The Methodology

From Chaos to
Conveyor Belt.

We don't just give you software. We enforce a workflow that makes it impossible to lose track of a client.

The Agency Trap

Client: "Hey, did you get my email from Tuesday?"
You: "Checking now..." (Frantically searching Slack, Gmail, and Trello)
Result: Delayed project, angry client, eroded trust.

The Projeqta Loop

System: "Client uploaded 'Logo_Final.png' to Project #402."
Auto-Bot: "Stage moved from 'Pending' to 'Design'. Dev team notified."
Result: Zero emails sent. Work continues instantly.

The Standard Operating Procedure

Projeqta isn't a blank canvas. It's a rigid pipeline. Here is exactly what happens when you sign a new client.

1. Ingest & Onboard

Create the Client Profile. Set their billing rate and upload the contract. Projeqta automatically generates a secure "Client Portal" link that you can email them immediately.

New Client Added
Project Mapping
Design Dev QA

2. Granular Definition

Don't just say "Build Website." Break it down: "Wireframes," "Frontend," "Backend," "Integration." Assign due dates and internal owners to every single stage.

3. The Approval Loop

This is the killer feature. When you finish a task, you don't just mark it "Done." You mark it "Pending Approval." The client gets a notification. The clock stops ticking on your side.

Action Required 2 mins ago
Homepage Mockup v2

Waiting for client sign-off...

Project Delivered
$12,500
Revenue Recognized

4. Delivery & Archive

Once approved, assets are moved to the "Vault." The project is closed. Revenue is calculated against hours spent to give you a "Profitability Score" for that client.

The Secret Weapon

The "Magic Link" Client Portal

Your clients are busy. They will not create a login. They will not download an app.

Projeqta generates a secure, unique link for every project. Clients click it and see exactly what they need: Status, Files, and Chat. No passwords. No friction.

  • Mobile Optimized
  • Read-Only View (Safe)
  • Custom Branding
ProjeqtaPortal
Status
In Design

Stop playing tag.
Start shipping work.

Your clients don't want to email you for updates. They want to see progress. Give them the portal that proves you are worth the retainer.

Instant Setup
Bank-Grade Security