Working your Brand Roster
Your CRM of creators you have worked with or invited, organised by where each engagement stands.
Last reviewed
CRM → Brand Roster is every creator you have worked with or invited, organised by where things stand rather than alphabetically.
The pipeline
Each creator-and-campaign pairing sits at a stage:
| Stage | Meaning |
|---|---|
| Invited | Invite sent, no answer yet |
| Waiting on you | The next move is yours |
| Onboarding | Confirmed, getting set up |
| Live | Producing or posting |
| Finished | Delivered |
| Closed | Ended without delivery |
Click a stage to see everyone in it. Note the unit: this tracks engagements, not people — the same creator can sit at different stages on two campaigns at once.
The panels
Three views surface what is worth acting on, so you are not reading the whole roster to find it:
Waiting on you — open engagements where you are the blocker. Work this one first; every entry is a creator who cannot proceed until you decide something.
Worth more — creators whose work outperformed. "One post broke out" flags someone whose content did unusually well, which is a rebooking signal you would otherwise only catch by reading reports.
Room to do more — where there is unused headroom, such as a creator worth trying on a platform you have not booked them for.
Lists
- Auto lists keep themselves up to date from a rule. Lapsed is the useful one: on your roster, nothing open or upcoming, and 90 days since their last delivery — a good-relationship-gone-quiet list.
- Your own lists are manual. Use them for groupings the rules cannot know about, like an ambassador tier or a seasonal shortlist.
- Saved is a per-creator flag — a bookmark for people you want to find again quickly.
Search
Roster search covers creators you have worked with or invited. It does not search the wider network — that is Creator Search.
Notes and tags
Open a creator for their profile, channels, performance and campaign history with you. Notes and tags are yours and persist across campaigns, so record the things that do not fit anywhere else — who was easy to work with, who needed chasing, who is worth paying more.
That context is the whole reason the roster exists. Brief matching can find you a creator who fits; only your own notes remember which ones were a pleasure to work with.