Approval workflow

Nothing Goes Out Until You Say So.

Outreach goes out under your name and your domain, so you should see it first. In RevFirst, every campaign waits for your approval, and you can review every part of it before it does.

Use your main marketing site. You'll review everything before anything is sent.

Before launchNothing sent yet

You approve every part

☐ Company profileEdited by you

☐ Target companiesIndustries, sizes, regions

☐ Decision-makersRoles and seniority

☐ LeadsKeep or remove

☐ EmailsEvery step, editable

☐ Sending accountYour own mailboxes

How Does Approval Work in RevFirst?

RevFirst prepares your outreach, but it never sends a campaign until you approve it. You review each part along the way, from your company profile and targets to the cohorts, leads and individual emails. Teammates you invite can act as approvers, and you can request changes at any point.

Approve every part

You See Everything Before Your Buyers Do.

Approval isn't a single button at the end. Each building block of a campaign is put in front of you to check, so problems are caught where they start, not after the emails have gone.

  • Company profile and value proposition
  • Target accounts, decision-makers and regions
  • Which cohorts to start with
  • The offer for each cohort
  • Every lead and every email in the campaign

SLSatvik Luthra
Your RevFirst strategist

Change requests · 2 open

Exclude existing customers from all campaigns In progress

Lead email 2 with the month-end close angle? Needs your reply

The path to launch

From Draft to Live, On Your Terms.

  1. 01

    Draft

    RevFirst prepares the campaign for an approved cohort: sequence, leads and sending rules.

  2. 02

    Ready for review

    The campaign is submitted for approval and waits for you and your approvers.

  3. 03

    Review and edit

    Read the emails, remove any leads you don't want, and ask for changes if something's off.

  4. 04

    Approved

    You sign off. Only now is the campaign cleared to send.

  5. 05

    Live

    Emails go out from your mailboxes, following your sending rules.

Change requests

Ask for Changes Without Starting Over.

Spotted a line that doesn't sound like you, or a lead who's already a customer? Raise a change request. A RevFirst strategist checks leads and emails before launch and handles change requests, and your Home screen shows where each one stands.

  • Request changes from your workspace
  • A RevFirst strategist reviews your campaign
  • See open requests on your Home screen

Before launchNothing sent yet

You approve every part

☐ Company profileEdited by you

☐ Target companiesIndustries, sizes, regions

☐ Decision-makersRoles and seniority

☐ LeadsKeep or remove

☐ EmailsEvery step, editable

☐ Sending accountYour own mailboxes

Teammates as approvers

Bring in the People Who Should Sign Off.

Invite teammates to your workspace so the right people review outreach before it's sent.

Founders

Keep your voice and positioning consistent while someone else runs the day to day.

Sales leaders

Check that the offer and the targets match what your team can close.

Marketing

Make sure messaging lines up with your website and brand.

Why Approval Matters With Senior Buyers.

When Xflowpay reached out to CFOs, the team kept volume low because, with that persona, one bad email can close the door for good. Reviewing every email before launch is how you protect relationships you haven't started yet.

Common Questions

Can RevFirst send emails without my approval?

No. Nothing is sent until you approve the campaign. Campaigns move from Draft to Ready for review to Approved before they can go live.

What exactly do I approve?

You review your company profile, target accounts and decision-makers, the cohorts to start with, the offer for each cohort, and the leads and emails in each campaign before you approve it.

Can my teammates approve campaigns?

Yes. You can invite teammates to your workspace as approvers so the right people review outreach before it's sent.

What if I want something changed?

Edit it directly or raise a change request. A RevFirst strategist handles change requests, and you can see their status on your Home screen.

Does approving mean I have to write the emails?

No. RevFirst prepares the campaign, and a RevFirst strategist reviews it before launch. You check it, edit what you want and approve.

Keep Exploring

ProductCampaigns→ProductPersonalized outreach→ProductSending and deliverability→Use caseRevFirst for sales teams→Customer storyXflowpay customer story→ComparisonRevFirst vs a cold email agency→ArticleWhy B2B cold email campaigns fail before the first send→

Free Forever plan

See Your Outreach Before Anyone Else Does.

Enter your website and review every part of your first campaign before you approve it.

Use your main marketing site. You'll review everything before anything is sent.