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PRODUCT UPDATES

5 Approval Workflow Templates for Design Agencies

By

Alex Rivera

·

Dec 30, 2025

·

6 min read

Approval workflows are the backbone of any efficient agency. Without them, you get scope creep, missed deadlines, and the dreaded "I thought you approved this" conversations.

1. The Simple Sign-Off

Best for freelancers and small teams. Share a deliverable, client approves or requests changes. One round, one decision-maker.

2. The Stakeholder Chain

For clients with multiple decision-makers. Set up sequential approvals: designer lead reviews first, then marketing director, then VP. Each gets notified when it's their turn.

3. The Milestone Gate

Block project progression until key milestones are approved. Can't start development until wireframes are signed off. Prevents costly rework downstream.

4. The Batch Review

Group related deliverables for review. Instead of approving 12 social posts one by one, clients review the entire batch and approve or flag specific items.

5. The Revision Loop

Built-in revision limits with automatic notifications. After 2 rounds of revisions, the workflow flags the project for scope review. Protects your team's time without being confrontational.

Relay

The client portal built for agencies that

ship. Organize projects, get approvals,

and keep clients happy — all in one

place.

© 2026 Relay. All rights reserved.

Relay

The client portal built for agencies that

ship. Organize projects, get approvals,

and keep clients happy — all in one

place.

© 2026 Relay. All rights reserved.

Relay

The client portal built for agencies that

ship. Organize projects, get approvals,

and keep clients happy — all in one

place.

© 2026 Relay. All rights reserved.

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