# 04 — US Review Checkpoint

**Trigger:** Offshore team marks production tracker row as "Ready for US review."
**Owner:** US team member assigned in tracker column L.
**SLA:** Complete review within 4 hours during business hours, OR within 1 business day at worst.
**Outcome:** Either "Approved → Deliver" OR "Send back to offshore with notes."

## Universal review checklist (applies to every deliverable)

- [ ] Deliverable matches the scope sold (no missing pieces, no scope creep)
- [ ] Brand voice consistent with customer's intake notes
- [ ] No factual errors (claims, statistics, names, URLs verified)
- [ ] No specific AI tool names mentioned (ChatGPT, Claude, Midjourney etc.) in any customer-facing copy
- [ ] No grammar / spelling errors
- [ ] Files named cleanly (e.g., `[CustomerName]-AISEOAudit-2026-06.pdf`)
- [ ] All files placed in the customer's Drive folder
- [ ] Customer's name and business spelled correctly throughout
- [ ] Any links open correctly
- [ ] Copyright / source attribution OK (no stolen imagery, no plagiarized copy)

## Deliverable-specific checks

### Email send (tripwire or subscription)
- [ ] Subject line tested in inbox preview (no truncation, no broken emoji)
- [ ] Preheader visible in preview
- [ ] All `{{first_name}}` merge tags resolve correctly in test send
- [ ] Unsubscribe link works
- [ ] Mobile + desktop render verified
- [ ] Spam score ≥ 9/10 (mail-tester.com check)
- [ ] Customer approved the final draft (this is non-negotiable; never send without)

### SEO audit + fix
- [ ] Audit doc is readable, not just a data dump
- [ ] All 5 page fixes actually applied on the live site (verified by viewing source)
- [ ] No accidental site breakage (homepage loads, forms work, mobile clean)
- [ ] AEO/GEO recommendations included
- [ ] Before/after screenshots in deliverable

### Landing page mockup
- [ ] Figma file is shared with customer (Edit or View access — per intake)
- [ ] PDF export attached
- [ ] Mobile + desktop frames both included
- [ ] Customer revisions log shows we addressed their notes (if any)

### Social media posts
- [ ] All posts scheduled in the platform (Buffer/Later/native scheduler)
- [ ] Calendar visible to customer (read-only)
- [ ] Visuals brand-aligned
- [ ] No competitor mentions accidentally

### PPC campaign
- [ ] Ad copy approved by customer in writing (email or Slack)
- [ ] Targeting reviewed (geo, demographics, keywords) — no obvious miss
- [ ] Conversion tracking installed + tested with a test conversion
- [ ] Daily budget caps set
- [ ] Customer has direct billing relationship with Google/Meta (NOT us paying ad spend)

### Website build
- [ ] All pages load on mobile + desktop
- [ ] Forms submit (test submission → arrives in customer's email)
- [ ] No Lorem Ipsum left
- [ ] Page speed ≥ acceptable (PageSpeed Insights mobile ≥ 70)
- [ ] Schema markup present where promised
- [ ] CMS admin handed off to customer with 1-hr training video

### Graphics / brand
- [ ] Source files (Figma / Illustrator / PSD) included in delivery folder
- [ ] All file format exports listed in the deliverable spec (PNG, SVG, JPG, PDF)
- [ ] Brand guide PDF reviewed for readability + completeness
- [ ] Customer revisions log shows all rounds used

## If review fails

Send back to offshore with notes in the tracker row's notes column. Document specifically what needs to change. Offshore re-submits. Re-review.

## If review passes

1. Update tracker status to "Approved"
2. Send delivery email to customer (template below)
3. Update tracker status to "Delivered" + record delivery date in column O
4. Send 1-question CSAT email 24 hours later: *"On a scale of 1-5, how happy are you with what we delivered?"*
5. Queue Day-14 upsell offer in tracker

## Delivery email template

```
Subject: Your [package name] is ready

Hi [first name] —

Your [package name] is ready. Here's everything you need:

- [Deliverable link 1]
- [Deliverable link 2]
- Delivery report: [link]

[2-3 sentences on what was done + a notable finding or result.]

Next steps:
- Take a look. If anything needs a quick tweak, just reply.
- I'll follow up in a couple of weeks with a few ideas for what's next.

Thanks for trusting us with this one.

— Sanket
BT Web Group · Lexington, KY · 20 years of doing this
```