I thought never I'd reveal this to other lead gen agency owners, but here we are: A full thread with screenshots on our exact campaign review and approval flow. (everything we learned to make it as easy as possible) 🧵
Step 1: Internal Kickoff Everything starts in our PM system. - Team gets notification - Fills form with email copy + Apollo search link - Clicks submit No more hunting for campaign details across Slack threads or random Google Docs.
Step 2: Client Notification System auto-generates email to client with campaign overview. Email prompts them to log into client portal where they can approve or deny. No more "can you send me the campaign details again" emails cluttering inboxes.
Step 3: Inside the Portal Client sees full campaign overview with two options: Approve: triggers task for account management team + kickstarts backend processes Deny: opens feedback workflow Clean and simple with no confusion about next steps.
Step 4: Feedback Workflow If client denies, they select what needs adjustment: - Entire campaign - Lead list only - Copy only No more "I don't like it" feedback that leaves our team guessing what to fix.
Step 5: Task Creation + Follow-Up System creates task for assigned CSM with requested adjustments. Client gets email follow-up in same thread with: - Exact feedback they left - Linked comments (copy) - Filter adjustments (list) All comms stay clean.
Step 6: Auto-Approvals & Bumps Our MSA specifies clients have 72 hours to review. Approved: campaign launches immediately Denied: feedback workflow No response: bump at 24hrs, auto-approval at 72hrs No more campaigns sitting in limbo for weeks.
Why this works: - Clients stay in loop with clear options - Feedback is structured and actionable - Delays eliminated with bump reminders + auto-approvals - Campaigns launch on time without sacrificing quality Every campaign either launches or comes back with clear feedback.
Before this system: Reviewing campaigns via email was clunky. Clients hated combing through long threads. We chased feedback across inboxes. After: Streamlined approvals, specific feedback, campaigns that launch on schedule. Super proud of this.
@NickAbraham12 Sharing campaign insights is invaluable! Cold email can lead to amazing connections and collaborations too. It's a must-have in any lead gen strategy. Why you are not using Mystrika?
@NickAbraham12 Thank you for this.
@NickAbraham12 Lots of hard work shown here
@NickAbraham12 Thank you for this
@NickAbraham12 This is awesome
@NickAbraham12 It is so accessible now with this
@NickAbraham12 Thank you thank you!!
@NickAbraham12 This is so crucial, thanks!
@NickAbraham12 This is awesome
@NickAbraham12 @jarydesign we can adapt this