Campaign Operations & Tooling
Who Does What in a Creator Campaign: Booker, QC, Finance, Analyst
In a small team one person often briefs, books, chases and reports. It works until that person is ill or ten campaigns run at once. Naming roles, handoffs and permissions makes the work shareable. This guide describes four core roles, a simple RACI view and the handoff documents that keep a campaign moving.
Short answer
What roles does a creator campaign need?
Four functions cover most campaigns: a booker who finds and contracts creators, a QC owner who checks content against the brief, finance who pays and reconciles, and an analyst who reports. One person can hold several, but each function needs a named owner and a backup.
- Booker: sourcing, negotiation, contracts
- QC: brief compliance and approvals
- Finance: payment and reconciliation
- Analyst: tracking and reporting
- A campaign lead accountable overall
- A named backup for each role
1. Why define roles at all?
Undefined roles create two failures: tasks nobody does and tasks two people do differently. Both show up late, as an unpaid creator or a post that missed the brief.
Roles do not require a big team. They require that every task has one accountable name.
2. What does the booker do?
The booker builds the shortlist, negotiates fees, confirms deliverables and gets the contract signed. They are the creator relationship owner until content is delivered.
Their handoff to the next roles is a confirmed booking record: creator, fee, deliverables, dates and contract status.
3. What does QC do?
QC checks drafts against the brief and claim sheet, flags compliance issues and manages revision rounds. They also confirm disclosure is present on sponsored content.
Keep QC separate from the booker where possible. The person who negotiated the relationship may find it harder to reject a draft.
4. What does finance do?
Finance verifies deliverables before payment, applies withholding where required and records payment against each creator. They should only pay on a confirmed delivery record.
Clear evidence from QC and the booker makes reconciliation faster and disputes rarer.
5. What does the analyst do?
The analyst tracks links, orders and spend, builds the report and flags creators who over or underperform. They need clean booking data to do this.
If the booker keeps results in private files, the analyst cannot do the job. Shared records fix that.
6. What does a RACI view look like?
List stages down the side and roles across the top, then mark each cell as Responsible, Accountable, Consulted or Informed. Keep exactly one Accountable per row.
A one-page RACI settles most who-decides arguments before a campaign begins.
- Brief: lead accountable, booker consulted
- Booking: booker accountable
- Review: QC accountable
- Payment: finance accountable
- Report: analyst accountable
7. Which handoff artefacts matter?
Each handoff should leave a record: the brief, the booking record, the approved draft with date, the payment record and the final report. If it is not written down it did not happen.
Standard templates reduce back and forth. Everyone knows what a complete handoff contains.
8. How should permissions work in a shared system?
Give people access by role. A booker edits creator and booking data, QC edits review status, finance sees fees and payment fields, and the analyst can read everything but not change contracts.
Limit who can see fees and bank details. It reduces risk and keeps negotiations clean.
9. How do small teams avoid bottlenecks?
Pair each role with a backup, keep records in shared places and review the load weekly. If one person holds every approval, split approvals by value or by campaign.
A one-person team can still use these roles as hats. Writing down which hat you are wearing helps when you hand work over later.
10. How does this scale to an agency?
Agencies run many clients at once, so roles repeat across accounts. A shared workflow with client-level permissions keeps work consistent without mixing data.
This is where RACI plus a common tool prevents one client consuming the whole team.
FAQ
Frequently asked questions
Can one person hold all four roles?
Yes in a small team, but write down which hat applies to each task and name a backup.
Who should approve content?
QC, against the brief and claim sheet, with the campaign lead accountable for the final call.
Should finance see all creator data?
Finance needs fees and payment fields, not necessarily every note or outreach message.
What is a RACI?
A table showing who is Responsible, Accountable, Consulted and Informed for each stage.
How many Accountable people per task?
One. Several accountable people means nobody is.
