Quick snapshot of your influencer program

• How long has your team managed influencer programs? Options: Less than 6 months, 6–12 months, 1–2 years, 3+ years
• Tell me about the last campaign your team ran on creators, including size, platforms, and primary goal.
• When was the last time a creator's audience authenticity caused you to pause or change spend? Options: Within last 30 days, 30–90 days, 3–6 months, 6–12 months, Over a year, Never
• Which internal stakeholders sign off on creator selection and compensation? Options: Head of Social, Influencer Manager, Legal / Compliance, Finance, Agency partner, Ecommerce / Analytics, Other
• Walk me through how your team currently tracks creator performance from brief to conversion.
• What are the primary KPIs you use to evaluate creator campaigns? Options: Reach / Impressions, Engagement rate, Clicks, Revenue / Attributed sales, CPA / CAC, Brand lift, Other

Where the current workflow costs you time and budget

• Which single recurring failure in your creator workflow would make you stop and demand a new process?
• Describe the last instance where audience overlap or inflated reach produced misleading campaign results.
• Are there specific creators or cohorts you now avoid because they underperform or raise fraud concerns? Options: Yes, whole cohorts, A few creators, No, not currently, Unsure
• How many manual touchpoints does a typical creator campaign require for your team (outreach, contracting, approvals, payments)? Options: 1–5, 6–10, 11–20, 20+
• If nothing changes, what downstream effect do these inefficiencies have on your paid social budgets or CPA targets?

The compliance and trust checkpoints

• What single compliance or FTC risk would force legal to pause influencer activity immediately?
• Describe your current process for ensuring creators use proper FTC disclosures and approvals. Options: Standard contract clause + checklist, Manual review per post, No formal process, Agency-managed process, Other
• Who owns creator compliance and is available to escalate issues during a live campaign? Options: Legal / Compliance, Head of Social, Influencer Manager, Agency contact, No clear owner
• Do you maintain written evidence of creator audience claims, such as platform audits, signed attestations, or screenshots? Options: Yes, always, Sometimes, No, Unsure
• To what extent would a single FTC violation risk your overall marketing budget or public brand trust? Options: Major risk, leadership would intervene, Moderate risk, requires remediation, Minor risk, Negligible

How decisions really get made

• If your pilot proves we can attribute creator-driven conversions at paid social CPAs, what would stop your team from moving to a full rollout that week?
• List the metrics your CFO or CMO requires to sign off on shifting marketing investment toward creators. Options: CPA / CAC parity, ROAS / Revenue, Incremental lift vs paid social, Brand safety metrics, Attribution confidence score
• Who is the final approver on commercial and payment terms for creator contracts? Options: Procurement, Legal, Finance, Head of Marketing, Agency procurement
• Estimate the internal approval cycle time from pilot to contract for a new marketing tool. Options: Less than 2 weeks, 2–4 weeks, 1–2 months, 2+ months
• Name any procurement or legal requirement that would kill a deal before pilot begins.

Alternatives on the table

• Under what circumstances would you keep your current platform instead of switching?
• Name the alternatives you are evaluating, including internal builds, the incumbent, or agency-managed solutions. Options: Incumbent platform, In-house build, Agency-managed workflow, New vendor evaluation, Continuing spreadsheets/manual
• Identify the feature or proof point most likely to sway you toward a different provider today. Options: Audience authenticity audits, End-to-end contracting, Attribution accuracy, Integration ease, Cost
• Has anyone on your team proposed building this capability internally rather than buying? Options: Yes, leadership suggested it, Yes, individual contributors suggested it, No one has proposed it, Unsure
• Would an incumbent matching price and removing integration work remove your need to evaluate other options? Options: Yes, would stay, Maybe, would need references, No, other shortcomings remain, Unsure

