⚠️ Core Rules (Non-Negotiable)


🧭 Step-by-Step Project Completion Process



🔹 Step 1: Final Website Transfer (If Applicable)

📌 Do not proceed until transfer is successful.

👉 Follow SOP: How to Transfer a Website



🔹 Step 2: Verify Website in Incognito Mode (Mandatory)

Immediately after transfer:

🚫 Do NOT rely on logged-in or cached views.

👉 Follow SOP: How to Check a Website After Transfer



🔹 Step 3: Update Project Status & Tags

In ClickUp / CRM:

📌 Delayed updates = tracking failure.


image.png



🔹 Step 4: Internal Confirmation (Team Alignment)

Before contacting the client, confirm internally:

Only proceed after internal confirmation.



🔹 Step 5: Client Confirmation Message (Mandatory)

Send the saved Fiverr quick message:

Quick Message Name:

✅ Website Transfer Complete

Message:

The website has been successfully transferred to your domain.  
Please have a look and let me know if everything is good to go.  

Here is the link: {CLIENT URL}

Tone must be clear, calm, and professional.


image.png



🔹 Step 6: Handle Final Changes (If Any)


🔹 Step 7: Encourage Feedback & Review (Polite & Natural)

Once the client confirms satisfaction:

(Use the approved delivery + review request message)



🔹 Step 8: Close the Project Properly

✅ Case 1: Client Leaves a Review



⚠️ Case 2: Client Does NOT Leave a Review


The order was completed 25 Dec 2025, 15:33


image.png


📌 Review tracking must NOT mix with past clients.



🧠 Key Understanding

Quality work alone is not enough.

Clear communication + proper verification + respectful closing

= Happy client + better reviews + repeat business.



🟡 Golden Rule

A project is only complete when the client confirms it — not when we think it is.




Guide on steps after project automatic completion

 

  1. Step 1: Send message to client
    "The order was auto-completed, but no worries! If you need help, you can still message me here anytime. 😊"
    Step 2: Update ClickUp status based on project stage
    • Change from Delivered to Complete if everything is done and the website is transferred.
    • Change to Waiting for Transfer if website transfer is still pending.
    • Change to Waiting for Changes if changes are still in progress, specifying the type of changes.
    Step 3: Add tag "Review Left" to client in ClickUp
    Step 4: Add tag "Review Left" to client on Fiverr
    Step 5: Update Discord with project automatic completion
    Add tag "autoaccept" with status message:
    "DELIVERY ACCEPTED – AWAITING REVIEW
    The client has accepted the delivery but has not yet provided a review.
    --------------------------------------------"
    Step 6: Send final message to client
    "As our website updates are almost complete! Let me know if you have any final tweaks. If all looks good, we can move ahead with the transfer to your domain so you can go live. Excited to get this launched for you!
    Looking forward to your go-ahead."

SOP – Client Referral System (Post-Project)

🎯 Objective

Create a consistent, non-pushy referral system that maximizes high-quality referrals from satisfied clients after project completion.

This SOP ensures referrals are asked at the right time, with the right message, and tracked properly.



🧱 Scope

Applies to:



🧠 Core Principle

Referrals work only when timing, simplicity, and reward are aligned.

Never ask randomly. Never ask emotionally. Always ask systematically.



⏱️ When to Ask for Referrals (Non-Negotiable)

Ask for referrals ONLY when all conditions are met:

🚫 Never ask during revisions or delays.



🎁 Referral Reward (Standardized)

Use one clear reward only:

⚠️ No cash payouts unless approved.



💬 Approved Referral Message (Primary)

Send immediately after project acceptance:

I’m really happy to hear you’re pleased with the website — working with you has been a great experience 😊
I’m glad we could build a solid business relationship together.

Most of our projects come through word-of-mouth, so I wanted to ask —
if you know anyone who’s looking for a new website or a redesign, I’d truly appreciate an introduction.

As a small thank-you, I offer a 10% discount on your next project for every successful referral.

No pressure at all — just sharing this while everything is fresh.
And of course, I’m always here if you need anything.



🔁 Make Referring Easy (Mandatory)

Always include a ready-to-forward message:

Hi, I recently worked with Jehan from Fiverr on my website and had a great experience.
The communication was smooth, the work was professional, and the final result turned out really strong.

You can see my website here:
👉 [Client Website Link]

Jehan is a Top Rated Seller on Fiverr, has 6+ years of experience, and has completed 2500+ website projects for clients worldwide.

If you’re looking for a reliable Website Developer for a new website or redesign, you can check him out here:
👉 https://www.fiverr.com/jehanzaib_007/


This removes friction and increases referral rate.


📌 Referral Tracking Procedure (Mandatory)

When a new client confirms they were referred:

  1. Confirm the Source
    • Ask clearly: “Who referred you to us?”
    • Do not assume or guess.
  3. Update CRM Record
    • Add the client’s username in the CRM
    • Apply the label: Referral

image.png

Referred by: [Referrer Name / Username]

image.png


🚫 Non-Negotiable Rule

If the referral source is not logged in the CRM, the referral does not exist.

No tracking = no rewards = system failure.



❌ Forbidden Language (Never Use)

Do NOT say:

This reduces perceived value.



🟡 Golden Rule

Referrals are asked at the moment of highest trust — not randomly, not emotionally.

This SOP protects brand value and compounds growth.