Client Ready
Collect a client's answers and files on one checklist before the project starts
Forfreelancers and small studios who start client projects Web
The project is due to start on Monday, and the client's logo has been "coming tonight" for three weeks. Client Ready puts everything you need from a client on a checklist behind a private link. The client opens it without an account, answers each item in writing or with an upload, and can return to the same link later.
You approve each answer or send it back with a note on what to fix, and an item can be marked as not needed. Only approved items count towards the readiness figure on the dashboard, which also flags overdue requests. A request starts from one of 21 editable templates, from a website launch to a tattoo brief. Follow-up questions can stay hidden until an earlier answer calls for them.
Links and reminders go out through your own mail or messenger: Client Ready drafts a follow-up that names only the open items, and you copy it. Uploads are limited to PDF, PNG and JPEG files of up to 5 MB. The terms ask that passwords, bank details, identity documents and health records stay out of the workspace. Client profiles and a calendar of deadlines sit beside the checklists, and everything can be downloaded as ZIP archives. An interactive demo with sample clients runs in the browser without an account.
Good fit if you…
- chase the same missing logo, login or text before every project
- want clients to hand things over without creating an account
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