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Create a deal
ENFR
Create a deal

For marketing services

Make marketing work clear enough to approve.

The value of an audit, strategy, creative direction or campaign rarely fits in one attachment. The deal should show the expected outcome, review version, decision criteria and handoff.

Create your first dealUse the guide

Dealokr protects the deal record. Payments and external file permissions remain with their configured providers.

Framework

Intangible work needs tangible decision points.

Use this route to make the next useful action visible to everyone involved.

  1. 01

    Objective

    Name the business question without promising an outcome outside your control.

  2. 02

    Inputs

    List the access, content, data and client decisions required.

  3. 03

    Deliverables

    Define the audit, direction, assets, campaign or report.

  4. 04

    Approval

    Identify the person and criteria that unlock the next phase.

  5. 05

    Handoff

    List final assets, configurations, links and documentation.

In practice

Turn the next action into something obvious.

Every stage should state who decides, what they review and what follows.

01

Separate the objective from the promise.

Marketing performance depends on factors beyond one provider. Be precise about the work, evidence and decisions you can deliver.

Keep the outcome, relevant version and next step attached to the same deal record.

02

Use approval to unlock production.

Make the client decision visible before expanding a direction into more assets or channels.

Keep the outcome, relevant version and next step attached to the same deal record.

03

Treat access and configuration as handoff items.

Name every file, account, permission and document included at the end of the phase.

Keep the outcome, relevant version and next step attached to the same deal record.

Frequently asked questions

What to know before the work starts.

Does Dealokr replace a contract?

No. It complements your commercial documents by making project actions, versions and decisions easier to follow.

Does Dealokr hold client funds?

No. Payment processing and money movement remain with the configured provider.

Can both sides follow the deal?

The workflow is designed to give the relevant people a readable view of terms, status, review and handoff.

A clearer next deal

Keep scope, payment status, review and handoff in one route.

Create a Dealokr dealSee how it works

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01See how it works02Explore resources03Create a clear deal