Managing Client Sheets

The client sheet gathers recommended creators for a campaign in one place, alongside the campaign’s budget and pipeline stages. You can review each creator’s deliverables and price, track where they sit in the workflow, and act on them on the same page. The client sheet can be shared with external clients and campaign team members to help streamline the campaign process.

• For marketing or talent agencies, see Agency tasks.
• For brands or clients, see Brand and client tasks.
• Viewing creator cards, review history, and comments works the same for everyone. See Tasks for everyone.

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Client sheet user interface

The client sheet user interface allows you to view and manage recommended creators for a campaign at a glance. The In progress and Completed tabs add columns for the Expected publish date, Promo code, UTM link, and published content.

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Client sheet stages and statuses

There are three main stages in the client sheet workflow: Proposals, In progress, and Completed. Each stage has its own set of statuses that indicate where the creator is in the campaign workflow.

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Opening a client sheet

Every procedure on this page starts from the client sheet.

1. Click Campaign, then select an organization and a campaign.
   The campaign’s Kanban board appears.
2. Click the View client sheet icon at the top of the campaign.
   The client sheet appears on the Proposals tab.

If the campaign doesn’t have a client sheet yet, campaign managers see a Create client sheet icon in the same place. Click it once to create the sheet. Adding the first creator to the sheet also creates it.

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Agency tasks

As an agency, you add creators from the campaign’s Kanban board to the client sheet when you’re ready to pitch them, then track your client’s reviews and the creator’s deliverables until the content is published.

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Adding a creator to a client sheet

The creator must be in the campaign and have a Creator price set on their card.

1. On the campaign’s Kanban board, open the creator’s card.
2. Check the Creator price and Deliverables. These carry over to the client sheet, so set them first.
3. Click Add to sheet.
   The Add creator to sheet window appears.
4. Select a Creator category.
5. Optional: Change the Client price.
   CreatorDB suggests a client price with a 30% agency margin and shows the Estimated margin as you type. The client price can’t be lower than the creator price.
6. Click Add to sheet.
   The creator is added to the Proposals stage with the New status, and the card shows an Open client sheet link.

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Editing the client-facing price

1. Open the client sheet.
2. Click the More actions (⋮) icon in the creator’s row and select Edit price.
3. Enter the Client-facing price and click Save.
   CreatorDB recalculates the agency margin.

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Changing a creator’s status

1. Open the client sheet and select the tab the creator is in.
2. Click the creator’s status.
   A menu of the statuses for that stage appears.
3. Select a status and confirm.

To move a creator to the next stage, select (Move to In progress) on an Approved creator, or (Move to Completed) on an in-progress creator. For the full list of statuses, see Client sheet stages and statuses.

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Submitting a script or video for review

The creator must be in the In progress stage.

1. Open the client sheet and click In progress.
2. Click the More actions (⋮) icon in the creator’s row and select View card.
3. Click Add script or Add video draft, and enter the link.
4. Click Submit for review and confirm.
   The creator’s status changes to Script ready to review or Video ready to review.

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Adding a promo code and UTM link

1. Open the client sheet and click In progress.
2. Click Add in the creator’s Promo code or UTM link column.
   The creator’s card opens.
3. Enter the Promo code and UTM link. They’re saved to the creator’s card.

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Moving a creator to Completed

The creator must be in the In progress stage and have published the content.

1. Open the client sheet and click In progress.
2. Open the creator’s card (More actions (⋮) > View card), enter the published content URL, and close the card.
3. Click the creator’s status and select (Move to Completed).
4. Click Move to Completed.
   The creator appears on the Completed tab with the published content link.

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Sorting creators on the client sheet

Click Sort by above the creator list and choose a field. Each tab is sorted separately:

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Removing a creator from the client sheet

1. Open the client sheet.
2. Click the More actions (⋮) icon in the creator’s row and select Remove from sheet.
3. Click Remove.

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Brand and client tasks

As a brand or client, you review the creators your agency proposes and approve their scripts and videos before they’re published. As a Guest, you only have access to the client sheet. When you click Campaign and select the organization, CreatorDB lists the client sheets you’ve been invited to.

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Reviewing a proposed creator

1. Open the client sheet.
   The Proposals tab appears.
2. Click Review in the creator’s row, then click Review in the creator panel.
   The Review creator window appears.
3. Select Approve, Counteroffer, or Deny. For a counteroffer, choose a price type and enter the new price.
4. Optional: Enter a note or reason.
5. Click Confirm.
   The creator’s status changes to Agency pending until the agency responds.

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Reviewing a creator’s deliverables

Deliverables are reviewed in two rounds: first the script, then the video. You must approve the script before the creator can move on to the video. Reviews can take several rounds, so allow enough time before the campaign deadline and follow up with your agency regularly.

1. Open the client sheet and click In progress.
2. Click Review script or Review video in the creator’s row, then click the same button in the creator panel.
   These buttons only appear when the status is Script ready to review or Video ready to review.
3. Click View script or View video draft and review the content.
4. Select Approve or Request changes, and enter a note or reason.
5. Click Submit.

To change a review after you submit it, click the Edit icon next to your review result. After you request changes, the review button is unavailable until the agency submits the revised script or video.

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Tasks for everyone

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Viewing a creator’s card

The creator card shows the creator’s audience and platform stats, plus the review and comment history for this campaign.

1. Open the client sheet.
2. Click the Comments icon in the creator’s row. Agencies can also use More actions (⋮) > View card.
   The creator panel opens on the Review & Comments tab.
3. Click Overview to see the creator’s audience and platform stats.

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Viewing the review history

On the Review & Comments tab of the creator panel, click Review history. The Review history window lists every review result for the creator, with who submitted it, when, and any notes.

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Managing comments

On the Review & Comments tab of the creator panel, you can add comments and tag people with @. Comments are visible to the agency and the client team. You can reply to or react to any comment, and edit or delete your own:

• Reply: click the Reply icon. The reply mentions the comment’s author.
• React: click the React icon and pick an emoji.
• Edit: click the Edit icon, change the text, and click Save.
• Delete: click More actions (⋮) > Delete, then confirm. This can’t be undone.