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Client Feedback and Sign-off Checklist Template

£47.00
VAT included

Design moves forward when decisions are clear. This checklist gives you structured approvals at the right moments so clients know exactly what they’re signing off, and you can progress with certainty. It reduces back-and-forth, protects your scope, and keeps the project moving without rework.

Clients often aren’t sure what needs a firm “yes” at each stage. This template spells it out: the item to approve, the drawing to review, and a single comments box where they can flag changes. You get a clean record of decisions useful for timelines, procurement, and any change requests down the line.

Built for independent and emerging studios, it’s fully customisable. Add, rename, or remove items to match your process, project size, or presentation style. Use it as a step-by-step sign-off after each presentation, or as a follow-up for tidy written approvals.

Software: Google Forms

Stage-based approval checklists for core phases of a project (schematic, concept, design development)

Built-in references so clients know what to review before they sign off

Single comments field per item to capture changes or questions

Client acknowledgement at the end of each stage

Set-up guide to help you tailor and share the checklist for your studio

Before meetings: send the stage checklist with drawing links so clients can review and tick approvals in their own time.

After presentations: use it as your written sign-off. Clients approve each item, add notes if something needs refinement, and you receive a time-stamped record in Google Sheets.

Prefer working live? Open the form during your review call and record decisions together.

Before you make a purchase, we kindly ask you to review the product description thoroughly. As our products are digital downloads, we are unable to provide refunds or exchanges. For a detailed breakdown of our template offerings, please refer to the product description. If you have questions, please reach out to us before you make a purchase.

After your purchase, you’ll receive an order confirmation email. Once your order is processed you’ll receive a second email with your download link. This link takes you directly to your Template Library, where all your purchased templates are stored.

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In some cases, there may be a short delay if additional checks are needed; usually related to billing or account details. If that happens, we’ll follow up with you via email as soon as possible.

Our templates are provided under specific terms that cover usage rights, licensing, and refund policies. Since all products are digital downloads, we cannot offer refunds or exchanges, so it's important to understand what you're purchasing.

These terms are legally binding and protect both your rights and ours. Please take a few minutes to review our complete Terms & Conditions before completing your purchase.

Contact us here or visit our FAQs for answers to common questions.

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Frequently Asked Questions

This template creates a consistent, stage-based paper trail. Each item references a specific drawing or folder link and captures a clear Yes / No / Not sure with comments making decisions traceable and easy to revisit.

Right after each presentation (Schematic, Concept, DD). Some designers also send it in advance for pre-reading when the drawing set is straightforward.

Yes, duplicate the block and rename it (e.g., “Bathroom 2 – Vanity & layout”) and relink the drawing.

Completely. Add, delete, or rename items; change bracket prompts; swap drawing links; and update the stage wording to match your process.

Due to the digital nature of our products, we don't offer refunds and exchanges. Please read the product description carefully before making a purchase. If you have questions or need help before making a purchase, please don't hesitate to reach out to us here.

Yes, technical support is available to assist you. We recommend starting with our comprehensive help guide, which addresses common questions and provides detailed instructions. If you need further assistance, feel free to reach out to us through our contact page.