Name the decision maker

Choose who approves the offer, budget discussion, and destination experience. Make that person visible to the agency and internal team.

Separate operating roles

Record who handles creative, account operations, reporting, and customer follow-up. This helps the team route questions to the right person.

Set a useful communication rhythm

Agree when progress is reviewed and how an urgent issue is raised. Keep decisions in a shared record so later changes have clear context.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.