Common jobs, step by step
Get the client to sign off
Send the client a link to approve, or record that they approved by email or phone.
You can get the client's sign-off on the brief (before anything is made) and on the finished campaign.
Send them a link (they don't need an account)
- Open the campaign.
- Brief: in Happy with this brief?, find Or get the client's sign-off. Finished work: scroll to Client sign-off.
- Press Send to the client for sign-off.
- Type their name and email, add a note if you like, and press Send the link.
- They get an email, look at the brief or the finished posts, and press Yes, sign it off or Ask for changes.
- You get an email with their answer.
For the brief, their yes accepts it and production starts. Their changes go straight back to be revised.
They already said yes (by email, phone or in a meeting)
- Press They've already answered.
- Fill in who it was, how they told you (By email, By phone, In a meeting), and whether they approved it or asked for changes.
- Paste or type what they said, and press Record it.
We keep a record of who signed off, how, when, what they said, and who recorded it.
Tip: Send the plan too. In the brief, The plan as a PDF downloads a tidy plan for the client meeting.
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