Agency Quarterly Proof Drive Playbook

Every quarter an agency means to ask for reviews, and the note that goes out is the vague one, because vague is quick. This playbook is the order for that drive: which accounts it is fair to ask, which recent job you can cite, the wording of the ask, and what to do when someone declines. The account type and the work finished in that quarter go in the blanks. You run it at the quarter turn, citing work that happened, not a floating compliment. If an account had a rough quarter, the order skips them. Audit first. Then the ask. Not whatever happens to be easiest to send.