How to Create Client Carousels as an Agency
An agency process for client LinkedIn carousels: an intake brief, one approved source, a Brand Kit per client, internal checks and written approval.
To create client carousels as an agency, use one process for every client and change only what belongs to each one: the source, the brand, the voice and the claims the client can back. Every carousel starts from material the client has approved, is drafted in that client's Brand Kit, is checked by your team, and is approved by the client before it posts.
- Write an intake brief with the audience, goal, approved source, claims to avoid, call to action and approver.
- Pick one approved source for each carousel.
- Set up a Brand Kit for each client.
- Draft the carousel from the brief and the source.
- Check the draft before the client sees it.
- Get written approval on the final version.
- Export or schedule the approved version.
- Review the results with the client.
1. Write an intake brief
Fill in a short brief before anyone writes a slide. It settles the questions that otherwise come back later as change requests. Keep one per carousel in your project tool or client folder:
Client:
Audience:
Goal of this carousel:
Approved source:
Main point:
Proof the client approved:
Claims to avoid:
Brand Kit:
Voice notes:
Call to action:
Approver:
LinkedIn account and posting date:Three fields do most of the work. Approved source ties the draft to what the client actually said. Claims to avoid records what the client can't back up, such as percentages, savings figures or named customers, before a draft includes them. Approver names the one person whose sign-off counts, so you aren't merging feedback from three people.
2. Build each carousel from one approved source
Strong client carousels come from material the client already has and has cleared for use: a blog post, newsletter, webinar, podcast episode, notes from sales or support calls, an approved case study, a founder's voice note or an internal framework. AI can arrange that material into slides; it can't supply the client's expertise. LinkedIn's help page on AI-assisted posts also says generic posts get less distribution.
Give each carousel one source and one job. If a source covers two topics, make two carousels. The webinar guide shows how to split one session into several briefs, and the guide to client lessons covers turning client work into a post without exposing private details.
3. Set up a Brand Kit for each client
A Brand Kit holds one client's colors, fonts, logo and writing style, so each draft starts in that client's look. In SlideDrift, open Brand Kits under Library and choose New brand kit. To start from the client's website, paste its address under Start from your website and choose Import. Check the logo, colors and fonts it finds, then choose Save brand kit. The Brand Kit guide explains every field.
Under Writing style, pick a tone and add the client's voice rules and phrases to avoid in Writing guidance, which takes up to 500 characters. The kit's tone and guidance shape the words SlideDrift writes, not only the design.
Free and Starter include 1 custom Brand Kit, Pro 5 and Agency 25.
Two habits keep a carousel from going out in the wrong client's colors:
- The brand button in the Create box shows the kit Generate will use, and your default kit applies unless you pick another. Check it before every draft, or choose Clear default in your default kit's menu so new carousels use no kit until you pick one.
- On the Brand Kits page, Create with this kit opens the Create box with that client's kit already picked.
If you reuse a layout for a client every month, the Pro and Agency plans can keep it with Save as Template in the editor: up to 25 saved templates on Pro and 100 on Agency. For more on running several brands side by side, see keeping carousels consistent across multiple brands.
4. Draft the carousel from the brief
Paste the source into the Create box with the parts of the brief SlideDrift can use. Leave out admin fields such as the approver and the date:
SlideDrift brief
Turn the approved notes below into a LinkedIn carousel for [client audience].
Goal: [what the reader should understand or do].
Voice: [two or three of the client's voice rules].
One idea per slide. Use only the facts, examples and numbers in the notes.
Don't include: [claims to avoid].
End with this call to action: [approved call to action].
[Paste the approved notes here]Before you press Generate:
- Pick the client's kit with the brand button.
- Set the slide count in Preferences, from 5 to 12 (7 is the default). SlideDrift takes the count from there, not from the text you type. To check the structure before any slides are made, turn on Review outline before generating in the same menu.
- If the source is a public page, such as the client's blog post, put its link on its own line. SlideDrift reads only the first link, keeps any notes you type with it and adds the page's text. If the page can't be read, choose Switch to text paste and paste the text. Paid plans can also start from a PDF, such as a client's report.
SlideDrift drafts the slides in the client's kit. Edit the wording and layout in the editor, then compare the draft with the brief.
Worked example
Seven approved notes, eight slides
This client is made up. An operations consultancy approves seven notes from its own webinar and wants a carousel for operations leaders on why onboarding handoffs lose context. Its founder approves everything that goes out. The consultancy also approves two examples from client work, described without names or numbers. It has no measured results to share, so the brief lists percentages, savings figures and guaranteed outcomes under claims to avoid. The approved call to action is to check one handoff this week.
The agency sets the slide count to 8 in Preferences and keeps this plan beside the draft:
| Slide | Job | Approved input |
|---|---|---|
| 1 | Promise: find the handoff that loses context | Main point |
| 2 | Symptom: the same questions get asked twice | Note 1 |
| 3 | Cause: nobody owns the handoff | Notes 2 and 3 |
| 4 | Cause: the source material is scattered | Note 4 |
| 5 | First example from client work, without names | Note 5 |
| 6 | Second example from client work, without names | Note 6 |
| 7 | Three questions to check a handoff | Note 7 |
| 8 | Check one handoff this week | Approved call to action |
Before the founder sees it, the agency checks four things: all seven notes are used or deliberately merged, both examples stay qualitative, no slide adds a number the notes don't contain, and each slide has one job. If the founder changes the call to action, only slide 8 changes.
Make a carousel from client notes
Paste the client's approved notes or a link, pick their Brand Kit and press Generate. SlideDrift drafts the slides; you edit them, get them approved, then export the PDF or schedule the post.
