The Brand-Side UGC Campaign Planner
$39
You've sent product to creators. Some posted, most didn't. The content that did come back was horizontal, had a trending song you can't run in an ad, or made a claim you'd never put on your label. And nobody ever agreed on whether you're allowed to use it.
That isn't bad luck. It's a missing system.
The Brand-Side UGC Campaign Planner is that system, written for founders, not creators. Most UGC templates teach creators how to pitch brands. This one is built for your side of the deal: deciding what you need, finding the right people, briefing them so the content is usable, getting rights and disclosures in writing, and turning one batch of content into organic posts, ads and product-page assets.
It's built by Socially, a creative social media marketing agency in Reno/Sparks that plans product content and creative campaigns for brands.
Open the tracker, follow the 30-day timeline, and run your next campaign with a plan.
What's included
UGC Campaign Tracker (.xlsx, works in Excel and Google Sheets): campaign goals and budget (actuals fill in automatically), creator pipeline with a 5-point scorecard and status dropdowns, outreach log with automatic follow-up dates, brief and deliverables tracker with overdue flags, product shipping tracker, content approvals with a scoring rubric and compliance checks, usage-rights tracker that flags licenses expiring within 30 days, payment tracker, and a performance log that calculates CTR, CPM, CPC, CPA and ROAS. Includes a fully filled example campaign for a fictional brand.
The Brand-Side UGC Campaign Playbook (25-page PDF): the four UGC deal types, campaign planning and asset math, creator selection, outreach and gifting, writing briefs that get usable content, review and scoring, FTC disclosure and usage-rights basics (with sources), repurposing UGC across organic and ads, and a day-by-day 30-day timeline.
Creative Brief Template (.docx): a 12-section blank brief plus a fully filled example.
Creator Outreach Messages (.docx): 10 DM and email messages, from first touch to rebooking, plus rate-negotiation replies.
Creator Agreement Checklist (.docx): deliverables, usage rights, whitelisting, exclusivity, payment, FTC disclosure and more, plus questions to bring to your attorney. (Not legal advice. Have a lawyer review your contracts.)
Shot List & Hook Prompts (.docx): shot lists and hook prompts for food, beverage, beauty, wellness and home goods, each with a claims caution.
Feedback & Revision Templates (.docx): approval, revision, claims-correction, disclosure-fix, reshoot and pass messages.
Single business license. Use and customize the tracker, playbook and templates in your own business and with your own clients. Please don't resell, redistribute or share the files themselves. The agreement checklist and rights/disclosure sections are general information, not legal advice.