Performance agency client forms
Collect client check-ins, approvals and change requests with a clear response queue.
- Industry
- Agencies
- Team
- Client services, Marketing
- Use case
- Requests and exceptions, Client portals
- Tags
- Assessment Approval workflow
- Includes
- 1 app
Template preview
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Included items
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Forms Client app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
The Forms Client app brings monthly check-ins, approval responses, quarterly reviews and change requests into a project response queue. Forms show their questions, completion state and submitted or accepted responses.
- Needs-you and accepted response groups
- Configured check-in and approval questions
- Draft and submission controls
- Self-service change request form
How to use this template
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Define the project workflow
Choose the client inputs, delivery responsibilities and decisions this project needs.
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Configure the audience
Confirm the Client and Admin responsibilities, project context and visible information.
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Review access and content
Check project permissions, named owners and configured content before using the app with a client.
Frequently asked questions
Who is this configuration for?
Performance-agency clients and account teams working together on campaign delivery.
Which forms are included?
The selected project includes monthly check-ins, access and permissions, approval responses, change requests and quarterly reviews.
How does a client know what needs an answer?
The Client app groups the response queue by work that needs attention and submitted or accepted responses.
Can a response be saved as a draft?
The available client forms expose draft and submit controls with their current completion state.
Does the supporting-file field store an upload?
The current Forms field records the filename only; it does not store the actual file. Use the Files or File Request workflow when the project needs the file itself.
When do template edits become available?
The Admin template library states that edits become available after moderator approval.