Influencer Onboarding for Ford Dealerships

• 4x agency operator output.

• Clear understanding of all onboarding processes at any time.

• Spend and rights acquired reporting time slashed from an hour to minutes.

The Client

The Challenge

• Scouting and onboarding started to be unmanageable at scale.

• Onboarding started on Instagram and then moved over email. It required several stages and data gathering including signing contracts and initial payouts

• There was no tracking of influencers contacted, or stage they were in.

• All the process were followed on a Google Doc

The Solution

1. Send introductory emails when a content creator onboarding started

2. Send the DocuSign contract

3. Check if payment was sent to content creator

4. Send templated emails for each onboarding stage

The Results

• A single agency operator slashed their time from 4 to 1 hour a day on onboarding new influencers, time that can be spent now scouting more influencers.

• The agency is able to understand the stage of any new onboarding at any moment

• The agency is able to report on Marketing spend and rights acquired in minutes.

Tech Used

• DocuSign

• Airtable

• Zapier