Guide

How to set up a LinkedIn approval workflow your client will actually use

Every agency has an approval process. Most of them are a group chat, a spreadsheet and a person chasing. This is what to replace that with, why the obvious fixes fail, and how to keep sign-off from becoming the slowest part of the month.

Written for agencies, ghostwriters and comms teams · about eight minutes

Approval is where retainers go to die

Nobody loses a client because a draft was mediocre. They lose one because eleven posts sat unapproved for three weeks, the client saw nothing on their profile, and the invoice arrived anyway. The writing is rarely the bottleneck. The yes is.

The reason is structural rather than personal. Your client did not buy a project-management tool, does not want a login, and is answering you from a phone between meetings. Any process that asks them to remember a password, open a board or scroll a thread will lose to the thing they were already doing. So the workflow has to meet them where they are: one message, one decision, no account.

Below are the four ways this actually gets done in agencies today. Three of them break at a predictable point, and it is worth knowing exactly where.

The landscape

Three approaches that break, and where

Each of these works at two clients. None of them survives ten.

01

Screenshots in a group chat

Fast to start and genuinely fine for one client. It fails the moment two people reply with different edits, or a “yes” lands under a photo of somebody’s lunch. There is no record of what was approved, so when a post causes a problem, the argument is unwinnable.

Breaks at 2 clients
02

A shared document per client

Better: comments are threaded and history is kept. But the document is a parallel universe to the thing that actually publishes, so somebody re-types the approved version into the scheduler, and that is where typos and stale edits enter. Nobody notices until it is live.

Breaks at 5 clients
03

Give the client a login

On paper this is the clean answer. In practice most clients will not maintain a password for a tool they open twice a month, seats cost money, and asking a busy executive to learn your software is a request they are entitled to refuse. Adoption, not capability, is what kills it.

Rarely adopted

04 — The one that holds: approval by link, publishing in the same place

The version that survives a roster has two properties. First, the person approving needs no account — they open a link, read the post as it will appear, and either approve it or say what to change. Second, the thing they approved is the thing that publishes; there is no re-typing step between the yes and the post. Everything else — reminders, roles, audit trail — is detail. Those two properties are the workflow.

The loop

Four steps, and nothing between them

Set it up once per client. After that it should run without anyone chasing.

01

Draft in their voice, not yours

Approvals get slow when the client has to rewrite before they can agree. A draft that already sounds like them gets a yes on the first pass, which is the single largest saving in the whole process.

02

Send one link, with the post rendered

Not a document, not a screenshot, and not five posts at once. One link showing the post as it will look on LinkedIn, with the scheduled time visible, so the decision is obvious and takes under a minute.

03

Give exactly three responses

Approve, request a change, or reject. More options invite deliberation. A comment box under “request a change” catches the actual note, and it lands against that post rather than in a thread nobody can find later.

04

Let the approved version publish itself

No copy-paste into a scheduler. The approved text is the published text, the timestamp is recorded, and if the post ever causes a problem you can show who agreed to what and when.

Rules of thumb

Six things that decide whether it sticks

Name one approver per client, in writingTwo approvers means two opinions and no decision. If the client insists on a committee, ask which single person can say yes on the committee’s behalf, and put that in the scope document rather than discovering it in month three.
Agree a default: silence approves, or silence holdsBoth are defensible and neither is safe when unstated. Most agencies should choose “silence holds” for regulated or executive accounts and “silence approves after 48 hours” for volume accounts, then write it into the contract.
Batch the sending, never the decidingSend a week of drafts at once so you only interrupt them once, but let each post be approved on its own. A single “approve all” button reads as pressure and produces reversals later.
Show the scheduled time next to the textHalf of all change requests are about timing rather than wording — a product launch, a quiet week, a competitor’s announcement. Surfacing the date pre-empts a whole class of back-and-forth.
Chase automatically, not personallyA reminder from a system is a process. The same reminder typed by a human at 9pm is a favour being asked, and it wears down the relationship at exactly the moment you need it to be easy.
Keep the receiptWho approved, what text, at what time. You will need this roughly once a year, and on that day it will be worth more than everything else on this list combined.

What to do when the client goes quiet

This is the case every process eventually meets, and most handle badly. The client has not said no. They have simply not opened the link for nine days, and your calendar is now full of posts that cannot go out.

Do not publish anyway. It is tempting, it is occasionally what they wanted, and it is the fastest route to a conversation you cannot recover from. Publishing without a yes turns a scheduling problem into a trust problem.

Do not stop drafting either. Empty queues are how a paused month becomes a cancelled retainer — when they finally come back you want a fortnight of ready posts, not an apology.

What works is making the silence visible rather than personal. A short status the client can see — four posts waiting, oldest one nine days old — puts the delay where it belongs without anyone having to say so. When it comes up on the monthly call, you are describing a queue rather than making an accusation, and the fix is usually that the wrong person was named as approver in the first place.

Approvals and regulated clients

If you write for anyone in financial services, healthcare or a listed company, approval is not an efficiency question but a compliance one. Three adjustments cover most of it. Add a second reviewer whose only job is the regulatory read, so the marketing yes and the compliance yes are recorded separately. Never allow silence to approve. And keep the record of the exact published text rather than the draft, since that is the version anyone will ask about.

None of this needs specialist software. It needs a workflow where the approved version and the published version are provably the same text, which is the property most improvised processes quietly lack.

This loop, already built, on every account you run.

Approval links your client opens without an account, and the approved text is what publishes. Connect one account and watch it work before you move anyone across.

Questions

Approval questions we get asked

Does my client need an account to approve a post?+
They should not, and in Hypelio they do not. The only thing a client signs into is their own LinkedIn, once, to connect it. Approvals after that arrive as a link they can open and act on. Any workflow that requires a client login will lose to the group chat it replaced.
Should silence count as approval?+
It depends on the account, and the important part is deciding in advance and writing it down. For a founder posting three times a week, a 48-hour auto-approve keeps the queue moving. For a regulated or executive account, silence should always hold the post. What you must not do is leave it unstated and improvise under deadline.
How many approvers should a client have?+
One, with a named deputy for holidays. Two approvers with equal authority produces deadlock rather than diligence. Where a committee genuinely must see the content, keep them as reviewers who can comment and leave the approve action with a single person.
Can I approve on behalf of a client who trusts me?+
You can, and many mature relationships work this way. Put it in writing, keep it per account rather than as a blanket policy, and keep the audit trail regardless. The record protects the client’s trust and your position at the same time.
What happens to posts that were never approved?+
They should stay in the queue rather than expiring quietly, and the count should be visible to both sides. A stack of unapproved drafts is useful information about the relationship, not clutter to be cleared.

Stop chasing the yes

Fourteen days, no card. Connect one account, send one approval link, and see how fast the answer comes back.

Per connected account. Teammates and approvers are free.