Technical readiness and data gates

• Point to the one missing integration or data source that would prevent a pilot from connecting to your attribution systems.
• Do you have API access to your ad accounts and conversion events, and who controls those credentials? Options: Yes, we have access and owner assigned, Yes, access but owner not assigned, No, access restricted, Unsure
• Identify the person or role on your side who would own integration work and estimate hours available per week.
• Rate the cleanliness and accessibility of the customer and conversion datasets we would need to match influencer-driven events. Options: Production-ready and accessible, Partially accessible after cleanup, Poor or siloed, Unknown
• Would securing ad account access in more than 4 weeks compromise your intended pilot timeline? Options: Yes, timeline breaks, Maybe, timeline shifts, No, pilot timeline flexible, Unsure

What success looks like and the go no-go

• Assuming the pilot demonstrates creator-attributed CPA within your paid social targets, what exact decision would you expect your leadership to make next?
• List the three metrics that will determine whether a pilot is a success for your team. Options: Select top 3 from KPI list, Open response
• Specify the role responsible for ongoing attribution validation and month-over-month reporting if you move to production. Options: Analytics / BI, Marketing Ops, Influencer Manager, Agency data lead, Other
• Specify your preferred ramp speed for scaling creator partnerships if the pilot meets targets. Options: Immediate across cohorts in 4 weeks, Phased over 2–3 months, Slow scale over 6+ months, Only after QBR sign-off
• Does anyone on your leadership team have budget reallocation authority to move paid social dollars into creator spend immediately after a successful pilot? Options: Yes, CMO or Head of Growth, Yes, Marketing Finance with approval, No, requires executive approval, Unsure

Practical next steps and constraints

• Assuming we agree to proceed, list the internal checkpoints that must be completed before starting creator onboarding.
• Detail the contract or payment terms that must be pre-approved by legal and finance before creator outreach begins.
• Tell us whether you have preferred contract templates, payment instruments, or milestone schedules the platform must honor. Options: Yes, templates ready, Yes, payment vendor required, No, flexible, Unsure
• Estimate the named owners on your side who will run creator outreach, content approval, and dispute resolution and how many hours per week they can commit.
• Are there any non-negotiable legal or brand policies that would stop your team from running creator-driven promotions at scale? Options: Yes, several, A few minor ones, No, Unsure

• Solution Experience — Creator Discovery to Attribution

• Confirm the current state and its cost
• You confirm the demonstrated discovery and authentication flow eliminates the audience fraud and overlap issues you described.
• Provide one recent campaign brief, target KPI (for example CPA or conversion event), and a list of creators or sample posts to use in the replay.
• You confirm the contracting and approval workflow matches your FTC and legal requirements and shortens your revision cycles.
• Proof: Discovery and authentication using your campaign
• Seller to run the provided campaign scenario through the platform, produce an attribution and authenticity report, and deliver it before the follow-up session.
• You confirm the attribution results map to your campaign KPI such as CPA or conversion events and are sufficient to compare influencer performance to paid channels.
• Proof: Contracting and FTC-compliant approval workflow
• Identify the internal decision criteria and timeline for replacing spreadsheet-based workflows with a platform.
• Proof: Attribution mapped to your KPIs
• You and the seller agree on the remaining evidence and next steps required for a commercial decision.
• Validate alignment and remaining gaps

• Solution Experience — Creator Discovery to Attribution
• Solution Experience Deck
• Solution Brief

• meeting
• slides
• document

• Influencer Search with Audience Demographics
• Audience Authenticity Scoring
• Audience Overlap and Reach De-duplication
• Automated Outreach and Campaign Invitations
• Contract Generation and E-Signature Automation
• Bulk Creator Onboarding and Contracting
• Content Brief Templates and Deliverable Requirements
• Content Submission, Review, and Approval Workflow
• FTC Disclosure Monitoring and Compliance Flags
• Payment Processing, Payouts, and Reconciliation
• Content Rights and Usage License Capture
• Attribution Setup (UTM/Pixel) and Conversion Tracking
• Campaign Performance Dashboards and Creator ROI Reporting
• Post-Campaign Data Export and Audit Trail

