Strategy you can actually ship — with an audit trail
A four-status approval workflow on every node: Draft, In Review, Approved, Needs Revision. Stakeholders sign off in context, and the system shows what's locked vs. still moving.
Built for
What it is
Every node carries an approval status — Draft, In Review, Approved, or Needs Revision — with timestamps, approver attribution and a full edit history.
Why it matters
Strategy stops getting stuck in 'final-final-v3.docx' purgatory. The team can tell at a glance what's locked, what's pending review, and what needs another pass.
How teams use it
Agencies route client approvals through the same surface as the work. In-house teams collect cross-functional sign-off without spreadsheets. Strategists mark what's defensible before sharing externally.
What's inside
Every capability, in one connected surface.
Four-status workflow
Draft → In Review → Approved → Needs Revision. A clear state machine instead of vague 'looks good'.
Per-node approvers
Assign different approvers to different nodes — positioning to the founder, voice to the brand lead, ICPs to sales.
Locked-vs-moving view
Filter the canvas or Hub to see only what's still in flux, or only what's approved and ready to ship.
Versioned approvals
When an approved node is edited, status reverts to Needs Revision automatically — no silent overwrites.
Advisor respects status
Refine-mode proposals on approved nodes always require explicit re-approval. The Advisor doesn't bypass governance.
Shared link reflects status
Public links can be filtered to show only approved nodes — share a sign-off-ready version with stakeholders.
How it works
From a blank page to a living strategy in four steps.
Draft the node
Every new node starts as Draft. Edits happen freely, no formal review required yet.
Move to In Review
When the node is ready, change status. Reviewers get notified and can comment, accept or send back.
Approve or send back
Reviewers mark Approved or Needs Revision. Comments stay attached so the next pass has context.
Lock and ship
Approved nodes lock visually. Edits flip status back to Needs Revision so nothing slips through unreviewed.
Who it's for
Different roles, same source of truth.
Run client approvals in the same surface as the work — no parallel email thread of 'can you confirm this slide?'.
Collect cross-functional sign-off from product, sales and legal without spreadsheets or status meetings.
Mark what's defensible before sharing externally. Investors and partners see only locked positioning.
Lock the parts of the strategy you're betting the company on. Iterate freely on everything else.
FAQ
Common questions.
What happens when I edit an approved node?+
Status automatically reverts to Needs Revision so nothing approved silently changes. The reviewer is notified to re-approve.
Can different nodes have different approvers?+
Yes. Assign per-node approvers so the right person signs off on the right surface — positioning, voice, ICPs, messaging.
Does the Advisor respect approval status?+
Yes. Refine-mode proposals on approved nodes always need explicit re-approval — the Advisor never bypasses governance.
Is there an audit trail?+
Every status change is timestamped and attributed. You can see who approved what and when, including past versions.
See Strategy you can actually ship — with an audit trail in action
Open a real, published Klearyon strategy and explore the workspace end to end.