SWAYED MEDIA — SAAS CREATOR CAMPAIGN BRIEF Published 4 November 2026 https://www.swayedmedia.com/blog/saas-influencer-marketing Free editable planning document. Replace every bracketed field. This is not a contract, invoice, universal rate card or guarantee of results. AUDIENCE AND WORKFLOW Brand, creator and campaign: [ ] Buyer role, market and buying context: [ ] Evidence of audience fit, with source/date: [ ] One work problem to explain: [ ] One product workflow and observable outcome: [ ] Primary next step: [trial, sample workspace, relevant demo or another agreed step] Landing destination and matching onboarding instructions: [ ] DEMONSTRATION AND ACCESS Product version, plan, browser and prerequisites: [ ] Required steps and supported product facts: [ ] Known limitations and features not available on all plans: [ ] Fictional demo data and minimum-permission workspace: [ ] Access owner, secure invitation route and removal date: [ ] Evaluation period before recording: [ ] Do not put passwords, API secrets, real customer exports or private records here. Remove customer names, notifications, URLs and tokens from any screen recording. Do not request a positive claim about a product the creator has not tried. DELIVERABLES AND RIGHTS Platform, publishing account, formats and quantities: [ ] Screen recording, readable captions and supporting files: [ ] Draft deadline and time zone: [ ] Brand feedback deadline: [ ] Included revision rounds and what becomes a new paid scope: [ ] Posting window and agreed live period: [ ] Organic brand reuse, assets/channels/duration/territory/editing: [ ] Paid advertising use and any separate platform authorization: [ ] Exclusivity and third-party asset permissions: [ ] Product-update corrections and separately paid re-recording policy: [ ] Sponsorship/affiliate/free-access disclosure and platform requirements: [ ] PAYMENT AND CAMPAIGN CONTROLS Currency and gross creator compensation: [ ] Fixed-fee earning conditions and payment timing: [ ] Creator deductions, payout costs and tax responsibilities: [ ] Brand fees on top and all outside-platform costs: [ ] Affiliate commissions, if any, separate from the commissioned deliverable: [ ] If performance based: eligible event, source, exclusions and tracking window: [ ] Funded gross cap and whether any base fee is included: [ ] Bonus trigger, evidence, funding and relationship to the cap: [ ] Extra videos: allowed? approval? metric aggregation? total cap? [ ] Scope changes, cancellations and disagreement process: [ ] Unused-balance terms accepted before work: [ ] An accepted fixed fee does not become conditional on signups after publication. Under Swayed's planned policy, unused funds and matching unused brand fee remain future campaign balance, not routine cash refunds. Terms and applicable law apply. MEASUREMENT DEFINITIONS Unit of analysis: [person, account or workspace; use consistently] Qualified trial definition, source and exclusions: [ ] Activation definition and stored product event: [ ] Paid-customer definition and customer/payment-record source: [ ] Campaign URL labels: source [ ], medium [ ], campaign [ ], creative code [ ] Use non-personal codes, not emails, customer IDs or private workspace names. Attribution rule, window, cross-device/consent limitations: [ ] Cohort eligibility dates and equal follow-up window: [ ] Reporting cutoff and treatment of immature cohorts: [ ] Native exposure metric, source and capture time: [ ] If sales led, sourced/influenced opportunity definitions and deduplication: [ ] Optional self-reported discovery answer, kept separate: [ ] Never add views, trials and customers into one performance total. A form event alone does not establish a saved signup. Unknown outcomes are not zero. FICTIONAL COMPLETED EXAMPLE Product: a fictional project-planning app, not a real customer campaign. Audience: agency team leads assigning work after client handovers. Problem: next actions lack clear owners and due dates. Demo: create one project and three tasks with owners and dates, using fictional data in a demo workspace. State the actual plan and prerequisites in the content. Primary next step: start a trial and complete the same workflow. Two creators each quote $750 gross for one demonstration and organic publication. No affiliate commission, paid ads, exclusivity or additional reuse is included. Agree actual dates, live period, revisions and rights before commissioning work. Illustrative budget before tax: Creator gross: 2 x $750 = $1,500 Planned Swayed brand fee: 5% x $1,500 = $75 Demo environment/access allowance: $100 Campaign management: $300 Landing/reporting setup: $200 Total: $2,175. Platform-funded portion: $1,575. Outside costs: $600. Each creator: $750 - planned 10% creator fee ($75) = $675 before payout costs, assuming the full fixed fee is earned. These are fictional quotes, not market rates. Illustrative measurement, not expected performance: Unit: unique new workspace. Qualified trial: matches the stated audience criteria, excluding test/duplicate workspaces. Activation: first project with 3 assigned tasks. Under the agreed attribution rule, 30 qualified trials, 12 activated workspaces and 3 paying customers after each has completed an equal 30-day follow-up window. Cost per qualified trial: $2,175 / 30 = $72.50 Cost per activated workspace: $2,175 / 12 = $181.25 Activation rate: 12 / 30 = 40% Campaign cost per attributed new paying customer: $2,175 / 3 = $725 These are not company-wide CAC or proof of incremental revenue or positive ROI. With zero outcomes, cost per outcome is undefined, not $0. PRELAUNCH CHECKLIST [ ] Both parties accepted the same scope, dates, earning conditions and rights. [ ] Creator has tested the actual workflow and can describe it honestly. [ ] Safe demo access works and contains only fictional records. [ ] Plan, pricing, integrations and claims match the product shown. [ ] Screen capture and captions are readable on a phone. [ ] Sponsorship/free-access/affiliate disclosures are clear with the endorsement. [ ] Destination works and the promised onboarding task is available. [ ] Trial and activation tests persist in the intended backend records. [ ] Neutral campaign labels survive the intended navigation path. [ ] Cohort, attribution and reporting definitions are agreed. [ ] A contact owns product questions, corrections and access removal. Swayed's campaign platform remains in prelaunch. This resource does not connect product events, CRM records or affiliate commissions on the public waitlist site. Sources for disclosure, URL tags and attribution concepts: https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers https://support.google.com/analytics/answer/10917952?hl=en https://knowledge.hubspot.com/reports/create-attribution-reports