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Keeps the record of who agreed to be quoted publicly, in what form, and when. It answers “are we allowed to use this?” from something written down rather than someone’s memory.

Arguments

What you get

Scopes are separate approvals

website, sales, case_study, live_reference. One never implies another. A quote cleared for a sales deck is not cleared for the homepage. Someone happy to take a reference call has not agreed to a case study.
  • You set the status by hand after the real conversation.
  • Nothing claims approval until you mark it approved.
  • The drafted email is kept as the record of what was asked. It is not sent.
Pick a candidate from Sales Proof, Reference Customers, Case Study Scout or Customer Proof first.