Boutique Digital and Creative Agencies
The Client Approval Engine
Give clients a secure review workflow for approvals and structured feedback instead of relying on long email threads.
The problem
Client feedback often arrives as long, unstructured emails or chat messages, which forces account managers to manually interpret, reformat, and forward revision points to the creative team.
Implementation
Route review into a secure approval workflow that captures comments in a structured format and attaches them directly to the relevant asset and task.
Workflow steps
- Notify the client when an asset is ready for review in the shared approval workspace.
- Capture feedback in structured fields tied to the correct deliverable.
- Turn submitted feedback directly into revision tasks for the creative team.
Expected result
Shorten the revision cycle, reduce miscommunication, and stop spending senior account-management time on manual copy-pasting.
Why this works in Norbital
Each step reads and updates the same records. Forms, approvals, automations, and reports do not need separate data copies.