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How do you manage client edits?
Working off google sheets is no good. Working off Google docs can be hard too. I work at an agency and looking for a better system because currently, we go back and forth with edits with clients for FAR TOO LONG and it’s taking up way too much of our teams time.
Agency folks: are we really still having clients edit every single post? Is there a system where we can avoid that entirely? It’s taking up all our and the clients time at this point.
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1 Reply
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Metricool has an approval system for the Pro accounts.
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We use Asana.
Edits get added and your name can be added to the task. You can then allocate it to someone else when you’ve done your bit, or you can mark it as done.
And if something is urgent you pick up the phone. We don’t expect our team to be checking emails 10+ times a day.
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I have a Notion kanban board setup, which is fed automatically through forms that are mapped to fields inside the Notion.
Clients submit content through the forms, which automatically populate the kanban boards, then editors etc do whatever work they need, then when they drop the card into the completed column of the kanban board, that automatically triggers a delivery email to the client that submitted which is populated with info and content from the Notion card, and if they want revisions, they click a link in the email which takes them back to the form and they write out their revisions, click submit, and then that new form submission grabs the original Notion card that was in the completed column and moves it to a revision column for editors to prioritise depending on work queue.
It’s a pretty hands off system that runs itself, took me a fair while to build it all, but so glad I did.
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We used Microsoft Teams (not sure if IT had to set folks up with special permissions or not)
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Sprout
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The best thing I found was setting proper expectations first. Our clients now know they get one round of edits, and need to be clear with what they’re asking, include new photos if that’s the edit, etc.
Also, services with approval processes work great. We used to use sprout social, but it didn’t offer that I think.
Cloud campaign has comments on your approval screen, which has worked well for my team. The client adds comments and can attach photos and we just go in and handle the edits in one go.
They can click a single button to approve all content, or individual buttons if just a post or two need edits. It’s working really well.
Our next step is hiring a content manager to send content and process edit requests, handling the smaller stuff that doesn’t require the senior writers.
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