Influencer Search with Audience Demographics

• Which creator cohorts do you prioritize for this program (e.g., nano <10k, micro 10–100k, macro 100–1M)? Options: Nano (<10k), Micro (10k–100k), Mid (100k–500k), Macro (500k–1M), Mega (>1M)
• What audience demographic filters matter most for campaign targeting (age bands, gender, geography, detailed interest segments)? Options: Age bands (e.g., 18-24, 25-34), Gender, Country/region, City/DMAs, Interest segments (sports, beauty, parenting), Household income/affluence
• Provide the representative campaign brief we should use to validate search results (upload or link accepted). Options: Upload campaign brief, Use previous campaign from last quarter, We will supply after scope

Audience Authenticity Scoring

• Specify the minimum authenticity score threshold creators must meet on the platform's engagement authenticity metric. Options: >=90%, >=80%, >=70%, No minimum
• Identify which verification signals you require (follower growth patterns, comment authenticity checks, view-to-follow ratios, ad-interaction anomalies). Options: Follower growth pattern, Comment authenticity, View-to-follow ratio, Engagement rate anomaly detection, Third-party fraud flag
• Describe the action you want taken when a creator falls below your authenticity threshold for an active campaign. Options: Auto-exclude from shortlist, Flag for manual review, Allow with reduced spend, Pause until re-verified

Audience Overlap and Reach De-duplication

• Select the audience overlap threshold between creators that should trigger de-duplication for reported reach (for example >30% overlap). Options: >50%, >40%, >30%, >20%, No de-duplication
• Indicate which data sources you permit for overlap calculations (follower graph, hashed conversion match via pixel, CRM email match). Options: Follower graph sampling, Pixel hashed conversion match, CRM email hash match, Third-party audience graphs
• Who on your team should approve overlap-based exclusions before they affect campaign reporting? Options: Campaign manager, Head of Social, Legal, Finance

Automated Outreach and Campaign Invitations

• Choose your preferred outreach channels for creator invitations (email, platform DM via the integration endpoint, SMS). Options: Email, Platform DM via integration endpoint, SMS, Creator portal invite link
• State the cadence and sequence for automated follow-ups (example: initial invite, reminder after 3 days, final nudge after 7 days). Options: Initial + 1 reminder (3 days), Initial + 2 reminders (3 & 7 days), Custom cadence
• Name the mandatory fields you require in a creator opt-in during outreach (for example tax ID, payout handle, rights acceptance). Options: Email, Legal name, Tax ID / W-9 equivalent, Payout handle / bank details, Rights acceptance checkbox

Contract Generation and E-Signature Automation

• List which contract templates should be available for automated generation (one-off sponsored post, evergreen ambassador, product seeding agreement). Options: One-off sponsored post, Evergreen ambassador, Product seeding, NDAs
• Confirm whether executed contracts should be auto-saved to creator profiles and linked to the campaign record. Options: Yes, No
• Indicate the clause that must trigger payment (content approval timestamp, posted permalink, documented KPI delivery). Options: Content approval timestamp, Posted permalink plus match to brief, KPI delivery proof (conversion tags)

Bulk Creator Onboarding and Contracting

• What evidence will validate bulk onboarding completeness (signed contracts count, payment-ready status, percentage onboarded)? Options: >=95% creators signed and payment-ready, >=90% creators signed, Signed + payment-ready count
• Estimate the number of creators you plan to onboard in the initial bulk load. Options: Under 50, 50–200, 200–1,000, Over 1,000
• List the fields you will provide in the bulk import file (email, legal name, tax form, preferred payout handle). Options: Email, Legal name, Tax form status, Preferred payout handle, Social handles

