The campaign workflow that gets every approval in writing
A ready-made campaign launch workflow for agencies. Clients send the brief, pick a direction and sign off on spend in your portal. Your team launches.
- Steps
- 11 steps
- Typical length
- 4 to 8 weeks
- Who’s involved
- Client, Account manager, Strategist, Creative team, Media buyer
- Works with
Google Drive
DropboxCalendly
ZoomLoom
Figma+2
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Brief and assets
2 steps - 2
Strategy and concepts
3 steps - 3
Copy and creative
2 steps - 4
Sign-off and launch
2 steps - 5
Results
2 steps
Campaigns miss launch day waiting on one more yes
Building the ads takes days. Waiting on the brief, a pick between concepts and a yes on budget takes weeks.
Every round ends with a yes
Clients approve each round in the portal, so nobody argues later about which version was approved.
Spend signed before it's spent
Budget, flight dates and the final ad list get signed before a dollar goes to the platforms.
A report they can find
First results sit in their portal next to the brief, ahead of the wrap-up call.
- Fill out the campaign brief
- Upload assets and share access
- Book the strategy call
- Watch the concept walkthrough
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the path every client campaign takes from brief to first results, with a clear approval wherever the client has to say yes. Client steps show up in their portal, and your team's steps show up as tasks.
