Executive Summary
Concise campaign objective, target metric goals, primary audience, and high-level budget to give reviewers immediate context for approval.
Using a consistent model reduces ambiguity, aligns stakeholders, improves budget accuracy, and speeds approvals. It creates a single source of truth for creative, legal, and finance reviews and helps ensure campaigns meet privacy and regulatory constraints.
The model is created and reviewed by marketing leaders, media planners, finance, legal/compliance, and client or product stakeholders.
Final approvals are often consolidated into a single signed package to record commitments, budget authority, and signatory responsibility.
Leads campaign strategy, approves objectives and budget, and coordinates creative and media teams. Responsible for final campaign signoff and ensures KPIs and reporting cadence are documented and realistic.
Reviews privacy language, consent mechanics, and third-party data usage. Approves vendor agreements and ensures the campaign model meets state and federal rules such as ESIGN requirements and consumer privacy standards.
Concise campaign objective, target metric goals, primary audience, and high-level budget to give reviewers immediate context for approval.
Detailed persona definitions, data sources, and inclusion/exclusion criteria that determine targeting logic for paid and owned channels.
List of channels, formats, placements, flighting windows, and creative variants mapped to objectives and expected conversion paths.
Line-item budget allocation, media pacing schedule, and contingency funds with assumptions for CPM, CPC, or CPA rates.
Master list of required assets, sizes, file types, responsible parties, and delivery deadlines to avoid production delays.
Primary and secondary KPIs, attribution model, reporting cadence, and data retention controls tied to legal and privacy requirements.
| Field | Configuration |
|---|---|
| Signer roles | Define approver vs signer |
| Authentication | Email or SMS code |
| Conditional fields | Show only when relevant |
| Audit and copies | Enable completed PDF + audit trail |
Confirm the document format and integration endpoints before enabling eSigning and automated routing.
Ensure the chosen platform supports audit trails, conditional fields, and the retention policies your organization requires.
Detailed creative specifications, messaging hierarchy, and asset references that production teams need to deliver compliant creative elements on schedule.
Channel-by-channel flighting, target impressions or clicks, and vendor rate cards used to calculate the budget and pacing schedule.
Documented privacy assessments, consent language, and data-sharing agreements required when personal data or behavioral targeting is used.
Signed or draft agreements for media vendors and tech providers showing terms, payment schedules, and liability allocations.
Define objectives, audiences, and budget assumptions.
Populate the model and confirm vendor rates.
Legal, privacy, and finance complete signoff.
Activate channels and begin KPI reporting.
Final assets due to media vendors at least 5 business days prior to flight.
Legal and privacy must complete reviews 3 business days before launch.
Budget signoff required 7 business days before purchase orders are issued.
Scheduled first day of flight for paid placements.
First performance report issued within 3 business days of launch.
Optica standardized naming and approval fields to reduce confusion during handoffs.
Martin Properties uses the model to document compliance steps for remote signoffs.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |