CATEGORY

RESOURCE + LINK

MONTH + YEAR

Kickoff

Kickoff Deck

XX/XX

Strategy

Performance Influencer Strategy Deck

XX/XX

Trackers

Influencer Tracker

N/A

Creative + Content

Creative Briefs

N/A

Creative + Content

Influencer Content Folders

N/A

General

EXT Client Drive

N/A

PREVIOUS PARTNER

CONTACT

NOTES

NAME + LINK TO PROFILE

EMAIL

Timing

Action Item

Asset Location / Template Links / Resources

Owner

Notes

FALSE

Upon Notice

Make a Copy of
"Influencer Offboarding Tasks" Google Sheet →

JH

Rename the sheet to: "[CLIENT NAME] Power Digital Influencer Offboarding"

FALSE

Last 30-90 Days

Hyperlink all PDM Deliverables in the
"PDM Deliverables" tab
of the "[CLIENT NAME] Power Digital Influencer Offboarding" sheet

LV

ALL HYPERLINKED DELIVERABLES should be in PDF form, NOT our INT Google Document links. IF a Google link, please ensure that it is an external copy of the internal document.
​
❗️ EXCEPTION: Please ensure the following document's General Access are marked as "Anyone with the link can view"
1. Influencer Tracker
2. Content Folders

FALSE

Last 30-90 Days

Enter in all OR top performing previous partners + their contact information in the "Influencer Resources" tab
of the "[CLIENT NAME] Power Digital Influencer Offboarding" sheet

LV

FALSE

~1 Week from End of Partnership

Send "[CLIENT NAME] Power Digital Influencer Offboarding" sheet to client for their review

JH

Ensure that you ask for them to:
1) Confirm access to all hyperlinks
2) Confirm they have all requested materials from the PDM Team
​
Upon receipt of their confirmation and/or feedback, ensure that you are editing the sheet accordingly.

FALSE

Last Week of Partnership

(If needed) Introduce outstanding influencer comms to primary client contact for execution

LV

Ensure that your email includes:
1) An introduction to the client with an explanation that they will be managing the remainder of the partnership (including final payment)
2) A brief synopsis of where the partnership stands/outstanding items and deadlines so everyone is on the same page
3) The agreed upon SOW including the influencer fee & payment terms
4) (If needed) The appropriate unique UTM link the influencer would be including in their final live assets

FALSE

UPON COMPLETION OF THE ABOVE

Right-click the "Offboarding Checklist" tab of your "[CLIENT NAME] Power Digital Influencer Offboarding" sheet & click "Delete"

JH

Please ensure the INT checklist is deleted from the client-facing Offboarding Sheet, thank you!