# Creator brand deal review sheet

Use this sheet before quoting, accepting, or beginning a creator partnership.
It is a commercial planning aid, not a universal contract or legal, tax,
accounting, or rate recommendation. Laws and appropriate terms differ by
jurisdiction and project. Obtain qualified advice for material agreements.

Source and current guidance:
https://vistafolk.com/guides/how-content-creators-find-brand-partnerships

## 1. Opportunity record

- Date received:
- Brand / organization:
- Contracting legal entity:
- Website and verified contact:
- Agency or intermediary, if any:
- Campaign / project name:
- Creator decision deadline:
- Proposed publication / delivery dates:
- Working currency:

## 2. Fit and objective

- What does the partner want to change: awareness, consideration, attendance,
  leads, sales, reusable creative, community education, or something else?
- Why is this creator, niche, audience, place, language, or format relevant?
- Does the product, service, organization, and claim fit the creator's actual
  experience and audience trust?
- Are there brand-safety, reputation, conflict, age, health, financial, political,
  environmental, or regulated-product concerns that need review?

Decision signal: [ ] green  [ ] amber  [ ] red
Open questions:

## 3. Deliverables and production

- Exact deliverables, quantity, length, format, resolution, and file type:
- Creator posts versus files delivered only to the partner:
- Concept, script, shot list, caption, links, tags, claims, and calls to action:
- Production locations, access, products, props, crew, talent, travel, and permits:
- Draft dates, final dates, publication dates, and minimum live periods:
- Number of review and revision rounds included:
- Who can approve, and how quickly must each side respond?
- What counts as out-of-scope work and how is it approved?

Decision signal: [ ] green  [ ] amber  [ ] red
Open questions:

## 4. Rights, identity, and paid use

- Who owns the finished and source materials?
- Creator publication rights and required live period:
- Partner organic channels and placements:
- Paid advertising platforms, accounts, handles, formats, budget/scope, and dates:
- Territory and target markets:
- License start and end dates:
- Editing, cropping, translation, synthetic/AI alteration, and approval rights:
- Name, voice, likeness, handle, and partnership-ad permissions:
- Sublicensing to agencies, affiliates, retailers, distributors, or other parties:
- Category exclusivity, named competitors, geography, and exact dates:
- Who turns off ads and removes assets when permission expires?

Decision signal: [ ] green  [ ] amber  [ ] red
Open questions:

## 5. Money, expenses, and payment

- Production fee:
- Creator publication fee:
- Usage / paid-media fee:
- Exclusivity fee or restriction value:
- Travel, props, crew, product, rental, platform, and other expenses:
- Taxes or withholding to clarify with a qualified adviser:
- Deposit or milestone payments:
- Invoice trigger, recipient, required vendor documents, and purchase order:
- Payment due date and payment method:
- Currency conversion or bank-transfer costs:
- Late-payment process:
- Cancellation, postponement, reshoot, and kill-fee terms:

Do not treat blank usage, exclusivity, expenses, or cancellation fields as
automatically included in one production fee.

Decision signal: [ ] green  [ ] amber  [ ] red
Open questions:

## 6. Disclosure, claims, and platform controls

- Material relationship to disclose: fee, free/discounted product, travel, event
  access, employment, family/personal relationship, affiliate benefit, or other:
- Disclosure wording, language, visibility, audio/video placement, and repetition:
- Platform branded-content or partnership-ad label required:
- Product or performance claims supplied by the partner:
- Evidence supporting any objective or regulated claim:
- Creator's genuine experience with the product or service:
- Markets and audiences whose advertising rules need review:
- Who is responsible for final compliance review?

Decision signal: [ ] green  [ ] amber  [ ] red
Open questions:

## 7. Records, safety, and relationship value

- Signed scope / agreement location:
- Approved creative and final publication links:
- Usage permission codes and advertising shutdown contact:
- Invoice and payment record:
- Personal data or audience data requested, and why:
- On-location, travel, equipment, harassment, or personal-safety plan:
- Permission to show the work in a portfolio or case study:
- Performance reporting the partner will share:
- Contact and next step for a repeat project:

Decision signal: [ ] green  [ ] amber  [ ] red
Open questions:

## 8. Final go / clarify / decline decision

Count the sections, not just the excitement of the logo.

- Green sections:
- Amber sections:
- Red sections:
- Terms that must be clarified in writing before acceptance:
- Advice or review needed:
- Final decision: [ ] accept  [ ] accept after written changes  [ ] decline
- Reason:
- Decision date:

No checklist can guarantee payment, campaign performance, legal compliance,
future work, audience response, or a good commercial relationship. Keep the
final written terms, approved work, usage permissions, invoices, and material
correspondence together.