05Plan content
Plan, review and approve in one calendar.
A calendar for every channel you run, with each post moving from idea to published through internal review and client approval. Approved work locks, so what goes live is what was signed off.
Content · Meridian Logistics
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IG Diwali offer
IdeaWhat it replaces
- Content_calendar_FINAL.xlsx
- Screenshots of posts sent on chat for approval
- “Is this the approved version?”
- A separate tool for client sign-off
05.1 · Content calendar
The calendar
Seven channels
Instagram, LinkedIn, X, YouTube, TikTok, blog and newsletter, on one month view. Each item has a planned date, an assignee and media attached.
Eight stages, no guesswork
Idea, draft, internal review, client review, changes requested, approved, scheduled, published. Every item is in exactly one, and every move is recorded.
Per client, per project
Content belongs to a client and a project. Team members see the content on projects they are on, or assigned to them.
05.2 · Content calendar
Review
Internal review first
Drafts go to internal review. Send it back to draft, approve it yourself for internal work, or send it to the client.
Client approval in the portal
Clients review content in their portal the same way they approve deliverables: approve, or request changes with feedback. They never see ideas or drafts.
Approved means locked
Only ideas, drafts and items in review can be edited. Changing approved work means reopening it, which clears the approval on record.
05.3 · Content calendar
Publishing
Schedule and publish
Schedule an approved item for a date, then mark it published with a link to the live post. The calendar becomes a record of what actually shipped.
Everyone hears what they need
Clients are emailed when content needs their review. The assignee, project lead and account owner hear about decisions and client messages.
No platform passwords
Agency OS never posts on your behalf, so it never needs your clients' social logins. Publishing stays with the people who own the accounts.
Step by step
One post's life
- 1
Idea → draft
Captured as an idea, picked up and written as a draft.
- 2
Internal review
Your lead reviews it. Sent back, or sent on.
- 3
Client review
The client approves in the portal, or asks for changes.
- 4
Scheduled → published
Given a date, then marked live with its permalink.
The details that matter
- Every transition names the stages it may move from
- Content without a client is approved internally and never reaches a portal
- Requesting changes requires feedback
- Reopening approved work clears the approval
- The planned date and assignee stay editable until published
Try it in the demo
Sign in as Neha Kulkarni, the project manager.
- 1Open Delivery → Content
- 2Submit a draft for internal review
- 3Send it to the client, then sign in as the client to approve it