The Platform Workflow, Step by Step
Overview
This is the repeatable process — the one you run for every campaign instead of starting from scratch each time. It uses your competitors as a shortcut, because the creators already working in your category are the fastest path to relevant, deal-friendly names. Run it top to bottom and you'll finish with an exported, vetted shortlist.
The 8-Step Workflow
- Identify your competitors. List 3–5 brands that sell to the same customer you do.
- Track a competitor's mentions. Pick the most active competitor and see which creators tag and mention them.
- Pick a few seed profiles. From those mentions, choose three or four creators who clearly fit your profile.
- Find lookalikes. Use those seeds to surface creators with similar audiences and content.
- Apply your filters. Narrow the pool by audience location, age, size tier, and engagement rate.
- Check performance with SocialIQ. Use the free SocialIQ Chrome extension to see a creator's real engagement right on their profile. (Performance only — audience analysis comes next.)
- Save the profile and run the audience report. Save creators who pass into a named list. If audience fitness is in any doubt, generate a detailed audience insight report from the saved profile — demographics, engagement quality, and brand history.
- Export the list. Export your shortlist with contact details, ready for outreach.
Step 1 — Identify Your Competitors
List 3–5 brands that sell to the same customer you do. These are your starting points; you'll mine their creators, not reinvent a search from zero.
Step 2 — Track a Competitor's Mentions
Pick the most active competitor and surface the creators who tag and mention them. These are warm, category-relevant names handed to you for free.
Step 3 — Pick a Few Seed Profiles
From those mentions, choose three or four creators who clearly match your ideal creator profile. These seeds power the next step.
Step 4 — Find Lookalikes
Feed those seeds into the platform's lookalike search to surface creators with similar audiences and content — expanding a few names into a real pool.
Step 5 — Apply Your Filters
Narrow the pool by audience location, age, size tier, and engagement rate. Reuse the spec from your ideal creator profile as your filter set.
Step 6 — Check Performance With SocialIQ
Use the free SocialIQ Chrome extension to see a creator's real engagement right on their profile. This is a fast performance gut-check — full audience analysis comes in the next step.
Step 7 — Save the Profile and Run the Audience Report
Save creators who pass into a named list. If audience fitness is in any doubt, generate a detailed audience insight report from the saved profile — demographics, engagement quality, and brand history. Decide on data, not a hunch.
Step 8 — Export the List
Export your shortlist with contact details, ready for outreach. That exported list is the bridge from discovery to your first message.
Next up: how to keep all those saved creators organized in one place so the relationship doesn't fall apart after discovery.