A shared client-decision layer
Client approval workflow for creative agencies
Small agencies often have sophisticated production tools but still approve client work through disconnected email and chat threads. Revision Desk adds a consistent decision layer across projects so account leads, creators, reviewers, and final approvers can work from the same baseline and revision history.
More reviewers create more decision paths
Account managers translate feedback manually for the production team.
Client stakeholders contradict one another across separate channels.
Scope changes are agreed verbally but never connected to delivery.
The final approver is unclear until the last moment.
Standardize the client side of delivery
Step 1
Use a consistent project baseline
Record scope, revision allowance, commercial rules, dates, client contacts, reviewers, and the final approver.
Step 2
Centralize version review
Keep each delivery and its notes visible in one project context rather than distributing unlabelled attachments.
Step 3
Route new scope deliberately
Separate correction work from additional requests and confirm the fee and schedule impact before production resumes.
Step 4
Close with an approval record
Preserve the final status and audit trail so the account and production teams share the same outcome.
For focused agency operations
- Branding studios
- Design and web agencies
- Video production teams
- Social media agencies
- Small integrated creative studios
- Client service teams managing several reviewers
Not an all-in-one agency ERP
- Revision Desk does not replace accounting, CRM, resource planning, or creative production software.
- It does not send a client’s internal approval for them.
- It keeps the project’s client-facing decisions structured and traceable.
- Large enterprise procurement and custom compliance workflows may need additional systems.
Frequently asked questions
Can an agency manage several active projects?
Founding Studio supports up to 20 active projects during its 90-day access period.
Can we identify a final client approver?
Yes. The project baseline and reviewer workflow include the final decision role.
Can the client review without a seat?
Yes. Client reviewers use private links and do not need workspace accounts.
Does Revision Desk replace project management software?
No. It focuses on client feedback, revisions, scope changes, fees, and approval. Teams can keep their internal planning tools.
Can we keep an audit trail?
Yes. Project operations and final approval records are retained within the authorized workspace.
Related guides and workflows
Put the next revision round on a clearer path.
Start with one active project for free. Founding Studio is a one-time US$39 payment for 90 days, with no automatic renewal.