Engagement Flow
Five steps from first call to handoff presented as a two-column you and me table that names the mutual responsibilities at every stage.
Five steps from first call to handoff presented as a two-column you and me table that names the mutual responsibilities at every stage.
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Engagement Flow maps the working relationship as five rows from First Call to Handoff, each split into what you do and what I do: at scoping the client reviews a brief and flags edits, while the designer writes a fixed-price proposal with no hourly billing; at handoff the client confirms files are complete and the designer stays reachable for two weeks post-launch.
Steps are one array with a you and a me field. The two- column you / me layout is the distinctive detail, making the mutual expectations explicit is more useful than a list of phases the designer controls alone.
Reach for this block on a services or about page where the working relationship itself needs explaining, not just the deliverables. The installer swaps the step titles and the you/me copy to reflect their own collaboration style.
A natural flow around it on a Portfolio Pro page:
Before
After
One strong use is the freelance collaboration map. Other engagement shapes:
Tip: naming what the client does at each step is what separates an engagement flow from a process list, it shows the collaboration is two-sided.