Let’s Start With You — Who’s In The Room?

• What is your role and primary responsibility for influencer or creator programs? Options: Head of Social / Marketing, Director of Influencer Marketing, Agency Account Lead, Performance Marketing Lead, Legal / Compliance, Other
• Roughly how many creator partnerships do you manage or oversee at any given time? Options: 1–10, 11–50, 51–150, 151–500, 500+
• Which platforms are most critical to your influencer strategy today? Options: Instagram, TikTok, YouTube, Facebook, Snapchat, Pinterest, Other
• What tools or spreadsheets are you currently using to discover, manage, contract, and measure creators? Options: Spreadsheets only, In-house tools, Third‑party influencer platform, Ad analytics tools, Agency-managed systems, Other
• Tell us one recent moment (good or bad) that best captures how influencer work feels for you right now.

Are You Comfortable Paying for Reach That Might Not Exist?

• Has your team experienced an influencer fraud or suspicious audience incident in the past 24 months? If yes, describe what happened and the impact. Options: Yes — major loss, Yes — minor loss, Suspected but unresolved, No
• How do you currently detect inauthentic engagement or fake audiences (tools, manual checks, red flags)?
• Estimate the percentage of creator partners you suspect have inflated audiences or engagement. Options: 0–5%, 6–15%, 16–30%, 31–50%, 50%+
• How would a repeat fraud incident make you feel about influencer spend and the team that manages it?
• Which audience-authenticity signals would you most value being surfaced automatically? Options: Bot-detection score, Follower growth history, Engagement quality vs peers, Audience geo/demographic mismatch, Cross-account behavior, Other

Who Actually Signs Off When Things Go Wrong?

• When influencer activity has legal or brand-safety risk, who is the final approver and how fast do they act? Options: Head of Marketing, General Counsel, Compliance Team, CMO, Agency Lead, Other
• Who needs to be involved in contract terms, and who holds budget authority for creator spend?
• Give an example of an approval bottleneck you’ve faced (e.g., legal review delays, finance hold-ups). How long did it take and what did you lose?
• How do you currently handle disputes with creators (fraud claims, content rework, payment disagreements)? Options: Informal negotiation, Legal send-to-review, Credit or refund process, Platform mediation, We don’t have a standardized process
• What escalation SLA would make you feel confident (e.g., fraud flagged → resolution) in a platform partner? Options: 24 hours, 48–72 hours, 1 week, Depends on severity

What If Influencer Spend Had To Match Paid Social ROI?

• If you had to justify influencer CPA against your best paid-social CPA, how prepared is your team to make that comparison? Options: Fully prepared, Partially prepared, Barely prepared, Not prepared
• What is your current benchmark CPA for paid social (enter number or range)?
• What influencer-driven CPA or LTV would be a win for your team?
• How do you currently attribute conversions to creator activity (tracking links, pixels, UTM, promo codes, view-through modelling)? Options: UTMs / tracked links, Pixels / server-side tracking, Promo codes, Last-touch only, Modeled attribution, We don’t attribute reliably
• What would you be willing to change (measurement, creatives, creator mix) to close the gap between influencer and paid social CPA?

Is Overlapping Audience Quietly Inflating Your Reported Reach?

• How confident are you that reported reach across creators represents unique users rather than the same audiences seeing multiple creators? Options: Very confident, Somewhat confident, Not confident, I don’t know
• How do you currently estimate or measure audience overlap? Options: Manual sampling, Platform deduplication tools, Third-party match data, We don’t measure overlap
• Share a time when overlap inflated campaign expectations—what was the real outcome vs expectation?
• What maximum overlap percentage would still make a campaign acceptable to you? Options: 0–10%, 11–25%, 26–40%, 41–60%, 61%+
• Would you want audience deduplication in real time, post-campaign reconciliation, or both? Options: Real-time only, Post-campaign only, Both, Unsure

How Much Time Are You Losing On Creative Back-and-Forth?

