How to Finalize Influencer Collaborations (Scope, Cost & Consent)

🎯 Objective:

To professionally close influencer collaborations by clearly defining deliverables, timelines, usage rights, and compensation terms with written confirmation.

👥 Roles & Responsibilities:

Role	Responsibility
Social Media Executive	Drafts and shares scope of work, negotiates terms
Marketing Manager	Approves scope, budgets, and reviews consent document

🛠️ Tools Required:

Google Docs (Scope of Work / Brief)
Email / WhatsApp / DM
Google Sheets (Influencer Tracker)
Optional: Contract template (PDF or e-sign tool if used)

📅 When to Use:

After influencer expresses interest and agrees to collaborate

📁 Step-by-Step Process:

✅ Step 1: Define Scope of Work (SOW)

Create a brief document or email covering the following:

Section	Example Content
🎯 Campaign Name	“Cashkr Diwali Bonus Campaign”
📅 Posting Timeline	Between Oct 15–19, 2025
🎥 Deliverables	1 Reel + 1 Story
🧵 Platforms	Instagram + Threads
✍️ Caption Guidelines	Use branded CTA, festive theme tone, sample caption optional
🔖 Hashtags to Use	#Cashkr #DiwaliBonus #SellOldPhone
📌 Tags Required	@cashkrindia
📸 Content Approval	Submit Reel for preview before final posting
⛔ Restrictions	No other phone resale brand promotion for 14 days
💸 Compensation	₹X amount via UPI / Barter – 1 phone checkup voucher (mention deliverable value clearly)

✅ Save this doc in:
Google Drive → Influencer Marketing → [Campaign Name] → [Influencer Name]_SOW.docx

✅ Step 2: Get Written Confirmation

Send the SOW to influencer via email or DM and request:

A formal reply stating “I agree to the above terms”
OR
Signed PDF (if contract template is used)

🔐 No influencer should begin work without this consent.

✅ Step 3: Finalize Cost / Barter Terms

Model	Notes
Paid	Finalize agreed amount, payment method, payment TAT
Barter	Mention clear value of barter (voucher, promo, etc.)
Hybrid	Partial cash + product/service

Marketing Manager must approve all payment decisions.

✅ Step 4: Update Collaboration Tracker

Add final info to the Campaign Tracker Sheet:

Influencer Name
Deliverables
Payment Mode & Status
Dates for content preview & posting
SOW File Link
Consent Status (✅/❌)

✅ Step 5: Share Brief Folder with Influencer

Create a shared folder (Google Drive) with:

Approved logos
Brand guidelines
References/sample content
Posting instructions
SOW

Send folder link to influencer.

📌 Notes:

Influencers must not use unapproved brand assets or messaging
All content must be previewed if the SOW requires it
Be transparent, polite, and prompt throughout the process
Avoid last-minute changes unless agreed by both parties