Guides
Get clearer feedback and a faster yes.
Practical advice and free templates for agencies, design studios and freelancers. Most of it works whichever tools you use.
Free templates
- Client approval process checklistA free one-page checklist for running client approvals on creative projects, from kick-off to handover. Copy it or download it as a Word document.Get the template
- Sign-off and revision wording for proposalsFree wording for design proposals and terms: revision rounds, extra amends, client sign-off and approval requests. Adapt it to your business. Not legal advice.Get the template
- How to give useful feedback on creative work: a guide for clientsA free, friendly guide you can send to clients: how to give clear feedback on design and video work, so projects move faster. Copy it or download it in Word.Get the template
Guides
- A client approval process for design agencies, step by stepA simple approval process for agencies and studios: who signs off, how to ask for feedback, how to handle rounds, and how to record the final yes.Read the guide
- How to limit revision rounds without annoying clientsPractical ways for designers and agencies to set revision limits, handle extra rounds, and talk about them without damaging the client relationship.Read the guide
- Online proofing software for small agencies: seven tools comparedA plain comparison of PostVito, Filestage, Ziflow, PageProof, Frame.io, GoVisually and Approval Studio for small creative agencies: pricing, branding and logins.Read the guide
- Video review and approval: getting clear, timestamped feedbackHow video producers and agencies can get clear client feedback on cuts: review stages, timestamped comments, export settings and a clean final sign-off.Read the guide
- What counts as client sign-off? Keeping a useful approval recordWhat a useful client sign-off record should include, why vague approvals cause problems, and how designers and agencies can keep it simple. Not legal advice.Read the guide
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