Free Ebook cover Influencer Marketing Starter Guide: Finding Creators and Running Campaigns That Work

Influencer Marketing Starter Guide: Finding Creators and Running Campaigns That Work

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14 pages

Outreach Messaging That Gets Replies and Starts Relationships

Capítulo 6

Estimated reading time: 13 minutes

+ Exercise

What “good outreach” does (and doesn’t) do

Outreach is not a pitch deck in a DM. It’s a small, respectful request for attention that makes it easy for a creator to say “yes,” “no,” or “here’s what I need.” The best outreach is:

  • Personalized: proves you chose them on purpose (one specific reference is enough).
  • Clear: states the opportunity in plain language (what, when, how much, what success looks like).
  • Workflow-friendly: fits how creators actually work (mobile-first, quick scanning, clear next step, minimal back-and-forth).
  • Relationship-first: treats the creator as a partner, not an ad placement.

A creator should be able to answer your first message with one of these: “Yes, send details,” “Here are my rates,” “Not a fit,” “I’m booked,” or “Let’s hop on a quick call.”

Creator workflow realities to respect

  • They triage fast: most messages are read on a phone. Lead with the point in the first 1–2 lines.
  • They protect their audience: they need to know why this fits their followers.
  • They manage multiple deals: timelines, deliverables, and usage rights must be explicit.
  • They avoid vague “collabs”: unclear compensation or expectations is a red flag.
  • They need approval clarity: “brand safety” is fine; “we rewrite your script” is not.

Build a “message pack” (copy once, customize fast)

Create a reusable set of messages you can adapt in under 2 minutes per creator. Your pack has three parts: (1) initial DM/email, (2) follow-up sequence, (3) discovery call agenda. Keep each part modular so you can swap in scenario-specific lines (gifting, paid, affiliate, UGC, ambassador).

Customization fields (copy/paste checklist)

Use these fields as variables in your templates. Fill every field you have; if you don’t have it, don’t fake it—ask for it.

FieldWhat to writeExample
{CreatorName}Name/handle“Maya”
{SpecificContentReference}One specific post/video + what you liked“Your ‘3 ways to style wide-leg jeans’ reel—loved the quick try-on cuts.”
{WhyAudienceMatches}Why their audience is a fit (1 sentence)“Your followers are mostly new-to-running women looking for simple gear recs.”
{BrandOneLiner}What you sell + differentiator“We make refillable deodorant with sensitive-skin formulas.”
{OfferType}Gifting/paid/affiliate/UGC/ambassador“Paid IG Reel + story set”
{WhatSuccessLooksLike}Outcome in plain language (not a KPI lecture)“Drive qualified clicks to the starter kit page and collect a few authentic testimonials.”
{Deliverables}Concrete list“1 Reel (30–45s) + 2 story frames with link sticker”
{Timeline}Key dates“Ship this week; post window Feb 5–12”
{CompRangeOrRateAsk}Either your range or ask for their rates“Budget $800–$1,200” or “What are your rates for the above?”
{UsageRights}Organic only vs paid usage, duration“Organic reposting + 30-day paid usage on our socials”
{ApprovalProcess}How you handle review“We only review for factual claims + brand safety; your voice stays yours.”
{NextStep}One clear action“Reply ‘interested’ and I’ll send a 1-page brief”

Part 1: Initial outreach (DM + email versions)

Step-by-step: how to write the first message

  1. Open with a real reference (1 line). Avoid generic praise.
  2. State the opportunity (brand + offer type) in one sentence.
  3. Explain fit (why their audience matches) in one sentence.
  4. Share the “shape” of the collab: deliverables + timeline + compensation approach.
  5. Make the next step easy: ask for rates or propose a range and ask if it works.
  6. Keep it skimmable: short paragraphs, bullets, no attachments in the first message.

DM template (short, mobile-first)

Subject line doesn’t exist in DMs, so your first line must carry the hook.

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Hey {CreatorName} — loved {SpecificContentReference}. The way you {detail you noticed} was 🔥.  We’re {BrandOneLiner} and I’d love to explore a {OfferType} with you.  Why you: {WhyAudienceMatches}.  What we’re thinking: {Deliverables} during {Timeline}. Success would look like: {WhatSuccessLooksLike}.  Comp: {CompRangeOrRateAsk}. If you’re open, reply with your rates (or “interested”) and I’ll send a 1-page brief + confirm usage/whitelisting details.

