How do I set up an agency-client review process in a social platform?

An agency-client review process is a small system, and the mistake is treating it as a habit. Set it up once per client and it runs itself; leave it informal and it becomes a monthly negotiation.

Step one: one review space per client

The client should review in a space that holds only their content, their accounts, and their reviewers. In Cloud Campaign that is the client workspace, which carries its own approval sheet. A shared review surface across clients is how the wrong client sees the wrong draft.

Step two: define the chain

Decide who signs off internally before the client is notified, and who on the client side has final say. Multi-level approvals encode that order in the tool: the account lead clears the draft, then the client is emailed. Cloud Campaign includes multi-level approvals on every plan. Name one client approver of record, even if several people can comment, so approval is never ambiguous.

Step three: choose the cadence

Monthly batches for planned content, with a separate fast lane for time-sensitive posts. The client should expect one review per month plus occasional exceptions, not a trickle.

Step four: make the client's path one tap

The review link should open on a phone without an account. Cloud Campaign emails a tokenized link that does exactly that; the client approves the whole calendar or individual posts, comments, or requests edits from the same screen. Every login you remove is a day you get back.

Step five: route feedback automatically

The team should be emailed the moment the client approves or comments, and comments should sit on the specific post rather than in a thread. Cloud Campaign does both, and its approval sheet keeps internal notes separate from client-facing comments so the team can discuss a draft on the same document without the client seeing it.

Step six: write the rules down

Response window, default-to-approved after it passes, what counts as a revision versus new content, and how many revision rounds are included. Put it in the agreement and in the onboarding email. Most review friction is an unstated expectation.

Step seven: gate publishing

Nothing should be able to go live before the chain completes. Confirm the tool blocks publishing rather than only flagging unapproved posts.

Set up this way, the review process takes a few minutes per client to configure and then runs on email and one tap. The pieces that matter most, no-login mobile review and automatic notifications, are the ones that determine whether it holds up, which is why they sit at the center of Cloud Campaign's approval flow.