Content approvals
Social media approval workflow template
Record the exact content version, required reviewers and next action for every post.
Editable XLSX · 3 sheets · Worked example
Preview and downloadFree downloads. No signup required.
Practical agency templates for the next client cycle
Start with an editable workbook, see a completed example and adapt the fields to your client’s agreed scope. Use these resources to connect the handoff, campaign brief and content review process.
Choose the step you are working on
Client operations
Client onboarding checklist and toolkit for agencies
Turn the sales handoff into a clear kickoff, with owners, evidence and a first-month plan.
Editable XLSX · 3 sheets · Worked example
Preview and downloadCampaign planning
Social media campaign brief template
Give the team a shared objective, complete deliverables and a clear production handoff.
Editable XLSX · 3 sheets · Worked example
Preview and downloadHow to use the workbooks
Open a copy in an XLSX-compatible spreadsheet editor. Keep a blank master, replace the fictional example with your own work and agree who maintains the shared record. The page for each download explains the fields, steps and manual limits.
These workbooks do not send reminders, fetch account data or publish content. Keep passwords and access tokens out of them. Use your chosen editor’s normal sharing permissions.
Connect the planning steps
Gather the client inputs with the onboarding toolkit, turn the agreed direction into a campaign brief, then record approval of the finished captions and creative with the planner.
For the review agreement itself, read the client social media approval workflow guide. To evaluate where your team plans the resulting posts, explore Shally’s content calendar.
Run your whole agency from one workspace
When a spreadsheet stops being enough, plan client content, share it for review and keep clients, projects and deliverables together in Shally.