Client Approval Workflows

Client Approval Workflows: Send, Review, Sign Off

Send the posts you choose to a client as a review request. They sign in, then approve, request changes or comment on each post. Approval is tied to the version you sent, and Bolta sends reminders after 2 and 5 days.

Client Approval Workflows: Send, Review, Sign Off Preview

The Problem

Agencies face unique challenges that slow growth and reduce efficiency. Here's what Client Approval Workflows: Send, Review, Sign Off solves.

Clients struggle with complex approval systems
Back-and-forth emails slow down campaigns
Screenshots and email threads bury the actual decision
Unclear previews lead to revision requests
Hard to tell which version a client actually approved

The Solution

Discover how Client Approval Workflows: Send, Review, Sign Off transforms your agency workflow and delivers measurable results.

Send only the posts you choose as a review request
Clients sign in, then approve, request changes or comment
Approval is tied to the version you sent
Reminders after 2 and 5 days
Client reviewers don't use a seat
The Challenge

The Approval Bottleneck That's Killing Your Agency

Every day, your team creates amazing content. But then it sits waiting. Waiting for client feedback, for approvals, for the green light. Meanwhile, deadlines slip, campaigns stall, and your team's momentum dies. The problem isn't your content. It's your approval process. Most agencies use email threads, shared folders, or complex project management tools that clients find confusing. The result? Delayed approvals, miscommunication, and frustrated clients who can't see what they're approving until it's too late.

The Solution

Client View: See It Before They Approve It

When you send posts for review, your client gets a review request and a review email. They sign in and see the text and media of each post you sent. Every post has three actions: Approve, Request changes and Comment. No guessing which draft they are looking at, and no screenshots to keep track of.

How It Works

Approval Tied to the Version You Sent

Clients are invited as reviewers on the brand, so they sign in to review, and they don't use a seat. They see only the posts you send them. If you edit a post after sending it, the client can't approve it until you send it again, so an approval always matches what goes out. If a client requests changes, your team edits the post and resubmits it. Bolta sends reminders after 2 and 5 days, so your team spends less time chasing.

How It Works

Built for Agencies Who Value Their Time

This solution is for agencies that understand time is money. Every hour spent waiting for approvals is an hour you can't bill. Every delayed campaign is a missed opportunity. With Bolta's Client Approval Tool, you're not just streamlining approvals, you're reclaiming your team's time and accelerating your agency's growth. Stop letting approval bottlenecks slow you down.

See It In Action

Visual previews and examples of Client Approval Workflows: Send, Review, Sign Off in action.

Client Approval Workflows: Send, Review, Sign Off Screenshot 1
Client Approval Workflows: Send, Review, Sign Off Screenshot 2
FAQ

Frequently asked questions

Answers to what people ask most before they hand their social media to an agent.

Do clients need to sign in to approve content?

Yes. Clients sign in to review. You invite them as a reviewer on the brand, and reviewers don't use a seat.

What does the client see in a review?

Clients see the text and media of each post you sent for review, and can approve it, request changes or comment.

Can clients leave comments or request changes?

Yes. Clients can approve, request changes or comment. When changes are requested, your team edits the post and sends it again.

How does the client get to the review?

The client gets a review request in Bolta and a review email. They need to sign in to open it.

What happens if I edit a post after sending it?

Approval is tied to the version you sent. If the post changes, the client can't approve it until you send it again.

Stop Waiting. Start Approving.

Send posts for review and get a clear decision on each one, without screenshots or email threads.