01Map the Agency's Booking LifecycleDocument how your team handles enquiries, submissions, auditions, holds, negotiations, confirmed work and collections. Define mandatory fields, record ownership, escalation rules and the decisions that must remain with agents, legal advisers or finance.
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02Configure Approved Sources and AccessSelect the inboxes, forms, document repositories and booking records available for the implementation. Validate available connection methods, restrict access by role and establish consent, retention and sensitive-data handling rules before processing live talent information.
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03Test Drafts, Matching and ExceptionsRun representative cases such as a revised casting brief, competing holds, an amended usage clause and a partial payment. Compare extracted information with source records and require approval for external commitments, legal conclusions and financial actions.
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04Launch with Ownership and MonitoringAssign an owner to each queue and begin with agreed workflows rather than unrestricted automation. Monitor missing-field rates, overdue tasks, unmatched payments and review corrections, then adjust rules as the agency's operating requirements change.