Content Brief Templates and Deliverable Requirements

• Select the deliverable types to include in briefs (static post, story, short-form video, link in bio). Options: Static post, Story / ephemeral, Short-form video (vertical), Long-form video, Link in bio update
• Define the creative specifications briefs must enforce (duration in seconds, aspect ratio, caption length, hashtag and FTC disclosure placement). Options: Duration limit, Aspect ratio, Caption maximum characters, FTC disclosure placement required
• Choose the maximum number of revisions allowed per deliverable before payment is withheld. Options: 0 (final on first submission), 1, 2, 3+

Content Submission, Review, and Approval Workflow

• Outline the review steps you require for submitted content (automated quality checks, brand creative review, legal compliance review). Options: Automated quality checks, Brand creative review, Legal compliance review, Final sign-off step
• Specify the channel(s) creators should use to submit assets to reviewers (direct upload to campaign, shared drive link, platform inbox). Options: Direct upload to campaign, Shared drive link, Platform inbox
• Describe how failed content reviews should be handled (return to creator with annotated feedback, escalate to legal, reject and pause payment). Options: Return with feedback and allow resubmit, Escalate to legal for exception, Reject and pause payment

FTC Disclosure Monitoring and Compliance Flags

• Write the FTC disclosure language you require creators to include in captions or overlays (for example 'ad', 'sponsored', or specified contract language).
• Identify the signals that should trigger a compliance flag (missing disclosure, caption mismatch with brief, edited caption after posting). Options: Missing disclosure tag, Caption mismatch to brief, Edited caption post-approval, Suspicious engagement pattern
• Who should be notified when a compliance flag is raised and what SLA do you require for resolution? Options: Campaign manager within 24 hours, Legal within 48 hours, Brand lead within 72 hours

Payment Processing, Payouts, and Reconciliation

• Which payout methods must be supported for creators (bank transfer, prepaid card, third-party payout provider)? Options: Bank transfer (ACH/SEPA), Prepaid card, Third-party payout provider, Pay-to-hub account
• State the required payment cadence after content approval (Immediate on approval, Net 7, Net 14, Net 30). Options: Immediate on approval, Net 7, Net 14, Net 30
• Name the reconciliation artifacts you require to map payouts to campaigns (payment CSV, campaign ID, invoice number, order IDs). Options: Payment CSV with campaign ID, Invoice numbers, Order ID mapping, Ledger export

Content Rights and Usage License Capture

• Provide the usage-rights options you require in contracts (time-limited repurpose rights, perpetual buyout, region-limited usage). Options: Time-limited repurpose (months), Perpetual buyout, Region-limited, Channel-limited
• Outline the metadata that must be captured with each licensed asset (usage window, allowed channels, creative ID, attribution lines). Options: Usage window, Allowed channels, Creative ID, Attribution text
• Choose how you want buyouts or royalties tracked (flat fee, per-use fee, revenue share, hybrid). Options: Flat fee, Per-use fee, Revenue share, Hybrid model

Attribution Setup (UTM/Pixel) and Conversion Tracking

• Define the acceptance criteria that will confirm conversion tracking is correctly attributed to creator activity (for example match rate between pixel events and creator UTM >= 90%). Options: >=95% match, >=90% match, >=80% match, Custom threshold
• List the conversion events that must be tracked for creator attribution (add-to-cart, purchase, subscription, lead). Options: Add-to-cart, Purchase, Subscription, Lead / form submit
• Identify which integration endpoints must receive attribution data (your analytics endpoint, ad account integration endpoint, CRM). Options: Analytics endpoint, Ad account integration endpoint, CRM export, Data warehouse export

Campaign Performance Dashboards and Creator ROI Reporting

• What evidence will validate that creator-level ROI reporting reconciles to your finance ledger (order ID matching, reconciled revenue tag, weekly reconciliation reports)? Options: Order ID matching, Reconciled revenue tag, Weekly reconciliation report, Custom finance mapping
• Which KPIs must appear on the campaign dashboard (reach, impressions, engagement rate, view-through conversions, CPA, ROAS)? Options: Reach, Impressions, Engagement rate, View-through conversions, CPA, ROAS
• How frequently should dashboards refresh for stakeholders (real-time, hourly, daily)? Options: Real-time, Hourly, Daily, Weekly