• Do your creators typically hit the brief on the first draft or require multiple rounds of edits? Options: Usually right first time, 1–2 rounds, 3+ rounds, Often misses brief entirely
• What’s the average time from first creative submission to final approval? Options: <24 hours, 1–3 days, 4–7 days, 8–14 days, 2+ weeks
• Which part of creative review steals the most time (brand feedback cycles, legal checks, FTC requirements, creator misunderstandings)? Options: Brand feedback, Legal/compliance, FTC disclosure fixes, Creator quality/guidance, Assets/format issues, Other
• How do FTC and disclosure concerns show up in your workflow—have you faced takedowns or penalties? Options: Yes — formal penalties, Yes — takedowns/warnings, Close calls only, No issues
• Would templated creative briefs, pre-approved disclosure copy, or an approval workflow tool reduce that friction? Which matters most and why? Options: Templated briefs, Pre-approved disclosure copy, Structured approval workflow, Automated checklists, All of the above

If You Could Automate One Painful Admin Task, What Would It Be?

• Which administrative tasks consume the most team hours today? Options: Discovery/outreach, Contract creation, Invoice/payment processing, Content approvals, Reporting/attribution, Other
• How are contracts and payments currently executed and tracked? Options: Manual contracts + bank transfers, eSign + payment platform, Agency handles payments, Ad-hoc methods, Other
• How often do payment disputes or delayed payouts disrupt creator relationships? Options: Never, Rarely, Sometimes, Often
• What level of automation would you be comfortable with for contracts and payments (full automation, semi-automated, manual review for high-value deals)? Options: Full automation, Semi-automated with approvals, Manual for all deals
• Describe one administrative workflow you wish you could wave a wand and fix—what would change day-to-day?

What Would Success Look Like After a Pilot?

• If a 6–12 week pilot proved the platform worked, what three outcomes would convince your CMO to expand spend?
• Which KPIs must improve for you to call the pilot successful? Options: CPA, Deduplicated reach, Content approval velocity, Creator retention, FTC compliance incidents, Attribution match rate
• What baseline metrics should we use to measure pilot progress (current CPA, average approval time, overlap %, conversion volume)?
• What would be an unacceptable outcome that would make you stop a pilot early? Options: Worse CPA than baseline, Major fraud incident, Repeated FTC violations, Unrecoverable data gaps, Platform uptime or integration failures
• How long of a pilot and what sample size (number of creators / spend) feels meaningful to you? Options: 4 weeks / small sample, 6–8 weeks / moderate sample, 3 months / larger sample, Custom based on goals

If We Could Remove One Internal Hurdle In 30 Days, What Would It Be?

• Which internal champion would we need to win over first to move quickly (name or role)? Options: Head of Social, CMO, Director of Influencer, Legal, Finance/Procurement, Agency Partner
• What budget authority or procurement steps typically block new platform pilots? Options: Pre-approved budget, One-time exception, SOW/contract review, Security review, We need a formal RFP
• Which integrations are non-negotiable to start (e.g., pixel/server-side, CRM, ad platforms, payment systems)? Options: Web pixel / server-side, Google/Meta ad integrations, CRM / CDP, Accounting/payment provider, SAML/SSO
• Are there data or security requirements (SOC2, ISO, password policies) we must meet before any pilot can start? Options: SOC2 Type II, ISO 27001, Enterprise SSO, Data residency requirements, None
• What would make you say yes to a pilot in the next 30–60 days (specific deliverable, short trial, reference client, cost structure)?

• Experience Alignment & Current‑State Confirmation
• Creator Matching & Audience Authenticity Workshop (Hands‑On)
• FTC Disclosure & Content Approval Flow Simulation
• Attribution, UTM/Pixel Validation & KPI Reconciliation
• Pilot Planning, Acceptance Criteria & Go/No‑Go Decision

• Introductions & Purpose
• Host: Note any data gaps (e.g., missing follower demographics) and propose next steps to enrich data.
• Recap Shortlist & Creative Brief
• Prove the platform catches the FTC disclosure failure modes the customer has experienced.
• Confirm the content approval workflow reduces cycle time to the agreed SLA.
• Agree on compliance escalation paths and audit requirements for legal sign-off.
• Host: Configure compliance rules in the customer's sandbox and share a sample approval SLA dashboard.
• Customer: Provide legal team's disclosure checklist and confirm any additional audit fields required.
• Customer: Arrange for 1–2 creators to participate in a live content submission test during the pilot.
• Recap Measurement Goals & Benchmarks
• Prove that creator-driven conversions are captured and mapped to the customer's conversion events.
• Agree acceptable attribution variance thresholds and monitoring cadence.
• Identify any integration gaps (UTM, pixel, server-side events) to remediate before pilot launch.
• Customer: Provide analytics read access and confirm a test conversion window or provide recent campaign logs for reconciliation.
• Host: Produce an attribution reconciliation report that shows conversions attributed to creators vs analytics source with variance analysis.
• Host & Customer: Schedule remediation tasks for any pixel/UTM gaps and assign owners.
• Recap Validated Proof Points
• Agree a concrete pilot plan (scope, budget, duration) and measurable acceptance criteria.
• Assign owners and timelines for pilot execution and monitoring.
• Obtain a documented go/no‑go decision or a list of remaining blockers required to reach go.
• Ensure fraud resolution and compliance SLAs are accepted and documented.
• Customer: Sign pilot statement of work and confirm budget and creators.
• Host: Deliver pilot runbook with monitoring dashboard, alerting thresholds, and escalation paths.
• Customer & Host: Schedule daily check-ins for the first 72 hours of the pilot and weekly performance reviews.
• Host: Configure pilot analytics, UTM templates, and compliance rules for launch.
• Agree and document the crystal current state in one sentence.
• Quantify the business consequence (dollars/time/risk) to create urgency.
• Define a one‑sentence future state and explicit acceptance criteria (CPA, overlap, FTC, attribution).
• Collect the data/access needed for hands‑on validation (analytics, pixel, campaign brief, creator list).
• Customer: Provide campaign brief, list of 5–10 target creators, target CPA and current paid social CPA, and recent fraud/compliance incidents.
• Customer: Grant read access to analytics/pixel and share UTM conventions for test conversions.
• Host: Prepare a concise one-sentence current-state and future-state artifact and a preconfigured sandbox workspace for the workshop.
• Host: Produce a short checklist of required technical access and confirm test windows/dates.
• Recap Objectives & Success Criteria
• Demonstrate creator matches that directly map to the campaign brief and future state.
• Surface and explain top authenticity risks per creator and confirm accept/reject criteria.
• Provide a deduplicated reach estimate for the shortlist and confirm it meets overlap thresholds.
• Obtain customer validation of the shortlist and list of creators to move into compliance/content testing.
• Host: Deliver a 'match pack' with top creators, authenticity scorecards, and a deduplication matrix.
• Customer: Flag any creators to exclude and confirm the final shortlist for the compliance session.
• Walkthrough FTC Disclosure Rules & Creator Guidance
• Explain Attribution Model & Mapping
• Crystal Current State (one sentence)
• Review Pilot Scope & Metrics
• Live Creator Search by Campaign Brief
• Risk, SLA & Fraud Resolution Plan
• Consequence Quantification
• Live Pixel/UTM Verification and Test Conversions
• Simulate Content Submission & Approval Flow
• Audience Authenticity Signals Walkthrough
• Define Future State (one sentence)
• Reach Deduplication & Overlap Simulation
• Measure Content Approval Velocity & Rework Reduction
• Reconciliation: Platform vs Analytics
• Implementation Timeline & Roles
• Success Criteria & Benchmarks
• Compliance Escalation & Audit Trail
• Shortlist Validation & 'Is this what you meant?'
• Define Ongoing Monitoring & Tolerance Levels
• Go/No‑Go Decision & Acceptance Checklist

• Export Influencer Audience Data
• Calculate Engagement Authenticity Score
• Verify Creator Identity and Fraud Signals
• Generate Contract and Collect E-Signature
• Process Payments and Issue Payouts
• Monitor FTC Disclosure Compliance
• Apply Brand Edits to Creator Content
• Track Rights and Usage Licenses
• Deliver Attribution Reports Connecting Sales
• Detect and Flag Audience Overlap
• Onboard Creators and Enrich Profiles
• Provide Real-Time Campaign Dashboard

Export Influencer Audience Data

• Do you need full audience exports for selected creators or only aggregated summaries? Options: Full audience exports (per-creator), Aggregated summaries (campaign-level), Both
• What fields must be included in exports (e.g., age, gender, city, email hashes, engagement by segment)? List required fields.
• Which export formats do you require? Options: CSV, JSON, Parquet, Direct API / webhook
• How frequently should audience data be exported or synced? Options: One-time snapshot, Daily, Weekly, Real-time / streaming
• Are there any privacy, hashing, or PII constraints (e.g., never export emails, only hashed identifiers)? Options: No constraints, Hash emails before export, Exclude user-level PII, Other (explain)
• Who are the intended recipients/consumers of the export (internal teams, agency, ad platform) and how will they ingest it?

Calculate Engagement Authenticity Score

• Do you want an automated authenticity score for every creator, or only on-demand for shortlisted creators? Options: Every creator automatically, Only on-demand for shortlisted creators, Both options
• Which signals should weigh most in the score (e.g., follower growth velocity, comment-to-like ratio, audience recency)? Options: Follower growth patterns, Like-to-comment ratio, Account engagement distribution, Audience overlap with known bots, Third-party verified signals
• What score thresholds should trigger manual review or disqualification? Options: Auto-approve above threshold, Manual review in mid-range, Automated reject below threshold
• Do you require historical scoring (time series for last 3–12 months) to spot sudden anomalies? Options: Yes, 3 months, Yes, 6 months, Yes, 12 months, No
• Should the authenticity calculation integrate third-party fraud vendor signals or rely only on platform data? Options: Platform-only, Third-party signals integrated, Both, with source attribution
• Are there business-specific rules to include (e.g., treat engaged recurring commenters as high-quality audience)?

Verify Creator Identity and Fraud Signals

• What level of identity verification do you require for paid creators? Options: Basic (email/phone), Government ID check, Bank account verification, All of the above
• Which fraud signals must be captured and surfaced (e.g., duplicate accounts, VPN usage, rapid follower spikes)? Options: Duplicate accounts, Unusual follower spikes, VPN / geo masking, Fake comment networks, Purchased followers
• What percentage of creators should be flagged for manual investigation before payment? Options: 0-5%, 5-15%, 15-30%, 30%+
• Do you want automated quarantine workflows for flagged creators (pause contract, hold payment)? Options: Yes, auto-quarantine, No, notify team for manual action, Hybrid (auto-notify + conditional hold)
• Which external fraud or identity providers (if any) must be integrated? Options: None, Vendor A, Vendor B, Custom/Other (specify)
• Are there regulatory or market-specific identity requirements (e.g., KYC for certain regions)? Options: Yes (please detail), No

Generate Contract and Collect E-Signature

• Do you use standard reusable contract templates or require custom templates per campaign? Options: Standard reusable templates, Custom per campaign, Mixture
• Which signing flows do you need (creator signs only, both brand and creator, multi-party sign-off)? Options: Creator only, Brand + creator, Creator + agency + brand, Other
• Which e-signature providers must be supported or preferred? Options: DocuSign, HelloSign, Internal/electronic acceptance, No preference
• Should contracts be auto-generated from campaign terms (rates, deliverables, usage) or created manually? Options: Auto-generate from terms, Manual creation, Template with fillable fields
• What approval steps or legal reviews are required before sending for signature? Options: No legal review, Legal review required, Manager approval required, Other (describe)
• How long and where should signed contracts be retained, and who needs access?

Process Payments and Issue Payouts

• Which payout methods do you require? Options: ACH / bank transfer, Wire transfer, PayPal, Local payout partners, Other
• Do you need support for multiple currencies and FX handling? Options: Yes, multi-currency, No, single currency, Prefer vendor-managed FX
• What payment cadence do you prefer (e.g., advance, net 30 after delivery, milestone-based)? Options: Upfront deposit, Net 7/15/30, On approval of content, Milestone-based
• Are tax forms or compliance documents required before payout (e.g., W-9, W-8BEN)? Options: Yes, required, No, Depends on region
• Do you want automated payment holds for disputed content or fraud flags? Options: Yes, automatic hold, No, manual hold only, Notify finance team
• Do you require reporting of payouts to accounting systems (e.g., QuickBooks, Netsuite)? Options: Yes - specify system, No, CSV export only

Monitor FTC Disclosure Compliance

• Which platforms and post types should be monitored for disclosure (Instagram feed, stories, TikTok, YouTube, paid ads)? Options: Instagram feed, Instagram stories, TikTok, YouTube, Paid social ads, Other
• Do you require real-time monitoring of published posts or periodic audits? Options: Real-time monitoring, Daily audits, Weekly audits, On-demand only
• What disclosure language or format do you mandate (e.g., "#ad", "#sponsored", clear verbal disclosure)?
• What remediation steps should be enforced when non-compliant posts are detected? Options: Auto-request edit & re-upload, Flag and withhold payment, Notify legal/team, Other
• Do you require audit trails and exportable compliance reports for legal review? Options: Yes, No
• Should monitoring include creative drafts pre-publish (to catch disclosure errors before posting)? Options: Yes, pre-publish checks, No, post-publish only, Both

Apply Brand Edits to Creator Content

• What level of editorial control do you require over creator content? Options: Style guidance only, Minor edits allowed, Full brand edits required before publish, Approval-only, no edits
• How many rounds of revision are acceptable per asset before escalation? Options: 0 (final delivered by creator), 1, 2, 3+
• Which types of edits are permitted (copy changes, visual overlays, music swaps, cropping)? Options: Copy/text changes, Visual edits/overlays, Music/rights swaps, Cropping/reformatting, No edits
• Do you want templates or brand presets applied automatically (logos, CTAs, lower-thirds)? Options: Yes, auto-apply presets, No, manual application, Templates available for creators
• What turnaround SLA do you require for content review and approval? Options: Same day, 24-48 hours, 3-5 business days, Custom
• Who should have final sign-off authority on creative (brand PM, legal, creative director)?

Track Rights and Usage Licenses

• Which usage rights do you commonly purchase (social-only, paid amplification, evergreen, territory-limited)? Options: Social-only, Paid amplification, Evergreen / indefinite, Territory-limited, Other
• Do you require automated linking of license terms to each contract and asset record? Options: Yes, automated linkage, No, manual tracking, Semi-automated templates
• What duration and territory defaults should be applied if not specified? Options: 6 months, 12 months, Perpetual, Custom
• Should the platform detect potential rights conflicts (e.g., creator exclusivity with competitor)? Options: Yes, flag conflicts, No
• Do you need expiry alerts and automated takedown or license-renewal workflows? Options: Yes, alerts + workflows, Alerts only, No
• Are usage fees or royalties tracked and invoiced automatically? Options: Yes, No, Require custom billing

Deliver Attribution Reports Connecting Sales

• Which attribution model(s) do you want to support? Options: Last-click, Last non-direct, Multi-touch, Custom model
• Which e-commerce or analytics platforms must the attribution integrate with (e.g., Shopify, GA4, Segment)? Options: Shopify, Magento, GA4, Segment, Custom API
• Do you require creator-level conversion reporting (CPA per creator) and cohort analysis? Options: Yes, creator-level CPA, Campaign-level only, Both
• What tracking mechanisms are available or acceptable (pixel, server-side events, UTM standards)? Options: Pixel, Server-side (S2S), UTM + link tracking, All of the above
• What reporting cadence and delivery formats do you need (real-time dashboard, weekly PDF, CSV export)? Options: Real-time dashboard, Daily digest, Weekly report, CSV export
• Describe any revenue or conversion events to prioritize (e.g., purchase, sign-up, trial start).

Detect and Flag Audience Overlap

• Do you need audience overlap calculated across creators, campaigns, or both? Options: Across creators, Across campaigns, Both
• What overlap thresholds should trigger action (e.g., >20% overlap flag, >50% block)? Options: 10%, 20%, 30%, 50%+
• Which identity matching method do you prefer for deduplication (hashed identifiers, probabilistic matching, email/mobile hashes)? Options: Hashed identifiers, Probabilistic matching, Email/mobile hashes, Third-party graph
• When overlap is detected, what actions should the system take (recommend alternate creators, cap impressions, notify team)? Options: Recommend alternates, Cap impressions/reach, Notify campaign owner, Auto-exclude creators
• Do you require reporting of deduplicated reach vs raw reach for campaign comparisons? Options: Yes, No
• Should overlap detection run pre-launch (to shape creator selection) and post-publish (to measure realized overlap)? Options: Pre-launch, Post-publish, Both

