FREE CLIENT APPROVAL WORKFLOW TEMPLATE
From ready for review to clear sign-off.
Use this copy-ready client approval process to keep the version, feedback, decision, and handoff clear across freelance and agency projects.
GET THE WORKFLOWTHE FIVE STEPS
A repeatable path for each review.
Set deadlines and revision boundaries with the client in advance. A workflow should make the agreed process easy to follow, not create new terms on its own.
- 01
Prepare. Check the deliverable, version label, review scope, decision-maker, and agreed deadline.
- 02
Request review. Share the current work in one place and ask for approval, specific changes, or a blocking question.
- 03
Resolve feedback. Clarify conflicting notes and agree separately on requests that change project scope or timing.
- 04
Resubmit. Make the agreed edits, create a new version, and explain what changed before review.
- 05
Record and hand off. Keep the decision tied to the version reviewed, then continue with the agreed next step.
COPY & ADAPT
Make this workflow yours.
Replace the bracketed details, adjust the timing to your agreement, and share the steps with your client or team.
COPY-READY WORKFLOW
CLIENT APPROVAL WORKFLOW PROJECT: [project name] CLIENT: [client name] DECISION-MAKER: [one person responsible for final approval] REVIEW DEADLINE: [date and time agreed with the client] 1. PREPARE THE REVIEW - Confirm the deliverable is ready for client review. - Label the exact version and make sure the shared link opens that version. - State what is included in this review and what is outside its scope. - Ask one focused question so the client knows what decision to make. 2. SEND ONE REVIEW REQUEST - Share the current deliverable or review link in one place. - Name the version, review focus, and agreed response deadline. - Ask the decision-maker to choose: Approved, Changes requested, or Question / blocker. - Do not treat silence as approval; follow up using the communication plan agreed for the project. 3. TURN FEEDBACK INTO A DECISION - For each requested change, record the location, the issue, and the requested update. - If feedback conflicts, pause and ask the decision-maker to resolve it. - If a request changes agreed scope, timeline, or cost, discuss and agree the change separately. 4. REVISE AND RESUBMIT - Apply the agreed changes and create a new, clearly labeled version. - Keep earlier versions and their feedback available for context. - Summarize what changed and repeat the review request for the new version. 5. RECORD APPROVAL AND HAND OFF - Record who approved, when, and the exact version they reviewed. - Save the approval with the deliverable and relevant project terms. - Complete delivery, publishing, or the next project step as agreed. Adjust response times and revision boundaries to the project agreement. This workflow is an operational template, not legal advice or a substitute for contract terms.
MAKE REVIEWS EASIER TO RUN
Give every deliverable one review link.
Markum lets clients review without an account and keeps versions, comments, and the decision together. Start with 14 days of Starter access; no card is required.