SOP: Offboard a Creator Cleanly (relationship or campaign ends)
Trigger: campaign closed or partnership ended. Owner: ops. Goal: no loose ends, door left open.
Step 1 — Settle money. Run final reconciliation, pay everything owed, mark CRM 'Final paid' with date. Never leave a creator chasing a balance.
Step 2 — Retire the assets.
— Pause any whitelisted/Spark ads if the rights window closed.
— Disable or expire the discount code on schedule.
— Decide: keep the tracking link live (residual sales) or sunset it.
Step 3 — Capture the learnings. Log their final EPC/ROAS, best-performing creative, and a one-line verdict: Re-engage / Maybe / No.
Step 4 — Status and goodbye. Move CRM to Dormant with a recycle date. Send a short, warm close note. Today's 'maybe' is next quarter's 'yes'.
Definition of done:
— Paid in full
— Ads/code/link handled per rights
— Verdict + recycle date logged
— Close note sent
Offboarding is data collection plus a courtesy, not just an exit.
Creator Playbook
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SOP: Offboard a Creator Cleanly (relationship or campaign ends)
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