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EXPENSE-MANAGEMENT5 MIN READ

Commit to a Better Preapproval Habit

Build a specific, triggered commitment for getting travel spend approved before money is spent.

Travel preapproval before booking Use this for an upcoming client visit, conference trip, implementation trip, or internal offsite request. For the next travel request, I will send a preapproval note that states the business purpose, expected outcome, estimated total cost, and at least one lower-cost alternative considered. I will do this before any airfare or hotel is booked so the approver can shape the decision while choices still exist. Did you use the preapproval note before booking the trip? A sales rep wants to book a conference hotel above the nightly cap. A customer-success manager needs same-week travel for an…

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