Draftly Team Collaboration: Manage Multiple Sites and Clients

If you're building sites for clients, an organised workflow saves hours per project.

Project Organisation

Each client gets their own project in Draftly. Use a consistent naming convention: 'ClientName — Project Type — Year'. This makes the dashboard scannable when you have 20+ projects.

Brand DNA Per Client

Set up Brand DNA settings for each client before building. Logo, colours, fonts, and brand voice get applied automatically across the site.

Version Control

Use Draftly's version history before making major changes. Name your checkpoints: 'Pre-client-review', 'After round 2 feedback', 'Final approved'.

Client Review Workflow

Share a preview link with clients for feedback rounds. Set a review deadline — open-ended feedback cycles kill profitability.

When feedback arrives:

• Log all changes in a doc


• Make all changes in one batch


• Share updated preview


• Max 2 revision rounds per contract

Handoff Checklist

Before delivering a site to a client:

• Custom domain connected


• Analytics configured


• Lead notifications set to client's email


• SEO meta tags filled for all pages


• Mobile tested on actual phone


• Contact form tested end-to-end

Agency Plan Benefits

The Agency plan removes per-site limits and includes white-label options — essential for professional client work.