Collect the content and platform access your agency needs, then let clients point to changes on the site. Manage the project, reviews, and billing without scattering the handoffs.
For web design, development, and website-maintenance agencies.
Your agency is redesigning Juniper’s storefront. The client needs to supply content, share store access, review the site, and sign off on launch milestones.
Ask for the site goals, page requirements, and key messages. Add upload steps for approved copy, imagery, and brand files so your team knows what has arrived.
Explore client onboardingUse the guided Shopify, WordPress, Squarespace, or GoDaddy steps that fit the project. For Shopify, collect the store URL and collaborator code, then request access through Shopify.
Explore platform accessShare a supported website for review and collect comments on the page. If the site blocks embedding, open the original in another tab and use a supported review asset for annotation.
Explore feedback & approvalsShare tutorials and final files in the portal. Keep maintenance tasks, messages, milestones, and invoices with the same client when the build becomes ongoing work.
Explore client managementRead client feedback, create tasks, work with messages, and more through MCP. Your assistant uses the workspace access you grant.
Explore AI & automationA prompt to try“Find the unresolved website comments for Juniper and create a task for each requested change.”Review the proposed actions before sharing anything with your client.
Content, access requests, review comments, approvals, and ongoing support share one client record.
Walk through your workflowBring the people, plans, and next steps into one shared client experience.
Start free trial
A little more breathing room around the headline?
On it. Updated for you. ✓Resolved ✓