NudgeCLIENT WORKFLOW GUIDE
How consultants can simplify client approvals
Design a client approval workflow that makes the decision, context, owner, due date, and downstream impact clear.
A strong client approval workflow puts the decision in context and records the outcome. Every approval should name what is being approved, who can decide, when it is needed, and what work can proceed afterward.
Put approvals in the project context
Link each decision to its project, supporting files, discussion, and affected work.
Distinguish actions from information
Clients should immediately see which items require a response and which are simply progress updates.
Keep an activity record
Capture the decision and timestamp so the team does not have to reconstruct authorization from an email chain.
COMMON QUESTIONS
What consultants ask
Who should be allowed to approve work?
Use explicit client roles. Contributors may discuss or submit requests, while designated client administrators approve scope, budget, or deliverables.
What belongs in an approval request?
Include the decision, recommendation, supporting context, due date, owner, and impact of waiting.