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Workflow Optimization

24 postsUpdated January 2026

Workflow optimization is about how work moves when you're changing live client sites. Most workflow advice assumes you control the environment: you can add tools, set policies, and move freely. On client sites, that's rarely true. Permissions are limited. Approval chains exist. The client's dev team has their own priorities that don't include your marketing changes.

This creates friction that standard productivity advice doesn't address. You can't just "batch your tasks" when every task requires a request, a queue, and a handoff. You can't "reduce meetings" when every change needs client sign-off. The bottleneck isn't your process. It's the dependency on resources you don't control.

Workflow optimization for agencies means designing systems that work within those constraints. It means building intake processes that reduce back-and-forth, approval flows that don't stall, and visibility systems that keep clients informed without creating more work. Done well, it turns a multi-week request cycle into something you can execute in hours.

This tag covers the operational side of editing client websites: how to move work through systems that weren't designed for speed.

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Why Developer Queues Create Bottlenecks

What happens when marketing changes have to wait for developer bandwidth, and why the queue takes longer than anyone expects.

How Missing Systems Create Chaos

Without intake systems and approval flows, every change becomes a custom project. These articles cover the infrastructure that makes repetitive requests predictable.

Why Multi-Client Work Gets Messy

One client is manageable. Five clients with different systems, permissions, and expectations is chaos. These articles cover what breaks when you scale, and how to prevent it.

Why You Can't See What Changed

When changes ship without visibility, you can't prove what you did, troubleshoot what broke, or show clients the work. These articles cover audit trails and change tracking.

What Goes Wrong and How to Recover

Even good systems produce mistakes. These articles cover common failure patterns, how to prevent them, and what to do when something breaks.

All Articles