Setting Up a Client Portal for Creative Delivery and Approval (LinkedIn Agency Playbook)

The Business Case for a Dedicated Portal

“When the hand‑off is a click, not an attachment, approval cycles drop by 40%.”

Core Components Every Portal Needs

• Secure log‑in for each executive profile
• Folder hierarchy by campaign (e.g., Thought Leadership, Hiring, Events)
• Live preview of editable designs
• Comment threads tied to specific layers

Add a “Download as PSD/Figma” button so clients can pull the original layers if they want deeper tweaks.

Choosing the Right Tech Stack

Most agencies already use Canva and Figma. Pair them with a low‑code portal builder like Softr or Stacker, which can pull files from Google Drive or directly from the DesignLumo API.

• Authentication: Auth0 or Azure AD for SSO
• File storage: Google Drive for drafts, Amazon S3 for final exports
• Automation: Zapier or Make to push new designs into the portal

Integrating DesignLumo for Scalable Carousel Production

Instead of dragging static Canva templates, generate fully editable carousels with a single prompt. Use the AI Social Media Posts maker to output layered Figma files that drop straight into your portal.

1. Write the executive’s headline and data points in a text brief.
2. Run the prompt in DesignLumo; receive a .fig file with editable text layers.
3. Upload the .fig file to the portal folder assigned to that client.

Streamlining Approvals with Automated Workflows

Set up a Zap that watches the portal for a new comment tagged @approved. When it fires, the file moves to a ‘Ready for Publish’ folder and notifies your scheduling tool (e.g., Buffer or Hootsuite).

• Notify the copywriter via Slack when a design is ready for copy paste.
• Log the approval timestamp in Shield Analytics for SLA reporting.
• Trigger a PDF export for clients who still need a static preview.

Reporting, Metrics, and Feedback Loops

Combine Shield’s engagement data with your portal’s version history. Build a simple dashboard that shows: average approval time, post reach, and any design revisions per client.

• Monthly PDF sent to executives summarizing performance.
• Heat‑map of comment hotspots to identify recurring design requests.
• Automatic reminder for upcoming hiring or event banners.

Quick‑Start Checklist

1. Map client personas to folder structures.
2. Configure SSO and role‑based permissions.
3. Connect DesignLumo’s API to your file storage.
4. Build Zapier automations for comment‑to‑approval flow.
5. Test end‑to‑end with one executive profile before scaling.