The working toolkit
Client work runs more smoothly when the brief, access, review expectations, and publishing responsibilities are explicit. These resources help agencies establish those agreements before the first campaign. Use them for a manual workflow or adapt them to the tools your team already uses.
Make something useful
No signup. Bring your own words and images, then download the finished work.
See your caption and image together, check nine platform previews, and download a numbered PDF review sheet.
Open the tool →Free toolWork backward from a campaign launch with editable milestones, working-day deadlines, owners and two timezones. Download a calendar, printable PDF and editable plan.
Open the tool →Free toolPaste or drop a screenshot and turn its words into editable text. Read English printed text locally, then copy or download it. No signup or image uploads.
Open the tool →Put it into practice
Capture the audience, offer, voice, evidence for claims, exclusions, and success measures. Name the client decision maker and the agency owner. Agree on what the engagement includes and what requires a separate decision before work starts.
Record which accounts and assets the team needs and who owns them. Use approved invitation and authorization flows instead of putting credentials in a checklist or Slack message. Keep internal agency discussion separate from client-facing review.
Send one representative draft, collect a concrete change request, and confirm who makes the final decision. Explain the deadline and rescheduling policy in advance. Choose a review method the client can actually use; a shared channel is only suitable when both organizations authorize it.
Use distinct owners, channels, assets, and account labels for each brand. Before publishing, verify that the content and destination account belong together. Review access when a person leaves or an engagement ends. Free checklists document your process; they do not provision access or enforce permissions.
Examples and explanations
Write a campaign-specific social client brief with audience, evidence, deliverables, decision owners, and a filled-in example.
Read guide →GuideOrganize client reviews with complete packages, consolidated feedback, explicit final decisions, and a worked weekly review example.
Read guide →GuideSet up a manual multi-brand Slack operating pattern with clear channels, account identifiers, review threads, and access checks.
Read guide →ChecklistA launch checklist for setting up client brands, reviewer roles, Slack channels, account access, and the first working review path.
Read checklist →Admin briefA short admin packet for explaining the Slack install request, the first workflow, and the rollout plan.
Read admin brief →ComparisonCompare Planable’s dedicated client review workspace with Slash Social’s early-access internal Slack workflows and current availability boundaries.
Read comparison →Ready when your team is
Start with one brand, one workspace, and the workflows your team already repeats every week.