Client work, on your own domain

How a small agency ships every deliverable as a branded link that updates in place — one URL per client project, your logo on the page, and a monthly report that never needs re-sending.

The slim.to team · · 4 min read

Every agency has the same folder somewhere:

Acme_Report_FINAL.pdf
Acme_Report_FINAL_v2.pdf
Acme_Report_FINAL_v2_JS_edits.pdf
Acme_Report_FINAL_USE_THIS_ONE.pdf

And every agency has had the conversation where a client is looking at the wrong one. It's a small humiliation, it happens at the worst moment, and it's entirely a distribution problem — the work was fine, the sending of the work was the failure.

Here's the version where a deliverable has one address for its whole life.

Set up a link when the project starts, on your own domain:

work.youragency.com/acme-q3

That URL is now the deliverable. When you produce a new version you replace the file behind it — the link doesn't change, so the client's bookmark, the URL in the kickoff email, and the one in the Slack channel all keep working and all show the current version.

There is no v2. There is no FINAL. There is the link, and the link is right.

The practical effect on a client relationship is bigger than it sounds. "It's at the usual place" is a better sentence than an attachment, and it removes an entire category of email.

Make it look like you

The domain is most of it, but the page matters too. Per link you can set:

Plus a sender display name on notification emails, so anything the client receives about the document comes from your agency, not from a tool they've never heard of.

The result: a client opens a link on your domain, sees your logo, reads the work, and never learns what you used to send it. Which is correct — your stack is not their concern, and every third-party logo in the delivery chain is a small dilution of the thing they're paying you for.

The monthly report that sends itself once

The pattern that saves the most time is a standing report link.

Set up work.youragency.com/acme-monthly at the start of the engagement and send it once. Every month, replace the file behind it. The client has one bookmark for the life of the relationship, and you never write "please find attached" again.

If you drive it from an assistant, the whole monthly ritual collapses to one sentence:

"Generate the October report from this data and update the Acme monthly link."

Same URL, new report, and the read history stretches back across every month — which quietly answers a question most agencies can't: is the client actually reading these?

What you learn about clients you'd rather not know

That last part is uncomfortable and useful in equal measure.

Standing report links tend to reveal one of three things:

None of that is available from an email attachment. You just keep sending PDFs into a void and hope.

Handling the sensitive ones

Client work often contains things that shouldn't be broadly readable — strategy, numbers, other clients' names in a case study.

Getting set up

  1. Add work.youragency.com in Dashboard → Domains and point a CNAME at us. TLS is automatic.
  2. Set your logo and brand colour so new links inherit your look.
  3. Create one link per project at kickoff, and send it once.
  4. Replace the file for every revision. Never mint a second link.

Custom domains and branding are on Pro and Team — see pricing.

Where to go next

Keep reading