Rehearse a fixed-scope campaign and a recurring engagement with ordinary account, production and finance users. Include a late approval, an extra request and an external cost adjustment. The pilot passes when the team can explain remaining deliverables, actual effort and intended charges from the same accepted brief and decision history.
Understand the decision
Use sample work with several asset formats and different approvers rather than one uncomplicated task. Introduce a client change after production has started. The rehearsal should reveal whether revisions reach the delivery team and whether finance can distinguish included fees from approved additions and supplier costs.
Work through the requirements
- Test project and recurring-service arrangements.
- Introduce a brief change and late approval.
- Reconcile delivery evidence and intended charges.
| Record or decision | Why it matters |
|---|---|
| Agency pilot brief | Defines scope and commercial assumptions. |
| Approval test record | Shows decision ownership and revision handling. |
| Billing reconciliation | Connects fees, extras and external costs. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A completed task board says little about approval rounds or retainer boundaries. Have account management, production and finance resolve the same change scenario themselves before accepting the operating model for live client engagements.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Marketing agencies in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: project management ↗Odoo 19: timesheet configuration and recording ↗Odoo 19: sales quotations and invoicing methods ↗