Email template (slightly more detail)

Email works well when you expect negotiation, need to include links, or want a cleaner thread for procurement.

Subject: {Brand} x {CreatorName} — {OfferType} idea (quick question)  Hi {CreatorName},  I’m {YourName} from {Brand}. I found you through {SpecificContentReference} — especially {specific moment}.  We’re exploring a {OfferType} and you stood out because {WhyAudienceMatches}.  Collaboration snapshot: - Deliverables: {Deliverables} - Timing: {Timeline} - What success looks like: {WhatSuccessLooksLike} - Usage: {UsageRights} - Review: {ApprovalProcess}  Compensation: {CompRangeOrRateAsk}.  If you’re open, could you share your rates (and any media kit), or confirm whether the range above works? Happy to send a 1-page brief and product details.  Thanks, {YourName} {Role}, {Brand} {Website} | {Email}

What to avoid (common “no reply” triggers)

  • “We’d love to collab” with no deliverables, timeline, or compensation.
  • Copy-paste praise that could apply to anyone.
  • Asking for a call before giving basics.
  • Overly long brand story or multiple links.
  • Pressure language: “ASAP,” “urgent,” “we need you to…”

Part 2: Follow-up sequence (polite persistence)

Creators miss messages. A good follow-up sequence is short, spaced out, and adds clarity each time. Use the same thread so context stays visible.

Recommended cadence

  • Follow-up #1: 2 business days after initial message
  • Follow-up #2: 5–7 business days after initial
  • Follow-up #3 (close the loop): 10–14 business days after initial

Follow-up #1 (nudge + simplify)

Hey {CreatorName} — quick bump in case this got buried. Still interested in a {OfferType}: {Deliverables} in {Timeline}.  If helpful, here’s the key question: would you be open to sharing your rate for that package (or does {CompRangeOrRateAsk} fit)?

Follow-up #2 (add value + options)

Hi {CreatorName} — totally understand you’re busy. We can also flex the scope if needed:  Option A: {DeliverablesOptionA} (budget {BudgetA}) Option B: {DeliverablesOptionB} (budget {BudgetB})  Which is closer to what you’d want to do?

Follow-up #3 (graceful close)

Last note from me for now — if timing isn’t right, no worries. Want me to circle back in {Month/Quarter}? If yes, what’s the best email to use?

Micro-templates for common situations

  • If they saw it but didn’t reply: “No rush—should I send the 1-page brief here or to your email?”
  • If they replied “send details”: “Great—confirming: {Deliverables}, {Timeline}, {UsageRights}. Any rate guidance before I draft the agreement?”
  • If they ask “what’s your budget?”: “For this scope, we’re targeting {Range}. If your rate is higher, share it and we can adjust deliverables.”

Part 3: Short discovery call agenda (10–15 minutes)

The goal of a discovery call is alignment, not brainstorming an entire campaign. Keep it tight and creator-friendly.

When to use a call (and when not to)

  • Use a call when: you’re discussing ambassador terms, exclusivity, paid usage/whitelisting, multiple deliverables, or a longer partnership.
  • Skip the call when: it’s a simple one-off with clear deliverables and the creator already shared rates.

Agenda (copy/paste)

  1. 1 minute — Context: “Thanks for making time. Goal is to confirm fit, scope, and next steps.”
  2. 2 minutes — Creator POV: “What content has been resonating with your audience lately? Anything you’re avoiding right now?”
  3. 3 minutes — Offer + audience fit: Share the product one-liner and why you think it matches their audience. Ask: “Does that feel aligned?”
  4. 3 minutes — Deliverables + timeline: Confirm format, posting window, and any constraints (travel, editing time, brand review timing).
  5. 3 minutes — Creative + approvals: “We want your voice. We’ll only review for factual claims and brand safety.” Ask what they need to create confidently (talking points, do/don’t list, examples).
  6. 2 minutes — Compensation + usage: Confirm rate, payment timing, and usage rights (organic reposting vs paid usage/whitelisting, duration, platforms).
  7. 1 minute — Next steps: “I’ll send a written recap today with deliverables, dates, comp, and usage. You’ll confirm, then we’ll contract + ship.”

