Agency approval workflow for Tallyfy

Get client content approved without endless email threads

Content approvals drag on when feedback gets lost across emails and chat. This workflow loops through create-review-revise cycles with clients who can approve or request changes from a clean guest view.

15 steps

14 automations

Import into Tallyfy Preview steps

Professional Services Approval

Run this workflow in Tallyfy

Import this template into Tallyfy and assign draft creation tasks to your writers while client approval tasks go to external guests

Configure Tallyfy's 14 automations to skip revision steps when clients approve and automatically trigger the next draft when they don't

Track all 6 possible revision rounds in Tallyfy with centralized feedback capture and automatic jump to publishing when approved

Import this template into Tallyfy

Process steps

Gather content requirements

1 days from previous step

task

Before you start writing, get the details nailed down. Talk to the client and capture what they actually need - the topic, key messages, tone, and any must-have elements. This upfront work saves everyone from painful rewrites later.

Form fields in this step

Title

Summary

Keyword / Keyword Phrase

Estimated Due Date

Create Draft 1

1 days from previous step

task

Time to write the first draft. Use the requirements you gathered and create something the client can react to. Don't aim for perfection here - this draft is meant to show direction and get early feedback before you invest too much time.

Form fields in this step

Link to draft

Approve Draft 1

1 days from previous step

task

Please review this first draft carefully. We're looking for your gut reaction - is this heading in the right direction? Check if the tone, messaging, and overall approach match what you had in mind. If something feels off, let us know now while changes are easy.

Form fields in this step

Do you approve draft 1?

If no, please add feedback notes here for draft 2

Create Draft 2

1 days from previous step

task

The client had feedback on draft 1, so it's time to revise. Read their notes carefully and address each point. This isn't about defending your original work - it's about making the content truly useful for them.

Approve Draft 2 (Client)

1 days from previous step

task

We've incorporated your feedback into this second draft. Take a fresh look and see if it's closer to what you need. Focus on the changes - did we understand your comments correctly? Let us know if we're getting warmer or if something still needs work.

Form fields in this step

Do you approve draft 2?

If no, please add feedback notes here for draft 3

Create Draft 3

1 days from previous step

task

Third time around. By now you should have a clearer picture of what the client wants. Apply their latest feedback and tighten up the content. If you're seeing conflicting feedback, reach out for clarification before revising.

Approve Draft 3 (Client)

1 days from previous step

task

Here's draft three with your previous feedback addressed. We're getting close now. Look for any remaining rough edges - grammar, flow, accuracy of facts. If this is ready to go, approve it. If not, be specific about what needs to change.

Form fields in this step

Do you approve draft 3?

If no, please add feedback notes here for draft 4

Create Draft 4

1 days from previous step

task

Four drafts in - this is serious refining. At this stage, the structure should be solid and you're polishing details. Make sure each revision brings you genuinely closer to approval, not just moving things around.

Approve Draft 4 (Client)

1 days from previous step

task

Draft four is here. We're in the home stretch. At this point the content should feel almost ready. Review with fresh eyes and check the details - spelling, names, dates, links. Approve if it's good to publish, or flag the final tweaks needed.

Form fields in this step

Do you approve draft 4?

If no, please add feedback notes here for draft 5

Create Draft 5

1 days from previous step

task

Fifth draft. If you're still here, consider having a quick call with the client to align on expectations. Apply their feedback carefully and aim to nail it this round. The goal is a final version everyone can be proud of.

Approve Draft 5 (Client)

1 days from previous step

task

We've worked through your feedback over multiple rounds and this fifth draft reflects everything discussed. Give it a thorough review. If it meets your expectations, we're ready to publish. If not, let us know what's missing.

Form fields in this step

Do you approve draft 5?

If no, please add feedback notes here for draft 6

Create Draft 6

1 days from previous step

task

This is the final revision round. Six drafts means we've been through a lot together. Take the client's feedback, apply it precisely, and deliver content that hits the mark. If scope has crept, now's the time to have that conversation.

Approve Draft 6 (Client)

1 days from previous step

task

Final draft. This version incorporates six rounds of feedback and should be exactly what you need. Review it carefully one last time. Once you approve, we'll move forward with publishing.

Form fields in this step

Do you approve draft 6?

Publish Content

1 days from previous step

task

The client approved and it is time to publish. Put the content on the agreed platform. Double-check formatting, images, and links before going live. Record where it was published so we can share the link with the client.

Form fields in this step

Add link to where it was published

Content is Published

1 days from previous step

task

Good news - the content is live! This step notifies the client with the published link. They can now share, promote, and use the content however they planned. Job done.