
Review responsibilities
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Document what was tested and what the team learned.
Distinguish wrong-area, wrong-practice, duplicate, and suitable inquiries using firm-approved criteria. Keep unnecessary sensitive details out of marketing reports. Include sales follow-up when reviewing the quality of inquiries.
- A written brief
- Named responsibilities
- Agreed review points




