Keep client records distinct
Use separate inventories and case references for each principal. A shared production partner or distributor can appear in several accounts with different permissions.
Agencies and Rights Holders
Keep a clear line from each reported use back to the client, asset and written authority behind the request.
Talk to an expertINDUSTRY PERSPECTIVE
Define the mandate
Record which works, territories and channels the client has authorized the agency to cover. Include the approver, effective date and any restrictions on representation.
FIELD NOTES
Inside the review.
Prepare a clean handover
For renewals or changes of agency, export a dated record of open matters, prior correspondence and decisions awaiting the owner. Confirm which representative will receive further replies.
BEFORE YOUR CONSULTATION
What to prepare.
- Client authorization and scope
- Asset inventory grouped by principal
- Escalation and handover contacts