5 tips for asking clients for feedback (and 3 things to avoid)

Seeing eye-to-eye with your clients when working together on a project is essential for its success. 

That’s why understanding how to communicate efficiently and ask your clients for feedback will help you avoid potential conflict and yield better results.

So stay with me as I walk you through all dos and don’ts of asking clients for feedback. Plus see the role a client feedback tool has in the process.

How to ask clients for feedback – five top tips

The role of client feedback is to align your visions, ideas, and concepts with your client and make sure the project meets specific standards. 

In this attempt, thinking about how to ask your clients for feedback will help you make sure you end up with valuable insights and are ready to make improvements. 

Here are the top five tips to help you ask your clients for feedback and make the process more effective. Watch this video or read the tips below.

1. Remind your clients of the brief

Though the project you work on is constantly at the top of your mind, your client will probably need a little refresh of memory to remember all details from the brief. 

To avoid any confusion and make their feedback on point, you can remind your clients of the brief before leaving their feedback.

Here are two ways Filestage can help you refresh your client’s memory about the brief:

  1. Include a link to the brief in the comments, and give your client everything they need to give informed feedback in one place.
  2. Introduce your work by recording and attaching a Loom that talks through how your content meets the brief

2. Be enthusiastic about what you like

Whatever the project you’re working on, there are always some parts you’re most proud of and passionate about. Don’t be shy to pinpoint those parts of your work to your reviewers. You’ll focus their attention on it and spark great conversations! 

Here’s how you can use Filestage to emphasize specific parts of your work:

  • Zoom, rotate, and drag to hone in on every detail of your work
  • Click anywhere to create a marker and add a comment
  • Highlight a specific word or sentence
  • Draw annotations to make it clear exactly which parts you’re talking about
Design file

3. Make it clear which parts you want their opinion on

Every project carries some difficult parts that take more time and client input to polish. By asking your clients for feedback on those specific areas of your work, you’ll make sure your visions for the project are in line. 

Here are some things you can ask your clients to pay more attention to when giving feedback:

  • Is your work in line with the brand guidelines?
  • Will your client achieve the right goals with the current form of work?
  • Are you solving the right problems for your clients?
  • Are there any compliance or regulatory constraints to have in mind?

4. Give your clients a transparent way to share feedback

Though everyone appreciates good feedback, giving and receiving feedback can be tiresome – especially when it’s scattered across dozens of tools and email chains. By giving your clients a transparent way to share their feedback, everyone will be able to continuously track the project’s progress.  

With Filestage, your clients can leave their feedback right on top of your work so everyone can see the feedback and follow up on it by leaving additional comments or replies. 

Filestage file overview

5. Set due dates to make sure feedback and approval arrives on time

If your client review process is well set up, there will be multiple review rounds before reaching client approval. And for the project to meet the deadline, it’s essential to get all feedback in time so you can make changes and share new versions of your work. 

In Filestage, you can plan the review process timeline and define due dates for each version of your work. This way, your client will receive reminders to leave their feedback before the deadline, and you’ll be able to manage the review process without any stress. 

Set due date

Three things you should never do when you ask for feedback from clients

A good client review process will help you avoid getting useless feedback and save you a tonne of time aligning your work with the client’s vision for the project. 

But to create a client review process that makes sense and yields amazing projects, it’s essential to know what not to do when asking your clients for feedback. 

Here are three things you should avoid at all costs when asking for client feedback.

1. Letting reviewers choose how to share feedback

One of the most important things when collecting feedback is setting the ground rules for your clients on how to share their feedback. Your clients shouldn’t share their thoughts through different channels whenever they feel like it and without any context.

With a client review software like Filestage, you and your clients will have a transparent and collaborative place to discuss all feedback and ideas for improvement. 

This way, everyone avoids the stress of juggling email chains, chat threads, screenshots, timecodes, and long descriptions and can focus on creating the best possible project.

2. Using transfer links that time out after seven days

If you’re working on a bigger project, the chances are you’ll need to give your clients the ability to share feedback over a longer period. But with tools like WeTransfer, you’ll only have links that support downloads for the first seven days. 

This can be embarrassing and frustrating for clients and means you have to waste time sharing content again. 

With Filestage, you can share your projects with all your clients as you need and allow them to:

  • Revisit every version of the project at any time 
  • Check the previous comments for more context  
  • Compare versions and see improvements that were made in the project

3. Adding new stakeholders midway through the process

One thing you should always make sure you do is to define your stakeholders upfront and avoid adding new ones midway through the process. Having all stakeholders in line and up to speed with the goals, vision, and project progress from day one will make the process efficient.

With Filestage, you can easily invite all your stakeholders to review your project and make sure all the files in your project are reviewed and approved by the right people.

You can create different review steps for different groups of reviewers and keep your peer reviewers and client feedback separate and well organized. 

How to ask client for feedback in email

Gone are the days of juggling feedback across multiple email chains!

With Filestage, you can add reviewers to different review steps, and they’ll automatically receive an email asking them for their review. Once the review process starts, you’ll be able to discuss all the feedback in one place.

How to ask client for feedback with a link

In modern workplaces, the most efficient teams communicate using chat and project management tools like Slack, Microsoft Teams, and Asana. So you need an easy way to share your review link in these tools.

With Filestage, you can copy and paste a review link to any tool and quickly receive feedback on top of your work. 

Here are some tools you can use to share your link and ask for client feedback:

  • Slack
  • Asana
  • Jira
  • Monday
  • Trello
  • Microsoft Teams
  • WhatsApp

Final thoughts

Client feedback is an essential piece of the puzzle for delivering great projects. So you need to create a good client review process and gather valuable feedback every step of the way. 

With Filestage, none of your client’s feedback will ever get lost or misinterpreted. If you want to see Filestage in action, start a free trial →