Agency, platform or hybrid: agreeing who does the work

List the work in scope

Start with the tasks below. Mark which ones your campaign needs, who handles each task and what is included in the proposal.

• Campaign objectives and planning.
• Creator research and audience checks.
• Creator outreach and booking.
• Deliverables, agreements and planned usage.
• Briefing and production coordination.
• Client approvals and feedback.
• Publication and any agreed paid distribution.
• Reporting and any separately agreed study.
• Payment administration and the campaign handover.

Check the responsibilities behind the label

For a software proposal, ask which tasks your team will perform and what support is included. Check who handles creator communication and production follow-up.

For a managed service, ask which tasks the campaign team takes on and how you will review the work. Confirm where approvals and reporting happen.

For a proposal that combines a team and software, ask for the same detail. A label such as “hybrid” does not tell you which responsibilities are included.

Ask to see the workflow

Request a walkthrough of the process you would use. Confirm these points before you agree the scope:

• Who is your campaign contact, and who covers their absence?
• Which decisions need your approval, and when?
• What campaign status can you see while work is in progress?
• Does the provider represent any proposed creators?
• What reports and campaign records will your team receive?

Plan your team’s part

Name the people who will approve creators, the brief and content. Agree feedback dates and how questions or changes will be handled.

Beatly’s published campaign process has these three client approval steps. The Beatly team manages the rest of the agreed campaign scope. Ask the proposal to confirm any additional services you need.

Compare costs against the same scope

Ask which items are included, optional or charged separately. Compare the planned deliverables and usage alongside the total.

• Strategy and campaign management.
• Creator fees and content production.
• Usage by channel, market and duration.
• Any paid distribution and management charges.
• Reporting and any optional brand lift or other research.

Agree what the report will answer

Set the campaign objective, reporting period and metric definitions before launch. Confirm the format and access your team needs.

Delivery figures describe what ran. If you also need evidence about awareness or incremental results, discuss the study design, eligibility and cost separately. A study is not included in every campaign.