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Influencer Spreadsheet Template

Influencer Outreach Spreadsheet Template

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About the Influencer Spreadsheet Template

Organize your influencer outreach in a CRM-like template that tracks contact info and interactions, and summarizes results. Learn how to customize this template to fit your organization with our Modifying Grist Templates webinar.

  • Card view for contact and opportunity details.
  • Track all interactions in relational spreadsheet.
  • Visualize outreach results with informative charts.

How to use the influencer outreach spreadsheet template

Marketers can use this free template to keep track of interactions and progress for their influencer marketing campaigns. Simply click-through to the template to track opportunities, interactions, and progress within the same document thanks to Grist’s relational database.

How to use the Influencers page

This page is where managers (document owners) and the rest of the marketing team (editors or viewers) see all of their opportunities, document their interactions, and note influencer details such as primary platform, subscribers, and average views, for example.

Select an influencer opportunity and drill into interactions activity, stats, links, deal stage, and more.

Grist Influencer Spreadsheet Template screenshot.
Grist Influencer Spreadsheet Template screenshot for noting interactions with target influencers.

Add Interactions

To update interactions, you only need to fill in the yellow column. The Date and Who columns automatically update to reflect when the interaction was entered, and by whom.

Longer message copy & attachments

Copy and paste longer messages to this card for easy reading.

Attach contracts, marketing materials, and more so that everything is in one place.

Grist Influencer Spreadsheet Template screenshot for documenting longer messages and adding attachments.
Grist Influencer Spreadsheet Template screenshot for using the Progress Dashboard.

How to use the Progress Dashboard

See how your campaign is doing at a glance.

This dashboard groups influencers by platform, and tracks the campaign pipeline.

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Build on your own terms

If you have an existing workflow in tools like Google Sheets or Excel, you can easily import it into the influencer spreadsheet template right away.

Grist’s incremental imports feature allows users to import new activity to existing data, and Grist intelligently combines it without creating duplicates or needing manual cleanup.