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No Central Place for Client Feedback

Client feedback scattered across email, Slack, WhatsApp, and random documents creates chaos for agencies and freelancers. GitScrum ClientFlow centralizes all client communications, feedback, and approvals in one organized workspace.

The Scattered Feedback Problem

Without centralized client feedback:

  • Lost emails — Critical feedback buried in inboxes
  • Version confusion — "Which revision are we on?"
  • Delayed approvals — Waiting for responses across channels
  • Context loss — Feedback disconnected from actual work
  • Billing disputes — No audit trail of scope changes
  • Team misalignment — Different people seeing different feedback

GitScrum ClientFlow Solution

ClientFlow provides a dedicated client portal:

Core Features

FeaturePurpose
Client PortalBranded space for client access
Feedback ThreadsContextual comments on deliverables
Approval WorkflowsFormal sign-off process
Document SharingVersion-controlled file exchange
Activity TimelineComplete communication history

Setting Up ClientFlow

Create Client Workspace

  1. Go to Projects → New Project
  2. Select "Client Project" template
  3. Configure client access settings
  4. Invite client contacts
  5. Set permissions and visibility

Client Portal Settings

Client Access:
├── Portal branding (logo, colors)
├── Welcome message
├── Available features:
│   ☑ View tasks
│   ☑ Leave comments
│   ☑ Approve deliverables
│   ☑ Upload files
│   ☐ See internal discussions
└── Notification preferences

Centralizing Feedback

Feedback Collection Points

All feedback flows to one place:

Client: Acme Corp
└── Project: Website Redesign
    ├── Deliverables
    │   ├── Homepage Design v3
    │   │   └── Comments (5)
    │   ├── About Page Design v2
    │   │   └── Comments (3)
    │   └── Contact Form Mockup v1
    │       └── Comments (0) — Awaiting review
    ├── Documents
    │   ├── Brand Guidelines
    │   └── Content Inventory
    └── Discussions
        ├── Launch Timeline
        └── SEO Requirements

Feedback Thread Structure

Deliverable: Homepage Design v3
────────────────────────────────
@client-sarah: "Love the hero section! Can we make 
the CTA button more prominent?"
  └── @designer-alex: "Sure! I'll increase the size 
      and add a subtle animation. Updated in v4."
      └── @client-sarah: "Perfect! Approved ✓"

@client-mark: "The footer needs our updated address"
  └── @designer-alex: "Updated. Please review."
      └── @client-mark: "Looks good ✓"

Status: Approved by Sarah (Marketing) and Mark (Legal)

Approval Workflows

Configure Approval Process

Approval Settings:
├── Required approvers: 2
├── Approver roles:
│   ├── Primary: Marketing Director
│   └── Secondary: Legal Review
├── Approval deadline: 3 business days
├── Reminder frequency: Daily
└── Auto-escalation: After deadline

Approval States

StateMeaning
PendingAwaiting client review
In ReviewClient is actively reviewing
Changes RequestedFeedback requires revision
ApprovedSign-off received
RejectedClient declined deliverable

Approval Tracking

Deliverable: Homepage Design v3
├── Submitted: Dec 15, 10:00
├── Approvers:
│   ├── Sarah (Marketing): ✓ Approved Dec 16
│   └── Mark (Legal): ✓ Approved Dec 17
├── Final Status: APPROVED
└── Time to approval: 2 days

Document Management

Version Control for Client Files

Document: Brand Guidelines
├── v3 (Current) — Uploaded Dec 15
│   └── Changes: Updated color palette
├── v2 — Uploaded Nov 20
│   └── Changes: Added typography section
└── v1 — Uploaded Oct 5
    └── Original document

File Organization

Project Documents
├── Briefs/
│   ├── Initial Brief.pdf
│   └── Revised Scope.pdf
├── Deliverables/
│   ├── Design/
│   ├── Development/
│   └── Content/
├── Approvals/
│   └── Signed-off versions
└── Reference/
    ├── Brand assets
    └── Competitor research

Communication Channels

Keep Internal and External Separate

Task: Implement checkout flow
├── Internal Discussion (Team only)
│   └── "We need to refactor the payment 
│       module first. Don't mention timeline 
│       concerns to client yet."
│
└── Client Comments (Visible to client)
    └── "Checkout implementation is on track. 
        We'll share a preview by Friday."

Client Notifications

Configure what clients receive:

  • New deliverable ready for review
  • Comment replies
  • Approval reminders
  • Project milestones reached
  • Document uploads

Replacing Email Chains

Before: Email Chaos

Subject: RE: RE: RE: FWD: Homepage feedback
├── 47 emails in chain
├── 3 different threads on same topic
├── Attachments lost in forwards
├── No clear conclusion
└── Who approved what? Unknown

After: GitScrum ClientFlow

Homepage Design — Feedback
├── All comments in one thread
├── Version history preserved
├── Attachments linked to versions
├── Clear approval status
└── Complete audit trail

Client Onboarding

Invite Clients

  1. Go to Project → Team
  2. Click "Invite Client"
  3. Enter email and role
  4. Customize welcome message
  5. Client receives portal access link

Client Portal Experience

Welcome, Sarah!

Acme Corp — Website Redesign
━━━━━━━━━━━━━━━━━━━━━━━━━━━━

📋 Items Awaiting Your Review (3)
├── Homepage Design v3 — Ready for approval
├── Navigation Mockup — Feedback requested
└── Content Draft — Uploaded yesterday

📁 Recent Documents
├── Brand Guidelines v3
└── Timeline Overview

💬 Recent Activity
└── Alex commented on Homepage Design

Reporting and Audit

Client Activity Report

Client: Acme Corp
Period: December 2024
━━━━━━━━━━━━━━━━━━━━
Deliverables submitted: 12
Average review time: 1.5 days
Approvals given: 10
Changes requested: 2
Comments made: 34
Documents uploaded: 5

Scope Change Tracking

Every scope change documented:

Scope Change Log
├── Dec 10: Added mobile optimization (approved)
├── Dec 12: Extended timeline by 1 week (approved)
├── Dec 15: Additional page requested (+$500)
└── Dec 18: Revised homepage CTA (no cost change)

Best Practices

For Agencies

  1. Set clear review deadlines — Avoid project delays
  2. Use structured feedback forms — Get actionable input
  3. Limit revision rounds — Scope creep protection
  4. Document everything — Protect against disputes
  5. Regular check-ins — Scheduled update sessions

For Clients

  1. Consolidate feedback — All stakeholders review together
  2. Be specific — Point to exact elements
  3. Respect deadlines — Keep project on track
  4. Use approval buttons — Clear sign-off record

Integration Benefits

Connect to Your Workflow

  • Client feedback creates tasks automatically
  • Approved deliverables trigger next phase
  • Document uploads notify relevant team members
  • Approval delays send reminders