Sign-Off Escalation Protocol (Retention)

Sign-Off Escalation Protocol (Retention)

1. 01

   Define approval tiers by asset type and client risk level.

   Assign each asset a tier: Tier 1 (low-risk, e.g., social graphics) requires one internal reviewer; Tier 3 (high-risk, e.g., campaign landing pages) requires client sign-off via a tool like Signwell.

2. 02

   Set a maximum review cycle count per asset.

   Limit revisions to three rounds before automatic escalation to a senior stakeholder. This prevents indefinite back-and-forth that delays billing and erodes margins.

3. 03

   Configure automated reminders at 24-hour intervals.

   Use the platform's notification system to ping reviewers who have not acted within the agreed SLA. After two reminders, escalate to the account lead.

4. 04

   Log all approval timestamps and feedback in a shared audit trail.

   Maintain a permanent record of who approved what and when. This supports compliance logging and dispute resolution if a client later questions a deliverable.

5. 05

   Implement a mandatory cooling-off period for final sign-off.

   Require a 2-hour window between the last revision and the final approval click. This reduces the chance of rushed approvals that lead to rework.

6. 06

   Conduct a monthly review of approval bottlenecks.

   Analyze which asset types or clients consistently exceed the target time-to-approval. Adjust tier assignments or reviewer capacity accordingly.