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Resources

Guides.

Step-by-step walkthroughs for running a video-first agency, from approval workflows to production pipelines. Written from a working agency, not theory.

Roles & access

Who can do what — the seven roles, explained

From the owner who sees everything to the freelancer who only sees their own clients — every role, what it does and why it exists.

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Guide · 9 min

Content approval workflow: the complete guide for agencies

How to build a content approval workflow that actually holds: the five stages, the three failure points, what a recorded sign-off contains, and the honest tooling ladder from spreadsheet to system.

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Guide · 8 min

Creative approval software: what it is, who it's for, and what it costs in 2026

What creative approval software actually does — annotated review, versions, recorded sign-off on the asset itself — and an honest map of the category, from Ziflow and PageProof to Frame.io and Cadenus.

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Guide · 7 min

Social media client reporting: what to send, when, and how to stop dreading it

A working system for agency client reports: the five numbers clients actually read, the cadence that prevents churn, and how to get reporting from a lost day to twenty minutes.

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Guide · 9 min

Video production workflow software: what it is and how to choose one in 2026

What video production workflow software actually covers — production stages, client review and approval, publishing — how it differs from Frame.io and project tools, and what it costs at agency scale.

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Guide · 5 min

The agency CRM in Cadenus: your sales pipeline, from lead to won

How the sales side of the Cadenus CRM works: capture every lead with its source, manage it with tasks, multiple contacts and a full history, track conversion rate and CAC, and convert a won lead into a client in one click.

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Guide · 8 min

Client management in Cadenus: run every account from one hub

How to manage active clients in Cadenus: see your whole book ranked by health, open one client to a full workspace (boards, brand voice, time, history) with clear ownership, run a per-client content engine from Radar to script to pipeline, and send a white-label report.

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Guide · 9 min

How to use Cadenus: from sign-up to your first published post

A walkthrough of the whole workflow: set up your workspace, connect your channels, run production, get client approval, publish natively and see the money, with a screenshot at every step.

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Guide · 6 min

Client approvals in Cadenus: from review link to signed off

How to run a clean approval loop: send one secure review link, let the client approve or comment from their phone, batch revisions into one round, and keep every decision on the record.

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Guide · 6 min

Publishing in Cadenus: one composer, one calendar, every channel

How to publish natively across Instagram, Facebook and TikTok from one screen: connect each brand once, compose with a live preview, and schedule a whole week per brand from a single calendar.

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Guide · 6 min

Finance and client reports in Cadenus: see the margin, send the proof

How to keep the money next to the work: see each retainer's value, read true per-client margin instead of headline revenue, and send a white-label monthly report in one click.

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Guide · 6 min

Radar in Cadenus: turn what's trending into briefs in your voice

How to start every week knowing what to make: Radar watches your niche, surfaces real outliers, drafts a brief in your brand voice, and drops it on the board as a work item.

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Guide · 6 min

The Cadenus ops board: run production where nothing rots silently

How to run agency production on a board built for your stages: every deliverable a card, full context inside each work item, and a clean one-click handoff to client review.

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Guide · 7 min

The client approval workflow that ends revision chaos

Why agency approvals drag for weeks, and the four-rule workflow — one channel, one deadline, one decision, on the record — that gets them down to days.

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Guide · 8 min

Running a video pipeline: from brief to published

The stage model that keeps agency video production legible — what each stage means, who owns it, and how to spot stuck work before deadlines do.

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