Free course playbook
Free takeaway: Influencer outreach and campaign brief template
Influencer Marketing · 6 worksheets, one for each lesson
Print this playbook or save it as a PDF, then complete one worksheet after each lesson. Together they make a portfolio you can show to employers and clients.
- Influencer outreach and campaign brief template
- Influencer outreach and campaign brief template
- Influencer outreach and campaign brief template
- Influencer outreach and campaign brief template
- Influencer outreach and campaign brief template
- Tools comparison sheet
Worksheet · Influencer Marketing · Influencer Marketing Basics
Influencer outreach and campaign brief template
From the lesson What Is Influencer Marketing?
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Describe a brand and its audience.
2List three types of influencers who could fit.
3Define one campaign goal.
Worked example to compare with: Choosing a tier for a local skincare shop
- Goal: first 100 customers in the city.
- Option A: one mega account, high cost and a mostly non-local audience.
- Option B: five local micro accounts with a loyal audience.
- Choose: B, because the audience is closer to the customer.
- Check: ask each creator where their audience lives.
Check yourself
- I can explain "What Is Influencer Marketing?" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Influencer Marketing · Influencer Marketing Basics
Influencer outreach and campaign brief template
From the lesson How Does an Influencer Marketing Campaign Work?
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Outline the steps for a campaign.
2Assign a date to each.
3Write the campaign brief.
Worked example to compare with: Writing a one-page brief
- Goal: 200 visits to the new product page.
- Deliverable: one Reel and two Stories in two weeks.
- Must include: the product, one benefit and a link.
- Must avoid: unproven health claims.
- Disclosure: clearly state the partnership at the top of the post.
- Review: the brand sees a draft before posting.
Check yourself
- I can explain "How Does an Influencer Marketing Campaign Work?" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Influencer Marketing · Influencer Marketing Basics
Influencer outreach and campaign brief template
From the lesson Measuring the ROI of Influencer Marketing
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Choose your campaign metrics.
2Plan how you will track each.
3Set up the measurement plan.
Worked example to compare with: Comparing two creators
- Creator A: cost $500, 40 sales at $30 is $1,200 in revenue. ROI: (1,200 – 500) / 500 = 1.4, or 140 percent.
- Creator B: cost $300, 8 sales at $30 is $240 in revenue. ROI: (240 – 300) / 300 = -0.2, or -20 percent.
- Decision: continue with A and test a different approach with B.
- Check: look at the quality of the audience and not only the first-sale numbers.
Check yourself
- I can explain "Measuring the ROI of Influencer Marketing" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Influencer Marketing · Brands and Influencers
Influencer outreach and campaign brief template
From the lesson Picking the Right Influencer
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1List five candidate creators.
2Score them on audience, fit and engagement.
3Choose the best two.
Worked example to compare with: Comparing two candidates
- Candidate 1: 200,000 followers, comments are mostly emojis and generic praise.
- Candidate 2: 20,000 followers, detailed comments and questions about products.
- Decision: Candidate 2, because the audience is engaged.
- Check: ask for audience location and age screenshots from their analytics.
Check yourself
- I can explain "Picking the Right Influencer" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Influencer Marketing · Brands and Influencers
Influencer outreach and campaign brief template
From the lesson Influencer Marketing Strategies
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Choose a strategy for your campaign.
2Write disclosure language.
3Add it to the campaign brief.
Worked example to compare with: A disclosure example
- Weak: a post with "#sp" buried among 20 hashtags at the bottom.
- Strong: "Paid partnership with GreenLeaf" shown at the top using the platform's tool, plus a plain statement in the caption.
- Why: consumers must be able to see the connection easily.
- Check: view the post on a phone and see if the disclosure appears before the "more" button.
Check yourself
- I can explain "Influencer Marketing Strategies" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Influencer Marketing · Brands and Influencers
Tools comparison sheet
From the lesson Tools to Consider
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1List what you need a tool to do.
2Compare two options.
3Choose your tool stack.
Worked example to compare with: A starter spreadsheet
- Columns: creator, platform, audience location, rate, status, link, code and result.
- Update it weekly.
- After the campaign: add revenue and cost to calculate return.
- Result to look for: clear records that make the next campaign easier to plan.
Check yourself
- I can explain "Tools to Consider" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes