Brand deals slip through the cracks in your inbox: a follow-up you forgot, a draft that's late, an invoice nobody paid. This tracker puts every deal in one pipeline, from first contact to money in the bank. Update it once a week and you'll always know what's due and who owes you.
Add every conversation. Log each brand the moment a conversation starts, inbound or outbound. A deal you don't track is a deal you forget to follow up on.
Set one stage per deal. Use the stage definitions to move each deal forward. If you can't tell which stage it's in, the next step isn't clear yet.
Review it weekly. Block 20 minutes each week to run the follow-up checklist. Chase open replies, upcoming drafts, and overdue invoices.
Close out the month. At month end, fill in the summary so you can see what you booked, what you were paid, and what's still outstanding.
Here's a preview. Unlock the free download to get all 5 sections (4 more below).
One row per deal. Keep the stage and dates current, and you'll never have to search your inbox to know where a deal stands.
| Brand | Contact | Source | Stage | Deliverables | Fee | Usage terms | Draft due | Live date | Invoice # | Invoice sent | Paid date |
|---|---|---|---|---|---|---|---|---|---|---|---|
| [Brand A] | [Name], partnerships | Inbound email | Negotiating | 1 YouTube integration | $___ | Organic only, 30 days | |||||
| [Brand B] | [Name], agency | Pitched | In production | 2 Reels + 3 Stories | $___ | Paid ads, 90 days | [Date] | [Date] |
More free templates creators use alongside this one.
A sponsorship is only revenue once it clears your account. This invoice template captures every detail a brand's finance team needs — line items, terms, and tax — so payments don't stall in approval limbo.
Most sponsorships die in silence after the first email. These follow-up templates give you the right message for each stage — no reply, post-proposal, and post-call — so you stay top of mind and close deals that would otherwise go cold.
Most brand deal disputes start with something nobody wrote down. This term sheet walks you through every clause an influencer contract should cover, so you agree on scope, money, and rights before you film anything. Fill it in, send it to the brand, and have a lawyer review the final version.
Most use a simple spreadsheet or a dedicated tool with one row per deal and columns for stage, deliverables, fee, deadlines, and payment. The format matters less than updating it every week.
A practical set is Lead, Negotiating, Contracted, In production, In review, Live, Invoiced, Paid, and Lost. Each stage should have a clear condition for moving to the next one.
Send a friendly reminder shortly after the due date passes, then follow up at regular intervals. Your contract's payment terms and any late fee clause set the baseline, so agree on them before you start.
