Check trust and fit first. Learn what the company needs. Show how you can help. Wait for real interest. Set all the work. Then put the fee next to the value and work. Put the deal in writing. Check it again before it goes live.
This is the main checklist for a finance creator brand deal. It helps you see what is clear, what still needs an answer, and what may not fit.
It does not replace the deep guides for rates, scope, review, rights, or reports. It shows when to use each one.
Use the Deal Readiness Map
Pick one state for each check. Your choices stay in this browser. The map will show your next step. It will not score or approve a deal.
Deal Readiness Map
Use it for an inbound deal or a deal you pitched.
Fit and value
Start with trust. Then learn the goal and show how you can help.
Work and fee
Get interest. Set the work. Then put the fee next to both.
Trust and terms
Put the plan in writing. Keep the claims true and the review path clear.
Live and report
Test the live parts. Save proof. Set the report and next idea.
Your choices stay in this browser. This page does not send your choices to Creators Agency. The map does not score or approve a deal. It is not legal advice.
1. Check fit and show your value
Audience trust comes first. Pass if you cannot stand behind the product or the claims. A large fee does not fix a bad fit.
Next, learn what the company needs. Ask what the deal should help and what useful step a viewer should take. Each company has its own plan. There is no set plan or fixed calendar for every deal.
Build one clear idea for this company. You may see a product gap, a hard idea you can teach, a fair point of view, or an ad asset the company can use. Tell the brand what you saw and how you may help.
Make a hard idea easy for the right viewer.
Help viewers see how the product is like or unlike a top choice.
Plan work the company may want to use in its own paid plan.
Explain why this product and topic fit your viewers now.
Put your key proof in the note. Do not make the brand hunt through links. This can also help the note reach the right person.
Use the finance creator media kit guide when a brand needs more proof.
2. Set the work, then the fee
Do not send a fee before the company sees your value plan and shows real interest. A reply, a scope question, or a wish to keep talking can be a clear sign.
Next, set the core work. Scope means all the work in the deal. Name the main asset, ad spot, rough length, extra posts, review steps, rights, dates, links, report, invoice, and payment step.
State the company goal, your value, your proof, and the full work. Then state the fee. Never send a bare number with no value or work beside it.
Use the deliverables checklist to set each item. Use the value-first negotiation guide to shape the reply. The sponsor rate calculator can help with math after the plan is clear.
3. Put trust and terms in writing
A friendly email is not the full deal. Make sure the final written plan has the work and the terms you agreed to. Ask a lawyer or the right expert when you need help with a term.
Name each asset, review step, target date, and what happens if the work grows.
Say where the brand may use your work, for how long, and what it may change. Keep any brand limits narrow and clear.
Use true product facts. Name one brand lead who sends one clear set of notes.
Name the fee, invoice step, payment due date, report data, and each data owner.
Usage rights say where and how long a brand may use your work. Contract terms set the written deal. The payment guide helps you name the pay trigger and due date.
For the ad itself, the brand should give true product facts and proof for claims. The creator should keep their own voice and only say what they believe is true. One brand lead should join all notes into one clear list. Use the full content approval guide when the review has more steps.
Plan the paid tie before you record. The YouTube sponsorship disclosure guide covers that task in full. The main U.S. and YouTube source links are below.
4. Check the live parts and report
Before the video goes live, test the link, code, offer, and page on a phone and a computer. Check the final ad, post copy, paid tie, live date, and who needs the live link.
After the post, send the live link and proof that each agreed part is live. Save the channel data you agreed to share. Ask for brand-owned data such as clicks or useful actions when the brand can share it.
There is no one report date for each deal. Pick a date that gives the work a fair time to grow and helps the company make its next call. Use the sponsor report tool to set the source, date, and math.
End with one next idea. You may repeat what worked, change the topic or offer, test a new plan, or stop. Use the facts. Do not promise a result.
Use the right deep guide
This page keeps the full path in one place. Use these pages when you need to work on one part.
Official disclosure sources
Rules can change by product and place. Check the current source that fits the deal.
The FTC guide covers a clear brand tie and support for ad claims. YouTube explains its paid-promotion setting and platform rules.
Frequently Asked Questions
Check the product fit, company goal, your value idea, proof, brand interest, full work, fee, rights, review plan, claims, disclosure, payment, live parts, and report plan.
First show how you can help this company. Get a clear sign of interest. Then set the core work. Put the fee next to that value and work. Do not send a bare number.
Share normal views from at least 10 recent videos that had time to grow. Add first-party audience facts, topic fit, and past results you have the right to share. Put key proof in the message.
Name each asset, format, ad spot, rough length, extra post, review step, date, link, paid use, exclusivity limit, report, and payment step.
Only use product facts and claims the right brand team can support. Keep your own voice. Make the paid tie clear and use YouTube's paid-promotion setting when it applies. Check the current rules for the product and place.
Test the link, code, offer, and landing page. Check the final ad, post copy, disclosure, paid-promotion setting, live date, and the person who needs the live link.
Send the live link and proof that the agreed work is live. Share the channel data you agreed to give. Ask for brand-owned funnel data when it can be shared. Then use the facts to plan the next idea.
Keep learning how good brand deals work.
Creators can follow our plain brand deal tips. Brands can bring us a goal and build a plan with our team.