Review Request Template

This template prepares a review request handoff. It does not prove that a review request was sent, received, posted, inserted into a sheet, published, or reused.

Purpose

Prepare a clean review request handoff for a later approved process. This file does not send messages, submit forms, mutate CRM records, post to review platforms, or publish content.

Required inputs

Customer or transaction reference supplied by an approved internal source.
Allowed contact channel or owner-reviewed contact note.
Store or location context if known.
Sale or service timing if known.
Handoff owner or destination.
Privacy and consent review status.

Optional inputs

Preferred review platform.
Internal campaign label.
Staff or team context if approved.
Follow-up timing window.
Notes for human review.

Timing note

Do not infer that a request was sent from this template. Timing is planning-only until a downstream system confirms a send or handoff.

Channel note

Review request channels may include email, SMS, CRM task, or internal sheet preparation only when approved. This template does not execute any channel.

Draft request placeholder

[Draft review request copy goes here after approval. Do not include real customer data in examples.]

Missing field checklist

Approved source for contact context.
Consent or contact permission note.
Destination or owner team.
Timing guidance.
Privacy review status.
Handoff confirmation requirement.

Consent and privacy caution

Do not include private customer data in public examples. Mark privacy, legal, or sensitive-content concerns as needs_human_review.

Handoff note

Prepared copy is not the same as sent copy. Do not claim a review request was sent without downstream confirmation.

Status definitions

draft: Planning copy or packet is incomplete.
ready_for_handoff: Required planning fields are present.
blocked_missing_required_fields: Required planning fields are missing.
needs_human_review: Human review is needed for privacy, consent, legal, or sensitive-content concerns.
not_sent: No downstream send or handoff occurred.
handed_off: Packet was transferred, but confirmation is not yet available.
confirmed: Downstream action was confirmed by direct evidence.
failed: Downstream transfer or confirmation failed.

Last updated: 2026-06-10T11:34:24Z

# Review Request Template This template prepares a review request handoff. It does not prove that a review request was sent, received, posted, inserted into a sheet, published, or reused. ## Purpose Prepare a clean review request handoff for a later approved process. This file does not send messages, submit forms, mutate CRM records, post to review platforms, or publish content. ## Required inputs - Customer or transaction reference supplied by an approved internal source. - Allowed contact channel or owner-reviewed contact note. - Store or location context if known. - Sale or service timing if known. - Handoff owner or destination. - Privacy and consent review status. ## Optional inputs - Preferred review platform. - Internal campaign label. - Staff or team context if approved. - Follow-up timing window. - Notes for human review. ## Timing note Do not infer that a request was sent from this template. Timing is planning-only until a downstream system confirms a send or handoff. ## Channel note Review request channels may include email, SMS, CRM task, or internal sheet preparation only when approved. This template does not execute any channel. ## Draft request placeholder `[Draft review request copy goes here after approval. Do not include real customer data in examples.]` ## Missing field checklist - Approved source for contact context. - Consent or contact permission note. - Destination or owner team. - Timing guidance. - Privacy review status. - Handoff confirmation requirement. ## Consent and privacy caution Do not include private customer data in public examples. Mark privacy, legal, or sensitive-content concerns as `needs_human_review`. ## Handoff note Prepared copy is not the same as sent copy. Do not claim a review request was sent without downstream confirmation. ## Status definitions - `draft`: Planning copy or packet is incomplete. - `ready_for_handoff`: Required planning fields are present. - `blocked_missing_required_fields`: Required planning fields are missing. - `needs_human_review`: Human review is needed for privacy, consent, legal, or sensitive-content concerns. - `not_sent`: No downstream send or handoff occurred. - `handed_off`: Packet was transferred, but confirmation is not yet available. - `confirmed`: Downstream action was confirmed by direct evidence. - `failed`: Downstream transfer or confirmation failed. Last updated: 2026-06-10T11:34:24Z