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The agency guide to client approvals that don't slow you down

Approvals are where agency momentum goes to die — endless email threads, screenshots, “can we move this up?” A good approval workflow turns that chaos into a tidy loop where clients sign off quickly and nothing ever publishes by accident.

Give every client their own space

Create one workspace per client, each with its own accounts, calendar, brand color and team. Clients only ever see their own brand, and your creators never post to the wrong account.

Turn on approvals — and mean it

With approvals enabled, posts enter a review queue instead of going live. Behind the scenes the per-platform records stay as drafts, so an unapproved post cannot be published. That guarantee is what lets clients relax.

Keep feedback in one thread

Reviewers leave threaded comments right on the post. Approve to schedule it, or request changes with a note that sends it back to the creator — no separate spreadsheet, no lost context.

Report on autopilot

When the month wraps, export a branded PDF report per workspace. Clients see results in their colors, and you spend the time you saved on strategy instead of formatting.

The result: faster approvals, zero accidental posts, and a process that scales as you add clients.

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