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· Updated · 6 min read · By the OptimaClip team

Building a client approval workflow for clips

For an agency doing repurposing, the slowest step is almost always client approval, so the workflow should be designed around making a yes fast: batch clips for review, give the client a single link with all of them, and ask for approval in one pass rather than clip-by-clip email threads.

Set the review format up front. Agree with the client on a turnaround window (say, 48 hours), a default of 'approved unless flagged,' and a cap on revision rounds. Without those, a 10-clip batch can sit for two weeks.

Show clips in near-final form. Reviewers approve faster when they see the captioned, cropped, titled version rather than a rough cut, because they're not being asked to imagine the finished product.

Give them a lightweight way to comment — timestamped notes on the clip, not a separate document. The further the feedback is from the video, the more ambiguous it gets.

Keep an approved-clip queue so publishing is decoupled from approval. Once a batch clears, it feeds a schedule and goes out on cadence without another round of check-ins.

Track approval time as a metric. If a client consistently takes a week, that's a conversation to have — the repurposing only works if the clips ship while the source content is still current.

OptimaClip's shareable clip outputs and per-clip organization make the single-link batch review practical, which is the part of the workflow that actually removes the bottleneck.

A simple approval loop

1. Editor prepares a weekly batch of clips with captions and proposed post times. 2. Account lead checks hooks, captions and brand style. 3. Client reviews the batch once a week and approves or comments. 4. Approved clips are scheduled; changes go back to step 1 with a deadline.

Rules that prevent bottlenecks

Set a review window (for example 48 hours) after which clips are approved by default. Limit revision rounds. Give the client one place to review rather than files in email threads.

Setting it up

Keep each client in their own workspace with their Brand Template and connected accounts, as in how agencies manage multiple clients. OptimaClip's team workspaces with roles support this structure.

Frequently asked questions

How do agencies get client approval on videos?

With a weekly batch review, a fixed review window, limited revision rounds and one shared place to approve.

Turn one long video into a week of clips

OptimaClip finds the best moments in your podcast, stream or webinar, captions and reframes them for vertical, and schedules them to 8 platforms. Free 3-day trial with 30 credits — no card needed.