Key takeaways
- A spreadsheet approval form works fine for a small client list.
- The columns that matter: post, platform, date, status, client feedback.
- It gets unwieldy once you are tracking several clients’ batches at once.
- A guest approval link on each post replaces the form once that happens.
The template
Columns: post content or a link to it, platform, scheduled date, status (draft, sent for approval, approved, rejected), and a feedback column for the client’s comments. One row per post, one sheet per client.
Where it breaks down
A spreadsheet form has no history, no way for a client to see the post as it will render, and no bulk action — every status change is manual. Past a handful of clients, that manual tracking becomes the bottleneck itself.
The alternative
A guest approval link attached to each post gives a client the same yes/no/comment decision, rendered as it will publish, with history kept automatically and no spreadsheet to maintain.
approvalstemplateagency workflow
FAQ
- Is a spreadsheet approval form good enough for a small agency?
- For a handful of clients, yes. It becomes hard to maintain once you are tracking several clients’ batches and their statuses at once.
- What replaces the approval form as an agency grows?
- A guest approval link attached to each post, which needs no client login and keeps a full history automatically.