Free flowchart template · Digital agency
A design review and revision flowchart shows how an agency takes a design from first draft to client sign-off without endless rounds. It covers the first draft, an internal check against the brief, sending it to the client with what to review, the client's feedback, the rounds included in the quote, extra rounds as a change request and final files.
Updated November 2026 · Opens in Wikidoc as a process map · Free to use, don’t resell
The template opens as a process map, laid out with its lanes, steps and decisions, ready to edit.
Rename the lanes to your team’s roles, change the questions to match your rules, and add or remove steps.
Attach your SOPs and checklists to the steps, so whoever does the work can open the instructions from the map.
This works on the Free plan: up to 10 process maps from templates, free forever.
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Procedure
1Start from the brief
2Self-check
3Internal review
SOP
From first draft through QA and feedback rounds to client sign-off.
PDF · Word
Procedure
1Log the request
2Check it against the scope
3Estimate it
SOP
Log, quote and approve work outside the agreed scope.
PDF · Word
Content
Check it answers the brief and the target search
Edit and proofread it
Check facts and figures and link to the sources
Checklist
Edit, approve, optimise and check every post before it goes live.
PDF · Word · CSV
Contract and adminAccess and assetsDiscovery
Get the contract or statement of work signed, with scope, fees and notice period
Set up billing, the first invoice and the client’s accounts contact
Create the client in your project, time and reporting tools
Onboarding checklist
Contract, access, discovery and kickoff for each new client.
PDF · Word · CSV
Before day 1Week 1Clients
Set up their laptop, email and accounts for the project, time, chat and design or ad tools the role uses
Add them to the client accounts they’ll work on, with their own login
Name a buddy and the manager who will sign them off
Onboarding checklist
Tools, clients, QA and shadowing for new agency hires.
PDF · Word · CSV
Procedure
1Ask for user access, not passwords
2Store shared logins in the manager
3Turn on multi-factor login
SOP
Request, store and remove client logins the safe way.
PDF · Word
The steps a design goes through from first draft to sign-off, including the internal check, the client's feedback and each round of changes.
Put the number of rounds from your quote into the rounds decision. Once they are used, the map sends extra rounds through a change request before the designer revises.
Comments from several people often conflict. One combined set per round saves a revision and makes it clear who decides.
Yes. You can open it in Wikidoc and adapt it free of charge; it's one of the 10 template process maps the Free plan includes.
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