element8 PROJECTS SOPs

This Project Management SOP outlines the end-to-end workflow for handling projects at Moonbox — from the point of sales handover to final project closure. It is designed to ensure smooth onboarding, precise project execution, timely delivery, proactive client communication, and effective upsell and cross-sell opportunities. Account Managers, Project Managers, Project Coordinators, and Creative Leads are expected to use this as a daily guide to manage client projects with discipline, speed, and exceptional quality.

Rules & Regulations

Golden Rules Throughout the Process: No change = no action: Any deviation from scope must be documented, priced, and approved before work starts. No payment = no delivery: No final files or major releases until payments are cleared as per contract. Control the conversation: Be proactive—don’t wait for client escalations. Checklist culture: Every step must pass through its checklist before proceeding. AI first: Use AI templates for onboarding kits, change orders, closure forms, and sentiment analysis for client feedback.

HANDOVER & SETUP

Ensure a clean transfer from Sales to Project Management with full clarity on deliverables, scope, timelines, payment terms, and client expectations.

  • Review signed proposal/contract in detail 1 hr

    (Scope, Timelines, Payment Terms, Change Control Clauses)

    Account Manager Project Manger
    • Proposal reviewed and agreed internally
    • Internal kickoff completed
    • Project management tools set up
    • Kickoff meeting held and notes recorded
  • Conduct an internal handover meeting 50 min

    (Account Manager + Project Manager + Creative Lead + Project Coordinator)

    Account Manager

Total Stage Time: 1 hr 50 min

Planning & Allocation

Break down deliverables into clear tasks, assign owners, lock internal timelines, and control resource allocation.

  • Create detailed project plan 20 min

    (task breakdown, timelines, responsibilities)

    Account Manager

Total Stage Time: 20 min