Building a Repeatable Workflow

Onboarding one creator is easy. Onboarding twenty without losing track of who's signed, who's been paid, and who still owes content is where lean teams fall apart. The fix is to make onboarding boringly consistent.

Track every creator through the same stages so nothing falls through the cracks:

Quoted → Negotiating → Contract sent → Signed → Briefed → Scheduled

What each stage means in practice:

Store signed contracts and agreed terms in one folder per campaign so you can reconcile against deliverables and payments later. When a post goes live, you can check it against the agreed scope, rights term, and disclosure in seconds instead of digging through DMs.

The whole point of a pipeline is that the next creator runs through the same steps as the last one:

• One rate-estimation step (the Pricing Calculator) at the top of every deal.
• One reusable contract template, already reviewed by counsel.
• One status board so you always know who's where.
• One campaign folder holding contracts, terms, and final posts.

That's the full onboarding path — from rate to signed and scheduled. For the patterns to repeat and the traps to avoid, continue to Mistakes, Best Practices & Takeaways.