ApproveThis manages your PADMA Integration approvals.

The Approval Problem Every Growing Business Faces

Let's cut through the BS: approval processes suck. But they're necessary. PADMA helps you manage contacts and communications for DeROSE Method schools. ApproveThis handles the messy human part - getting decisions made without endless Slack threads or lost emails. Together? They're like peanut butter and chocolate for operations teams.

Here's the ugly truth - every time someone in your organization needs to:

• Onboard a new client
• Approve a special discount
• Sign off on marketing materials

...you're losing money in hidden costs. Not just time, but missed opportunities from delayed decisions. This integration fixes that.

How It Works (Without the Tech Jargon)

Connect PADMA to ApproveThis via Zapier in about 15 minutes. No coding. No consultants. Just three simple parts:

1. Trigger: Something happens in PADMA (new contact, updated record)
2. Magic Middle Part: Zapier passes the info to ApproveThis
3. Action: ApproveThis routes it to the right people automatically

The kicker? Approvers don't need PADMA logins. Huge for working with external partners or franchise locations.

Real-World Use Cases That Actually Matter

1. New Client Vetting (Without the Paperwork)

Scenario: Your sales team adds a potential new school franchisee in PADMA. Normally, this would trigger 3 days of emails between legal, finance, and the regional manager.

With the integration:

→ New PADMA contact auto-triggers approval workflow
→ Finance checks credit history
→ Legal reviews contract terms
→ Regional manager gives final thumbs-up
→ Approved contact gets tagged in PADMA automatically

Who this helps: Franchise operations teams scaling to new markets without adding headcount.

2. Marketing Campaign Sign-Offs That Don't Kill Momentum

Scenario: Your content team wants to launch a seasonal promotion. Normally requires 7 sign-offs across departments, with endless version control issues.

Integrated approach:

→ Campaign brief uploaded to ApproveThis
→ Sequential approvals: Compliance → Legal → CMO
→ Each rejection loops back with comments
→ Final approved version auto-saves to PADMA comms history

Who this helps: Marketing directors coordinating across multiple schools/locations.

3. Membership Renewals That Actually Renew

Scenario: Student membership renewals require manager approval for discounts or special terms. Letting these linger means lost revenue.

Automated flow:

→ Renewal request logged in PADMA
→ ApproveThis pings the right manager based on student location
→ Auto-approved if under $X threshold
→ Denied requests trigger PADMA task for follow-up

Who this helps: School managers balancing student retention with revenue targets.

Why This Isn't Just Another Integration

Most CRMs have approval features. Here's why pairing PADMA with ApproveThis changes the game:

Approval-Specific Superpowers

→ Vacation Coverage: Auto-reassign approvals when managers are OOO (no more "waiting for Maria" delays)
→ Threshold Rules: Auto-approve discounts under $500, escalate bigger requests
→ Dynamic Routing: Send yoga teacher certifications to master trainers, facility requests to ops

The License Advantage

External partners (certification bodies, franchise investors) can approve directly via email without needing PADMA access. Huge for compliance audits or cross-company projects.

Setting This Up Without Losing Your Mind

Total setup time: Less than your next Zoom call that should've been an email.

Step 1: Create your Zap
Step 2: Pick your PADMA trigger (new contact, updated field, etc.)
Step 3: Map to ApproveThis - set approvers, add conditional logic if needed
Pro Tip: Use ApproveThis' calculated fields to auto-flag high-value deals needing exec review

Biggest mistake we see? Overcomplicating the first workflow. Start with one process (like new client approvals) then expand.

Who Gets the Most Mileage

For Franchise Operations:

Standardize approval processes across locations while still allowing regional flexibility. Brazilian master trainers approve instructor certifications, NYC team handles facility leases.

For Sales Teams:

Auto-route discount requests based on deal size. Under 10%? Sales manager approves. Over 10%? Goes to CFO with PADMA financial history attached.

For Program Directors:

New workshop proposals get reviewed by senior instructors before hitting the schedule. Approved? Auto-add to PADMA comms calendar.

The Bottom Line

If you're using PADMA manually for approvals, you're leaving two things on the table:

1. Time: 37 minutes daily* per manager chasing approvals
2. Money: 12% faster deal closing* for automated vs manual processes
*Based on 2023 customer data across 142 teams

This isn't about fancy tech. It's about removing friction so your team can focus on what matters - growing the DeROSE Method community.

Next Steps (No Sales Pitches, Promise)

Option 1: Grab a free trial and connect one workflow today
Option 2: Book a 15-min demo to see the PADMA integration live

Either way, you'll discover why 83% of our customers say they regained 2+ hours weekly. (The other 17%? They probably forgot to reply to our survey email.)