Influencer Partnership SOP

Standard operating procedure for vetting influencers, managing agreements and disclosures, reviewing content, and reporting campaign results.

Steps

• Collect campaign requirements
  The influencer marketing manager records the campaign objective, target audience, deliverables, timeline, budget, required platforms, and any mandatory brand or legal restrictions. Include the required disclosure format, usage rights, exclusivity terms, and any prohibited topics or claims.
• Screen the influencer candidate
  The influencer marketing manager reviews the candidate's audience demographics, engagement quality, content style, prior brand partnerships, and any known brand safety concerns. The manager flags suspicious engagement spikes, irrelevant audience segments, or content that conflicts with brand values.
• Verify compliance and conflict checks
  The compliance reviewer confirms that the influencer is not subject to any known conflicts of interest, restricted-category issues, or prior non-conformance records. The reviewer verifies that the planned campaign complies with applicable advertising, disclosure, and platform requirements.
• Issue and execute the agreement
  The brand manager issues the partnership agreement with deliverables, deadlines, compensation, usage rights, disclosure obligations, approval rights, and termination terms. The legal reviewer confirms that the final agreement includes required clauses before signatures are collected.
• Provide disclosure instructions
  The social media specialist provides the influencer with required disclosure language, placement rules, and platform-specific instructions. The specialist confirms the influencer understands when disclosures must appear and how they must be presented.
• Review draft content
  The brand manager reviews the draft caption, creative assets, hashtags, tags, and call-to-action for accuracy, tone, and compliance. The manager checks that all claims are substantiated, disclosures are visible, and the content matches the approved brief.
• Escalate deviations and non-conformance
  The reviewer determines whether any deviation requires correction, legal review, or campaign pause. The reviewer records the non-conformance and routes it to the appropriate owner for resolution.
• Resolve the deviation
  The responsible role corrects the issue, updates the approved content record, and obtains re-approval before publication. If the deviation cannot be corrected quickly, the campaign owner pauses the post and escalates to legal or compliance.
• Publish and monitor the campaign
  The social media specialist confirms the approved content is published with the required disclosure and monitors early performance, comments, and any brand safety issues. The specialist records any takedown requests, negative sentiment spikes, or platform moderation events.
• Report campaign results
  The influencer marketing manager compiles reach, impressions, engagement, clicks, conversions, cost, and notable qualitative outcomes. The manager documents lessons learned, compliance issues, and recommendations for future partnerships.