Pre-Send Review Checklist
Overview
Pre-Send Review Checklist
Before you send a brief to a creator, run it against this pre-send review checklist. It takes two minutes and catches the gaps that cause revision rounds, missed disclosures, and off-message posts.
- One core message, stated up top in a single sentence
- The audience and their problem are clearly named
- A suggested angle with at least one reference post
- Format, length, and posting window specified
- CTA wording/discount code included
- FTC disclosure requirement (#ad) stated
- Allowed claims and hard no-gos listed
- Explicit creative-freedom note (no word-for-word script)
- Approval window and turnaround set
- Tags, hashtags, and payment terms included
💡 Never skip the bottom four. Disclosure, CTA, and approval are the items that come back to bite you most — legally, commercially, and operationally — and they belong in every influencer brief, every time.
Next up: Mistakes, Best Practices & Takeaways — the common traps to avoid and the habits that make briefs repeatable.