ApproveThis manages your Pensight Integration approvals.

Let’s be real: chasing down approvals is the corporate version of herding cats. Someone’s always OOO, another needs “just one more detail,” and half the time you’re not even sure who’s supposed to sign off. Now imagine if every time a client booked a session on Pensight or filled out your course waitlist, the right person got notified automatically – no Slack pings, no follow-up emails, just decisions happening while you focus on actual work.

Why This Combo Works Like Coffee + Laptops

Pensight helps experts sell knowledge – courses, coaching, consultations. But every new client or form submission creates work: “Is this lead worth our time?” “Does this custom request fit our pricing model?” “Who needs to review this before we confirm?” That’s where ApproveThis comes in – it’s the traffic cop for your decisions.

Together, they solve the two biggest headaches in knowledge businesses:

• Speed: Auto-route every new Pensight lead/order to the exact people who need to approve it
• Control: Stop revenue leaks from discounts given without oversight or services promised that you can’t deliver

Who Gets the Most Out of This? (Spoiler: Everyone)

Course Creators & Coaches: Got a VIP client wanting a custom package? Set rules so any upsell over $5K needs CFO + your head of delivery to approve. Prevents overpromising.

EdTech Teams: When schools inquire via Pensight forms, route to both sales and legal if they ask for contract changes. No more “Oops, didn’t realize they wanted that.”

Consulting Firms: New client starts a Pensight order? Auto-check if they’re in a high-risk industry. If yes, escalate to compliance before your team touches it.

Three Ways This Saves Your Sanity

1. No More “Wait, Was That Approved?”

Example: A leadership coach uses Pensight’s forms for corporate clients. Normally, a $20K training request might sit in someone’s inbox for days. With the integration:

- Pensight triggers ApproveThis the second the form submits
- Approval rules check: Is this client in our target industry? Over $15K?
- If yes, auto-assign to COO + legal. If no, just sales director.
- Everyone approves/denies via email – no logins needed

2. Stop Discount Roulette

Your sales team wants to close deals. Your CFO wants margins. Balance both with approval thresholds:

- New Pensight order comes in with a “15% off” coupon code?
- ApproveThis calculates the actual revenue impact using real-time data
- If under $1K loss, auto-approve. Over that? Escalate to finance.
- Bonus: All approvals logged for quarterly audit reports

3. Fix the “Who’s Covering for Kim?” Problem

Your top course designer goes on leave. Normally, their approvals pile up. With ApproveThis:

- Set vacation dates once
- Any Pensight requests needing their input auto-reassign
- No client delays, no frantic CC’ing substitutes

Setting This Up: Easier Than Your Last Team Lunch Order

1. Zapier connects Pensight + ApproveThis – no coding.
2. Pick your trigger: New Pensight form, order started, order paid.
3. Map key data (client email, order total, custom requests).
4. Set ApproveThis rules: Who approves what, thresholds, etc.
5. Test with a $0 test order. Tweak if needed. Go live.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag orders that need special handling. Ex: If “Pensight order includes custom deliverables” = YES, require legal review.

Why This Isn’t Just Another Integration

Most approval tools make you choose between speed and control. This combo gives both:

For Managers: Real-time dashboards show every Pensight lead’s status. No more “Where’s that enterprise client’s contract?”

For Finance: Auto-approve routine orders, but get alerts on high-risk ones. Perfect for Pensight businesses scaling fast.

For Clients: Faster responses because your team isn’t stuck in approval limbo. Happy clients = better reviews + repeat sales.

“But Wait, Does This Require Pensight Licenses for Everyone?”

Nope. ApproveThis approvers only need email – perfect for:

- External partners (like a freelance instructor vetting client fit)
- Cross-department reviews (legal doesn’t need Pensight access)
- Clients themselves (approve project plans without seeing your backend)

Ready to Stop Being a Human Routing Bot?

ApproveThis + Pensight via Zapier is like adding a 24/7 assistant who never forgets to CC the right person. You keep control, your team keeps momentum, and clients get answers faster.

Next steps:
- Register for ApproveThis (free trial takes 4 minutes)
- Book a demo to see custom workflows for your Pensight setup

P.S. If you’ve ever had an order slip through the cracks because someone assumed “the other person” approved it…yeah. That stops today.