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Campaign Budget Approval Form

Campaign Budget Approval Form

A campaign budget approval template — capture a campaign’s budget breakdown, expected return and approval level for a clear authorization.

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Description

Committing campaign spend needs a clear yes from whoever holds the budget. This campaign budget approval form lays out what the money buys and what it’s expected to return, so the decision is made on the full picture.

It captures the campaign and client, a line-by-line budget breakdown and total, whether it’s within the client’s approved spend, what the budget delivers, the expected return or target, any contingency, and the approval level needed. The approver then records their decision, name and job title.

Use it whenever campaign spend needs formal sign-off, especially where it’s client money or a bigger commitment. It gives the approver everything to decide without a back-and-forth. Customize the fields, add your branding, and embed it or share a link in minutes.

Form fields

Everything the Campaign Budget Approval Form above collects — 12 fields, so you can see exactly what it captures before you make it your own.

Approve the Campaign Budget

Campaign name
Short Answer
Client / brand
Short Answer
Budget breakdown (line, £)
Table
Total budget requested (£)
Number
Is this within the client's approved spend?
Dropdown
What does this budget deliver?
Long Answer
Expected return / target (£ or leads)
Number
Any contingency included?
Yes/No
Approval level needed
Dropdown
Do you approve this budget?
Yes/No
Approver name
Name
Job title
Short Answer

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Template FAQs

Common questions about the Campaign Budget Approval Form — what it captures, when to use it, and how to make it your own.

What is a campaign budget approval?

A campaign budget approval is formal authorization to spend a campaign’s budget. It sets out the breakdown, what the money delivers and the expected return, so whoever holds the budget can approve it knowing exactly what they’re committing to and why.

What should a budget approval form include?

This form captures the campaign and client, a line-by-line budget breakdown and total, whether it’s within the client’s approved spend, what the budget delivers, the expected return or target, any contingency included, and the approval level needed.

When should you get budget approval?

Before committing any campaign spend — booking media, briefing production or setting anything live. Approving the budget up front, against a clear expected return, avoids overspend and the uncomfortable conversation that follows unauthorised commitment of client money.

Who approves a campaign budget?

Whoever holds the authority for that level of spend — an account director, finance, or the client, depending on the amount. The form captures the approval level needed and the approver’s name and job title, so sign-off sits at the right level.

Why capture the expected return on a budget?

Because a budget is only meaningful against what it’s expected to deliver. Recording the target return or leads alongside the spend lets the approver judge whether the campaign is worth it, and gives you a benchmark to measure the results against later.

Is this budget approval template free to use?

Yes, completely free. Add or remove fields, adjust the approval levels to fit your process, and restyle it to your brand, then embed it on your site or share a link — no coding needed. A free Fun Forms account lets you collect approvals.

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