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CLEAR AGREEMENTS. CONFIDENT DECISIONS.

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All scenarios

CREDNCE IN ACTION / Professional services

Beyond
the Brief.

“Build us a website.” Let’s make that an agreement.

Esi hires an agency to build a website. She funds and locks the full US$6,000 project before work starts. The agency receives payment as each agreed milestone is completed and approved not by chasing later deposits.

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Illustrative scenario · Not a customer case study

BRIEF → SCOPE → HANDOVERILLUSTRATIVE
A brief.An agreement.
Five pages. One form.An online store? Separate scope.
AGREEMENT / EVIDENCE / DECISIONCrednce in action

01 / The brief

Five pages. One form. A clearer starting point.

Esi and the agency agree a five-page marketing website, an enquiry form, mobile layouts and a defined handover. They identify what Esi needs to supply and what completion means.

They also record exclusions. An online store is not included in this US$6,000 scope. That protects Esi from ambiguity and the agency from unpriced additional work.

A shared brief needs deliverables, exclusions and acceptance criteria.

SERVICE AGREEMENT / EXAMPLE

Illustrative

Business website

Scope agreed

Included
Five marketing pages
Functional requirement
Working enquiry form
Delivery requirement
Mobile layouts + defined handover
Not included
Online store and checkout
What counts as complete?

Agree the page content, form behaviour, responsive layouts, access and handover material that will be reviewed. Record client-supplied dependencies and the approach to revisions.

A polished homepage screenshot does not establish that forms work, access has been handed over or all agreed pages are complete.

02 / The milestones

A project fee. Not a single vague finish line.

After agreeing the US$6,000 scope, Esi funds and locks the whole amount. They allocate US$1,500 to design, US$3,000 to build and US$1,500 to handover, each with its own completion criteria.

We follow the US$3,000 build milestone after the design stage has been completed, approved and paid. US$4,500 remains locked: US$3,000 for build and US$1,500 for handover. Neither depends on another client deposit.

Every milestone is funded from the start. Each release is earned separately.

MILESTONE PLAN / EXAMPLE

Illustrative

A US$6,000 scope

Full project funded; design paid

full initial funding
US$6,000
still locked
US$4,500
Design
US$1,500
BuildThe milestone followed here
US$3,000
Handover
US$1,500
Explore the payment plan

US$1,500 + US$3,000 + US$1,500 = US$6,000, all funded before work. After the completed design milestone’s US$1,500 release, US$4,500 remains locked for build and handover.

The next US$3,000 release requires completed and approved build work. The US$1,500 handover allocation stays locked until its own milestone is completed. No late deposit is required for the original scope.

03 / The review

“It’s ready.” Review what that means.

The agency submits the build milestone with a staging link, a note against the agreed requirements and the relevant test evidence.

Esi reviews the submission in the context of the original scope. She can identify unfinished work, request changes or record acceptance without turning every new idea into a correction.

An unmet requirement and a new feature are different requests.

BUILD MILESTONE REVIEW

Illustrative

Five-page website

Awaiting review

Staging link

The actual submission would contain the review destination and any access instructions. This illustrative row does not link to a live client site.

Requirements and test evidence

Connect the submitted pages, mobile layouts and enquiry-form checks to the agreed criteria. Record any exceptions; do not infer functional completion from a screenshot.

Review or request changes

Address gaps against the original build scope. If the client wants something outside it, create a separate change proposal instead of hiding it in a revision request.

No real deliverables or credentials are attached.

Build balance not released: US$3,000.

04 / The change

An online store? That is a new agreement.

Esi now asks for checkout and online sales. The agency explains that an online store sits outside the accepted marketing-site scope.

It proposes an illustrative US$1,200 addition and five working days. The proposal is visible beside the original agreement, not automatically added to the amount Esi owes.

Agree and fund added scope before it starts not when it finishes.

CHANGE REQUEST / EXAMPLE

Illustrative

Add an online store

Proposed only

Additional scope
Storefront and checkout
Proposed extra
US$1,200
Proposed additional time
5 working days
Original scope
US$6,000
Revised scope only if accepted
US$7,200
Explore the proposed change

The parties must define the new features, dependencies, acceptance criteria and payment conditions before accepting the change. They can agree, decline or revise the proposal.

US$7,200 is the revised scope only if the change is accepted. Esi must then fund and lock the full US$1,200 extra before the agency starts that added work. This is funding new scope, not finishing the original US$6,000 deposit.

FULLY FUNDED. RELEASED BY MILESTONE.

Fewer assumptions. A better handover.

The client knows what was promised. The agency has a clear reference for delivery and payment. New work has its own agreed terms instead of becoming a hidden disagreement.

  1. 01Defined scope
  2. 02Milestone submission
  3. 03Recorded review
  4. 04Agreed handover
How does the build milestone finish?

Once the build requirements are completed and approved, US$3,000 is released from the existing locked funds through the payment-partner process. After confirmed settlement, the US$1,500 handover allocation remains locked for its own milestone.

Handover remains its own milestone. Approval of the build does not mean the whole project or the proposed store is complete.

BEFORE YOU BEGIN

A few practical
questions.

The example is a starting point. The actual agreement needs to fit your deal.

Does every revision cost extra?

No. A correction needed to satisfy the accepted scope is different from additional work. The agreement should define deliverables and revision expectations so both parties have a reference.

Can the agency be paid before the entire project is finished?

Yes, after a defined milestone is completed and approved. Esi already funded the entire project before work began; the agency earns staged releases from that locked balance. This is not permission to start with only part of the client’s funding.

Can this apply beyond website projects?

The same approach can structure other professional work, with deliverables and evidence appropriate to that service. Confirm the supported arrangement rather than reusing website criteria unchanged.

Crednce requires the full agreed deal amount to be funded and locked before execution. Releases follow completed milestones and the agreed approval or resolution process. Payment partners handle processing and settlement. Confirm supported workflows, locations, currencies, fees, verification services and applicable terms before committing funds.

MORE CREDNCE IN ACTION

All scenarios
LONDON → ACCRAEXAMPLE
LondonAccra.
ILLUSTRATIVE SCENARIOCrednce in action

Construction & renovation

Build Back Home

Your project is in Accra. You are in London. Stay connected to the work.

Explore this scenario

Ama funds and locks the full US$50,000 renovation before the contractor starts. They agree the scope and evidence for every milestone. Completed, approved work earns releases; an agreed scope increase must be funded before the added work begins.

  1. Agree the full renovation scope
  2. Fund and lock the whole deal
  3. Complete and review milestones
  4. Release approved allocations

Illustrative scenario. Full funding precedes execution; it is not an immediate payment to the contractor.

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BUDGET → ORDER → DELIVERYEXAMPLE
500bags ordered
480recorded on arrival
20 bags.Still to account for.
ILLUSTRATIVE SCENARIOCrednce in action

Procurement

Materials, Accounted For

You approved the materials budget. Now connect the order, the payment and what arrived.

Explore this scenario

The client funds the full agreed deal, including materials, before Nana orders 500 bags of cement. Only 480 arrive. The 20-bag shortage keeps the affected delivery allocation pending completion or an approved resolution—not automatically paid.

  1. Fund the full service-and-materials deal
  2. Reserve the purchase-order allocation
  3. Review delivery against the milestone
  4. Release after completion or resolution

A purchase order is not an automatic payout. Completed milestones and approved resolutions govern releases.

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START WITH THE AGREEMENT

Hiring for important work? Start beyond the brief.

Bring the service, the deliverables and the decisions both sides need to agree before work begins.

Discuss a service agreementSee how Crednce works

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