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Practical articles on running client work: planning projects, sharing work with clients and getting the sign-off.
Latest · Client work
A creative brief template for agencies: the eight questions it must answer, what to leave out, and how to turn it into jobs and tasks your team can start.
Gareth Thurlow 8 min read
Read the articleProduct guides
Saved filters for agency projects: five views worth setting up, how one shared view shows each person their own work, and how to keep the list short.
8 min read
Client work
What proof of client approval should hold: who decided, when, on which exact version, how and with what note, plus file fingerprints to match the files.
8 min read
Client work
How to get video feedback from clients you can act on: time-coded comments, pins on a paused frame, specific questions and one cut at a time.
8 min read
Client work
Why a yes-or-no approval forces extra rounds or reluctant yeses, and how Approve with changes, with a note, gets small fixes made without another round.
8 min read
Client work
How many revision rounds to put in a quote, what counts as a round, and how to keep versions, open comments and decisions straight until sign-off.
8 min read
Client work
Stop chasing clients for approval: set a due date, let reminders follow up, nudge once, ask fewer people and make every request quick to answer.
8 min read
Product guides
A Done column with 200 jobs in it helps nobody. Set rules that wait a few days, archive quietly and move work without a ping, so the board clears itself.
8 min read
Product guides
Keep decisions on the job and talk in Slack: post each project's updates to its channel, let thread replies land as comments, and preview job links.
8 min read
Client work
Six copy-ready client approval email templates: the first ask, a new version, a reminder, an overdue chaser, confirming sign-off and approve with changes.
9 min read
Client work
Ten questions to ask any client approval software before you commit: sign-in, pinned comments, versions, reminders, records, phones and reviewer cost.
9 min read
Client work
Run several clients in one workspace without them seeing each other: client teams, join links that need your approval, and guests who stay free.
8 min read
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