Prepare the version the client should see
Review the presentation’s title, options, product choices, quantities and price basis. Ensure pending packaging and custom components are understandable. Avoid including unrelated project notes in client-facing copy. Open the actual shared view yourself before sending it, because the private editing context may contain information or controls that the reviewer will not see. Keep your private project access separate and use the intended share mechanism for the client’s presentation.
Ask for structured feedback
Tell the client what you need them to decide: preferred option, product function, visual direction or quantity. Ask them to refer to the option label and specific item when providing comments through your usual communication channel. Shared presentations are read-only and do not support inline client editing. Consolidate feedback before changing the private project, especially when several people are reviewing. Conflicting comments should become a decision to resolve, not two simultaneous edits.
A hypothetical client review
An agency sends two options for a client conference and requests a choice by the internal review date. The client likes option B but wants a smaller notebook. The agency records the request, checks the replacement SKU and its effect on packaging, then updates the private project. Before sending the presentation again, it opens the current shared view and checks the changed component. The client’s preference is useful feedback, while stock, delivery and the formal price still require confirmation.
Send context with the presentation link
Accompany the shared view with a short message identifying the project, the decision requested and the date by which feedback is useful. Mention whether the figures are estimates and identify the main open question, such as packaging fit. Avoid asking the client to approve everything at once when only the direction is ready. After feedback arrives, summarise your understanding before applying a substantial revision. This creates a clear boundary between reviewing the idea and agreeing the final order, without burdening the client with the agency’s internal editing process.
Before you move forward
- Inspect the actual shared presentation.
- State the exact decision requested.
- Ask reviewers to name options and items.
- Apply consolidated feedback in the private project.
Common questions
Can a client change prices in the shared view?
No. The shared presentation is read-only. Changes are made by the owner through the private project, then reviewed before the next share.
Should I send the private editing link to simplify feedback?
Use the presentation’s intended read-only share view. Gather feedback through your normal channel and keep private project access with the people responsible for editing.
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