Elevate.io • Agency Workflow
Elevate.io Agency Workflow: Client Review, Revisions & Approvals
Agency video work often stalls in the same place: feedback. Not because clients are difficult — but because notes are scattered, versions multiply, and approvals aren’t clearly defined. This page lays out a calm, repeatable workflow that keeps projects moving while staying client-friendly.
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What this workflow fixes
A good agency system reduces friction without feeling rigid. The goal is simple: one source of truth, structured feedback, predictable stages, and clear approvals.
Version chaos
Stop the “which link is latest?” problem by keeping the project and revisions structured.
Conflicting notes
Keep feedback tied to the timeline and stage it properly so notes don’t fight each other.
Unclear approval
Define what’s approved, what’s pending, and what still needs action — clearly.
A clean agency pipeline (copy this)
This is a practical four-stage workflow that works across social campaigns, product videos, brand films, and paid ads. The key is keeping each stage focused — and not blending rough cut notes with polish notes.
1
Brief + boundaries
Define goal, audience, deliverables, and exactly what “success” looks like for this edit.
2
Rough cut review
Structure, messaging, pacing. Big calls only. No micro feedback at this stage.
3
Fine cut review
Brand details, captions, graphics, compliance, and anything that affects performance.
4
Final approval
One last pass for confidence, then lock it. No new creative direction here.
Small agency rule that saves hours: appoint one decision-maker (or one feedback collector). Too many stakeholders commenting directly is how projects drift into extra revision rounds.
Client-ready checklist (what to ask for)
When clients give better inputs, revisions get easier. Here’s a simple checklist that keeps approvals clean.
Ask clients for these inputs early
- Target platform and format (YouTube, paid social, web, internal)
- Key message (one sentence) and primary call-to-action
- Brand boundaries: what must stay consistent (fonts, tone, logo rules)
- Reference examples (1–2 only) for pacing and feel
- Who signs off (one person ideally) and review deadlines
- Stage-based feedback: rough cut → fine cut → final approval
Explore next
These pages connect directly to agency production pipelines and client approvals:
Review
Video Review & Approvals Workflow
A structured approach to feedback, revisions and sign-off.
Marketing
Elevate.io for Marketing Teams
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Teams
Best Online Video Editor for Teams
Collaboration fundamentals for modern teams and content departments.
Discount
Elevate.io Discount Hub
Overview, pricing and code 3M25OFF.
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Agency workflow and client approval topics covered on this page.
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