Agency request template

Campaign sign-off signing request template

A campaign sign-off records a client stakeholder's formal approval of a campaign plan before launch, confirming the agreed scope and direction.

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What is a campaign sign-off?

A campaign sign-off is a recorded confirmation that a client stakeholder has reviewed the campaign plan, including its strategy, channels, budget and timing, and agreed to proceed. It marks the point where planning becomes commitment and the team can move into execution.

Because campaigns involve media spend, deadlines and multiple moving parts, a clear sign-off matters. It documents what was agreed before money is committed, which helps manage expectations, supports reporting against the original plan and reduces disputes if results or scope are later questioned.

When to use a campaign sign-off

Getting final approval on a campaign plan before media is booked
Confirming budget and channel mix with the client stakeholder
Locking the launch date and key deliverables ahead of go-live
Recording sign-off before committing spend or external suppliers

What to include in a campaign sign-off

Campaign overview: objectives, audience and key messages being approved
Channels and budget: where spend goes and the approved amounts
Timeline: launch date, key milestones and reporting points
Stakeholder details: the client contact authorised to sign off
Approval and date: clear sign-off or decline, with the date captured

Pros and cons of sending a campaign sign-off as a signing request

Pros

Documents the agreed plan before media spend is committed
Gives a clear baseline to report results against
Speeds up approval compared with scattered email chains
Tracking shows whether the stakeholder reviewed the plan

Cons and things to watch

Sign-off reflects the plan attached, not later changes
Results are never guaranteed by an approved plan
A junior contact may sign off without budget authority
Bookings and supplier terms still need separate agreement

How to send a campaign sign-off with Cosign

Upload the campaign plan and use preview to confirm budget, channels and dates are correct
Add the client stakeholder as the signer and confirm they can approve the spend
Set a 7-day expiry, and add password protection if the plan includes sensitive figures
Send, track opens and previews, and keep the completion receipt once the campaign is signed off

Campaign sign-off request details

Email subject

Campaign sign-off request

Default message

Please review and sign off this campaign plan before launch.

Signer setup

Client stakeholder

Suggested expiry

7 days

Button label

Sign off campaign

Best fit

Agency teams

Campaign sign-off FAQs

Is an electronic campaign sign-off legally valid in Australia?

Electronic sign-offs are generally recognised in Australia under electronic transactions laws when the signer consents and is identified. The legal effect depends on the circumstances, so seek professional advice for major commitments.

Does sign-off lock in the budget and media bookings?

A sign-off records agreement on the plan as presented, but actual bookings and supplier contracts are separate. Confirm media and supplier terms directly before committing spend.

Is the campaign plan kept private when I send it?

Yes. Cosign sends the plan through a private link to the named stakeholder, and documents are not indexed by search engines. Only the recipient with the link can open it.

What if the client changes the plan after sign-off?

Treat material changes as a new request and send an updated plan for fresh sign-off. This keeps a clear record of what was approved at each stage.

Who should sign off a campaign plan?

The stakeholder with authority over the budget and campaign direction should sign off. Confirm their role beforehand so the approval is meaningful if later questioned.