For small agencies
Clear client follow-through for a small agency
Keep approvals, promises and client dependencies visible before they block delivery.
Separate delivery from client dependency
Keep the agency’s project work in its project tool while using a focused Follow-up for the client response, approval, revision or asset that is still outstanding.
Make the current owner obvious
Use Your Turn when your team owes the next communication and Waiting on Them when the client must move the loop forward.
Close one outcome at a time
Record the result when an approval or requested item arrives, mark that Follow-up Done, and open a new one only when a new commitment begins.