Give each review round a boundary
Separate structural review, copy review, and final QA. A navigation change may be sensible during structural review but disruptive after content approval. Send a short review brief listing the pages, device sizes, version, deadline, and questions that need answers. Keep the commercial scope in your project agreement; a feedback thread does not decide whether a request is included in the fee.
Create a project for the client site, configure the domains you actually use, and choose the intended environment. Test the guest review path yourself before sharing it. A public review link provides feedback access; it does not grant access through a password-protected staging site. Share those site credentials separately through an appropriate channel.
Keep the decision next to the request
Ask for one issue per thread. A useful comment names the element, describes the problem, and states the desired result. The project lead should reconcile conflicting requests before assigning implementation. Record the final instruction in the thread so a designer does not have to reconstruct approval from a call, a chat message, and a marked-up PDF.
After a change, revisit the original URL and viewport with the client or nominated reviewer. Check adjacent components, because a global style change can fix one card while breaking another. Close the feedback only when the agreed result is visible; keep final launch approval in the agency's normal approval record.
The review workflow
Prepare the review
Confirm the staging build, allowed domains, guest access, and review scope. Invite the people managing feedback as team members; use guest review access for clients who only need to comment.
Triage together
Group related requests, separate defects from new scope, and agree which client instruction wins. Assign a responsible teammate and explain any request that is deferred.
Verify the revision
Check the changed page in the agreed browsers and widths. Ask the decision maker to confirm the result, then summarize open exceptions before handing over the website.
DEFINE DONE
Acceptance checklist
- Every agreed page has been reviewed against the same build.
- Conflicting client requests have a recorded decision and owner.
- Launch blockers are fixed and rechecked; deferred items are acknowledged.
- The client provides the final approval through your agreed process.
ILLUSTRATIVE EXAMPLE
A homepage review with two stakeholders
Fictional example: an agency is preparing a hotel website. Marketing wants a larger booking button while operations wants a clearer cancellation link. Both changes affect the same hero section.
THE FEEDBACK
On the mobile homepage, the booking button pushes the cancellation link below the initial viewport. Keep both actions visible at the agreed narrow width without covering the headline.
The project lead agrees the hierarchy with both reviewers. The designer adjusts the layout, and the client checks the revised page before that thread is resolved.
Fit and plan limits
Guest review links are available on Free, with up to three distinct guest reviewers. Paid plans allow unlimited guest reviewers; workspace teammates use seats. Pending invitations also count toward seat usage.
Free includes two projects, 50 feedback threads per month, and 14-day dashboard retention. Screen recording and external integrations require a paid plan. Enable the widget's production visibility deliberately if the review happens on a live domain.
Common questions
Does every client need a paid team seat?
People who only leave feedback through public guest review links do not consume paid seats. Free has a separate limit of three distinct guest reviewers; paid plans make guest reviewers unlimited.
Can Annot8 replace the agency's approval contract?
Use it to collect requests and record review decisions. Your contract, change-control process, and final written client approval still determine scope and acceptance.
Further reading
- BugHerd's marketing-agency workflow
A primary example of agency-focused website feedback; useful when comparing the review workflow your clients need.