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.
Draft is created by the delivery team.
Internal review confirms the draft is ready for client eyes.
Deliverable moves to ready for approval.
Client approves or requests changes by the review deadline.
Changes requested creates a new version instead of overwriting the old one.
Approval flow
Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.
Client Approval Workflow Template
- 01Draft is created by the delivery team.
- 02Internal review confirms the draft is ready for client eyes.
- 03Deliverable moves to ready for approval.
- 04Client approves or requests changes by the review deadline.
- 05Changes requested creates a new version instead of overwriting the old one.
- 06Approved work is locked before posting, sending, or publishing.
- 07Proof is attached after delivery.
How to use it
Turn the document into a delivery rhythm.
Collect
Use the template to gather the details before work starts.
Structure
Turn the important steps into client deliverables and review points.
Prove
Attach approvals, versions, and final proof as the work ships.
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.
Turn the template into a live workflow.
Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.
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.