Download the SMART worksheet to Plan your Influencer Marketing Campaign

for Influencer Marketing

Plan an Influencer Marketing Campaign worksheet.

Create an Influencer Marketing Brand Brief

Messaging: Outline the key messaging or language you want to use. Also note brand sensitivities (topics/actions you want to stay away from).
Key dates: Identify pre-launch dates, launch periods, and noteworthy events (seasons, holidays, or months) that the campaign will revolve around.
Budget: Set the budget for your campaign. The budget will dictate what tier of influencer you can partner with, how many influencers you’ll be able to activate for the launch, and creative concept scale. It also helps you determine how much money is available for paid media.
Content: Choose what platforms you want to activate on and what type of content you prefer (image, video, stories, carousels, etc.). Also mention FTC guidelines.
Audience: Creating a buyer persona helps shape what your campaign’s target audience will look like. Because this is an influencer marketing campaign, be as specific as possible.

Define Content Delivery Requirements

After you choose an influencer for your campaign, you’re ready to begin the next phase: content management. Planning your campaign content strategy involves setting expectations and guidelines for the brand, agency, and influencer. This will let the influencer know what’s expected from them and open the door for collaboration.

Include specifics such as which platforms the campaign will be activated on, the number and type of posts expected from the influencer, and a timeline for when content should go live. This is also where you should discuss paid media as part of the delivery strategy.

Download this worksheet:

Available in .pdf and .docx formats.

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