Creative Approvals and Revisions for Marketing Agencies
A draft goes to the client, comes back with changes and goes again. Each version, each piece of feedback and each round used is held on the task.
One approval trail
Waiting on the client
A draft sent and not yet answered shows as waiting, with the number of days it has sat there. That list is what an account manager works from on a Monday morning, because a publish date cannot hold while a reel waits unapproved for a week. Founders see the same list for every brand.
When rounds run out
Changes asked for after the allowance is used are marked as extra. The account manager can absorb them or log them for billing, and the choice is recorded against the task. Nothing is charged by the software itself.
What this module leaves to you
- How many rounds each retainer or deliverable type allows
- Which client contacts may approve work
- Whether approval is taken in the system, by mail or on WhatsApp
- What happens when rounds are exceeded
- How long a draft may wait before it is chased
Frequently asked questions
Can approval be taken over WhatsApp instead?
Yes. The account manager records the approval and the date on the task, so the trail holds even when the conversation happened on a phone.
Are old versions thrown away?
No. Every version stays, which settles any later argument about what the client saw and what the client cleared.
Does the client get a login to approve?
A limited client view can be set up for approvals. Whether your clients are given one is decided during scoping.
Can internal review happen before the client sees it?
Yes. An internal stage sits ahead of the client stage, so a senior reviews work before it leaves the agency.
Tell us what you need.
Send a short brief and one of our engineers will come back to you within one business day.
- No obligation
- A reply within one business day
- Your details stay private