Campaign approval
Your team approves the recipients, copy, send limits, and follow-up rules before campaign execution.
Data and control
Your team directs
what happens next.
We agree how files, accounts, campaigns, documents, and review steps fit your team’s workflow.
Put the controls in the brief.
Account access
We agree the accounts and permissions needed for each workflow before connecting them.
Source records
Keep source links, dates, assumptions, and open questions with the research and documents.
Document review
Your brokers and legal advisers review client materials, commercial terms, and proposed edits.
Team responsibility
Agree who handles replies, reviews work, confirms dates, and decides the next action.
Data requirements
Discuss storage, retention, access, exports, and provider requirements during setup.
Have procurement or IT requirements?
Bring them to the call. We’ll review the requirements against the proposed setup and document what the service needs.
Give your team the whole workflow.
Bring one task or the full process. We’ll show you how Dueline can run it.