See where delivery actually stands
Delivery status lives in a doc, context in DMs, and billing in a spreadsheet—clients ask “where are we?” and you dig for answers.
What it does
Delivery tracking keeps the state of paid work — in progress, blocked, complete — on the same client record as the conversation and the invoice, so “where is my project?” has an answer you can read.
Surface project or delivery state next to the client record so nobody wonders what’s shipping, what’s blocked, or what’s next—aligned with your financial view.
How it works
- Mark what is sold — a won deal becomes a client record with the offer attached.
- Track the state — update delivery status as work moves and note what is blocking it.
- Answer in the thread — the client's DM sits beside the delivery state, so a status reply takes seconds.
- Close the loop — delivery, invoice status, and payment share one view at month end.
What you get
- Delivery status on the same record as conversations and invoices
- Track what is in progress, blocked, or complete
- Align fulfillment with revenue on one client view
- Fewer “where is my project?” messages
Outcome
Clients always know what is shipping. Clients and your team share one source of truth.
Common questions
Is this full project management?
No, deliberately. It answers what stage each client's work is at without asking you to run a second task system for a handful of clients.
Can clients see delivery status?
No. Clients see what you send them — messages, proposals, and invoices. Delivery notes stay internal to your workspace.
How does delivery relate to invoicing?
Both live on the client record, so you can spot delivered work that is still unpaid instead of reconciling two separate lists.
Keep reading
- Signed the deal? Onboarding should not start from scratch
- Professional invoices
- Monthly retainers deserve monthly billing discipline
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