Keep client approval separate from the purchase
A clear handoff between a proposal, an approval and an order prevents expensive misunderstandings.
Give the client a readable proposal
Use the report to present the chosen media, selected publication options and budget. Add product context first if you want AI-assisted recommendations; review generated copy before sharing it. Existing manual copy remains under your control.
Treat approval as a decision record
An approval records agreement with a proposed media selection. It is not a payment and does not place an order. Review the agreed items and the current quote before proceeding to the cart or checkout.
Place and follow the order explicitly
Once a purchase is confirmed, use the order workspace to track acceptance, scheduling, communication and delivery. Keep requests and replies with the relevant order so the team and client can follow the same record.