Operations
Creator Onboarding Checklist
Every step to onboard a new creator: contract and tax data, VAT status and self-billing consent, platform handles, rate card, payouts and portal invite.
Markdown checklist — 35+ items across 7 stages
Free — no signup, no email gate.
Creator Onboarding Checklist
Work top to bottom for every new creator. Nothing gets pitched or booked before the ready-to-book gate at the end is fully checked — half-onboarded creators are how payout disputes and tax surprises happen.
Creator: [name] · Responsible manager: [name] · Start date: [date]
1. Legal & contract
Management / agency agreement signed by both sides and stored
Scope confirmed: [exclusive / non-exclusive], territories, term
Commission rate documented: [xx]%
Termination and notice periods noted where the team can see them
For minors: guardian consent and local working-time rules checked
2. Tax & compliance data
Full legal name and billing address on file
Tax number or VAT ID collected
VAT status confirmed: [standard / small business § 19 UStG / non-EU]
Self-billing (Gutschrift) consent signed — required BEFORE the first self-billed payout (§ 14 Abs. 2 UStG)
Withholding obligations checked for creators taxed abroad
W-8 / W-9 or the local equivalent collected, if applicable
3. Platform accounts & stats
Instagram handle verified: [@handle]
YouTube channel linked: [channel]
TikTok handle recorded: [@handle] — TikTok exposes no public stats API, so agree an update cadence for the numbers: [monthly / per pitch]
Twitch, podcast, newsletter, other channels: [list]
Baseline stats snapshot saved (followers, average views, engagement)
4. Positioning & rate card
Content categories / niches tagged: [list]
Brand-safety notes: categories the creator will NOT work with: [e.g. gambling, alcohol]
Languages and markets recorded
Rate card completed per platform and format (use the rate-card template)
Internal minimum rate / walk-away threshold agreed with the creator
5. Payment details
Bank details (IBAN/BIC or local equivalent) collected over a secure channel — never in plain chat
Payout currency confirmed
Settlement rhythm agreed: [on client payment / monthly settlement]
First settlement reviewed by [finance owner] before it goes out
6. Portal & profile
Portal invite sent to the creator
Creator has logged in and completed their profile
Creator can see their rate card, campaigns and settlements
Notification preferences set
Media kit / SetCard drafted and approved by the creator
7. Ready-to-book gate
All of these must be true before the first pitch goes out:
Contract signed and stored
Tax data complete — VAT status and self-billing consent on file
Rate card complete for every platform you will pitch
Media kit shareable
Payment details verified
Onboarded by: [name] · Completed on: [date]
Beyond the template
This document is a workflow in TalentM.
Rate cards, briefs, onboarding and contract clauses live as connected data in the workspace — filled once, reused everywhere. Start free, no credit card.