How to Keep Track of Brand Deals (Without Losing Payments)
A one-row-per-deal system for won brand deals: deliverables, waiting-on, payment status and usage-rights expiry, reviewed weekly so nothing slips.
To keep track of brand deals, give every won deal one row in a single tracker with six fields: brand, contact, agreed deliverables, what you are waiting on, payment status, and usage-rights expiry. Update the row at every handoff and review it weekly. The setup takes about an hour and stops missed invoices and expired licences.
On this page
- What do you need before you track brand deals?
- How do you keep track of brand deals, step by step?
- What should a brand deal tracker row look like?
- Which mistakes lose creators money on brand deals?
- How does a creator workspace handle deal tracking?
- What results should this system produce?
- Frequently Asked Questions
Most advice on tracking brand work lives in scattered Reddit threads on r/UGCcreators, where every reply describes a different half-system. Underneath sits one question: once a brand says yes, how do you keep track of brand deals without losing payments? A brand deal tracker is a single list where every won collaboration gets one row. According to data commissioned by Tipalti and reported by Business Insider, 87% of creators have been paid late or missed payments entirely. However, a tracker does not fix a slow payer. It turns every chase, renewal and handoff into a dated fact.
What do you need before you track brand deals?
First, set the system up once, in about an hour, before the next deal closes. You need:
- one place for every deal, such as a spreadsheet or the workspace described below. Direct messages and email threads do not count, because nobody can scan them at a glance.
- a folder holding every signed agreement or written confirmation, named by brand and date.
- your billing details ready: legal name, payment method, and tax information where it applies.
- the six tracking fields, listed in the next section.
- Finally, a fixed weekly slot of 15 minutes for the review.
However, if you are still winning your first deals, the guide to becoming a UGC creator in Singapore covers that earlier stage. This system starts the day a brand says yes.
How do you keep track of brand deals, step by step?
The system is one row per won deal and six fields per row. Work through it like this:
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Give every won deal its own row. First, add the brand, the contact person and their channel, the deal value in your currency, and the date the agreement was signed. For example: GlowLab, Mei (marketing lead, email), S$1,800, signed 3 March. One deal, one row, no exceptions, because a row you cannot find is a row you will not update.
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Write the agreed deliverables exactly as contracted. First, list format, quantity, platform, deadline and the number of revision rounds. Copy the terms from the contract or the written confirmation, not from memory. However, if a term is not in the row, it is not part of the deal, and anything added later gets written in before you start the extra work.
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Update the waiting-on field at every handoff. This column answers one question: whose court is the ball in? Brand to send the brief, brand to approve the draft, you to deliver the final cut, brand to sign off. Date every change. Therefore, when a deal sits in the same state for more than five business days, it goes on the follow-up list.
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Track payment status with dates. Move each deal through quoted, deposit invoiced, deposit paid, final invoiced, and paid. Then record the invoice number, issue date and due date. For example, payment terms of 30 to 60 days are common, so a S$1,800 deal with a 50% deposit means S$900 before filming and S$900 invoiced on sign-off. Stripe's invoicing guide for creators covers what a complete invoice needs.
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Record usage-rights expiry. Note what the brand may do with the content (organic post, paid ads, whitelisting), where, and for how long. Then set a reminder 30 days before the licence ends. An expired licence still running on the brand's channels is either a renewal invoice or a takedown request, and both start from the date in this field.
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Run a 15-minute review every week. Same day, same time. Then scan the waiting-on column and chase anything older than five business days, check what is due in the next 14 days, and confirm every paid row is closed. A tracker without a review is, in short, just a list of good intentions.
What should a brand deal tracker row look like?
For example, here is the deal from the steps above as a filled-in row:
- Brand: GlowLab (skincare)
- Contact: Mei, marketing lead, email
- Deliverables: two TikTok videos and one Instagram Reel, drafts by 14 March, final by 21 March, two revision rounds
- Waiting on: brand draft approval, sent 12 March
- Payment: S$1,800 total; S$900 deposit paid 5 March; S$900 final invoice 1184 issued 21 March, due 20 April
- Usage rights: organic posts and paid ads, six months, expires 21 September, reminder set for 21 August
Copy these six fields for every deal. As a result, the whole pipeline reads at a glance: what is live, what is stuck, what is owed, and what is about to expire.
