Influencer Marketing Toolkit

Downloadable Resources, Instant Access

Build and cultivate prospective relationships by initiating communications and conducting follow up communications with team members in order to move opportunities through the sales funnel.

More Uses of the Influencer Marketing Toolkit:

  • Pilot: leverage data and insights to make strategic decisions, updates and improvements to existing and future partnerships and campaigns.

  • Coordinate: leverage time with talent to further expand overall relationships and build goodwill towards your brands.

  • Guide: there is no reason for your organization to invest in a Digital strategy if website is outdated.

  • Identify opportunities and recommend strategies to increase quality and quantity of Influencer generated earned content.

  • Drive: you are able to brainstorm, build, and execute Influencer Marketing campaigns at scale while still delivering impactful content that surprises and delights fans.

  • Determine relevant KPIs and measure ongoing lift from campaigns; use analytical resources to prioritize and optimize brand efforts.

  • Guide: proactively monitor Industry Trends and conversations to get ahead of the next big idea in Influencer Marketing.

  • Create necessary disciplines and clearly defined expectations resulting in the prevention of long term burnout and the teams overall success.

  • Ensure you nurture; expand into other verticals and advise team on where to go next think like a search engine marketer.

  • Suggest new ways to innovate and enhance your Influencer Marketing approach, staying on top of the latest trends.

  • Secure that your corporation complies; as the influencers main point of contact, maintain timelines for deliverables, coordinate product delivery from brands to influencer and direct compelling content.

  • Ensure you build; stand up and execute lifecycle and trigger marketing to predictively get influencers to next levels of growth in business.

  • Organize: partner with product and Engineering teams to deliver product features, bugs, and enhancements.

  • Manage day to day activities of the sales strategy in the categories of promotion, engagement and conversion.

  • Ensure you see the moment, you react fast and you have got media on text based relationships waiting for the next story idea from you.

  • Ensure your operation leads a team to integrate consumer and industry insights/trends in the digital/influencer space to better inform targeted strategies, plans and decisions for clients.

  • Secure that your organization handles communications with influencers and partners to plan, schedule, execute, and measure influencer programs.

  • Create a congruent digital brand that reflects the companies core values and effectively communicates your vision.

  • Manage to optimize partner relationships and revenue opportunities by recommending ways to improve promotion of campaigns.

  • Ensure you motivate; spearhead Influencer Marketing and branded content Thought Leadership for internal and external communications.

  • Perform competitive Market Research research companies, brands and departments to target for B2B sales efforts.

  • Warrant that your group performs influencer outreach to potential influencers to engage and consider opportunities and Contract Negotiations.

  • Stay on top of Influencer Marketing trends, relevant influencers for programs and industry news.

  • Formulate: craft a holistic growth strategy that scales your business to the next level through leadership, innovation, relentless obsession with execution and impact.

  • Help to develop influencer strategies across a number of industries, verticals, and brand programs.

  • Ensure you are able to build influencer relationships and maintain a mutually beneficial partnership for the long run.

  • Oversee the operations and execution of influencer and branded content programs with the support of Influencer Marketing and branded content staff.

  • Manage to establish a retro planning of the various actions to be carried out with the multiple actors associated with the project client, influencers, third parties departments, etc.

  • Gather actionable Customer Insights to drive future marketing strategies and product innovation.

  • Execute end to end influencer campaigns from outreach and Contract Negotiations to content creation, content approval, and reporting.


Save time, empower your teams and effectively upgrade your processes with access to this practical Influencer Marketing Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Influencer Marketing related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Influencer Marketing specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Influencer Marketing Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Influencer Marketing improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What potential megatrends could make your business model obsolete?

  2. Which functions and people interact with the supplier and or customer?

  3. How is the Influencer Marketing Value Stream Mapping managed?

  4. What is the kind of project structure that would be appropriate for your Influencer Marketing project, should it be formal and complex, or can it be less formal and relatively simple?

  5. How does your organization define, manage, and improve its Influencer Marketing processes?

  6. What are the Influencer Marketing security risks?

  7. Does a good decision guarantee a good outcome?

  8. Who manages supplier Risk Management in your organization?

  9. Do you all define Influencer Marketing in the same way?

  10. What are the short and long-term Influencer Marketing goals?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Influencer Marketing book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Influencer Marketing self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Influencer Marketing Self-Assessment and Scorecard you will develop a clear picture of which Influencer Marketing areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Influencer Marketing Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Influencer Marketing projects with the 62 implementation resources:

  • 62 step-by-step Influencer Marketing Project Management Form Templates covering over 1500 Influencer Marketing project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Influencer Marketing project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Influencer Marketing project team have enough people to execute the Influencer Marketing project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Influencer Marketing project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Influencer Marketing Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Influencer Marketing project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Influencer Marketing project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Influencer Marketing project with this in-depth Influencer Marketing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Influencer Marketing projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Influencer Marketing and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Influencer Marketing investments work better.

This Influencer Marketing All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.