“Send it to me before it goes out.” It sounds reasonable. I mean, you know the client best. You understand the brand inside and out, because well, you made the brand what it is. You can quickly spot the small detail someone else might miss. So the caption comes to you. Then the proposal. Then the invoice. Then the client reply. Then the revised deck. Then the schedule update. Each item may only take a few minutes to check. But they rarely arrive one at a time.

It usually starts with something practical. A lead comes in, so you add the name to a spreadsheet. A client asks for a proposal, so you duplicate the last one and update the details. An invoice is due, so you edit an old file, change the number, and send it out manually. Each workaround solves the immediate problem.