Social media approval workflow for client sign-off
Send posts to your client for review before anything publishes. They sign in, then approve, request changes or comment. Reminders go out after 2 and 5 days, and reviewers do not use a seat.
Claims reviewed:
See a draft the way it would arrive for review
Paste your website or a social handle. The agent reads it and writes one draft the way it would land in the review queue. Nothing is connected, scheduled, or posted.
- LinkedInTomorrow, 8:15 AM
Most of the S-corp owners who call us in March are calling about a decision they made in October...
ApproveEditReject - XTomorrow, 12:30 PM
The most expensive tax mistake we see isn't a missed deduction...
ApproveEditReject - LinkedInThursday, 9:00 AM
A contractor asked us last week whether he should be tracking mileage or actual vehicle expenses...
ApproveEditReject
Nothing in this queue goes out until you approve it.
How the approval workflow runs, step by step
Most agencies run client approval through email threads, screenshots and shared docs. Bolta makes it a defined step: you send posts for review, the client decides inside Bolta, and nothing goes out until the approval lands.
Add the client as a reviewer on their brand
Each client brand lives in its own workspace. Add the client contact to that brand with the reviewer role. Reviewer and viewer roles do not use a seat.
Draft and review internally first
Your team writes or generates the posts and checks them in the Approve tab at /dashboard/hub. Internal approval is its own step and never sends a post to a client by itself.
Send the posts for approval
Choose the posts and the reviewers, and mark who is required. If you mark required reviewers, all of them must approve. If none are required, one approval from an assigned reviewer is enough.
The client signs in and decides
The reviewer is notified in the app, and by email when email notifications are on. They sign in, open the post and choose Approve, Request changes or Comment.
Revise and resubmit when changes are requested
Your team edits the post and resubmits it. Approval is tied to the version that was sent, so a post that changes after submission is flagged rather than quietly approved.
Schedule once it is approved
Approved posts go ahead to their scheduled slot. A post that is not approved does not go out.
What your client does at sign-off
A client reviewer signs in and opens the posts you sent. For each post they have three choices. Anything they ask for comes back to your team in the same place, so there is no separate thread to reconcile.
The reviewer approves the post as sent. If you set required reviewers, the post moves on once all of them have approved. If none are required, one approval from an assigned reviewer is enough.
The reviewer asks for changes and your team edits the post, then resubmits it for another look. Approval is tied to the version that was sent, so an edit after submission is flagged.
The reviewer leaves a comment on the post, for example a question about a claim or a date. Your team can answer it and resubmit without the client having to approve or reject first.
AI drafts go through the same review
Bolta can also draft posts for you on a schedule, using your voice profile and Business DNA. Those drafts wait in the same Approve tab at /dashboard/hub. Review is required by default, so an AI draft is something you approve, edit or reject, and then, if the brand needs it, send on for client sign-off. Supported automatic publishing is optional and subject to workspace policy.
- LinkedInTomorrow, 8:15 AM
Most of the S-corp owners who call us in March are calling about a decision they made in October...
ApproveEditReject - XTomorrow, 12:30 PM
The most expensive tax mistake we see isn't a missed deduction...
ApproveEditReject - LinkedInThursday, 9:00 AM
A contractor asked us last week whether he should be tracking mileage or actual vehicle expenses...
ApproveEditReject
Nothing in this queue goes out until you approve it.
What it will not do
The honest list. Knowing where the agent stops is the reason teams trust what it hands over.
- —It does not use anonymous approval links. Clients sign in to Bolta to review, so there is a login behind every decision.
- —It does not offer a white-labeled client portal for approvals. Clients review in Bolta's own review screen.
- —It does not give you legal or compliance sign-off. It gives you a review queue and a record of decisions; whether the copy clears your regulator is still your call.
- —It does not invent client names, case studies, results or testimonials. If a claim is not in your Business DNA or the source you gave it, it does not appear in a draft.
- —It does not bypass approval when your workflow requires review. Automatic publishing is optional, for supported workflows you explicitly enable.
- —It does not run or manage paid ads. Bolta drafts organic content only.
Approval over email and chat vs. approval built into the workflow
| What you're comparing | A traditional scheduler | Bolta |
|---|---|---|
| Where sign-off happens | Email threads, chat messages and shared docs | A review request in /dashboard/hub. The client signs in and approves, requests changes or comments |
| Which version is approved | Whatever the client last saw, which may not be what gets scheduled | Approval is tied to the version that was sent; a post changed after submission is flagged |
| Chasing a reply | Someone remembers to follow up | Reminders after 2 and 5 days on open review requests |
| Internal vs. client review | Both happen in the same thread | Internal review first, then a separate client stage. Internal approval never advances a post to a client by itself |
| Who has to approve | Whoever happens to reply | Reviewers assigned per brand, with required reviewers who must all approve |
| Reviewer seats | Depends on the tool | Reviewer and viewer roles do not use a seat |
| Multiple client brands | One shared calendar filtered by tag, with a risk of cross-posting | Per-workspace separation: own accounts, own voice, own review queue |
Internal review and client sign-off are two different stages
A common failure in agency approval is that the first draft reaches the client. The client then reacts to typos and rough wording, and the real question, whether the post says the right thing, gets buried.
Bolta keeps the stages separate. Your team reviews first, and internal approval does not send anything to the client. When the post is ready, you send it for client review and choose who has to sign off. The client sees what you decided to show them.
Using AI drafts without skipping the client
Bolta can draft posts on a schedule from your voice profile and Business DNA. Those drafts arrive in the same Approve tab as everything else, with review required by default.
For a client brand the sensible path is the same as for hand-written posts: your team edits the draft, then sends it for client sign-off. Edits you make are kept as feedback on the voice profile, so the next batch should need fewer corrections.
What to settle before you roll this out to clients
Decide who the named reviewer is for each brand, which posts need every reviewer and which need one, and how long a client has before you follow up. Tell clients up front that they will sign in to review, so the first email does not come as a surprise.
Track how long approvals take and which kinds of changes come back most often. Repeated corrections usually point at a gap in the brief or the voice profile rather than at individual posts.
Frequently asked questions
What is a social media approval workflow?
How do clients approve social media posts in Bolta?
Does my client need to log in?
What happens when a client requests changes?
What if the client does not respond?
Can I require more than one person to approve?
Is there an internal review before the client sees a post?
Is this a white-label client portal?
Can Bolta post automatically without approval?
How much does it cost?
The rest of the system
The full client-review setup for agencies, including seats, reminders and what clients see, is on Bolta for agencies.
For the agency use case in more detail, see the client approval tool page.
For the generic steps, roles and a template behind any approval process, read the content approval workflow guide.
Separate workspaces per brand and reviewing at volume are covered on the page for agencies.
If you want drafts arriving in the review queue on a schedule, start with the AI social media manager.
Plans, connected-account limits and workspace counts are on pricing.
Start free, then pick a plan that fits your brands
Starter is free and includes approving every post before it goes out. Explorer is $19/mo. Reviewers and viewers do not use a seat, so adding a client to review does not add to your seat count. The pricing page lists what each plan includes.