1
Define claim classes and governance authority
60-90 min
60-90 min
Define claim classes for product capability, performance metric, customer outcome, market statistic, competitive comparison, security, regulatory, financial, forward-looking, and opinion. Assign an approver and evidence standard to each class. Define which claims may be reused unchanged, adapted with review, or never reused outside a named asset. Record retention, expiration, and emergency takedown authority. Record the operation against stable identifiers such as claim_id, claim_class, exact_wording, source_id, evidence_quality, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Use an explicit pass, warning, or hold disposition, attach the supporting evidence IDs, and assign every unresolved exception to an owner and due date before moving to the next step.
Output
A claim-governance policy with classes, approvers, and evidence standards.
Airtable
Pro tip
Approval is contextual. A claim approved for a sales deck may not be approved for a public ad, regulated market, or named-customer campaign.
2
Build the claim register and evidence schema
2-3 hours
2-3 hours
Create Airtable tables for Claims, Evidence Sources, Customers, Products, Regions, Channels, Assets, Approvals, Exceptions, and Supersessions. Give every claim an ID, exact approved wording, claim type, source IDs, evidence quality, owner, approval scope, geographic scope, audience, channel, expiration, prohibited adaptations, and status. Keep prior versions and link superseding claims instead of editing approved history. Add a field for the smallest defensible wording. Record the operation against stable identifiers such as claim_class, exact_wording, source_id, evidence_quality, audience_scope, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Use an explicit pass, warning, or hold disposition, attach the supporting evidence IDs, and assign every unresolved exception to an owner and due date before moving to the next step.
Output
A versioned claim and evidence register with usage scope and supersession.
Airtable
Pro tip
Store exact wording, not just a topic. Small changes such as fastest to among the fastest can materially change the evidence burden.