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I need a clear sign-off process for client purchases

SMM Panel Client Approval Before Ordering

Create a brief that names the target, purchased metric, quantity, estimated timing, maximum spend and relevant limitations. Have the client approve that version before submission. Store later revisions separately so the team can tell which instructions authorized the actual purchase.

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Your pre-order checklist

  1. Prepare a dated purchase brief
  2. Obtain approval of quantity and cap
  3. Attach the approval reference to the order

Use this checklist with the current service description before committing a budget.

Work through this decision

Document client approval and what the purchased metric actually means. Keep customer references separate from provider order IDs. Use the smallest amount of client information needed for fulfilment and never include social account passwords.

An illustrative buying scenario

If the client approves 1,000 units with a $10 ceiling, a later request for 2,000 requires a revised budget decision. A general campaign approval is not necessarily approval for every additional order.

A mistake to avoid

Do not describe purchased activity as guaranteed organic leads in the brief.

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Before your next order

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