UGC Creator Collaboration Pipeline Template
Turn UGC collaborations into repeatable wins
Sourcing creators, chasing contracts, editing drafts, and boosting top performers live in separate spreadsheets long after the first collaboration ships. This pipeline threads every move—from the campaign brief to repurposing and reporting—across one Instaboard canvas so you duplicate cards instead of rebuilding workflows, even as your ongoing creator roster grows. Start with the UGC Brief template, drop Creator Profile cards into the discovery list, and drag them through outreach, production, and amplification while tags flag rights or reviews. You’ll assign owners, set due dates, attach contracts, and log performance snapshots directly on each card so the next creator partnership is ready before the current one wraps.
- Filter by assignee or tag to see every creator stage on one board
- Duplicate UGC Brief and Creator Profile cards to launch faster
- Tag Usage rights pending or Ready to publish for instant filters
- Attach scripts, contracts, and metrics directly to deliverables
Start in Brief & Goals
Open the Brief & Goals list and duplicate the UGC Brief template card. Fill the goal, hero product, CTA, budget ceiling, and launch window fields, and assign the marketer owning the drop. Attach your campaign deck or brand kit so discovery has context on hand. Set a due date tied to the launch window, tag High priority if timing is tight, and keep the card parked in Brief & Goals for visibility.
Build your creator shortlist
In Creator Discovery, duplicate Creator Profile cards for each potential partner. Capture platform stats, deliverables, compensation, and status notes, then assign the owner responsible for vetting. Use sub-cards or indentation to log rights checks, and apply Needs creator feedback while you wait on responses. Attach past examples or media kits so outreach can respond with informed offers.
Run outreach without losing threads
When a creator is ready for contact, drag their card into Outreach & Negotiation and pair it with an Outreach Checklist card. Fill the offer, follow-up date, and contract tool, then assign whoever is sending the pitch. Set the follow-up date as the due date so reminders surface, and attach draft contracts or offer docs right on the card. Tag Legal review or Usage rights pending so your legal lead can filter these cards and clear the tag once signatures or exclusivity windows are locked.
Shepherd production and approvals
Move accepted creators into Production & Approvals and duplicate UGC Deliverable cards for every asset. List hook lines, proof points, and publish channels, then assign the creative producer or reviewer. Attach scripts, raw footage, and compliance checklists so feedback lives with the work. Tag Needs creator feedback while revisions are underway and leave Usage rights pending on assets until contracts confirm paid amplification terms.
Launch, amplify, and capture insights
Ready assets slide into Distribution & Amplification where you log spark codes, paid budgets, and repurposing plans. Tag Ready to publish, set due dates for go-live moments, and attach ad manager links so performance owners can monitor stats. Once the content ships, move cards into Post-Campaign Learnings, record ROAS or saves in the description, attach metric exports, and log next experiments inside the same card so you can duplicate the playbook for the next launch before archiving.
What’s inside
Six pipeline stages
Brief & Goals through Post-Campaign Learnings organize intake, creator discovery, outreach, production, amplification, and retros so cards move left to right.
Creator and deliverable micro-templates
UGC Brief, Creator Profile, Outreach Checklist, and UGC Deliverable cards duplicate structured fields for goals, compensation, follow-ups, and rights windows.
Usage rights label pack
Ready-to-use High priority, Usage rights pending, Legal review, Needs creator feedback, and Ready to publish labels surface bottlenecks during stand-ups.
Outreach and compliance demos
Example cards include DocuSign links, script attachments, approval checklists, and spark ad schedules so your team mirrors high-signal metadata.
Performance recap workspace
Post-campaign cards already log ROAS, saves, comment themes, and next experiments, giving you a reusable insight hub.
Why this works
- Connects creative, legal, and paid teams through one card trail
- Keeps rights and approvals transparent before assets go live
- Turns outreach follow-ups into scheduled, visible work
- Captures performance insights exactly where the assets live
FAQ
How do we juggle multiple campaigns at once?
Duplicate the UGC Brief card per campaign and keep them all in Brief & Goals. Use the High priority label and assignee filters so each squad sees their launch while sharing the same board.
Where should contracts and usage rights live?
Attach DocuSign links or signed PDFs directly to the Outreach Checklist or UGC Deliverable cards so the status and files travel together as you move cards left to right.
What if a creator only delivers organic posts?
Skip the paid amplification rows inside the UGC Deliverable card and keep the workflow the same. When you don’t need spark ads, tag Ready to publish and collapse or archive the amplification subtasks before moving straight into Post-Campaign Learnings.
Can we track payouts or invoices here?
Yes—add compensation notes in the Creator Profile card, attach invoices, and tag Usage rights pending until finance confirms payment and rights windows.