Gather / How Gather works GATHER / HOW IT WORKS 02 — 01
Get the files and answers you need from your client. Gather is a client checklist for website projects. Ask for text, photos, logo files and project details. Your client sends answers and file links; you see what is still missing.
✳ 01 Make one checklist for the client List the website text, images, logo files and answers you need. Add clear instructions and say when each item is needed.
Questions with space for answers Links to files in your existing storage Due dates and a person responsible for each item 02 Let the client send what is ready Share a link from a saved checklist. Your client can answer without an account and come back with the rest later.
A few answers at a time is fine Blank answers do not erase earlier ones Links last 30 days and accept up to 20 submissions 03 Check what you received Read the answers, open the file links and tick off what is ready. Prepare a summary when it is time to start the project.
Separate lists for missing and unchecked items A final check before work begins Downloadable project summaries SEE AN EXAMPLE
See how it works. Illustrative details. Choose a step to see what changes.
Ask A request with a clear purpose → Receive Some answers are ready · Review Check before kickoff ·
GATHER / EXAMPLE 1 1 OF 3
A request with a clear purpose 6 inputs prepared for the client
Copy Link to approved page copy
Assets Brand files and permitted images
Access Name the invitation owner Tailor the questions to the agreed project. Ask for platform invitations, never passwords.
Try it with sample data ↗ A GOOD FIT WHEN Who is it for? Website projects with a known scope and named client lead A team with one person responsible for onboarding Work that is delayed by missing or unreviewed inputs What to expect Files remain in your existing storage; Gather collects links You send follow-ups; automatic email reminders are not included One workspace owner; clients respond through their shared link PUT IT TO WORK Make your client’s checklist. Use the free tool with your own details. Download what you make. Create an account if you want to keep your work online.