You find the talent and close the deals. The system runs the rest.
Spotting the right creator, picking the brands to pitch and winning them over is still your job — that’s the craft, and no software does it for you. CollabSpring is the operating system around it: the copying, checking, chasing and paperwork that fills the rest of the week. Here is that week step by step — how each part is done today, and how it runs on CollabSpring instead. Every screen below is the real product, rebuilt with synthetic data.
Faster
The copying, checking and chasing that fills an agency's week is done by the system — so the same team handles more creators, more brands, more deals.
More professional
Brands and creators get branded links, signing on their phone and invoices they can pay on the spot — every touchpoint under your agency's name.
Off your mind
Nothing lives in your head anymore: who's due, who replied, who's late, who owes you. Your attention goes to the relationships and the deals only you can close.
Step 01 · Find creators
Add a creator without leaving their profile.
Today
You watch videos until someone fits. Then the copying starts.
- 1Open the Google Sheet or Notion page in another tab
- 2Type in the channel name and handle, copy the subscriber count
- 3Dig through the About page and video descriptions for an email
- 4Paste their Instagram, TikTok and X links in one by one
- 5Hope nobody on the team added them last week
With CollabSpring
Open the CollabSpring extension on the page you’re already watching.
- Scan the page: name, handle, followers, email and linked platforms fill themselves in on YouTube, Instagram, X and LinkedIn
- On any other site, let AI read the page and pull the details out
- Already in your workspace? It says so, and updates that record instead of creating a second one
- Moving over from a sheet? Import it — columns are matched for you and duplicates counted before anything is saved
Zayd Rahman
@zayd.travels · 95.3K subscribers · 214 videosSlow travel across Anatolia and the Levant — visas, halal food, and the cost of everything.
Business enquiries: zayd@zaydtravels.me
Istanbul on $30 a day — eight days, one bag
412K views · 3 weeks agoEvery halal place we could find in Amman
188K views · 2 months agoCappadocia at 5am: is the balloon worth it?
96K views · 4 months agoFaster
One click instead of five columns of copy and paste.
Off your mind
No more asking the team whether someone already added her.
Step 02 · Reach out
Outreach at volume, still sent from your own inbox.
Today
Fifty creators means fifty times through the same routine.
- 1Paste the template into Gmail, change the name, send — and repeat
- 2Mark each row as emailed in the sheet, when you remember
- 3Send too many in an hour and the mailbox gets flagged
- 4Pitch a creator a teammate already emailed yesterday
With CollabSpring
Pick the creators, write the email once, send one campaign.
- Send to a filtered list, a shortlist, or only the people you tick
- Anyone contacted recently, blacklisted or without an email is left out for you
- It goes out from your own Gmail, Outlook or Zoho, paced under that provider’s sending limits
- Writing one by one? AI drafts the email for you to read, change and send
Send outreach
fitness · gulf shortlist · except recently contacted36
will receive it14
left out for youFaster
One send instead of fifty.
More professional
Every email comes from your address, in your name.
Off your mind
Nobody gets pitched twice by two of you.
Step 03 · Follow up
Follow-ups that send themselves, and stop when someone replies.
Today
A yes rarely comes on the first email. It comes on the follow-up that slips.
- 1Keep a reminder per creator, or trust your memory
- 2Before every nudge, search the inbox to make sure they haven’t answered
- 3Forget that Friday is the weekend in Riyadh, or that it’s Eid
- 4Miss the reply that went to a teammate’s inbox on Thursday
With CollabSpring
The inbox already knows where every conversation stands. The system reads it.
- Every contact shows its next move, worked out from the inbox: Start outreach, Send follow-up #2, Waiting, Replied
- Up to five follow-ups — a nudge, a warmer one, a last one — sent automatically or drafted for you to approve
- They wait out weekends and public holidays where the creator lives
- The inbox is checked again right before each one, and a reply from anyone in the thread stops it
- Needs reply lists everyone who answered and is waiting on you
Outreach sent
First message goes out. CollabSpring starts watching the thread for a reply.
