wiki/knowledge/content-marketing/2026-04-05-social-feedback-workflow.md · 486 words · 2026-04-05

Social Media Feedback Workflow — ClickUp Discipline

The Core Rule

All client feedback on social media content — and creative deliverables generally — must be logged in ClickUp. Feedback delivered via email is not actionable in the same way: it gets missed, misrouted, or never makes it into the revision queue. When it doesn't make it into ClickUp, the edits don't get made, and the client sees the same unaddressed issues on the next review cycle.

What Goes Wrong Without This

A recurring failure mode: a client provides feedback by email. The account manager manually transcribes it into ClickUp (or doesn't). The designer or copywriter works from an incomplete picture of what needs to change. On the next review, the client sees their original feedback unaddressed — and reasonably concludes the team isn't listening.

This is compounded when multiple revision rounds accumulate. By the third or fourth pass, it becomes unclear which feedback has been applied, which is new, and which was dropped somewhere in the chain.

Observed example: A Bluepoint ATM social post was shown to the client with unaddressed edits from a prior round (apostrophe usage, "ATM" capitalization). The feedback had been provided via email, manually entered into ClickUp by the account manager, and not fully applied before the next client-facing review. The client's reaction: "This is embarrassing." See [1] and the source meeting [2].

The Correct Workflow

  1. Client submits feedback directly in ClickUp — on the specific task, as a comment. This is the only channel that creates a traceable, assignable revision record.
  2. If feedback arrives by email, the account manager converts it to a ClickUp comment or subtask immediately and confirms with the client that this is where future feedback should go.
  3. Before any deliverable goes back to the client, the account manager reviews the ClickUp task to confirm every open feedback item has been addressed. No exceptions for "quick" reviews.
  4. Clients do not create tasks on their own dashboards for feedback — those tasks are invisible to the internal team. See [3] for how client dashboard permissions should be configured.

Why Email Feedback Fails

Account Manager Responsibility

The account manager owns the feedback loop. Before presenting any revised deliverable to a client:

If there is any doubt, do not present the deliverable. A delayed review is far less damaging than a client seeing their own unaddressed notes.

Sources

  1. Index
  2. 2025 11 05 Mid Week Call Melissa
  3. Clickup Client Access Policy