ApproveThis manages your Skod Integration approvals.

When Consultations Meet Approvals

Let's be real - getting sign-offs on consulting projects feels like herding cats. Someone's OOO, another needs more data, and three people want to "circle back." That's why pairing Skod's consultation tracking with ApproveThis' approval automation isn't just smart - it's survival mode for anyone managing client services at scale.

Why This Combo Works

Skod gives you the play-by-play on consulting projects. ApproveThis handles the "make it official" part. Together? You get real-time updates triggering approval workflows that actually match how decisions get made in your company. No more chasing down signatures or wondering if Karen in Legal saw the latest scope change.

Key Benefits for 50-5000 Employee Companies

For the budget-conscious: Approval thresholds mean small consult fee changes auto-approve, while big swings get CFO eyes instantly. For compliance teams: Every consultation update gets baked into an audit trail with timestamps and comments. For client-facing teams: Clients approve changes directly via email without needing Skod logins.

Real-World Use Cases That Don't Suck

We've seen three patterns work particularly well:

1. Consulting Firms: Client Change Orders

When a Skod consultation update includes new deliverables, ApproveThis automatically:

• Routes to project lead for feasibility check
• Calculates revised pricing using dynamic fields
• Sends client approval request via email

Actual result: A 200-person IT consultancy cut client approval cycles from 6 days to 11 hours.

2. Healthcare Providers: Compliance Sign-Offs

Skod tracks patient care consultations while ApproveThis ensures:

• Two MD approvals for treatment plan changes
• Automatic escalation if no response in 24h
• Documentation attached to EHR automatically

3. Marketing Agencies: Campaign Approvals

When Skod updates include new creative concepts:

Creative Director → Legal → Client approval chain triggers automatically. Vacation delegation prevents bottlenecks when approvers are out. Calculated fields auto-flag budget overages before requests even route.

Setting This Up Without Losing Your Mind

Here's the 5-minute version:

1. Create a Zapier account (free tier works)
2. Choose Skod's "Consultation Update" trigger
3. Map critical fields to ApproveThis' request form
4. Set approval rules (sequential, consensus, thresholds)
5. Test with a $5 consultation change

Pro tip: Use ApproveThis' calculated fields to auto-flag consult updates that exceed 15% budget variance or require specific compliance checks.

Department-Specific Wins

Operations Teams

Finally prove SLAs are being met with real-time dashboards showing exactly where approvals get stuck. Bonus: Auto-reassign approvals when someone's on PTO without IT help.

Finance Teams

Set $5k auto-approve thresholds for routine consult updates while requiring dual signatures on anything over $25k. All approvals sync to your ERP with notes intact.

Client Success Teams

Clients approve scope changes directly from email (no portal login needed). Every approved request auto-updates Skod with client comments and version history.

Advanced Features Worth Stealing

While you're setting this up, don't sleep on these:

Approval Thresholds: Auto-approve small consult fee changes (<$1k) but require VP sign-off for anything impacting quarterly targets.

Conditional Routing: Route healthcare consults to compliance first, IT projects to security teams, etc.

Calculated Fields: Auto-add 10% contingency fee to any consult update over $50k. Show clients the math upfront.

The Bottom Line

If you're using Skod for consultation tracking but still doing approvals through email chains or worse - actual paper forms - this integration pays for itself in about 14 days. We've seen teams:

- Reduce approval-related Slack messages by 70%
- Cut client dispute resolution time by 65%
- Eliminate 4h/week of manual status update meetings

Next Steps for Non-Masochists

Option 1: Grab a free ApproveThis trial and connect it to Skod in Zapier. Use pre-built templates for consulting/legal/healthcare approvals.

Option 2: Book a 12-minute demo where we'll show how a 200-person agency automated $3M/year in client approvals.

Option 3: Keep forwarding PDFs and hoping people reply. We don't recommend this.

Important note: Approvers only need ApproveThis access - no extra Skod licenses required. Clients/contractors get email approval links that work on any device.