Template
Client deliverable approval checklist
Use this checklist before sending a deliverable as final or treating a client reply as approval.
Built For
- account managers
- project managers
- agency founders
Failure Mode
- The client says yes in a channel that does not identify the version.
- The team exports final assets before resolving comments.
- The approval record is not tied to the deliverable itself.
FinalMark Fit
- Confirm the submitted version is the version under review.
- Resolve or explicitly preserve client comments.
- Capture client approval inside the portal before issuing an official snapshot.
Approval Evidence Buyers Care About
Submitted version selected
Client review status captured
Approved snapshot generated after approval
The Rule
A deliverable is official only when the client approves the submitted version inside the portal. Draft exports, informal messages, and comments are not the system of record.