Solution  ·  2 min read

Client approvals and client reports

Send clients a link to approve deliverables or request changes, with no account. Email client reports as a link. Every approval is recorded, and change requests never count as approvals.

How a task moves through M-Tracker: brief, work, review, improve, then the manager1BriefResult, audience,must include, due.Files and linksattached.2WorkThe person does itand attaches whatthey made.3ReviewM-Tracker comparesthe work with thebrief. One plainparagraph.4ImproveThey fix what ismissing while it isfresh.5ManagerSees work thatalready passed itsown test.No screenshots. No scores. The person sees the review first.

Approvals get stuck in email threads, and nobody is sure which version the client approved. M-Tracker gives clients one link to approve the work or describe the changes they need, and records every decision on the project.

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1Solution

The approval cycle at most agencies

The deliverable goes out by email with three attachments. The client replies to an older thread. Someone forwards it to their boss. Two weeks later, "approved" arrives, for which version, nobody is sure.

2Solution

The plan

  1. Work is checked before it is sent. Each deliverable gets a first review against its brief inside the team.
  2. The client gets one link. No account. They approve the work or describe what needs to change. The team is told right away.
  3. Reports go out the same way. Client reports are built from the project and emailed as a link that can expire.
3Solution

What you see

  • Which deliverables are waiting on the client, approved or sent back.
  • What the client asked to change, in their words.
  • Revision rounds per project.
  • Time and margin per client, for admins.
4Solution

What changes

Approvals arrive faster because they take one click. Disputes about what was approved go away. And fewer rounds reach the client, because the work was checked first.

5Solution

What M-Tracker is not

It is not a proofing tool for marking up images, an e-signature tool or a contract system. It records approvals and change requests on the project. It never takes screenshots, logs keystrokes or scores activity.

6Solution

Works with

Jira and ClickUp for tasks. Google Calendar for meeting time. Google Docs, Sheets, Slides, Drive and Dropbox links, or uploaded files, as the finished work.

7Solution

Pricing

Per person, per month: Starter $4 (20 reviews), Pro $8 (100), Enterprise $32 (450). Yearly: $3.50, $7, $29. Most agencies start on Pro.

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How M-Tracker helps

Where M-Tracker fits

M-Tracker gives every task a clear brief and every finished piece of work a first review, in plain words, before it reaches the manager. No screenshots, no scores.

Try M-Tracker free14-day trial. No credit card. No employee surveillance.

How a task moves through M-Tracker: brief, work, review, improve, then the manager1BriefResult, audience,must include, due.Files and linksattached.2WorkThe person does itand attaches whatthey made.3ReviewM-Tracker comparesthe work with thebrief. One plainparagraph.4ImproveThey fix what ismissing while it isfresh.5ManagerSees work thatalready passed itsown test.No screenshots. No scores. The person sees the review first.

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