Screenshot of the Customer proof permission tracker interactive demo
Screenshot of the interactive demo, on sample data

Customer proof permission tracker

Customer proof governed by explicit usage permission.

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For
B2B marketing teams using testimonials
Solves
Quotes remain in campaigns after permissions change.
Delivers
Testimonial permission register
Built in
about 5 weeks of creation time, MVP in 5 days
Investment
$11,500 for the MVP, $39,000 for the full product
Run it
Inside your business, or as part of your offer to clients
01

What it does

For b2B marketing teams using testimonials, turn customer-approved quotes and usage agreements into testimonial permission register.

  1. Extract permitted uses.
  2. Link quote versions.
  3. Track expiration.
  4. Identify affected campaigns.
  5. Draft permission requests.
  6. Export usage records.

What goes in, what comes out

What the customer puts in
  • Customer-approved quotes
  • Usage agreements

AI drafts, people review. Operational coordination portal.

What the customer gets
  • Testimonial permission register
02

How it works

The workflow

  1. In
    Start with

    Customer-approved quotes and usage agreements

  2. 1

    The buyer creates a project

  3. 2

    Supplies customer-approved quotes and usage agreements

  4. 3

    Confirms scope and access

  5. Out
    Finish with

    Testimonial permission register

AI does the heavy lifting, people stay in charge

Extract scope without expanding customer consent. Keep model suggestions separate from verified facts. Link factual outputs to authorized input evidence and show missing information explicitly. Use deterministic checks for counts, dates, identifiers and arithmetic where applicable. A designated reviewer validates consequential outputs and signs off the delivered result.

What your team sees

Key screens: Proof library, Permission scope, Renewal queue. Use a queue or timeline as the opening view, with clear owners, dates and current states. Each case opens into its source context, proposed actions and discussion. Give external participants a limited form or status page. Make the next required action visible without opening every record. Open with proof library; move into permission scope for the detailed task; finish in renewal queue for review and handoff. Show the source record, uncertainty and approval status beside each proposed output.

Accounts and administration

Role permissions, task ownership, deadlines, reminders, approval gates, exception handling, action history, duplicate prevention and reversible configuration. Include organization-scoped access, named project owners, review queues, usage limits, export history and retention settings. Never reuse private customer material for other accounts without permission.

Integrations and data access

Approved brand material, campaign exports and authorized customer research. Calendars, email, task managers and relevant business records. Use draft actions and supervised handoffs first, then enable only specifically authorized writes. Begin with uploads and exports of customer-approved quotes and usage agreements. Any named system or connector is a candidate requiring current access and compatibility checks; no live connection is included by default.

03

How we build it

We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.

  1. 1

    Scoping call

    Day 1

    Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.

  2. 2

    MVP

    5 days

    One buyer segment, one recurring use case; first modules: extract permitted uses; link quote versions. Manual review in the loop. Built by our AI software factory.

  3. 3

    Paid pilot

    6 days

    Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

  4. 4

    Full product

    2 weeks

    Self-serve onboarding, billing, monitoring and the wider integration set.

  5. 5

    Run and improve

    Monthly

    We host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.

Why we start with an MVP

An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.

  1. Pick the riskiest assumption. Here: will B2B marketing teams using testimonials use it to solve "quotes remain in campaigns after permissions change"?
  2. Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
  3. Run a paid pilot. Agree the acceptance criteria, input limits and reviewer responsibilities before starting.
  4. Measure, then decide. Track unclear permissions and expired uses. Then expand, change course or stop, with evidence instead of opinions.

MVP scope for this solution. Costed pilot: Tracking only; no outreach without approval. Start with one buyer organization and a bounded set of representative inputs. Implement the first two modules: extract permitted uses; link quote versions. Support the third task through an assisted review queue: track expiration. Handle the remaining required functions manually until validated. Include input upload, source references, user correction, a reviewer approval step and export of testimonial permission register. Authentication, account isolation, deletion controls and basic operational logging are included. Specialized production certification, live write integrations and broader rollout are not included unless explicitly stated.

After the MVP. After paying customers repeatedly accept testimonial permission register, automate identify affected campaigns; draft permission requests; export usage records. Add one tested read integration, reusable customer configuration and scheduled repeat delivery. Increase supported formats or teams only when evaluation cases and reviewer capacity cover the new scope. Tracking only; no outreach without approval.

What the build depends on. Explicit state definitions, owner mapping, approval rules, idempotent actions, notifications and recovery procedures. Workflow reliability matters more than fluent text. Obtain representative authorized inputs, an agreed review rubric and a buyer-side owner. Specific scope: Tracking only; no outreach without approval.

