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Planable is the best client-facing social media tool we’ve ever used and we’ve used a lot.
Email marketing is one of the oldest and best tricks in the communication playbook, and newsletters are an excellent tool for brand awareness, audience engagement, and lead nurturing. But newsletter planning is challenging. Coming up with and delivering fresh ideas...
Oct 31, 2024
Join us for an engaging webinar, brought to you by Planable and Atarim. We share practical tips and insights to make client collaboration smoother and more effective.
From setting up clear workflows, to making feedback and approvals easy, and establishing the proper team habits, we talk it all.
If you’re looking to break down agency-client stereotypes and forge strong, long-term relationships with your clients, this webinar is a must-see.
Vito Peleg
✔️ Built his first website at 14 for his skateboarding crew on GeoCities
✔️ Launched a London-based agency that delivered over 800 websites
✔️Created Atarim to address project delays, now used by over 51,000 teams
Miruna has been leading growth efforts at Planable for the past five years, taking the company from 50 to 6.5K active customers. With experience at Uber’s Marketing Team and Oracle’s Social Media Team, she’s a Forbes 30 Under 30 alumni who’s spoken at How to Web and CMO Alliance Fellowship.
1. Encourage, don’t avoid feedback
When clients hesitate to give feedback or offer vague approvals like “fine, go ahead,” it often signals discomfort or uncertainty. Instead of accepting this silence, invite them to share their raw thoughts—even if they’re not fully formed. Encouraging openness helps uncover gut feelings or unresolved concerns, creating opportunities to address issues proactively. This fosters collaboration and ensures the final deliverable aligns with expectations.
2. Context is key: share the “why” behind your work
Clients often lack the strategic context behind the work you present, leading to misunderstandings or excessive revisions. Sharing the rationale behind your decisions—like why a specific tone was chosen or how a design supports a goal—helps clients review work more effectively. This approach minimizes subjective feedback and builds trust by highlighting the thought process behind your work.
3. Design an intuitive feedback process
A well-designed feedback process can make or break collaboration. Here’s how to get it right:
An accessible and structured process reduces cognitive load, making clients more likely to engage thoughtfully.
4. Build a trust-based internal review process
Clients should see polished work, not drafts riddled with typos or inconsistencies. Implement an internal review system that:
Delivering high-quality drafts saves clients’ time and strengthens their confidence in your team.
5. Analyze feedback patterns in recurring sessions
One-off comments like “this sounds too formal” or “this phrase is harsh” may seem isolated, but over time, they can reveal deeper issues. Establish regular feedback sessions to identify recurring patterns, such as misalignment on tone or messaging. This proactive approach allows agencies to make foundational improvements, reducing friction in future collaborations.
6. Transparency beats sugar-coating
When sharing results, balance the wins with areas for improvement. For example, instead of just celebrating follower growth, explain how you’re addressing challenges like reduced engagement. Mature clients value honesty and actionable insights over overly optimistic summaries. Transparent reporting builds credibility and keeps the focus on shared goals.
Ready to transform your feedback culture?
From improving workflows to fostering open communication, this webinar provided actionable strategies to strengthen agency-client relationships. Want to dive deeper into these tips? Access the full recording to learn how to implement these processes in your agency.
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