Sitearc

Running a client review round end to end

Who owns triage, and what each comment state means. A filled round record, with the handoff into the work queue.

Answers
Get client comments on the page they are about, with the context kept.
Included record
A filled round record with states, owners and the queue handoff
Written for
Agencies and freelancers doing review rounds

Who owns what

Somebody opens the round and somebody closes it. In a two-person studio those are usually the same person, and the round still needs a deadline.

opened by       the person who will triage
commented by    the client, and the internal team
triaged by      the opener, with a state on every comment
closed by       the opener, at the stated time

The states, and what each one means

State Meaning What happens next
Queued It needs a change It enters the work queue with the page
Replied It was a question The answer stays on the thread
Resolved No action needed The thread closes
Deferred Real, but not this cycle It gets a date

No comment leaves the round without one of those four.

A filled round record

Cedar and Slate Interiors, 2026-09-15 to 2026-09-19, one round.

pages in scope    /services/kitchens, /services/bathrooms
comments          12, from two client contacts

queued    5
- lead time on bespoke work is missing
- the second photo shows a different kitchen
- prices start from a figure we no longer charge
- the bathroom page has no phone number
- "fitted wardrobes" is misspelled once

replied   4
- delivery radius, deposit, samples, warranty

resolved  2
- two comments saying the page reads well

deferred  1, dated 2026-10-17
- image file sizes

handoff
- five queued items entered the same queue as search findings
- each keeps its page and thread

What makes the handoff work

Queued items keep three things: the page, the person who asked, and the thread. Without all three, a queued time only half makes sense three weeks later.

Acceptance: the round is closed cleanly when

  • every comment has one of the four states
  • queued items carry the page and the requester
  • deferred items carry a date
  • the client can see which comments became work
  • the session is closed, so nothing arrives afterwards

Troubleshooting

Symptom Likely cause What to do
Comments arrive after the close The round was left open Close it, and start a new round
A queued item loses its context The thread was not attached Re-open the thread, and link the item
Triage takes all afternoon Twelve separate threads Triage in one sitting, with the table open
The client disputes a state No reply was posted Reply on every thread, even a one-liner
Two people open rounds No owner was named Name one opener per round

Limits

A link set to anyone with the link can be opened by whoever holds it. Revoke it, or let it expire, when the round ends.

A review shows the pages in that round and nothing else. Clients join as guests: free, with no seat, and no view of the rest of your account.

Where this came from