Follow-up #1 due
Friendly, low-pressure nudge. Skipped for now if the contact's country is on a weekend or public holiday.
Follow-up #2 due
Still quiet. Tone shifts warmer and a little more direct.
Follow-up #3 due
Direct and concise — respectfully signals one of the last attempts before moving on.
Up to 5 follow-ups, intervals adjustable per agency — the ladder stops the moment a reply lands.
Faster
There is no status column to update. Ever.
More professional
Nobody gets chased an hour after they said yes.
Off your mind
The second follow-up is no longer yours to remember.
Step 04 · Pitch to brands
Pitch your roster with a link, not a deck.
Today
Every pitch is a fresh afternoon in Canva.
- 1Copy the right creators into a slide deck
- 2Strip out the private columns — rates, notes, emails
- 3Export a PDF, attach it, send
- 4Never know whether the brand opened it, and redo it when the roster changes
With CollabSpring
Build a shortlist in the workspace and send the brand one link.
- Add a note and the brand’s logo; the page is presented under your agency’s name
- The brand browses, filters by platform and saves a PDF if they want one
- Your emails, rates and private notes never leave the workspace
- See how often it’s been viewed, and set it to expire in 30, 90 or 180 days
Ramadan fitness shortlist
4 handpicked creators · Created 10/10/2026
Agency proposal note
Four creators whose audiences train through Ramadan — rates on request.
Faster
A pitch is a few clicks, not an afternoon of slides.
More professional
The brand opens a clean, branded page instead of an attachment.
Off your mind
No deck versions to keep track of.
Step 05 · Sign the deal
Contracts from your template, signed on a phone.
Today
The deal is agreed. Now the paperwork.
- 1Copy last month’s contract in Word and change the names
- 2Email a PDF and wait for it to be printed, signed and scanned
- 3Ask which version they actually signed
- 4File it in a folder only you can find
With CollabSpring
The contract lives on the deal, from draft to signed.
- Build it from your own template, right on the deal
- Send a signing link — they sign in the browser, on any device
- You’re told the moment it’s signed, and the signed PDF is filed on the deal
- The link closes after 30 days unless you extend it
Creator agreement
Between Crescent Creative (the Agency) and Bilal Rahman (the Creator) for the Peak Protein Ramadan 2026 campaign.
1. Deliverables
Two Instagram reels and one story set, published between 1 and 18 March 2026, following the brief shared by the Agency.
2. Approval
Each draft is submitted to the Agency for approval at least three days before its publish date.
3. Fee and payment
The Agency pays the agreed fee within 14 days of the final post going live.
4. Usage
The brand may reshare the content on its own channels for 90 days.
Page 1 of 1
Sign document
Sign the document to complete the process.
Full Name
Bilal Rahman
bilal@bilalfit.example
Signature
Faster
Out the door in minutes, signed the same day.
More professional
Signing a contract with you feels like signing with a modern agency.
Off your mind
Every signed contract is on the deal it belongs to.
Step 06 · Run the campaign
Drafts, approvals and results on one page the brand can open.
Today
The deal is signed. Now everyone wants a status update.
- 1Collect drafts from creators over WhatsApp and email
- 2Forward each one to the brand and wait for an answer
- 3Track who’s approved, who’s posted and who’s late in your head
- 4Write the brand a status email every week
With CollabSpring
One campaign per deal, with every creator on it.
- Each creator’s draft, approval and publish date in one place
- Send the brand every draft in one email, with a link to the campaign page
- The brand watches it move — your budget, fees and notes are never shown
- Record views and engagement per creator as the results come in
Campaign from Crescent Creative
Peak Protein — Ramadan 2026
Instagram · YouTube · due 18 Mar
Published
Draft approved
Draft submitted
Faster
No weekly status email to write.
More professional
The brand sees progress without having to ask for it.
Off your mind
Who’s late is on the page, not in your head.
Step 07 · Get paid
Invoices with a Pay now button, and reminders nobody writes.
Today
The work is done. The money is the last thing to chase.
