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Before you ask a customer to approve a case study

A seven-minute preflight for agencies preparing the review link—not a legal checklist.

  1. Break prose into atomic claims.One metric, assertion, or attributed statement per review item.
  2. Name every planned channel.Website, sales deck, social, and directories create different exposure.
  3. Keep evidence nearby.Approval does not make an unsupported claim true.
  4. Use role aliases.Do not add personal contacts, interview transcripts, or sensitive customer data.
  5. Reset after every edit.Even a helpful rewrite needs a fresh decision on the exact wording.

When a comment thread can no longer preserve those boundaries:

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