Influencer Partnership Intake Brief
About this template
This intake brief helps social media teams collect the information needed to scope and coordinate an influencer campaign. It covers partnership type, platforms, content formats, audience, creator requirements, campaign budget, posting dates, usage rights, disclosures, contacts, and supporting files.
Who it’s for
- Brands planning sponsored, gifted, affiliate, ambassador, or collaborative influencer campaigns
- Social media agencies managing influencer discovery, outreach, and campaign coordination
- Marketing teams that need creator deliverables, approvals, and legal requirements documented
- Campaigns requiring brand assets, product imagery, contracts, or creative references
When to use it
- Before sourcing or contacting influencers for a new campaign
- When defining campaign KPIs, target audience, and preferred social platforms
- Before setting creator deliverables, budget ranges, and posting deadlines
- When confirming asset usage rights, disclosure language, and talent restrictions
Customization tips
- Add required fields for your minimum budget, campaign start date, primary contact, and company name
- Adjust the platform and content-format options to match the channels your team supports
- Include your standard disclosure language, contract terms, or usage-rights options
- Add questions for product shipping details, affiliate links, or paid-media amplification if needed
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Influencer Partnership Intake Brief
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.
Select the best match for the influencer relationship you want.
Choose the main platform(s) for this campaign. We’ll prioritize content formats for your selection.
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.
When you’d like influencer content to start going live. If flexible, note that in the notes field.
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.
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).
Select creator traits that match your brand and campaign objectives.
Primary website for brand context and landing page for campaign links.
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.
Please upload logos, color palette, fonts, and any style guide files we should follow.
High-resolution product photos, packaging shots, and lifestyle images creators should use.
Uploads or PDFs of previous influencer posts or campaign briefs that reflect your preferred approach.
Upload any required legal documents or contract templates to pre-fill terms. Optional but helpful.
