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.
