Influencer Collaboration Workflow

Influencer marketing is messy. Contracts, deliverables, and posting dates often get lost in DMs. This workflow standardizes the process.

Placeholder: Kanban Board - Influencer Template

Columns: Outreach, Agreement Sent, Product Shipped, Content Review, Posted, Payment.

Workflow Stages

1. Outreach

Role: Influencer Manager

  • Action: Create task for "Influencer Name".
  • Details: Add link to their profile and engagement rate.
  • Status: "Outreach" means you have sent the DM/Email.

2. Agreement Sent

Role: Influencer Manager

  • Trigger: They said "Yes".
  • Action: Send the contract. Upload the unsigned PDF to Assets.

3. Product Shipped

Role: Admin

  • Action: Send the PR box.
  • Tracking: Add the tracking number to the task comments.

4. Content Review

Role: Account Manager

  • Action: Influencer sends the draft (before posting).
  • Upload: Upload draft to Assets.
  • Approval: Check against the brief. Are they saying the right taglines?

5. Posted

Role: Influencer Manager

  • Action: Verify the post is live.
  • Link: Paste the live link in comments.

6. Payment

Role: Finance

  • Action: Process the invoice.
  • Completion: Mark task as Done.