Agencies & clients guides

Client feedback that keeps revision rounds short, onboarding and proposals on video, and handing a finished site to a client.

• A client feedback process for agencies, from kickoff to sign-off Agencies & clients · 12 min read

  A client feedback process for agencies: define a round, name one consolidator, use one channel, set review windows and get a sign-off that holds.

• Client onboarding videos: four short recordings every agency needs Agencies & clients · 12 min read

  Plan four short client onboarding videos (welcome, how we work, tools, what we need from you), with scripts, lengths, captions and a sending order.

• How to reduce revision rounds without saying no to clients Agencies & clients · 12 min read

  Most extra revision rounds start before the first design. Fix the brief, agree structure early, present with reasons, consolidate feedback and size the scope.

• Video proposals: how to walk a client through your quote Agencies & clients · 11 min read

  How to send a proposal or quote with a short video walkthrough: when it helps, a structure, how long, how to talk about price, and how to follow up.

• Website handover to a client: access, videos and a handover pack Agencies & clients · 11 min read

  A website handover checklist: move ownership of domain, hosting and analytics, set CMS roles, record task videos, and send a handover pack the client can use.