Post-project checklist for creative and media professionals

Finish projects cleanly and keep clients coming back

Creative work fails post-delivery if expectations aren’t aligned, assets aren’t organised, or revision rules aren’t clear.
This checklist ensures clients feel supported, informed, and confident.

You deliver the work - the invoice disappears

Finishing a project without a final payment system means you're chasing forever. Great work deserves to be paid.

Revision disputes with no written record

If revision limits weren't documented, the client's memory of what was agreed may differ significantly from yours.

Files delivered before payment = lost leverage

Once the client has the final files, your negotiating power drops to zero if they dispute the bill.

Why creative professionals lose money at the finish line

Most creative projects don't fail at the brief stage — they fall apart at the wrap-up. Deliverables sent before the final invoice is paid, no written record of what revisions were included, and no documentation of licensing terms all create the conditions for unpaid fees and scope disputes. This checklist gives every creative professional a step-by-step process for closing out a project correctly: back up your files, confirm the revision count, send the final invoice, collect payment via Worldpay, and only then release the final deliverables. Combined with two practical AI prompts, this checklist turns your end-of-job process from an afterthought into a professional system.

What You Get

10-Step Post-Project Checklist

Confirm deliverables, back up your files, review against the brief, brief the client verbally, confirm revisions used, confirm delivery timeline, confirm the final price, collect payment via Sole + Worldpay, prepare deliverables, and send the end-of-project message.

End-of-Project Message Template

A ready-to-send copy-paste message for the end of every creative project — professional, friendly, and prompts a review or referral without being pushy.

2 AI Prompts to Finish Stronger

Prompt A - 'What am I missing?' — paste your summary and get a gap analysis.
Prompt B - 'Write my end-of-project message' — personalised for your client and project type.

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A preview of what's inside

Here are the first three steps from the 10-step Post-Project Checklist:

Confirm all deliverables are complete and match exactly what was agreed in the brief.

Back up all project files to at least two locations before sending anything to the client.

Review your output against the original brief — check for anything missed or misaligned.

+ 7 more steps, end-of-project message template, and 2 AI prompts - all inside the free download.

Who It’s For

Built for freelance creatives and independent media professionals operating as sole traders in Australia.

Photographers

Videographers

Graphic designers

Copywriters

Content creators

Illustrators & artists

ATO & Compliance Note

Important

All creative project income — including project fees, licensing royalties, and usage rights payments — must be declared to the ATO. Keep records of every invoice, signed creative agreement, and licensing arrangement for at least five years. Sole's automated invoicing and expense tracking makes this straightforward at tax time.

Download your free checklist

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Frequently asked questions

Common questions

State revision limits in your creative agreement before starting (e.g. 2 rounds included). When a client requests a third round, respond with an additional invoice before proceeding. In Sole, you can add a line item to the existing invoice for extra revision rounds — it keeps the paper trail clear.

Only after the final invoice is paid in full — no exceptions. State this in your creative agreement upfront so it’s not a surprise at project end. Releasing files before payment removes your only point of leverage if a dispute arises.

Common deductible expenses for creative sole traders include camera equipment, software subscriptions (Adobe, Figma, etc.), hard drives and storage, home office costs (fixed rate 67c/hr for 2025–26), professional indemnity insurance, and any props or location fees directly related to client work. Track all of these in Sole.