1
Identify both parties with legal names and entity types
Enter the brand's full registered legal entity name and the influencer's legal name or business entity name. Include the influencer's Instagram handle and current follower count as of the signing date.
π‘ Ask the influencer for their W-9 (US) or equivalent tax form before signing β you will need this for payments over $600 and it confirms their legal name and entity type.
2
Define deliverables with format-level specificity
List every piece of content by format (in-feed post, Reel, Story, Live), quantity, minimum duration for video, required hashtags, and any caption language or mandatory disclosures. Attach detailed creative briefs as Schedule A.
π‘ Specify the aspect ratio and resolution requirements for each format β a Story delivered in landscape ratio wastes the deliverable.
3
Set the posting schedule and approval timeline
Enter draft submission deadlines, brand review windows (typically 3β5 business days), maximum revision rounds (2 is standard), and firm go-live dates for each deliverable. Include a deemed-approval clause if Brand does not respond in time.
π‘ Build at least 5 business days of buffer between the approval deadline and the go-live date to absorb revision cycles without missing campaign timing.
4
Complete the compensation block with a payment schedule
Enter the total flat fee, any usage fee for paid media, affiliate commission rate if applicable, and the payment milestones β typically 50% on signing and 50% on final delivery.
π‘ State the payment currency explicitly, especially for cross-border agreements. USD and CAD confusion is common and creates disputes at payment time.
5
Confirm FTC disclosure requirements and platform tools
Require use of Instagram's paid partnership label on all posts and at least one of #ad or #sponsored at the beginning of every caption. Reference the current FTC Endorsement Guides and note that this requirement is a material obligation.
π‘ Send the influencer a screenshot of a correctly labeled post as a reference β many influencers use #sponsored buried at the end of a long caption, which the FTC considers non-compliant.
6
Define IP ownership and usage rights with a time limit
State that the influencer retains content ownership and grant only the specific license the brand needs β owned channels, paid media, or both β with a defined usage period of 6 to 24 months. List any additional fees for paid media or whitelisting in a separate schedule.
π‘ If the brand wants whitelisting rights, add at least 20β30% to the base fee β it is standard industry practice and keeps the relationship fair.
7
Set exclusivity scope and duration proportionately
Define the competing category by product type (e.g., 'direct-to-consumer skincare brands' not 'all beauty and wellness'), the duration (30β90 days is typical for campaign exclusivity), and any carve-outs for existing partnerships the influencer already has.
π‘ Request a list of the influencer's existing brand deals before negotiating exclusivity β conflicts discovered after signing create expensive disputes.
8
Sign before any content creation begins
Both parties must execute the agreement before the influencer begins creating content or receives any product or payment. Unsigned collaboration agreements create ambiguity over IP ownership and compensation obligations.
π‘ Use an e-signature tool to timestamp execution and store the fully-signed copy in a shared drive accessible to both parties β Instagram DM screenshots are not a substitute for a signed contract.