Call notes template

Creator:  Offer type:  Deliverables:  Timeline/posting window:  Key talking points:  Non-negotiables (brand):  Creator constraints:  Rate + payment terms:  Usage rights:  Exclusivity:  Next step + owner + date:

Scenario-specific examples (message pack variants)

1) Gifting / seeding (no guaranteed post)

Key principle: be explicit that posting is optional. Your “ask” is permission to send product and a lightweight request for feedback.

Hey {CreatorName} — loved {SpecificContentReference}. We’re {BrandOneLiner} and I think it fits because {WhyAudienceMatches}.  We’re doing a small gifting/seed round (no posting required). If you’re open, we’d love to send you {Product} and get your honest feedback.  If you *do* end up loving it and want to share, amazing — we can also provide a code/link for your audience.  Where should we ship, and what email is best for details?

Optional add-on: “If you prefer paid for any mention, totally understand—share your rates and we can switch to a paid scope.”

2) Paid post (clear scope + budget range)

Key principle: lead with deliverables, timeline, and budget range to reduce negotiation loops.

Hi {CreatorName} — your {SpecificContentReference} stood out (especially {specific detail}).  We’re {BrandOneLiner}. We’d love to book a paid collab: {Deliverables} during {Timeline}.  Why you: {WhyAudienceMatches}. Success looks like {WhatSuccessLooksLike}.  Budget range for this scope: {CompRangeOrRateAsk}. If that’s in the ballpark, can you share your rate card + confirm any add-ons for usage/whitelisting?

3) Affiliate-first (performance-led, still respectful)

Key principle: don’t pretend affiliate is “free.” Make the upside clear, offer a hybrid option if needed, and define what you’ll provide (tracking, code, landing page, product).

Hey {CreatorName} — loved {SpecificContentReference}. We’re {BrandOneLiner} and think your audience matches because {WhyAudienceMatches}.  We’re starting with an affiliate-first partnership: {Commission}% per sale + a unique code for your audience. We’ll provide {Product} + tracking link + a simple landing page.  If you prefer a guaranteed fee, we can also do a hybrid (smaller flat fee + affiliate).  Would you like the details, and what structure do you typically prefer?

4) UGC-only (content for brand channels, not posted on creator feed)

Key principle: clearly state that this is not an “influencer post,” it’s content production. Specify usage rights, number of concepts, and revision limits.

Hi {CreatorName} — I found you via {SpecificContentReference}. Your on-camera delivery and edits are exactly the style we’re looking for.  We’re {BrandOneLiner} and want to hire you for UGC-only (you wouldn’t post).  Scope: {#} videos, {length}, {style notes}; delivery by {Timeline}. Usage: {UsageRights}. Revisions: {1–2} light rounds.  What’s your rate for a package like this? If you have a UGC rate sheet, feel free to send it.

5) Ambassador inquiry (longer-term relationship)

Key principle: signal commitment, but keep the first message simple. Offer a short call and outline what “ambassador” means (cadence, exclusivity if any, perks, pay structure).

Hey {CreatorName} — I’ve been following since {SpecificContentReference}. Your content consistently hits on {theme}, which overlaps with our community.  We’re {BrandOneLiner} and we’re inviting a small group into an ambassador program (3–6 months).  Typical cadence: {cadence example}. Perks: product + paid deliverables + early access. We also discuss category exclusivity only if it’s compensated.  Open to a 12-minute call this week to see if it’s a fit? If yes, what times work, and what email should I send the invite to?

Compensation language: how to be transparent without boxing yourself in

Option A: Share a range (reduces back-and-forth)

Use when you have a defined budget and want to qualify quickly.

For {Deliverables}, we’re budgeting {Low–High} depending on usage/whitelisting. If your rate is higher, share it and we can adjust scope.

Option B: Ask for rates (useful when scope is flexible)

Use when you’re open to different packages or don’t yet know market rates for that creator.