Post-Campaign Data Export and Audit Trail

• Which export formats do you require for post-campaign data and audit reports (CSV, Parquet, PDF audit report)? Options: CSV, Parquet, PDF audit report, Excel
• How long must audit trails be retained for creator activity and contract history to satisfy your compliance or accounting requirements? Options: 1 year, 3 years, 7 years, Custom retention period
• Name the identifiers that must be included in exports for reconciliation (campaign ID, creator ID, order ID, UTM fields). Options: Campaign ID, Creator ID, Order ID, UTM parameters, Invoice number

• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Subscription Agreement / Order Form
• Data Processing Agreement (DPA)
• FTC Compliance & Disclosure Addendum
• Data Sharing and Attribution Consent
• Payment Terms and Authorization
• Launch Go/No-Go Checklist and Acceptance Criteria
• Service Level Agreement (SLA)
• Regulated-Industry Compliance Addendum (conditional)

• Go-live health check
• First measurement review
• Acceptance gate review
• Quarterly success review

• Produce and share a concise quarterly performance summary that includes attributed revenue, CPA, and any fraud findings.
• Capture and escalate any content approval bottlenecks with proposed process changes and deadlines.
• Restate acceptance criteria and recorded targets
• Each acceptance criterion is marked pass or fail against the targets recorded in Solution Scope and documented in the acceptance record.
• A remediation plan with resolution dates is agreed for any failed criteria and captured as part of the acceptance record.
• Incumbent system is confirmed decommissioned or a formal retention plan with access controls is recorded.
• Publish the acceptance record with pass/fail outcomes and include the buyer signatory confirmation or documented go/no-go decision.
• Open remediation tickets for any failed criteria with target dates and verification steps.
• Document the incumbent decommissioning steps or retention terms and archive migration completion evidence.
• Quarter performance snapshot
• Confirm attribution integrity for the quarter and identify any systemic issues affecting reported attributed revenue and CPA.
• Agree a prioritized backlog for the next quarter with completion targets for the top items.
• Document operational improvements to reduce content approval time or contracting delays that impact campaign velocity.
• Schedule an attribution re-audit for any discrepancies identified and define the verification dataset and acceptance criteria.
• Move the top-priority backlog item into the next quarter plan with a delivery date and verification steps.
• Re-confirm success criteria and owners
• All deployment integrations and access paths are confirmed functional or have a documented remediation plan.
• Top 3 adoption or operational blockers are documented with owners and resolution dates.
• Ownership of each success criterion is confirmed and recorded for the acceptance gate timeline.
• Publish the deployment validation checklist with current status and circulate to stakeholders for comment.
• Capture the source of truth for early adoption metrics and grant access to the buyer's analytics contacts.
• Create remediation tickets for each blocker with target resolution dates and acceptance checks.
• Present first campaign results
• Determine whether attributed conversions and influencer-driven CPA are tracking toward the targets set in Scope.
• Produce a prioritized list of root causes for any KPI shortfalls with corrective actions and completion dates.
• Confirm the timeline and readiness criteria for the acceptance gate meeting.
• Implement identified attribution tag or integration fixes and report status in three business days.
• Adjust creator targeting cohorts or campaign parameters to test impact on CPA and conversions.
• Present outcome data versus each criterion
• Attribution accuracy audit and fraud findings
• Deployment and integration validation
• Root-cause diagnosis for gaps
• Document pass or fail per criterion and formal decision
• Early adoption signals and usage patterns
• Backlog review and prioritization
• Operational issues affecting performance
• Blockers and open issues with owners
• Agree corrective actions and timeline to acceptance gate
• Operational blockers and process improvements
• Agree remediation plan for any failed criteria
• Agree immediate remediation actions
• Incumbent system decommissioning status
• Quarter action checklist and owners