LESSON 7 OF 12 / ABOUT 5 MINUTES
Check before you send
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What you will learn
Use a short review checklist for customer-facing work.
The idea
Read a draft as the recipient and as the person responsible for delivering it. Check facts, scope, price, timing and the next action. Then check privacy and tone. A draft can be pleasant and still make a promise the team cannot keep. For quotes and customer messages, name the reviewer and require explicit approval rather than treating silence as permission to send.
A workplace example
THE SITUATION
The draft quote includes a Friday delivery date that was not in the approved scope.
A USEFUL APPROACH
Replace the date with a confirmation step and return the quote for review.
WHAT TO CHECK
Facts, scope, promises, privacy, tone, next action: which item would block sending?
Try it
Review a fictional quote and note one correction and one question for the owner.
Use fictional details. Keep your notes with you; this preview does not collect them.
Remember this
The person approving the message remains responsible for it.