Influencer & Partnership Intake Brief
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
Campaign & Partnership Overview
Tell us about the campaign goals and the type of influencer partnership you want (awareness, product seeding, ambassador, etc.).
What success looks like: reach, engagement rate, clicks, conversions, ROAS, etc.
Partnership Type
Select the best match for the influencer relationship you want.
Preferred Social Platforms
Choose the main platform(s) for this campaign. We’ll prioritize content formats for your selection.
Content Formats Required
Select all content types you want influencers to produce.
Include campaign tagline, required mentions, disclaimers, and brand voice guidance.
Who should this content resonate with? Provide demographic and psychographic details.
List any creators or campaigns you admire to help guide influencer selection.
Enter your approximate total budget in whole units (include fees, production, and paid media). Use a range if preferred.
If you have a target payment range per creator, enter it here.
Campaign Start Date
When you’d like influencer content to start going live. If flexible, note that in the notes field.
Campaign End Date or Window Close
Target end date or final posting window for the campaign.
Helps us coordinate creator briefings, approvals, and scheduling.
Specify how you plan to use creator assets (ads, web, POS) and for how long.
Do You Require FTC Disclosures / Specific Legal Language?
Tell us if you need creators to use specific disclosure wording (e.g., #ad, partnership mention).
Any hard rules for selecting influencers (e.g., no alcohol brands, certain audience size).
Desired Creator Attributes
Select creator traits that match your brand and campaign objectives.
Primary website for brand context and landing page for campaign links.
We’ll use this email for campaign updates, contracts, and approvals. Marked required.
Primary Contact Phone
Optional phone number for time-sensitive coordination.
Legal or trading name for contracts and invoices. Marked required.
Who handles invoices and payment questions.
Email to send invoices and payment details.
Provide if your finance team requires it for payments. Leave blank if not applicable.
Brand Logo & Style Guide
Please upload logos, color palette, fonts, and any style guide files we should follow.
Product Images or Media Assets
High-resolution product photos, packaging shots, and lifestyle images creators should use.
Past Campaign Examples & Creative References
Uploads or PDFs of previous influencer posts or campaign briefs that reflect your preferred approach.
Legal Templates (NDAs, Contracts)
Upload any required legal documents or contract templates to pre-fill terms. Optional but helpful.
Campaign Approver Signature
Sign here to confirm the campaign brief and authorize outreach to creators.
Draw a signature in the box above