What are your rates for {Deliverables}? Also, do you have separate pricing for paid usage/whitelisting and category exclusivity?

Option C: Hybrid framing (affiliate + fee)

We can do either (1) affiliate-first at {Commission}% or (2) hybrid: {FlatFee} + {Commission}%. What do you typically prefer?

Response-handling playbook (common replies)

Reply fast, keep tone collaborative, and always offer a clear next step. Below are common responses and scripts you can adapt.

1) “Your budget is too low / my rates are higher”

Goal: protect the relationship, learn their pricing, and adjust scope or usage rather than arguing.

  • Step 1: Thank them and acknowledge.
  • Step 2: Ask what’s included (deliverables, usage, whitelisting, exclusivity).
  • Step 3: Offer scope options: reduce deliverables, reduce usage, shift to UGC-only, or propose hybrid.
Thanks for sharing — appreciate the transparency. To make sure we’re comparing apples to apples, does that rate include {UsageRights}/whitelisting and any exclusivity?  If we need to stay closer to {YourRange}, we can adjust in a few ways: - Reduce scope to {smaller deliverable} - Keep deliverables but limit usage to organic only - Switch to UGC-only with paid usage add-on  What option would you prefer?

2) “I’m not available / I’m booked”

Goal: keep the door open and capture timing + best contact.

  • Step 1: Ask for next availability window.
  • Step 2: Offer to hold a spot or plan a later drop.
  • Step 3: Ask if they can recommend someone similar (optional).
Totally understand — thanks for letting me know. When does your next opening look like (roughly)? I can circle back then.  If you’re open, is there a creator friend with a similar vibe you’d recommend for this timeline?

3) “I want more creative control / I don’t do scripts”

Goal: reassure them you want their voice while still protecting brand requirements.

  • Step 1: Confirm creator-led approach.
  • Step 2: Define what you will review (claims, safety, legal).
  • Step 3: Offer a lightweight structure: talking points + do/don’t list.
That’s exactly what we want — creator-led content performs best. We won’t script you.  We’ll just provide 4–6 talking points + a short do/don’t list (mainly around factual claims and brand safety). If you’re open, you can send a quick outline or rough cut for a fast check, then you run with it.

4) “Do you need exclusivity?”

Goal: be specific about category, duration, and compensation. Never imply exclusivity is “standard” without pay.

  • Step 1: Decide if you truly need it (often you don’t).
  • Step 2: If yes, define category + duration + platforms.
  • Step 3: Offer an exclusivity fee or remove the ask.
We don’t require exclusivity by default. If we add it, we’d keep it narrow: {Category} only, for {Duration}, on {Platforms}.  If you’re open to that, what’s your exclusivity fee? If not, no problem — we can proceed without exclusivity.

5) “I need full control over edits / I won’t do revisions” (UGC or paid)

Goal: set a fair revision boundary without micromanaging.

Understood. To keep it simple, we can limit revisions to {1} light round for factual accuracy/brand safety only (no style changes). If that works, we’ll be aligned and you can keep full creative control.

6) “Can you send a contract/brief first?”

Goal: move forward while confirming any missing variables (rates, usage, timeline).

Yes — I’ll send a 1-page brief today. Before I draft the agreement, can you confirm: (1) your rate for {Deliverables}, (2) whether {UsageRights} is okay, and (3) your preferred posting window within {Timeline}?

7) “I’m interested—what exactly do you need?”

Goal: respond with a tight scope recap and a single decision point.

Awesome. Here’s the quick scope: {Deliverables}, posting {Timeline}, success = {WhatSuccessLooksLike}, usage = {UsageRights}.  Are you comfortable with that scope? If yes, share your rate (or confirm {Range}) and I’ll send the brief + agreement.

Now answer the exercise about the content:

Which outreach message best matches a workflow-friendly, relationship-first first DM to a creator?

You are right! Congratulations, now go to the next page

You missed! Try again.

Effective outreach is personalized, clear, skimmable, and easy to answer. It should include the collab shape (deliverables, timeline, compensation approach) and a single next step, while avoiding vague “collab” asks or unnecessary back-and-forth.

Next chapter

Negotiating Deliverables, Creative Guidance, and Approval Workflows

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