Template
Client approval workflow template
A simple approval workflow for agencies that need feedback, versions, final approval, and delivery proof attached to the right work.
Approval flow
- 1Draft is created by the delivery team.
- 2Internal review confirms the draft is ready for client eyes.
- 3Deliverable moves to ready for approval.
- 4Client approves or requests changes by the review deadline.
- 5Changes requested creates a new version instead of overwriting the old one.
- 6Approved work is locked before posting, sending, or publishing.
- 7Proof is attached after delivery.
Do not mix production status and approval status
A deliverable can be complete internally and still waiting on the client. Separate those states so the team knows what is actually blocked.
Version history matters
When feedback changes the work, keep the previous version. This makes the final approved version clear later.
FAQs
What is the best client approval workflow?
Use draft, ready for approval, changes requested, approved, locked, delivered, and proofed states, with version history for every change.