In this chapter, we’ll cover:
Best practices for agencies
Best practices for brand and marketing teams
1. Best practices for agencies
Agency life comes with a unique set of challenges. You have to juggle multiple campaigns, clients, and deadlines all at once. And you need to collaborate on and deliver an ever-expanding variety of creative assets.
This can cause chaos when it’s time to get feedback and approval on your work. So let’s look at how Filestage can restore order to your agency’s review process.
Setting up your agency workflow
When creating review steps for a project, think about the key groups of stakeholders who need to sign-off on your content.
A simple workflow could look something like this:
Internal – everyone involved in your project on the agency side
External – everyone who needs to give approval on the client side
Or, if you’d prefer to split internal approval into separate steps, it could look more like this:
Creative – key stakeholders in the creative department
Management – account and project managers handling the relationship with the client
Client – everyone who needs to give approval on the client side
💡Top tips for agencies
Create separate folders for each client, then use projects for specific campaigns
Hide comments and replies from clients with team-only comments
Copy comments between review steps to filter and share relevant feedback
Invite freelancers and production companies as external uploaders
2. Best practices for brand and marketing teams
Brand and marketing teams come in all shapes, sizes, and specialisms – and so do their review and approval workflows.
Let’s look at some common workflows used by brand and marketing teams in Filestage.
Setting up your brand and marketing workflow
In regulated industries like finance, alcohol, and gambling, pretty much everything needs to be signed off by compliance before it goes out the door. So it’s important to have a robust process that supports every type of content you’re creating.
Here’s an example of a typical enterprise approval process:
Brand and marketing – key stakeholders from your brand and marketing department
Product – product experts who need to check the accuracy of your content
Compliance – legal specialists who need to give final approval on imagery and messaging
💡Top tips for brand and marketing teams
Use sections to organize different types of content in the same project
Export file reports to keep a record of your approval process
Invite your agencies as external uploaders to share files in your review steps
Set due dates to hold reviewers accountable and make sure deadlines are met