Brand & visual assets
- Logo files (vector / SVG / PNG)
- Brand guidelines
- Fonts and colour references
- Photography and image library
Agencies & studios
Get client content in without chasing it for three weeks
Every project stalls in the same place: waiting on the client for logos, brand assets, copy, images and account access. ClientLoop sends a clear content checklist, chases the missing pieces automatically, and shows you exactly what's holding the project up.
The problem
The client is the bottleneck, and email makes it worse
You've scoped the project, the team is ready, and you're waiting on the client. You emailed for the logo in vector format, the brand guidelines, homepage copy and logins to their domain and analytics. Back came a low-res logo pasted into a Word doc, half the copy, and a promise to “find the passwords”. Two weeks later the project still hasn't really started, and it's your timeline that slips.
Content collection over email and shared drives is a mess of half-delivered assets, missing logins and wrong file formats. The client isn't being difficult — they just have no clear, single list of what you actually need.
The workflow
How the collection process runs
Set it up once, then run the same collection flow for every client.
- 01Build your kickoff checklist
Create a Template listing everything a project needs from the client — logo files, brand assets, copy, images, and account access.
- 02Send it at project kickoff
The client gets a branded, secure workspace with one clear list, so there’s no ambiguity about what you need or in what format.
- 03Client uploads assets and details
They upload files and fill in short forms (like account access notes) in one place, instead of scattering assets across email and drives.
- 04Reminders keep the timeline moving
Automatic reminders chase outstanding assets so your project start date doesn’t slip on the client’s side.
- 05Review and start the work
Check that assets are usable and the right format, request replacements if needed, and kick the project off with everything in hand.
What you collect
Documents commonly collected
Copy & content
- Homepage and page copy
- Product / service descriptions
- Team bios and testimonials
- Legal / policy text
Access & accounts
- Domain / DNS access
- CMS or hosting logins
- Analytics and ad account access
- Social media handles
The solution
How ClientLoop helps
One kickoff pack per service
Save a content checklist for each type of project — website, brand, campaign — as a Template and reuse it for every client.
Assets and access in one place
Files, copy and account details all land in a single client workspace instead of across email, drives and DMs.
The right formats, first time
Each item has instructions, so you ask for a vector logo once and actually get one.
See what’s blocking each project
The dashboard shows exactly which assets are still outstanding per client, so you know what’s holding a start date.
Reminders instead of awkward nudges
ClientLoop chases the client automatically, so you’re not the agency sending a third “just checking in” email.
Branded to your studio
The whole experience carries your agency’s name and logo — a polished first touch for a new client.
Automation
Automation examples
Connect ClientLoop to the tools you already use via the API, webhooks, Zapier or n8n.
Project won → content checklist sent
When a deal is marked won in your CRM, call the ClientLoop API to send the kickoff content Template automatically.
Assets in → notify the team
A webhook fires when the client’s content pack is complete, so your project manager is pinged in Slack that work can begin.
Completion → move the project stage
Use Zapier or n8n to advance the project to “In production” in your PM tool once all assets are collected.
Example workflow
From project kickoff to content in hand
Project wonIn your CRM
Content checklist sentAssets, copy, access
Workspace openedSecure invite link
Assets uploadedFiles + account details
Reviewed & approvedReplacements if needed
Project startsTeam has everything
Stop letting content collection eat your project timeline
Send every new client one clear content checklist and let ClientLoop chase the assets, copy and logins — so your projects start on schedule instead of stalling on the client’s side.
FAQ
Common questions
Can clients upload large asset files?
Yes. Clients upload logos, images and other files directly to their workspace, so assets don’t clog up email or get lost in a shared drive.
Can I collect account logins and access details too?
Yes. Alongside file uploads, you can collect short form responses like account access notes and handles in the same workspace.
Can I reuse a checklist for every project?
Yes. Save a content pack per service — website, brand, campaign — as a Template and send it in one click to each new client.
Can the checklist be sent automatically when we win a project?
Yes. When a deal is marked won in your CRM, it can call the ClientLoop API to send the kickoff content Template automatically.
Explore