The Importance of Efficient Approval Processes In Digital Marketing

By Bradley Riley
August 30, 2022

Many times when you’re working in digital marketing, you are working around tight deadlines. Sometimes these are minor changes or tweaks- but sometimes the account may need an overhaul, for example, when seasons change, or the brand wants to run a pervading sale.

As a digital marketer, you will typically find yourself in a position where you need to provide guidance on the approval process.

Far too many advertisers and marketers see approval as an afterthought when it’s an absolutely vital step to ensure that you and your client are aligned. 

However, this can be a double-edged sword if you have an inefficient approval process which can look sloppy and unprofessional. 

The approval process does not need to be overly complicated or decorated, it just needs to be coherent.

At a very basic level, it can be enough to send over all copies and assets that you have prepared to the client for revision and approval. Once you have received the suggestions, make the edits and send that over to the client for final confirmation and green light.

It’s vital you do this to ensure that you don’t end up running anything that your client wouldn’t want to be associated with.

There are many different ways you can do this. You can use tools such as Trello, Loom, Notion or ClickUp, if you want a slightly more engineered approach- or if you want to keep things simple with a well-structured document. (Pro tip: don’t forget to share commentor/editor access for an easier transition).

Try to keep this as efficient as possible so that you can prepare in advance of any significant changes with less stress.

Hope this helps!

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