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How Do We Keep Homeowner Clients Informed About Their Project Without Writing Update Emails Every Week?

Architects field constant 'any news?' emails from homeowner clients. We build a client project page that shows stage, next steps and waiting items.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Homeowner clients email for updates because the architecture process is long, much of it invisible to them, and quiet periods such as planning determination feel like nothing is happening. We build a client project page that shows the current stage, what is happening now, what the client is waiting on and what the practice is waiting on from them, updated from the practice's own project records, with a short automatic update when something changes.

The third 'just checking in' this week

A couple are extending their house. It is the biggest thing they have ever spent money on. Their planning application has been in for five weeks. From their side, nothing seems to be happening, so they email: 'Just checking in, any news?' The project architect replies, explaining again that the council is consulting and that the target date is in three weeks. The next week, another email. Then a call to the director.

Across a practice with a dozen domestic projects, those emails and calls add up. They are reasonable questions, but answering them one by one is a steady drain, and the answers are usually the same.

Why clients feel in the dark

Architecture projects have long phases where the client cannot see progress: design development in the office, planning determination at the council, tendering, the gap before a contractor starts. The practice knows what is happening, but that knowledge is in project records, emails and people's heads. The client only knows what they were last told.

  • Clients do not know what stage the project is at.
  • Quiet periods, such as planning, feel like nothing is happening.
  • Clients forget what they have been asked to do.
  • Updates depend on the architect remembering to send one.
  • The same explanation is given many times.

What the chasing costs

Project architect time on emails and calls. Clients who are anxious and start to lose trust, even when everything is on track. And the risk that the one thing the practice is actually waiting for from the client, such as a decision or a signed form, gets lost among the reassurances.

A project page for each client

  1. Each client gets a secure page for their project, branded as your practice.
  2. The page shows a simple timeline of the stages agreed in their appointment, and which stage the project is at.
  3. A 'what is happening now' section explains the current phase in plain words, from templates the practice writes once for each stage, such as what happens during planning determination.
  4. Items the practice is waiting on from the client, such as a decision, a signed form or a payment, are listed clearly, with reminders.
  5. Items the practice is waiting on from others, such as the council, a consultant or the contractor, are shown with expected dates where known, from the planning tracker or project records.
  6. When something changes, such as a stage completed, a planning decision or a document ready to review, the client receives a short automatic email pointing to the page.
  7. The project architect can add a personal note at any time.

What the client sees

SectionExample contentUpdated by
Current stagePlanning application under considerationProject records
What is happeningCouncil consulting neighbours and consulteesStage template
Waiting on youChoose between two roof optionsArchitect
Waiting on othersCouncil target datePlanning tracker
Latest noteHighways comment received, we are respondingArchitect

Fewer 'any news?' emails, better conversations

Clients can look for themselves whenever they feel anxious, and they understand why quiet periods are quiet. The things the practice needs from them are visible and reminded. The project architect writes a personal note when there is real news, rather than repeating the same explanation. And clients feel looked after, which matters when they come to recommend you.

Does this sound like your inbox?

  • Clients regularly email to ask for updates.
  • You explain the planning process more than once per project.
  • Clients have forgotten decisions they were asked to make.
  • Updates depend on someone remembering to send them.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

Still have a question?

Ask us directly — a senior engineer will get back to you.

Ask about your project

Do we have to update the page by hand?

Mostly not. It reads from your project records and planning tracker, with stage explanations written once. Personal notes are optional.

Can clients message us from the page?

They can, and messages go to the project architect's inbox as normal.

Does it show fees and invoices?

It can show payment requests if you want, or leave finances to your normal invoices.

What affects the cost?

How your project records are held, whether a planning tracker is included, and branding and access requirements.

Keep reading

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