Free Sales Influencer Outreach Checklist Template

Sales Influencer Outreach Checklist

This Sales Influencer Outreach Checklist is designed to streamline the process of identifying, reaching out to, and collaborating with influencers for sales promotions. Please follow the steps outlined in the checklist to ensure a thorough and effective outreach campaign.

Phase 1: Research & Identification

Task

Description

Status

Identify target influencers

List potential influencers who align with the company's values

  • Done

  • Pending

Research influencer’s audience

Verify that their audience matches the company's target market

  • Done

  • Pending

Evaluate past partnerships

Look into the influencer's previous brand collaborations

  • Done

  • Pending

Phase 2: Initial Outreach

Task

Description

Status

Prepare email template

Create a persuasive email for initial contact

  • Done

  • Pending

Send initial emails

Send out emails to the list of identified influencers

  • Done

  • Pending

Follow-up

Send a follow-up email if there is no response within a week

  • Done

  • Pending

Phase 3: Collaboration & Execution

Task

Description

Status

Agree on collaboration terms

Negotiate and finalize terms of the collaboration

  • Done

  • Pending

Sign agreement

Both parties should sign an agreement outlining the partnership

  • Done

  • Pending

Implement campaign

Launch the influencer campaign as per the agreement

  • Done

  • Pending

Phase 4: Evaluation & Follow-Up

Task

Description

Status

Track metrics

Monitor KPIs to evaluate the effectiveness of the campaign

  • Done

  • Pending

Send Thank-You email

Thank the influencer for the collaboration

  • Done

  • Pending

Evaluate future collaboration opportunities

Based on metrics, determine if another collaboration is beneficial

  • Done

  • Pending

Prepared By: [Your Name], [Your Job Title]

Date: [Month, Day, Year]

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