Chaser for client communication
Keep client requests and approvals organized in Slack.
When a client asks for a change or your team needs a decision, give the next action a clear owner and deadline. Chaser tracks the request in Slack and handles the follow-up.
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Keep the request, the discussion, and the next step together.
A client’s feedback may arrive in a quick message between meetings. Turn that message into a task while the details are clear. Assign someone to revise the proposal, answer the question, or collect the approval, with the relevant document linked in the conversation. You can see what is still waiting without rereading the entire channel.
- Client feedback. Give each requested change an owner. The account manager and delivery team can discuss the request in its thread, with the client’s original comments available for reference.
- Reviews and approvals. Assign a specific review, such as approving the revised proposal by Thursday. Ask the reviewer to post their decision in the thread and complete the task when the review is finished.
- Onboarding requests. Reuse a checklist for the brief, brand assets, kickoff preparation, and first review. Each step can have its own owner and due date, including requests for the client in a Slack Connect channel.
Let Chaser follow up on the review.
When a proposal is waiting for review, the task stays assigned to the person who needs to act. Chaser sends reminders, and the reviewer can complete the task or change its due date in Slack.
If your client participates through Slack Connect, you can assign the review directly in the shared channel. Both sides can follow the conversation there. For clients who work over email, assign your teammate the task of collecting and recording their response.
See how to track reviews and approvalsPrepare for the client call with the open tasks in view.
Your dashboard brings together Chaser tasks from the channels you work in, with owners and due dates. Review what is due and what is overdue before the call, then open the relevant conversation to understand what is needed.
A scheduled status report can also bring the project’s tasks into its Slack channel. Keep internal preparation in your internal channel and client-facing requests in the shared one, so each conversation contains the work intended for its participants.
Explore task visibility and reportingQuestions before you try it?
Read more answers in the FAQDoes this work with clients outside our company?
Yes, when you work together in a Slack Connect channel. Chaser supports assigning and tracking tasks across connected workspaces, with reminders for the person responsible.
Does the client need to install Chaser?
No. If your organization has Chaser, the other organization can participate in the shared Slack Connect channel without signing up for Chaser or installing it.
Where should the final approval be recorded?
Ask the reviewer to post their decision in the task’s thread and mark the review complete. Keep any formal approval or recordkeeping process your organization requires alongside that conversation.
Try it with a client request you’re already handling.
Assign the next review or follow-up in Slack, with the document and deadline your teammate or client needs.
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