Guide · Free template

The influencer brief template

Eight sections, the reasoning behind each one, and example wording you can lift directly. Click "Build my brief" and we'll ask you the same eight questions one at a time — then cast storytellers whose voice, aesthetic and audience match the answers.

This is the same template Castalyst uses as the starting point for every brief. Fill it in, then upload it in the brief flow — or answer the same eight questions online.

What a brief is actually for

A creator brief is not a contract and it is not a script. It is the document that lets someone who has never met your brand make decisions on your behalf, in their own voice, without checking in nine times.

That means the two things worth over-investing in are context and constraints — who you are and what genuinely cannot move. Everything between those two is where the creator earns their fee. Briefs that fail almost always fail by inverting this: thin on context, exhaustive on execution.

The eight sections

Copy the headings, answer the prompts, keep the whole thing under two pages.

01

Brand context

A creator can only match a voice they understand. This is the part most briefs skip, and it is the part that decides whether the pitches you get back feel on-brand.

  • Who you are, in one sentence a stranger would understand
  • The audience you actually sell to — not the one you wish you had
  • Two or three brands you feel adjacent to, and one you don't want to be confused with

Example wording

We make refillable cleaning products for people who care about their home but hate the word 'eco'. Closest in spirit to Aesop and Blueland; nothing like a bulk-value supermarket brand.

02

Campaign objective

Awareness, consideration and conversion need different creators. Naming one primary objective stops you from casting a storyteller and then judging them on click-through.

  • One primary objective — awareness, launch, conversion, or repositioning
  • The single metric you will judge it on
  • What success looks like in plain numbers, if you have them

Example wording

Primary objective: launch awareness for the refill pouch. Judged on saves and comment sentiment, not sales in month one.

03

Aesthetic and tone

This is the hardest thing to write and the most useful thing to read. Describe the feeling and the frame, not just the colour palette.

  • Three adjectives for the tone — and three the campaign is not
  • Reference posts or films, with a note on what specifically you like in each
  • Whether you want polished studio work or handheld, in-the-moment footage

Example wording

Warm, dry-humoured, unhurried. Not aspirational, not shouty, not 'clean girl'. Handheld, natural light, real kitchens.

04

Creator profile

Describe the person, not the follower count. Reach is the cheapest thing to buy and the least predictive of whether the work lands.

  • The archetype you're casting — the expert, the host, the outsider, the craftsperson
  • Audience geography and rough age band
  • Any hard exclusions (competing partnerships, categories, past controversies)

Example wording

A home-cook or interiors creator who films in their own space and talks like a friend. UK-based, audience 28–45. No creators with a current partnership in the cleaning category.

05

Deliverables

Ambiguity here is where budgets and relationships break. Be specific about counts, formats and platforms before you talk money.

  • Exact count and format per platform (e.g. 1× 45–60s Reel, 3× stories, 1× static)
  • Whether you need raw footage or only the published cut
  • Posting window and any dates that cannot move

Example wording

1× Instagram Reel (45–60s), 3× story frames with a link sticker, 1× TikTok cutdown. Raw footage delivered. Live between 12–19 March.

06

Message and mandatories

Keep this short. A brief that scripts every line produces content that reads like an ad and performs like one.

  • The one thing a viewer must take away
  • Non-negotiables: claims you can and cannot make, disclosure requirements, handle and hashtag
  • A clear list of what creative freedom the creator does have

Example wording

Takeaway: one bottle, refilled forever. Must include #ad and @brandhandle. Cannot claim 'plastic free'. Everything else — hook, structure, humour — is yours.

07

Usage rights and exclusivity

Usage is a separate commercial ask from the post itself. Naming the term and territory upfront avoids a renegotiation after the work is already live.

  • Whitelisting or paid amplification, with duration and territory
  • Whether the asset can appear off-platform (site, email, out-of-home)
  • Category exclusivity period, if any

Example wording

6 months paid usage on Meta and TikTok, UK only. Organic in perpetuity on brand channels. 60-day category exclusivity.

08

Budget and process

A stated range gets faster, more honest responses than 'send us your rates'. It also filters out creators who were never in your bracket.

  • A real range per creator, inclusive or exclusive of usage — say which
  • Approval steps and how many rounds of feedback to expect
  • Who the creator's single point of contact is

Example wording

£1,500–£3,000 per creator including 6-month usage. One round of feedback on the concept, one on the cut. Single contact throughout.

Four ways briefs go wrong

Casting by follower count

Reach tells you how many people could see it, never whether any of them will care. Cast for voice and audience relationship first; check reach last.

Adjectives that mean nothing

'Authentic, premium, aspirational' describes almost every brand. Say what you are not — that sentence is always more specific and more useful.

Usage rights added afterwards

Asking for six months of paid usage after the rate is agreed is a renegotiation, and creators read it as one. Put it in the brief.

Scripting the hook

The first three seconds are the one thing the creator knows better than you do. Give them the takeaway and let them find the way in.

Questions

How long should an influencer brief be?

One to two pages. A brief exists to remove ambiguity, not to demonstrate effort. If a creator has to hunt for the deliverables or the deadline, the brief is too long.

Should the brief include the budget?

Yes — a range, at minimum. Withholding budget wastes both sides' time and tends to attract negotiation rather than good creative thinking.

How prescriptive should the creative direction be?

Be precise about the takeaway, the mandatories and the format. Be loose about hook, structure and humour. You are paying for a creator's judgement about their own audience; scripting it away removes the thing you bought.

What is usually missing from a bad brief?

Three things: the audience the brand actually sells to, the usage rights being asked for, and a description of tone that goes beyond adjectives anyone could claim.

Ready to turn this template into a real brief?