Smarter Week

How to automate it

How to automate “collect and consolidate client feedback on deliverables”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, a few times a week
45%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Software featureBest fix

Collect client feedback as comments on the deliverable

Filestage, Ziflow, Markup.io, Pastel, Frame.io or Google Docs and Figma comments put all feedback in one place against the right version, so you stop merging emails.

Typically saves about 40% of the time30 min to set up
  1. 1Pick the tool that suits your deliverables (Pastel or Markup.io for websites, Frame.io for video, Filestage or Ziflow for mixed).
  2. 2Share a review link with a deadline.
  3. 3Ask clients to comment directly on the file and click approve.
  4. 4Resolve comments in the tool so everyone sees what changed.

Tools: Filestage · Ziflow · Markup.io · Pastel · Frame.io · Figma or Google Docs comments

Fix 2 of 2

Process fix

Agree the number of feedback rounds and one client approver

Endless revisions from several client voices burn hours. Stating rounds and a single approver in the SOW keeps it manageable.

Typically saves about 30% of the time20 min to set up
  1. 1Put the number of revision rounds in every SOW (usually two).
  2. 2Ask the client to name one person who consolidates feedback.
  3. 3Give a feedback deadline with each review.
  4. 4Treat extra rounds as a change request.

Tools: Your SOW template

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Agency Account / Client ManagerAgency Project Manager

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Other common tasks for Agency Account / Client Managers