Brand-deal delivery and follow-up tracker
Creator Lane | Reviewed September 15, 2026
https://creatorlanehq.com/blog/brand-deal-deliverables-tracker

BRAND-DEAL DELIVERY TRACKER
Keep this record private. Link to restricted agreements and invoices; do not paste passwords or banking details.

DEAL RECORD
Deal ID / project:
Brand:
Authorized contact:
Agreement location / version:
Scope confirmed on:
Deliverables:
Included review process:
Usage summary and agreement section:
Outstanding questions:
Next review date:

DELIVERABLE RECORD — duplicate per item
Deliverable ID:
Format / channel:
Brief version:
Draft due:
Exact review file / version:
Approver:
Approval status / date / evidence:
Publication window:
Actual publication date:
Public link / agreed proof location:
Disclosure wording / placement / controls checked:
Disclosure reviewer:
Usage start / end / reminder date:
Source-file obligation:
Next action / owner / due date:

PAYMENT SUMMARY
Invoice reference:
Issue date:
Agreed due date:
Status: not issued / issued / disputed / partly received / settled
Receipt reconciliation date:
Restricted accounting record:
Next action:

FICTIONAL FILLED EXAMPLE
Deal: CL-DEMO-07, ceramics launch
Deliverable: R01, Instagram product Reel
Brief: v02 confirmed September 29
Draft: v03 sent October 3
Approval: awaiting named brand approver
Publication: October 8–10, not yet live
Disclosure: final wording and placement awaiting review
Proof: pending publication
Usage: see agreed section; do not infer paid-use permission
Next action: request consolidated notes October 4
Payment: not yet invoiced; follow agreed milestone

CLOSEOUT
Every item approved and delivered:
Publication proof retained:
Invoice reconciled:
Usage questions resolved:
Archive / retention agreed:
Unneeded collaborator access removed:

You may adapt this original worksheet for personal and client work. Third-party materials retain their own licences.