Marketing and measurement
Marketing proof log: save the source, date and allowed use
Record who approved a marketing claim, what it covers and when it was checked. Keep private results out of public copy.
Keep one row for each marketing claim. Save its exact words, source, dates and agreed uses. A public clip and a private sales report are different kinds of evidence.
Before a new use, check both the fact and the permission record. An approved page quote is not a blanket go-ahead for a new ad or private payment claim.
On this page
Give each claim its own row
Start with the exact claim you want to use. Link the source text or file. Write who said it. Add the dates the claim covers.
Keep the date of the talk and the date it was posted apart. Add the date you checked it. If a date is not known, say so.
Save the approved wording and uses. A quote for one page may not cover paid ads, a new edit or a private payment total.
Add the context buyers need
Note who called the leads and what they did next. Add the crew space and work the client could take on. These facts may show why a result would not fit every firm.
Keep cash received apart from sales said to be won. Keep work done apart from work booked. If the client stayed for just part of that time, note that too.
Keep the private file private
Your own proof file may hold more than the story should show. Post only the agreed facts. Use a source link the reader can open.
Do not add a client’s phone number, raw payment record or private call note. Those details do not belong there just to make the page seem strong. A short source note can give the reader what they need.
Use a clear hold state for gaps
A claim can have a good source but no record for the planned use. It can also have an agreed use but weak facts. Either gap needs a hold, not a stronger headline.
Name what is missing and who can resolve it. Keep the draft out of the public version while that question is open.
Check again when the use changes
Before a new ad, check the claim and agreed use. If the source changed or the person stops that use, have the owner review it.
Do not fill a gap with a bold headline. “What the client said at the time” may be the right label. Clear limits make the proof more useful.
Sources and further reading
Sources checked .
