Forge Media is a nine-person social agency in Austin managing 40 client accounts across fitness, hospitality, and e-commerce. Eighteen months ago they were drowning: 40 sets of logins, approval threads scattered across email and Slack, and two full days a week lost to screenshotting posts into decks for client sign-off.
The breaking point
"We missed a scheduled launch post for a client because the approval was buried in a reply-all thread," says operations director Lena Park. "That was the week we decided the tooling was the problem, not the team."
The new pipeline
Forge rebuilt their entire workflow inside Leon Business. Each client became a workspace with its own brand voice, asset library, and connected accounts. The flow now runs: creator drafts → strategist reviews inline → client approves from a view-only link → Leon publishes on schedule.
Clients never log in, never get a password, and never see another client's content. They get a link, tap approve or leave a comment, done.
“Approval time went from four days to under 36 hours. Output tripled. Headcount stayed flat.”
The numbers, 12 months later
- Average client approval time: 4 days → 36 hours.
- Posts published per month: 310 → 940.
- Time spent building approval decks: 16 hours/week → zero.
- Client retention: up 28% year over year.
Lena's advice for agencies
- One workspace per client, no exceptions — context bleed is how mistakes happen.
- Move every approval into the tool. If it happens in email, it didn't happen.
- Train the AI on each client's voice in week one; it pays for the setup time within a month.
Maya Chen
Head of Content at Leon
