Client work
Writing a creative brief your team can actually start from
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.
8 min read
Blog category
Client work
Sharing work with clients, getting a clear sign-off and keeping feedback in one place.
Articles on working with clients: sharing work, keeping feedback in one place and getting a clear sign-off. Skybase for agencies
Client work
Proof of client approval: what to keep when a client signs off
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
Getting useful video feedback from clients
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
Approve with changes: the answer most approval processes miss
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
Revision rounds: how many, and how to keep them straight
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
How to stop chasing clients for approval
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
Client work
Client approval email templates for every stage
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
How to choose client approval software: 10 questions to ask
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
Keeping clients apart: client teams and join links for agencies with several clients
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
Client work
Client approvals without the email chain
A client approval process for agencies: named approvers, review links that open without signing in, a clear decision with a note, and every version kept.
10 min read
Client work
Sharing work with clients: what they should see
How to share a project with clients: what a free guest can see and change, how to keep internal work private, and when a client counts as a paid user.
8 min read