Which mistakes lose creators money on brand deals?
Avoid these, because each one has a direct cost:
- Running the deal from direct messages and email threads. Terms drift, approvals vanish, and nobody can reconstruct what was agreed. One tracker row per deal fixes it.
- Recording payment as pending with no date. A status without a due date cannot be chased. Then nothing tells you when pending became late.
- Not separating the deposit from the final payment. Most brands pay the final invoice only after sign-off, so an unapproved deliverable quietly blocks the money.
- Ignoring usage-rights expiry. Brands keep running expired content because nobody reminded them. The renewal conversation is yours to start, and it starts from the expiry date.
- Absorbing scope creep. An extra cut, an extra platform or an extra month of paid usage is new scope. Log it in the row and reprice it before doing the work.
- Relying on verbal agreements. A call is not a paper trail. Therefore, confirm every term in writing the same day, even after a friendly call.
How does a creator workspace handle deal tracking?
A spreadsheet works, and it is the right first step. However, the trade-off is that you are the engine: every update, reminder and chase runs through you.
The Creator List is a workspace for deals you have already won: capture, brief, contract, delivery, sign-off. The project workspace joins the brief, milestones, notes and version history in one place. Moreover, the payments view shows what is due after the creator fee. For eligible work, payment is held in escrow until delivery, and the platform takes a 7% commission on completed jobs, so creators keep 93% of what they charge. You can judge the standard on the vetted UGC creators in Singapore roster.
Two honest caveats: profiles are reviewed before they go live, and joining does not guarantee brand work. Deals won outside the platform still need the tracker above. If the workflow fits, you can join The Creator List early beta.
The early list
Creator tools, before everyone else.
One email when something worth your time ships. No noise.
What results should this system produce?
After a month of honest use, four things should be true:
- every active deal has a row that was updated within the last week
- nothing has sat in the same waiting-on state for more than five business days without a follow-up
- every issued invoice has a due date and a chase plan
- every licence has an expiry date and a reminder set before it
That is the whole job of tracking brand deals: nothing waits unnoticed, nothing is owed without a date, and nothing expires without a decision. Therefore, set the tracker up this week, start the row the day each deal is won, and keep the weekly review. More systems like this live in The Creator List guides.
Frequently Asked Questions
How do you track brand deals without losing payments?
First, keep one tracker and give every won deal a single row with six fields: brand, contact, agreed deliverables, what you are waiting on, payment status, and usage-rights expiry. Then update the row at every handoff and run a 15-minute review each week, so nothing waits unnoticed and every invoice has a due date.
What columns should a brand deal tracker include?
Specifically, a brand deal tracker needs brand name, contact person and channel, agreed deliverables with deadlines, a waiting-on field, payment status with invoice dates, and usage-rights expiry. Deal value and the agreement date complete the row. One row per deal keeps the whole pipeline readable at a glance.
How do you follow up on a late brand payment?
First, check the payment row for the agreed due date. Then send a short, polite reminder about seven business days after a missed due date with the invoice attached, and a firmer note about seven days later. Keep every message in one thread so the paper trail stays complete. However, charge a late fee only if the contract allows it.
What happens when usage rights expire but the brand keeps using the video?
When usage rights expire and a brand keeps running the content, the creator has two options: invoice a renewal at the agreed rate or send a written request to take the video down. Tracking the expiry date in the deal row is what makes either response possible on time.
Common questions
First, keep one tracker and give every won deal a single row with six fields: brand, contact, agreed deliverables, what you are waiting on, payment status, and usage-rights expiry. Then update the row at every handoff and run a 15-minute review each week, so nothing waits unnoticed and every invoice has a due date.
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