Getting the client to approve a design

An approval with a name and a timestamp on it, rather than 'she said yes on a call'.

In this lesson

What an approval is

Getting a client to approve a design is not a phone call — it is a decision with a name and a date on it.

Rania Lotfy, who owns the San Stefano penthouse, signs in. She sees only her own project, and nothing of the studio’s other jobs.

The client reviews

She opens the design package the studio has put in front of her, and reads it: the options, the drawings, what is being asked.

What she cannot do is type here. A client’s account is read-only, so her answer comes back to the studio directly.

The studio records the decision

And this is the step people skip. Youssef opens the same task and writes her decision down, in her words, where the question was asked.

Now the approval exists as a record rather than a memory: which scheme, who chose it, and when.

He confirms what will change, on the same thread. The client sees the answer next time she looks, without anyone sending anything.

The habit that matters

One habit worth building: never leave a client’s yes on the phone. If it is not written on the task, it did not happen — and at handover that is the only version anyone can check.

What just happened

  1. What an approval is

    Getting a client to approve a design is not a phone call — it is a decision with a name and a date on it.

  2. The client reviews

    She opens the design package the studio has put in front of her, and reads it: the options, the drawings, what is being asked.

  3. The studio records the decision

    And this is the step people skip. Youssef opens the same task and writes her decision down, in her words, where the question was asked.

  4. The habit that matters

    One habit worth building: never leave a client’s yes on the phone. If it is not written on the task, it did not happen — and at handover that is the only version anyone can check.

Open drawings Opens Taskity in your own project.

Next: Handing the design over to site →

Put it into practice.

Boards, approvals, snags and client sign-offs — one platform your team will actually use.

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