Agency Workflow System
Approvals and accountability for client work
Give clients a predictable delivery and approval process, with less status chasing and a clear, exportable history of every decision and scope change.
Why agencies use this engine
- Shared view of deliverables, owners, and deadlines.
- Client approvals captured in one place, not buried in email threads.
- Clear history when scope, feedback, or decisions change.
How the agency workflow runs
- Kickoff and intake with scope, milestones, and accountable owners.
- Iterative delivery with internal and client approvals at each step.
- Final sign‑off with evidence and outcomes recorded per engagement.
Good fit
- You manage recurring retainers or multi‑step client projects.
- You lose time to status updates and unclear approvals.
- You need a record of what was agreed, approved, and when.
What you get
- Standardized delivery and approval steps for each engagement.
- Clients looped in at the right moments, not for every minor detail.
- Exportable record of approvals, scope changes, and sign‑offs.