The useful starting point
Agree on the deliverable and how it will be checked before starting.
Start with the right information
Write a brief with scope, input materials, ownership expectations and acceptance criteria. Confirm which external tools and services the client permits.
Put it into practice
Keep editable files, versions and notes about required configuration. Test the promised actions with realistic examples before handing over.
Check before you share
Deliver source exports and clear setup instructions. Be honest about demonstrations, external dependencies and costs the client will need to manage.
Original guidance for this installation. Connected services, available formats and prices are shown in the workspace before you use them.