MAKE THE WORK FLOW
Workflows
Practical ways to bring clarity to client work, from onboarding through approval.
01↗02↗03↗04↗
A Practical Client Reporting Workflow for Small Agencies
A practical process for reporting progress, explaining context and agreeing on next steps.
A Client Approval Workflow for Agency Content
A clear way to collect feedback, confirm approval and hand off client content.
Client Intake Form for a Digital Agency
Collect essential information for a first agency conversation without requesting sensitive access details.
Client Onboarding Checklist for Small Agencies
A practical process for starting a client project with clear ownership, agreed access and a path to the first deliverable.