04

Investment

A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.

  1. Phase 1

    MVP

    One buyer segment, one recurring use case; first modules: extract permitted uses; link quote versions. Manual review in the loop.

    $11,500 · about 5 days of creation time

  2. Phase 2

    Paid pilot

    Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

    $11,500 · about 6 days of creation time

  3. Phase 3

    Full product

    Self-serve onboarding, billing, monitoring and the wider integration set.

    $16,000 · about 2 weeks of creation time

Indicative total, MVP to full product$39,000about 5 weeks of creation time · start with the MVP from $11,500

Running costs per month

A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.

StageHosting and infrastructureAI usageTotal per month
MVP and paid pilotabout 3 customers$30–$60$40–$90$70–$150
Full productabout 50 customers$110–$210$280–$560$390–$770
05

Run it or resell it

Internally

For your own team

B2B marketing teams using testimonials run it inside the business: customer-approved quotes and usage agreements in, testimonial permission register out, reviewed by your people.

For your clients

As part of your offer

Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.

Your brand, or this one

Run it under your own brand, or start from this concept style.

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  • accent#c9b854
  • surface#e4e7f1
  • ink#22201e
Headings
Fraunces
Text
Inter
Voice
Energetic, specific, results-minded
Selling it to your own clients: the go-to-market playbook

Pricing to test

Test USD 750-2,500 setup plus USD 200-800 monthly for one bounded workflow and team. Cap case volume and implementation scope. Larger operational integrations need separate quotes. Prices are hypotheses. For this buyer, package the first sale around audit twenty testimonial assets and the defined testimonial permission register. Record actual review effort before offering a recurring allowance. The commercial pilot fee is distinct from the platform development budget.

Message to test

Customer proof governed by explicit usage permission. Demonstrate the result with audit twenty testimonial assets for b2B marketing teams using testimonials. Use a concrete before-and-after example without promising unmeasured savings.

Where to find buyers

Customer advocacy managers and case-study agencies

Lead magnet

Audit twenty testimonial assets

The first 30 days

  1. Week 1: interview five prospective buyers from b2B marketing teams using testimonials and inspect how they handle quotes remain in campaigns after permissions change.
  2. Week 2: prepare audit twenty testimonial assets using authorized or synthetic material.
  3. Week 3: share the demonstration through customer advocacy managers and case-study agencies and seek one bounded paid pilot.
  4. Week 4: measure unclear permissions and expired uses, review delivery effort and ask for a repeat purchase. This is a validation schedule, not a promise that the full product can be built in thirty days.

Paid pilot

Agree the acceptance criteria, input limits and reviewer responsibilities before starting. Run audit twenty testimonial assets and deliver testimonial permission register. Compare unclear permissions and expired uses with the buyer's current process on comparable cases; include corrections, missed issues and reviewer time. Seek payment and repeat use. Stop or revise the scope if data access, accuracy or unit economics fail.

Success metrics

Unclear permissions and expired uses

Retention and expansion

Build repeat use around testimonial permission register. Save approved configurations and review decisions with permission, revisit unresolved exceptions and show progress on unclear permissions and expired uses. Offer a recurring volume allowance after repeat demand; expand to adjacent tasks only when the buyer asks and delivery quality remains acceptable.

Why clients would pick it

Customer-specific workflow rules, reliable handoffs, operational history and integrations that make the service part of daily work. For this concept, accumulate permissioned examples and reviewer corrections around customer proof governed by explicit usage permission. The durable asset is reliable task-specific execution and trusted customer configuration, not access to a general-purpose AI model.

Alternatives and positioning

Shared inboxes, spreadsheets, task boards and existing workflow automation products. Position this concept around customer proof governed by explicit usage permission. Compare it against the customer's current process on the same representative task. This is proposed differentiation; no exhaustive competitor study or uniqueness claim has been established.

Main delivery costs

Workflow configuration, integration maintenance, model calls, notification delivery, exception support and monitoring. Initial validation additionally budgets for permission review and sample records. Track model usage, storage, reviewer minutes, exception handling and customer support per accepted deliverable.

06

Safeguards

Verify product claims and permissions. Distinguish observed campaign results from causal explanations and keep customer data collection authorized. Tracking only; no outreach without approval. Require appropriate access and publication approval. Preserve source material, label AI drafts and make corrections traceable. Measure false positives and missed cases alongside speed.

Get this solution built

Built for you by our AI software factory, MVP in about 5 days. Tell us about your business and how you want to run it: inside your company, or as part of what you offer your clients. We reply within one working day.

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