ApproveThis manages your The Value Builder System™ Integration approvals.

Why Approval Automation Matters for Value Builder Users

Let's cut through the fluff: if you're using The Value Builder System™, you're already dealing with high-value client relationships that can't afford bottlenecks. But here's the rub - every time your team hits "pause" to chase down approvals, you're leaking money and momentum. Enter ApproveThis, the approval automation sidekick that keeps your Value Builder engine running at full throttle.

When you connect these two through Zapier, you're not just linking software. You're creating a direct pipeline between client insights and decisive action. Think of it as installing traffic lights in your approval processes - except these lights are always green when they should be.

The Nuts and Bolts of the Integration

Here's what happens when you marry Value Builder's client intelligence with ApproveThis' approval muscle:

• Automatic Approval Triggers: New contacts, email engagements, or client milestones in Value Builder can kick off customized approval workflows
• Bidirectional Updates: Approval decisions in ApproveThis automatically reflect in Value Builder records

The kicker? Approvers only need ApproveThis access - no extra Value Builder licenses required. Perfect for involving external partners or cross-department teams without blowing your software budget.

Real-World Use Cases That Actually Matter

1. Client Onboarding Without The Papercut Brigade

When Value Builder detects a new high-value contact (we're talking those 7-figure potential clients), ApproveThis automatically routes the account setup for internal review. Sales ops teams at advisory firms use this to:

- Flag compliance checks before first meetings
- Validate client fit against Ideal Customer Profiles
- Trigger resource allocation (because big clients demand big preparation)

"But wait," you say, "can't we just CC everyone in Outlook?" Sure - if you enjoy playing email whack-a-mole with "Did you review the attachment?" follow-ups.

2. Approval-Driven Client Nurturing

Here's where it gets spicy. When a client opens a proposal email in Value Builder, ApproveThis can:

1. Route discount approval requests to sales leadership
2. Trigger legal review for custom terms
3. Queue up personalized follow-up content approvals

Marketing teams at growth agencies use this combo to maintain brand voice while scaling outreach. No more generic "Thought leadership" emails that read like they were written by ChatGPT's boring cousin.

3. Audit-Proof Decision Trails

Every approval decision in ApproveThis automatically posts as a timestamped note in Value Builder. For financial advisors and compliance-heavy industries, this means:

- Instant documentation for regulatory reviews
- Clear ownership trails for client requests
- Historical context that survives employee turnover

It's like having an automatic black box recorder for every client decision - minus the dramatic cockpit warnings.

Department-Specific Wins

Sales Teams: Close Faster, Not Louder

ApproveThis' calculated fields let you auto-approve deals up to specific thresholds. Example: Any upsell under 15% of original contract value gets instant greenlight, while bigger requests route to execs. Sales ops leads report cutting approval delays by 83% in Q1.

Client Success: Retention Without Begging

When Value Builder flags at-risk clients (those dropping engagement scores), ApproveThis triggers customized retention offer approvals. One SaaS company automated their "Save" campaign approvals, recovering $240k MRR in 90 days.

Leadership: Actually Strategic Oversight

Approval thresholds mean execs only see decisions that matter. Vacation delegation ensures approvals don't pile up when managers are OOO. One CFO told us: "It's like putting our approval process on a keto diet - all the nutrients, none of the bloat."

Setting Up Your Integration (Without IT Help)

Here's the 5-minute version:

1. Create a Zapier account (free tier works)
2. Connect Value Builder and ApproveThis
3. Choose your trigger (New Contact, Email Opened, etc.)
4. Map critical fields between systems
5. Test with live data

Pro Tip: Start with one workflow (like new contact approvals) before scaling up. Most teams see ROI within 14 days.

Why This Isn't Just Another Integration

ApproveThis brings unique firepower to Value Builder users:

Approval Groups: Need consensus from Sales, Legal, and Finance? Set up parallel approval paths that only move forward when all teams agree.

Conditional Logic: Auto-route approvals based on deal size, client tier, or engagement score. High-value client request? Skip junior approvers entirely.

Real-Time Tracking: No more "Where are we on this?" status meetings. The dashboard shows exactly who's sitting on requests (we see you, Dave from Accounting).

When To Keep Doing Things Manually

This integration isn't for everyone. You might not need it if:

- You enjoy playing approval telephone across Slack, email, and carrier pigeon
- Your team thrives on last-minute fire drills
- You think "process documentation" is a swear word

But if you're scaling past 50 employees or managing complex client portfolios, automated approvals become oxygen - you only notice them when they're missing.

Next Steps That Don't Suck

Option 1: Grab a free ApproveThis trial and connect it to your Value Builder account. We've got pre-built templates for common approval scenarios.

Option 2: Book a 15-minute demo where we'll show how other Value Builder users cut approval times by 60-80%.

Either way, you'll finally answer the eternal question: "Why are we still doing this manually?"