Marketing agency · Creative
Creative review and approval
Get every creative from first version to client approval without endless feedback rounds. The creative director approves before the client sees anything, the client gives one consolidated list of feedback through a shared link, and every round is counted against the contract.
- Duration: 1 to 2 weeks
- How often: For every creative deliverable
- Steps: 9 steps
- AI agents: 1 AI agent
- Approvals: 2 approvals
Free plan, no credit card needed.
What changes with this template
Without it
Feedback arrives from three people on the client side, and it contradicts itself.
Nobody counts revision rounds until the project runs over budget.
The client sees work the creative director has not checked.
Designers work from long feedback emails.
With it
The client sends one consolidated list through the shared link.
Every round is counted against the contract, and extra rounds are agreed first.
Nothing reaches the client until the creative director approves it.
An AI agent turns the feedback into a numbered change list, and the account manager checks it.
The template, step by step
Each step says who does it: someone on your team, an AI agent, or the client through a shared link. An approval keeps every later step locked until it is given.
- Done by your team
- Done by an AI agent
- Done by the client, through a shared link
Starts when
A creative is ready for review. The project manager starts a run with the client, the deliverable and the number of revision rounds in the contract.
- 1
Set up the review
Day 1Project manager · Team
Record the deliverable, a short summary of what the brief asks for, the revision rounds in the contract and when the client's feedback is due.
Checklist
- Revision rounds checked in the contract
- Reviewers on the client side named
Fields to fill in
- Client name (required)
- Deliverable and brief summary (required)
- Revision rounds included (required)
- Client feedback due (required)
- 2
Prepare the creative for review
Days 1 to 2Designer · Team
Check your work against the brief yourself, then share the link to the creative and note the choices the reviewers should know about.
Checklist
- Checked against the brief
- Copy proofread
- Sizes and formats right
Fields to fill in
- Link to the creative (required)
- Notes for the reviewers
- 3
Approve the creative internally
Hidden from the shared linkDay 3Creative director · Team
Review the creative against the brief and the brand, and approve it or send it back with notes for the designer.
Checklist
- On brief and on brand
- Message and call to action clear
- Claims and legal lines checked
Fields to fill in
- Notes for the designer
Approval: The client does not see the creative until the creative director approves it.
- 4
Client gives consolidated feedback
Days 4 to 6Client contact · Shared link
The account manager emails the client the approved creative. The client collects the feedback of everyone on their side and records it as one list through the shared link, or approves the creative as it is.
Checklist
- Feedback collected from every reviewer
- Conflicting feedback resolved
Fields to fill in
- Decision (required)
- Consolidated feedback
- Reviewers on the client side (required)
- 5
Turn the feedback into a change list
Day 6Change list writer · AI agent
The change list writer turns the client's feedback into a numbered list of changes and lists separately the items that go beyond the brief.
Fields to fill in
- Change list (required)
- Items beyond the brief
Checked by: The account manager checks the list and approves it in step 6.
- 6
Check the change list and agree extra work
Day 7Account manager · Team
Check the list against the client's feedback and record which round this is. Agree a price or an extra round with the client before any work beyond the brief starts.
Checklist
- List matches the client's feedback
- Items beyond the brief agreed with the client
- Extra rounds quoted once the included rounds are used
Fields to fill in
- Round number (required)
Approval: The designer does not start revisions until the account manager approves the change list.
- 7
Make the revisions
Days 7 to 8Designer · Team
Work through the change list item by item and share the link to the revised version.
Checklist
- Every item on the list done
- Checked again against the brief
Fields to fill in
- Link to the revised creative (required)
- 8
Client approves the final creative
Days 9 to 10Client contact · Shared link
The account manager emails the client the revised version, and the client records their decision through the shared link. If changes remain, the client records them here, and they count as a new round.
Fields to fill in
- Decision (required)
- Remaining changes
- 9
Hand over the final files
Day 10Project manager · Team
Export the approved creative in every agreed format, link the final files and record the rounds used. If the client asked for more changes, start a new review run for the next round.
Checklist
- Final files exported in every format
- Source files stored in the client folder
- Rounds used recorded
Fields to fill in
- Link to the final files (required)
- Rounds used (required)
Done when
The client has approved the final creative, the final files are linked on the run, and the rounds used are recorded.
Make it yours. Rename steps, change owners and add checklist items, fields or approvals. The template is a starting point for the way your team works.
The AI agents in this template
An agent only works on its own steps, and a person on your team checks what it did. Anything an agent writes to a connected app waits for approval unless you allow it.
Change list writer
Turns the client's feedback into a numbered change list and flags what goes beyond the brief.
What it does
- Reads the brief summary and the client's feedback on the run
- Writes one numbered change for each item of feedback
- Lists the items that go beyond the brief separately
- Records the list in its step
Checked by: The account manager checks the list and approves it in step 6.
Questions this template answers
Record the rounds in the contract at the start and count every round of feedback against them. Step 1 records the rounds included, and in step 6 the account manager records the round number and quotes extra rounds before the designer starts.
Ask the client to collect the feedback of everyone on their side and send it as one list. In step 4 the client records that list through the shared link, with checklist items for hearing every reviewer and resolving conflicting feedback.
Number every change and keep what goes beyond the brief separate. In step 5 the change list writer drafts that numbered list from the client's feedback, and in step 6 the account manager checks it before revisions start.
Compare every item of feedback with what the brief asked for before anyone revises. Step 5 lists the items that go beyond the brief summary from step 1, and step 6 is an approval gate where the account manager agrees any extra work with the client first.
One named person, usually the creative director, who checks it against the brief and the brand. Step 3 is that person's approval gate, and the client's step stays locked until they approve.
Record each decision on the deliverable's run instead of in email. Steps 4 and 8 record the client's decisions and who reviewed on their side, and step 9 links the final approved files.
Run this workflow in OKiDO
Set up the steps, owners and approvals once, then start a run for every new case.