- 1Retype the deal into a separate invoicing tool
- 2Email bank details and hope they get copied correctly
- 3Keep a list of who’s late and chase each one by hand
With CollabSpring
Raise the invoice from the deal and send it as a link.
- Pay now by card or PayPal, straight into your own Stripe or PayPal account
- Or show your bank transfer, Wise, Payoneer or InstaPay details on the invoice
- Payments are recorded when they land, part payments included
- An overdue invoice gets up to six reminders on a widening schedule, without anyone writing them
Invoice from Crescent Creative · INV-0042
Faster
An invoice from the deal, not from scratch.
More professional
Clients pay on the spot, the way they pay everyone else.
Off your mind
Chasing money runs on its own.
Step 08 · Report results
Know where every brand’s budget went, and what it bought.
Today
Every report starts with a blank sheet and a calculator.
- 1Keep a separate sheet for each brand’s budget
- 2Add up deals, invoices and payments by hand
- 3Work out the CPM again for every report
With CollabSpring
Budgets and results add themselves up from the deals.
- A budget per brand: committed, in the pipeline, invoiced and collected — always current
- CPM and CPE for every deal, from the views and engagement you recorded
- The campaign page already shows the brand its results
Noor Coffee Co. · Q4 budget
$24,000
$15,600
Committed$4,200
Pipeline$11,400
Invoiced$8,800
CollectedZayd’s video isn’t live yet, so it’s left out of the averages rather than counted as zero.
Faster
The report is done before anyone asks for it.
More professional
Answer “what did we get for our money?” on the spot, with numbers.
Off your mind
No month-end reconciliation.
Step 09 · Run the team
Start every morning knowing what needs you.
Today
The Monday meeting is spent rebuilding what happened last week.
- 1Ask around who replied, who’s due and who’s waiting
- 2Share one login and say “please don’t delete anything”
- 3Keep deadlines in the sheet, the calendar and someone’s notes
With CollabSpring
One workspace for the whole team, that already knows the state of play.
- A dashboard of replies waiting on you, follow-ups due, new leads and the week’s outreach
- One calendar with follow-ups, campaign deadlines, tasks and to-dos
- A sign-in per person, permissions per area, and two-step sign-in
- Notes and a task board where you can @mention a creator, a brand or a teammate
- A notification the moment a contract is signed or an invoice is paid
Good morning, Sara
here’s what needs you — the rest is handledNeeds reply
answered you and are waiting
Follow-ups due
going out automatically today
New leads
sorted from your inbox
Due this week
2 drafts, 1 contract, 3 tasks
Contract with Hamza Ali signed · 9:02am
Faster
The Monday meeting becomes a glance at one screen.
Off your mind
The system holds the to-do list, so your head can hold the strategy.
Step 10 · Keep your data
Your data, in your own Google Drive.
Today
The spreadsheet is the backup — and the only copy.
- 1If the tool you move to disappears, your work goes with it
With CollabSpring
A second copy that’s yours, not ours.
- Creators, brands, deals and emails mirrored into a Google Sheet you own, on a schedule
- Download everything in one click, any time — even after a trial ends
CollabSpring backup
your drive · synced 2 minutes ago| Name | Platform | Followers | Status | ||
|---|---|---|---|---|---|
| 2 | Tariq Aziz | tariq@tariqtech.co | 182,400 | DISCOVERED | |
| 3 | Omar Haddad | omar@omareats.com | TikTok | 64,100 | CONTACTED |
| 4 | Bilal Karim | hello@bilalfit.co | 310,900 | CONTACTED | |
| 5 | Zayd Rahman | zayd@zaydtravels.me | YouTube | 95,300 | CONTACTED |
| 6 | Yusuf Nasser | yusuf@yusufhomes.co | 48,700 | ACTIVE |
Off your mind
Moving your agency onto the system is never a bet you can’t undo.
Let the system carry the busywork. Keep your head for the deals.
14 days free, no card. Connect your mailbox, import the sheet you have, and run this week’s work from one place.