Client communication10 min read
How to Ask a Client for Feedback: Emails and Survey Questions
How to ask a client for feedback: when to ask, what to ask, client feedback email templates to copy and survey questions for agencies and consultants.
Category archive
Client communication
Updates, approvals and follow-ups that keep client work moving.
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5
articles in this operating lane.
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Move laterally through related operating problems without losing the editorial thread.
Client communication6 min read
How to Give Clients Access to ClickUp (Without Giving Them Your Workspace)
Three ways to show clients your ClickUp work: guests, public links and a client portal. What each one exposes, what it costs and when to use it.
Client communication6 min read
Asana Guest Access vs a Client Portal: Which Should Your Clients Use?
Should clients join your Asana project as guests, or see the work through a client portal? What Asana guests can see and do, Asana Client Management, and when a portal fits.
Client communication6 min read
Client Approval Workflow: How to Get Sign-Off Without Email Chains
A simple client approval workflow for agencies and consultants: who approves, review windows, revision rounds, recording sign-off and what to do when clients go quiet.
Client communication7 min read
How to Send Documents Securely to Clients (and Get Them Back)
A practical guide for accountants, law firms and agencies: how to send and receive client documents securely, what to avoid, and how to choose a secure file sharing client portal.