Influencer Marketing Templates

By Joe Weller | January 17, 2025

We’ve gathered the most useful influencer marketing templates in Microsoft Word, Adobe PDF, and Google Sheets formats.

Included in this article, you’ll find the following:

Influencer Assessment Template

Influencer Assessment Template

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Adobe PDF  | Google Sheets

When to Use This Template: This template is designed for brands that have to select influencers to contact for collaboration requests. Use it to evaluate potential content creators against your brand and assess how well they align with your campaign. You can also use it to compare different content creators and evaluate who would be the best fit for collaboration.

Notable Template Features: This template features one section to note the campaign objective, key message, and target audience, and another section to evaluate content creators based on their audience, engagement rate, expertise, and other factors. It’s simple and useful for high-level assessment of the content creators.

Plan your content and organize your marketing campaigns with these free social media templates.

Generic Influencer Assessment Template

Generic Influencer Assessment Template

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Adobe PDF  | Google Sheets

When to Use This Template: Use this template to assess a single influencer’s total reach before reaching out to them with a collaboration request. You can use it multiple times for multiple influencers to compare their following and influence across the internet when your brand has several contenders for a partnership.

Notable Template Features: This template is extremely thorough in assessing which potential collaborators will have influence on each platform. It includes room to note the number of followers the influencer has on every social media platform, the total engagement from that platform, when the creator last posted on that platform, and whether or not they’re verified. Most influencers will not have a presence on all 15 channels, but filling out this template can help you assess the contenders’ overall reach.

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Influencer Strategy Brief Template

Influencer Strategy Brief Template

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Adobe PDF  | Google Sheets

When to Use This Template: This three-part template helps brands plan their outreach to different influencers. It’s useful for companies that have a shortlist of influencers to contact and want to focus on long-term partnerships and brand goals rather than specific campaigns. It’s best for internal use with the brand.

Notable Template Features: This strategic template includes space to analyze different content creators, along with their market share, reach, and rates. It also has space to plan out owners and deliverables for different tasks related to outreach.

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Influencer Scorecard Template

Influencer Scorecard Template

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Adobe PDF  | Google Sheets

When to Use This Template: Use this influencer scorecard template to assign individual scores to every influencer your brand is considering for a partnership. This template is thorough, readable, and easy to use, which makes it perfect for brands that want a quick evaluation and assessment of potential collaborators.

Notable Template Features: This influencer scorecard template has room to rate a number of different values, including the influencer’s reach, engagement, views, brand expertise, past collaborations and results, professionalism, relevance, and more. Use each scorecard for a single influencer to receive a single score — this makes it easy to compare several influencers.

Influencer Budget Template

Influencer Budget Template

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Adobe PDF  | Google Sheets

When to Use This Template: Use this three-tier budget template to analyze influencer marketing costs at the level of individual creators, content type, and reach. It’s perfect for brands that are collaborating or want to collaborate with multiple types of influencers with the goal of breaking down the cost of different collaborations, as well as total costs.

Notable Template Features: The influencer budget template contains fields to calculate the cost of various aspects of production for influencer marketing, as well as the total cost for each potential collaboration based on the number of posts each influencer creates and their rate.

Sponsored Post Request Template

Download a Sponsored Post Request Template for
Microsoft Word  |  Adobe PDF

When to Use This Template: Once you select the best influencers for your campaign, use this template to draft an outreach email to influencers you want to collaborate with. It’s helpful for highlighting the aspects of their brand that align with yours and pointing out common ground to make the partnership more appealing to them. It’s best for brands that have many different potential marketing opportunities and can be flexible with the kind of content they make depending on the influencer’s preferences.

Notable Template Features: This template prompts you to propose both a general partnership and a specific collaboration. Doing this provides the influencer with an easy starting point for collaboration and leaves the conversation open for the creator to state their preferences.

Product Review Request Template

Product Review Request Template

Download a Product Review Request Template for
Microsoft Word  |  Adobe PDF

When to Use This Template: Once you select the best influencers for your campaign, use this template to draft an outreach email request to an influencer for a review of one of your products. It’s best for brands that have specific physical products that would look good in unboxing videos or product reviews.

Notable Template Features: This template includes prompts to connect the influencer’s interests and previous product promotions with the brand’s values and products. It also includes a section to detail the product specifications and how the product would fit into the influencer’s niche.

Event Collaboration Request Template

Event Collaboration Request Template

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Microsoft Word  |  Adobe PDF

When to Use This Template: Once you select the best influencers for your campaign, utilize this event collaboration request template to help draft an outreach email to an influencer about partnering on an event. It’s most useful for brands that use events, giveaways, and networking opportunities to market their product.

Notable Template Features: This template has space to explain in detail the purpose of the event, the topics in discussion, and the opportunities, activities, and gifts you are offering. It also has a prompt to introduce the brand by mentioning a post from the influencer that aligns with your brand values.

Basic Influencer Brief Template

Basic Influencer Brief Template

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Microsoft Word  | Adobe PDF

When to Use This Template: This basic influencer brief template is perfect for brands that have already established a partnership with an influencer or have selected their ideal influencer and are in the process of establishing the partnership.

Notable Template Features: This high-level brief lays out guidelines for every stakeholder in the campaign, from the creative team to operations, legal, technical, and project management. It includes sections to detail the campaign objectives, content requirements, technical requirements, deadlines, and the ultimate call to action (CTA). This directs both the influencer’s content and the overall campaign at the same time and ensures that the influencer’s work always remains in context.

Influencer Creative Brief Template

Influencer Creative Brief Template

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Microsoft Word  | Adobe PDF

When to Use This Template: The influencer creative brief template focuses on the minutiae of messaging, visuals, and content. It’s perfect for brands that have established a partnership with an influencer and need to equip the influencer with everything they need to know about the brand so they can promote it well.

Notable Template Features: This template includes sections to outline the campaign message, detail all the posts that the influencer will create, outline the scope of the collaboration, and list all content dos and don’ts. It also has a section where you can include the brand style guide, which gives the influencer a thorough reference guide on copy to use or not use, how to use and talk about the product, and how to write captions.

Influencer Marketing Brief Template

Influencer Marketing Brief Template

Download an Influencer Marketing Brief Template for
Microsoft Word  |  Adobe PDF

When to Use This Template: The influencer marketing brief template provides guidance to the influencer on how to direct their content. It’s best for brands that have hired an influencer and need to help them keep the brand and campaign goals and messaging top of mind.

Notable Template Features: While this template is high-level and focuses on objectives and calls to action, it also goes into detail on the business partnership with sections for deliverables and deadlines, content review processes, budgets, KPIs, and payment processes.

Analyze your strategies and monitor your campaign progress with these free marketing campaign tracker templates.

Influencer Performance Analysis Template

Influencer Performance Analysis Template

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Adobe PDF  | Google Sheets

When to Use This Template: Use this influencer performance analysis template to assess an influencer’s content after an influencer marketing campaign. It’s best for brands that have completed a partnership or a particular campaign with an influencer and want to conduct a review.

Notable Template Features: This template features sections for analyzing the influencer’s audience, reach, views, engagement, impressions, and click-through rate, as well as sections to determine how the influencer benefited the brand through new followers and sales.

Analyze not only your creators but also your audiences with these free social media report templates to help you collect and analyze performance data.

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