1
Identify both parties with legal names
Enter the brand's registered legal entity name and the promoter's legal name or business entity β not a social media handle or brand alias. Include addresses and contact emails for both parties.
π‘ Ask the promoter to confirm whether they operate as an individual or through an LLC or corporation β it affects tax reporting (W-9 vs. W-8BEN in the US) and the enforceability of IP clauses.
2
Define the campaign and term precisely
Describe the product or service being promoted, the platforms in scope, and the exact start and end dates. If the campaign is evergreen, set a defined renewal process rather than leaving the term open-ended.
π‘ A specific campaign description limits scope creep β without it, promoters may argue that follow-up posts or Stories were outside the agreed deliverables.
3
List deliverables with platform, format, quantity, and deadline
Enumerate every required content piece by format (post, Reel, Story, video, newsletter), platform, quantity, and due date. Include minimum live-duration requirements and any required links, codes, or calls to action.
π‘ Specify the exact tracking link or promo code in the deliverables section β waiting to share it separately after signing causes posting delays.
4
Set the compensation structure and payment triggers
Enter the flat fee, commission rate, or hybrid structure. Tie payment tranches to deliverable milestones: 50% on signing, 50% on verified publication. For affiliate arrangements, specify the commission platform and reporting cycle.
π‘ State the currency explicitly β USD, CAD, GBP β on every monetary figure, especially for cross-border engagements where promoters and brands are in different countries.
5
Establish the content approval workflow
Set the draft submission deadline, the brand's review window (typically 48β72 hours), the maximum number of revision rounds, and a deemed-approval clause if the brand does not respond in time.
π‘ Name the specific email address or platform (e.g., a shared Google Drive folder) for draft submissions β vague submission instructions cause avoidable disputes over whether drafts were received.
6
Specify disclosure requirements by jurisdiction
Insert the applicable disclosure standard for each platform and jurisdiction β FTC '#ad' requirements for US audiences, ASA CAP Code for UK audiences, platform-native paid partnership labels where required. Make the promoter responsible for compliance.
π‘ Reference the current FTC Endorsement Guides or ASA guidance by name so the clause automatically incorporates future regulatory updates without needing an amendment.
7
Define IP ownership, license scope, and whitelisting terms
Confirm the promoter retains ownership, then specify the brand's license duration, permitted uses (organic reposting, paid ads, email), and geographic scope. If whitelisting is needed, add an addendum or a separate line item.
π‘ Whitelisting typically commands a 15β25% fee premium over a standard organic post license β build this into your budget before finalizing the agreement.
8
Sign before any content is created or published
Both parties must execute the agreement before the promoter begins drafting content. Post-execution changes require a written amendment signed by both parties.
π‘ Use a timestamped e-signature tool so you have a clear record of when consent was given β important if an FTC investigation or payment dispute arises later.