To track client deliverable reviews at an agency, send deliverables as a trackable link (not a heavy attachment), require email verification for stakeholder clarity, then use engagement signals to time follow-ups and schedule feedback when the client is actually ready.
Before you start
- Export your deliverable as a PDF (strategy doc, design concepts, scope, copy deck).
- Decide whether you want:
- Identity (who reviewed) → email verification
- Tighter control → password + expiration
- Less redistribution → disable downloads + watermark
Step-by-step: track deliverable review (and shorten feedback cycles)
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Upload the deliverable PDF to Docutracker.
Result: The deliverable is in your dashboard and ready to share. -
Create a share link and enable Require email verification.
Why it matters: It tells you which client stakeholders actually reviewed (not just the primary contact).
Result: Viewers must verify an email before viewing. -
Set a review window with an expiration date (e.g., “review by Friday”).
Why it matters: It creates urgency and keeps timelines from drifting.
Result: The link stops working after the date you set. -
Send the link with one clear ask.
- Example: “Please leave feedback on Concepts A/B by Friday; we’ll review Monday 2 PM.”
Result: The client knows exactly what feedback you need and when.
- Example: “Please leave feedback on Concepts A/B by Friday; we’ll review Monday 2 PM.”
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Use engagement to time your follow-up.
- No open after ~48 hours: confirm they received it; offer to resend or adjust access controls.
- Opened + short time: they likely skimmed—offer a quick walkthrough call.
- Opened + deep time + multiple revisits: they’re evaluating—schedule feedback now.
Result: You stop “guess-following-up” and move the project forward faster.
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Use page/section focus to steer the feedback call.
- More time on pricing/scope: confirm assumptions and constraints first.
- More time on Concept B pages: lead with that direction and propose next iterations.
- Multiple viewers from the client side: expect internal alignment questions.
Result: The call starts at the highest-signal area instead of re-explaining everything.
Troubleshooting
- Client says they didn’t get it: links don’t bounce like attachments—ask them to search for your email, or resend in Slack/Teams. (Some inboxes rewrite links.)
- They opened an old version: create a new link for the updated PDF and expire the old one.
- You need stakeholder accountability: require email verification and ask the client to forward the link (not the PDF) to their internal reviewers.
Quick checklist
- Deliverable exported as a PDF
- Link created (no attachment)
- Email verification enabled (stakeholder clarity)
- Expiration set (review window)
- Follow-up timed to the first open
- Feedback call agenda based on what they focused on