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How Do We Keep Track of Creator Outreach Across DMs, Email and Managers?

Influencer agencies lose track of creator outreach across DMs, email and talent managers. We build one outreach log per campaign with replies and follow-ups.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Creator outreach for one campaign happens in Instagram and TikTok DMs, personal and shared inboxes and calls with talent managers, so nobody knows who has been asked, who replied and who needs a follow-up. We build one outreach log per campaign that records every approach and reply, reminds the team to follow up, and stops two people contacting the same creator.

Forty creators contacted, by whom?

The client approved a shortlist of forty creators and wants twelve confirmed by the end of next week. Two account executives split the list. Some creators are contacted by DM from the agency's Instagram account, some by email, some through their talent manager, who represents several people on the list. A few creators reply to the DM, some to the email, and some to a colleague's personal account where they already knew them.

By Thursday, nobody can say exactly where things stand. One creator was approached twice, with two different fees mentioned. A manager says they never heard back after sending rates. Three creators said yes in principle, but their replies are in a DM thread that only one executive checks.

Why outreach status is always a guess

Outreach runs on the channels creators prefer, and those channels do not share a status column.

  • DMs, email and messages with managers live in separate places, some on personal phones.
  • The tracking spreadsheet is updated at the end of the day, if at all.
  • Talent managers represent several creators and reply in one email covering all of them.
  • Follow-ups depend on each executive remembering who went quiet.
  • Fees and terms mentioned in outreach are not recorded next to the creator.

What messy outreach does to a campaign

Deadlines slip, because nobody chases the creators who went quiet until the client asks for an update. Creators and managers get mixed messages, such as two different fees from two people at the same agency, which weakens your negotiating position and looks disorganised. Good creators are lost because the follow-up came too late and they took another brand's campaign in the same slot.

The account manager's weekly client update becomes an afternoon of scrolling through DMs to rebuild the picture. And when a creator later disputes what was offered, the record is scattered across threads that may belong to someone who has since left.

One outreach log per campaign

  1. The shortlist becomes the campaign's outreach list, with each creator assigned to one executive, so nobody approaches the same person twice.
  2. Emails to and from creators and managers are captured from a shared campaign inbox and attached to the right creator automatically, matched by address.
  3. DMs cannot always be captured automatically, so executives log a DM approach or reply in a few seconds from their phone, with a screenshot if useful.
  4. Each creator has a status: not contacted, approached, replied, negotiating, agreed, declined, no reply.
  5. Follow-up reminders are set by rule, for example a nudge after a set number of days without a reply, and appear on the executive's list.
  6. Fees and terms mentioned in any reply are recorded on the creator's line, so the whole team sees the latest position.
  7. Managers who represent several creators have one contact record linked to all of them, so one email updates several lines.
CreatorChannelStatusNext action
Creator AManager emailRates receivedCounter-offer due
Creator BInstagram DMApproached, no replyFollow-up today
Creator CEmailAgreed in principleSend contract
Creator DManager emailDeclined, clashRecord conflict

The log does not replace the conversation. Executives still write to creators in their own voice; the log makes sure the conversation is visible to the team and nobody is forgotten.

The Thursday update, already written

The account manager opens the campaign and sees how many creators are agreed, negotiating and waiting, and exports the view for the client in a click. The executives start each morning with a list of follow-ups due. When a manager replies about three creators at once, the email lands on all three lines. When a creator says their fee is higher than what was mentioned, the original offer is on record with its date.

At the end of the campaign, the declined and no-reply lines are useful data too: which creators never answer the agency, and which managers are quick to respond, which helps the next shortlist.

Is outreach like this at your agency?

  • You rebuild outreach status from DMs and inboxes before client updates.
  • Creators have been contacted twice by different people.
  • Follow-ups depend on memory.
  • Fees mentioned in outreach are not recorded centrally.
  • Replies sit on personal phones or accounts.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

Still have a question?

Ask us directly — a senior engineer will get back to you.

Ask about your project

Can you capture Instagram and TikTok DMs automatically?

Only as far as the platforms allow for business accounts, which is limited and changes over time. We design the log so a quick manual entry from a phone is always possible.

Does this work with our CRM?

If you use one such as HubSpot, outreach can live there with the campaign fields added, rather than in a separate tool.

Will creators see anything different?

No. They are contacted the same way as before. The difference is on your side.

What if an executive uses their personal account?

The log records the approach and reply either way. Many agencies move outreach to agency accounts over time, which the log makes easier.

Keep reading

More on Problems We Solve

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