Customer proof permission tracker

For b2B marketing teams using testimonials, turn customer-approved quotes and usage agreements into testimonial permission register. Address this specific problem: quotes remain in campaigns after permissions change. The aim: customer proof governed by explicit usage permission. The pilot tests whether that benefit holds up against reviewer effort and real operating costs.

The buyer creates a project, supplies customer-approved quotes and usage agreements, and confirms scope and access. Users correct extracted facts, resolve flagged uncertainties and approve the final testimonial permission register before use. Retain source links and a version history for the next cycle.

How the AI works

Extract scope without expanding customer consent. Keep model suggestions separate from verified facts. Link factual outputs to authorized input evidence and show missing information explicitly. Use deterministic checks for counts, dates, identifiers and arithmetic where applicable. A designated reviewer validates consequential outputs and signs off the delivered result.

Safeguards

Verify product claims and permissions. Distinguish observed campaign results from causal explanations and keep customer data collection authorized. Tracking only; no outreach without approval. Require appropriate access and publication approval. Preserve source material, label AI drafts and make corrections traceable. Measure false positives and missed cases alongside speed.

What to build first

Costed pilot: Tracking only; no outreach without approval. Start with one buyer organization and a bounded set of representative inputs. Implement the first two modules: extract permitted uses; link quote versions. Support the third task through an assisted review queue: track expiration. Handle the remaining required functions manually until validated. Include input upload, source references, user correction, a reviewer approval step and export of testimonial permission register. Authentication, account isolation, deletion controls and basic operational logging are included. Specialized production certification, live write integrations and broader rollout are not included unless explicitly stated.

What it can connect to

Approved brand material, campaign exports and authorized customer research. Calendars, email, task managers and relevant business records. Use draft actions and supervised handoffs first, then enable only specifically authorized writes. Begin with uploads and exports of customer-approved quotes and usage agreements. Any named system or connector is a candidate requiring current access and compatibility checks; no live connection is included by default.

The screens in detail

Use a queue or timeline as the opening view, with clear owners, dates and current states. Each case opens into its source context, proposed actions and discussion. Give external participants a limited form or status page. Make the next required action visible without opening every record. Open with proof library; move into permission scope for the detailed task; finish in renewal queue for review and handoff. Show the source record, uncertainty and approval status beside each proposed output.