• Non-Disclosure Agreement (NDA)
• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Service Level Agreement (SLA)
• Acceptance Criteria & KPI Sign-off
• Pricing & Payment Schedule
• Payment Authorization & Billing Portal
• Data Processing Agreement (DPA)
• Attribution & Data Access Addendum
• Fraud Resolution & Chargeback Policy
• FTC Compliance & Creative Disclosure Addendum
• Change Order & Scope Amendment
• Launch Go/No-Go Checklist
• Governance, Escalation & Point-of-Contact Matrix
• Renewal & Termination Terms

• Success KPI Validation Workshop
• Attribution & Data Integrity Review
• Success Learnings & Optimization Planning
• Content Ops & FTC Compliance Retrospective
• Success Steering & Backlog Grooming (Recurring)

• Assign owners for runbook rollout, training, and SLA enforcement.
• Ensure the remediation plan will produce auditable influencer-to-conversion evidence comparable to paid channels.
• Implement agreed pixel/UTM fixes and provide a cut of before/after conversion traces.
• Run validation tests and produce a verification report against success criteria.
• Update documentation of the attribution model and map to campaign acceptance metrics.
• Rapid Recap of What Worked / Didn’t
• Create a prioritized backlog of experiments and optimizations linked to expected KPI impact.
• Assign owners, timelines, and clear success metrics for chosen pilots.
• Ensure each selected experiment includes a validation plan that will prove the future state improvement.
• Draft experiment briefs for selected pilots including hypothesis, metric targets, timeline, and owner.
• Schedule pilot kickoff meetings and tracking updates.
• Add all experiments to the shared backlog with priority tags and estimated effort.
• Current Workflow One-sentence Summary
• Reduce content approval cycle time via a documented runbook and templates.
• Eliminate FTC compliance lapses by embedding a legal checklist and monitoring step.
• Opening & One-sentence Current State
• Publish the finalized content runbook and disclosure templates to the shared workspace.
• Schedule a training session for creators and internal approvers on the new runbook.
• Implement a simple compliance monitoring check in the workflow and define triggers for legal escalation.
• Action Item Status Roll Call
• Keep the improvement backlog prioritized and ensure action items are progressing to closure.
• Detect KPI regressions early and decide corrective actions.
• Provide governance and escalation paths for unresolved technical, fraud, or compliance issues.
• Update the shared backlog with reprioritized items and assigned owners.
• Close or escalate any long-running blockers to the appropriate executive owner.
• Publish KPI trend snapshot and next meeting agenda at least 72 hours before the next steering session.
• Confirm whether the campaign meets the agreed acceptance criteria for CPA, deduplicated reach, and content quality.
• Quantify the business consequence of any gaps and agree on remediation priority.
• Establish clear owners, timelines, and the acceptance decision (accept / accept-with-remediation / reject).
• Produce remediation plan for any failed KPIs with owners and deadlines.
• Update shared dashboard with verified deduplicated reach and final CPA calculations.
• Document acceptance decision and circulate to stakeholders.
• One-sentence Current State of Attribution
• Identify and prioritize the root causes of attribution and data integrity gaps.
• Agree on a concrete remediation and validation plan with success criteria and owners.
• KPI-by-KPI Results
• Quantify Opportunity Areas
• End-to-end Data Flow Review
• KPI Trend Review
• Approval Velocity Metrics
• Backlog Grooming & Re-Prioritization
• Deduplicated Reach & Overlap Analysis
• Brainstorm Experiments & Optimizations
• Sample Case Review
• FTC & Compliance Incident Review
• Propose Standardized Runbook & Templates
• Impact & Consequence Analysis
• Content Quality & Approval Velocity
• Risks, Issues & Escalations
• Prioritize via Impact/Effort and Decide Pilots
• Remediation Plan & Validation Tests
• Define Success Criteria & Measurement Plan
• Agree SLAs, Escalation Paths, and Training Needs
• Confirm Next Milestones & Owners
• Fraud/Authenticity Exceptions
• Consequence Quantification
• Timeline, Ownership, and Rollback Controls
• Validation Plan & Rollout
• Validation & Acceptance Decision
• Next Steps & Owners