Guide
Agency client process
Agencies juggle producers, creatives, and client stakeholders. The process still needs one accountable timeline per client agreement.
Roles on agency projects
Assign these roles per agreement so accountability stays clear:
- Creative party: delivery and submissions
- Client party: designated approver for Approval Lock
- Collaborators: comment without binding sign-off
- Producers: orchestrate milestones in Accountability Chat
Agency workflow on Zlaip
Lock SOW and milestones → Review Workspace per deliverable → revision counters per milestone → change orders for scope expansion → Approval Lock → payment release.
Protect margin at scale
Scope drift across multiple client contacts is the agency margin killer. Inline drift warnings and change orders keep expansion billable.
FAQ
Common questions
- Can we run multiple client projects?
- Yes. One agreement timeline per client engagement with role-based access.
Related
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