Keep the brief, current version, review decision and release checks in one clear manual workflow.

Built for freelancers, small studios and client-facing teams working in Word and Excel. Use one packet for each independent decision and the content queue as your wider index. Record who must decide, who is consulted, the exact review package, agreed deadlines, feedback rounds and the checks required before release.

Five files in your download:

- Editable seven-section Word packet. The blank master is seven pages; filled copies can expand.

- Matching seven-page static printable PDF with room beneath the table prompts for written answers.

- Excel content queue with 40 prepared records, blank buyer inputs, formulas, filters and a stage dropdown.

- Seven-page fictional completed example showing a specific content brief, changes, version-specific approval and release checks.

- Two-page Quick Start and tracker guide.

The queue flags missing approval records and exact version differences, including case and padding. Known late reviews remain visible even when a record has another input warning. Pale gold inputs are separate from gray calculations; rose cues flag invalid entries and amber text identifies workflow warnings. These checks use the information you enter. They do not authenticate approval, inspect content or prove that a live page was published correctly.

Use desktop Microsoft Word and Excel for the intended editable workflow. Other apps may change layout or formulas. PDFs are static rather than fillable. US Letter pages; use Fit when printing on A4. No macros, paid fonts or design subscription required. No automated publishing, syncing, messaging or account actions are included.

One-time digital download. No physical item is shipped. The example is fictional; its client content and results are illustrative. Adapt the workflow to your agreement and authorized review process. Operational templates do not replace specialist review or professional advice.

Related client-workflow kits

Sold separately. Choose the stage you need:

- Client intake, working brief and approval ownership: Freelancer Client Kickoff Template Bundle

- Final files, receipt and remaining obligations: Client Offboarding and Handoff Kit