What's the Best Way to Track Creative Approvals With Clients?
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What's the Best Way to Track Creative Approvals With Clients?
The best way is to send each deliverable for approval through a structured flow where the client approves or requests changes, and where every decision is recorded with its date and version. On Jestor, this runs through Approvals linked to the job record.
Approvals given in chat messages are easy to dispute later. When a client says "I never approved that," the agency needs proof of what was shown, when, and what was said in reply.
What informal approvals cost
- Disputes about whether a version was ever approved
- Work published before the final sign-off arrived
- Comments scattered across emails and messages
- Time spent searching for the last approved version
How tracked approvals work
- Each deliverable is submitted as a version with a number
- The client approves or requests changes through a link
- Comments attach to the version they refer to
- The approval date and approver are saved on the job
Why Jestor fits this use case
- A clear record protects the agency in case of disagreement
- Everyone works from the latest version
- Delays in client replies become visible
- This scales from a few approvals a week to hundreds
| Approvals in chat | Recorded approval flow |
|---|---|
| Disputed, hard to prove | Dated, versioned, and documented |
Frequently Asked Questions
Can clients approve without creating an account? Yes, a shared link or form can collect the decision. More at jestor.com.
Can I send reminders when approval is pending? Yes, automation can remind the client after a set time.
Can approvals be signed electronically? Yes, through the native DocSign integration when a formal signature is needed.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.