5. Check the draft before the client sees it
Never send a first draft straight to the client. Read it the way their toughest reviewer would:
- Facts: every claim, number and example appears in the approved source, and nothing from the claims-to-avoid line has crept in.
- Fit: the first slide makes one specific promise to the client's audience, each slide has one job, and the call to action is the approved one.
- Brand: the colors, fonts and logo come from the right kit, the wording sounds like the client, and none of their banned phrases appear.
- Format: the text reads easily on a phone, no slide is crowded, and nothing confidential is in the deck.
The same LinkedIn help page on AI-assisted posts says the person posting reviews, edits and approves the post and is responsible for it, and asks for heavy AI use to be disclosed. So when a carousel goes out under someone's own name, such as a founder's profile, that person approves it, not only their marketing lead. The guide to reviewing AI-written LinkedIn content walks through a fuller review, and the LinkedIn carousel checklist covers the final pass.
6. Get the client's approval in writing
"Any thoughts?" invites a rewrite of every slide. Ask the approver to check five things instead:
- Accuracy: is everything true and cleared for use?
- Voice: does it sound like them?
- Claims: can they stand behind every statement, including in a legal or compliance review?
- Call to action: is it the next step they want?
- Visuals: does it look like their brand?
Ask them to change wording only where the meaning is wrong, and to name the slide each comment is about. A short message does the job:
Here's the carousel for [date]. Please check it for accuracy, voice, claims, the call to action and the visuals, and add the slide number to each comment. The slides are kept short to read well on a phone, so please add words only where a claim needs more context. If it all looks right, reply "approved".
If you post through SlideDrift, the approval can sit on the post itself. Create a post for the carousel in Schedule, add its caption and the client's account, and choose Save as draft. Then open Client approval on the post and choose Make a review link. The client doesn't need a SlideDrift account. The review page shows each post as it will appear on LinkedIn, and the client approves it or asks for changes; on a carousel, they can pick the slide a comment is about. One link holds up to 20 posts and works for 14 days, so you can send several of a client's posts for review at once.
Turn on Only post once it's approved so a post can't publish before its current version is approved. If the post or its slides change after approval, the new version needs approval again, and if its posting time comes first, it isn't published and you get a notice. The client approval steps cover the rest.
If the client posts the carousel themselves, export the PDF and send it with the caption, and keep their written approval with the final file.
7. Export or schedule the approved version
To export, open the carousel in the editor, click Share, then Export, keep PDF selected and click Download PDF, as the PDF export guide describes. Open the file and check every page.
LinkedIn's help page on document posts says a document can be a PDF, PPT, PPTX, DOC or DOCX file of up to 100 MB and 300 pages, recommends PDF for the best quality, and has you add a document title. Viewers can download it as a PDF, and you can edit the post's text after posting but not the document, so the file the client approved has to be the final one.
To post from SlideDrift instead, give the approved draft a time in Schedule and choose Schedule post. LinkedIn scheduling needs a paid plan: Starter connects 1 personal profile, Pro 3 LinkedIn accounts and Agency 10, and on Pro and Agency those accounts can be personal profiles or Company Pages. To connect a client's Company Page, your LinkedIn user needs admin access to it. With several accounts connected, the account menu on the Schedule page can show one profile or Company Page at a time. The LinkedIn scheduling guide covers connecting accounts.
8. Review the results with the client
LinkedIn reports Page posts and personal posts differently. LinkedIn's Page analytics help lists impressions, members reached, clicks, reactions, comments, reposts and engagement rate, which it defines as interactions per impression, with clicks counted. For posts on a personal profile, LinkedIn's post analytics help shows impressions, members reached, reactions, comments, reposts, saves, sends, profile viewers, followers gained and link visits, and says the numbers are estimates.
For posts you publish through SlideDrift, Analytics in the sidebar shows how each connected account's posts did over 7 days, 30 days, 90 days or 12 months, including how carousels compare with its other posts. Company Page numbers come from a check 48 hours after posting and need the Page connected by a super admin. Profile numbers are read from LinkedIn when you open a post and aren't stored for the totals.
Pick one main number for each carousel, matched to its goal, as the guide to measuring carousels explains. Note it next to the topic, the source and what the client said, and use that record to choose next month's sources. Let the client's approved sources and review time set how many carousels you make; the posting frequency guide explains how to test a cadence.
FAQ
What should a client carousel brief include?
The audience, the carousel's goal, the approved source, the main point, the proof the client has approved, claims to avoid, the Brand Kit, voice notes, the call to action, the approver, and the LinkedIn account and posting date. The approved source, the claims to avoid and the approver matter most.
How do clients approve a carousel without a SlideDrift account?
Save the carousel as a draft post in Schedule, open Client approval and choose Make a review link. The client opens the link without an account, sees the post as it will appear on LinkedIn, and approves it or asks for changes, slide by slide if needed. The link works for 14 days. If you don't post through SlideDrift, send the exported PDF with the caption and keep the client's written approval.
How many clients can one SlideDrift account handle?
Custom Brand Kits depend on the plan: 1 on Free and Starter, 5 on Pro and 25 on Agency. For scheduling, Starter connects 1 personal profile, Pro 3 LinkedIn accounts and Agency 10, and Pro and Agency can use them for Company Pages. See pricing for credits and prices.
Can SlideDrift post to a client's Company Page?
Yes, on the Pro and Agency plans, when your LinkedIn user has admin access to the Page. Connect it with Add Company Page on the Schedule page; it counts toward the plan's LinkedIn account limit.
How many carousels should an agency make for each client a month?
There's no standard number. Base it on how many approved sources the client can supply and how much review time they have, then adjust once you've reviewed results together.
