Who this guide helps
Sales staff reviewing proposed customer messages
The short answer
Check evidence and commitments before polishing tone. A well-written draft can still contain an invented feature, price, deadline or customer fact.
Practical workflow
Compare every factual claim with approved product information and the customer's actual request. Check recipients, attachments, confidentiality and opt-out obligations where relevant. Mark statements needing approval. Keep pricing and legal wording under the responsible team's control.
What a useful handoff looks like
The reviewer should be able to identify each unsupported sentence and either remove it or obtain confirmation. Preserve the approved version and the human sending action. Use repeated errors to improve instructions and source material.
Mistakes to avoid
Do not approve a draft because it sounds confident or allow the system to send while review is incomplete. Review is a substantive control, not a cosmetic step.
Working example: fields to record
| Field | Illustrative entry — replace with your own facts |
|---|---|
| Claim | Delivery timing stated in draft |
| Source | Current approved specification or quote |
| Disposition | Confirmed or removed before send |
Add your own entries; the example is illustrative. Keep sensitive information private.
Sources & further checks
Official references are starting points for further checks, not approval of a specific case, product or project.
Editorial note
AI-assisted editorial guidance; not expert certification.
Original editorial guidance. Examples are illustrative, not client cases, measured outcomes or promised services.
Legal and health-related decisions require appropriately qualified local professionals. This site is an independent editorial resource, not a law firm or medical provider.