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 Acme & Co.’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 onboardingA few details. A better start together.
Use 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 access
A clear handoff for collaborator access.
Your agency uses these details to request access. You approve the request in Shopify.
Share 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 & approvalsThoughtful things.
Made for everyday living.
Share 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 managementEverything you need, right here.
A few details. A better start together.
A clear handoff for collaborator access.
Your agency uses these details to request access. You approve the request in Shopify.
Thoughtful things.
Made for everyday living.
Everything you need, right here.
Read 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 Acme & Co. 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.
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