Workflow · XLSX · Google Sheets

Creator shortlist tracker

Track who you contacted, their rates, status, deadlines and delivered files in one sheet.

The outline and the notes are free to read. The full template and a filled-in example are included with annual access ($245 a year). The Word and Google Docs files are coming soon. Updated 17 October 2026.

The short version

The creator shortlist tracker is one sheet that follows every creator from “maybe” to “paid”: who you found, why they fit, when you contacted them, what they quoted, what they’re delivering, when you paid, and when their usage license ends. With more than a handful of creators, it’s the difference between a campaign you can see at a glance and one spread across inboxes.

This template has three parts: the tracker sheet with 20 columns, a status list and two formulas that flag follow-ups and renewals, and an optional fit score for comparing creators. Copy the sheet into Google Sheets or Excel, add one row per creator, and update it as replies come in.

The outline below is free to copy. The full sheet, the formulas, the fit score and a filled-in example are included with annual access.

When to use it

What the tracker covers at each stage
StageColumns you fill inWhat it tells you
Finding creatorsCreator, profile, niche, country, languages, starting rate, fit scoreWho’s on your shortlist and why
OutreachStatus, contacted on, follow up onWho to chase and when
BookingQuote, deliverables, usage, deadlineWhat each creator agreed to
Delivery and paymentDelivered on, paid onWhat’s outstanding, and what you owe
After the campaignUsage ends, renewal check, notesWhen to extend or stop, and who to book again

Start the tracker while you search. On UGCStars you can filter creators by niche, country, language and starting rate, and copy the details you need straight into the first columns.

What’s inside

Outline: Creator shortlist tracker
Columns: [Creator name] · [Profile link] · [Email] · [Niche] · [Rate] [Contacted on] · [Status: contacted / replied / booked / delivered] [Deliverables] · [Deadline] · [Paid on] · [Usage ends] [Notes]

Highlighted text in [brackets] is for you to fill in.

The outline lists the core columns. The full sheet below adds fit, follow-up and renewal columns, the formulas that fill two of them in for you, and a status list for a dropdown.

Part 1: the tracker sheet

One row per creator, one column per detail. Copy the template and paste it into cell A1 of a new Google Sheet or Excel file: the columns split automatically. The second row has the two formulas; copy it down as you add creators.

  • Part 1: the tracker sheet (paste into cell A1)

This template is included with annual access

Annual access is $245 a year and unlocks every creator’s contact details and every template, including new ones as we add them. Already have it? Log in to see it. The notes around it stay open to everyone.

How to fill it in

The columns
ColumnWhat goes in it
Creator (A)First name and last initial, as shown on their profile
UGCStars profile (B)The link to their profile, so anyone on your team can check their samples
Email (C)Their business email. Annual access shows it on the profile
Niche, Country, Languages (D–F)What you filtered for, to check the fit at a glance
Starting rate (G)The rate on their profile, for comparing against your budget
Fit score (H)Optional, 0–9, from part 3
Status (I)Where they are in the process, from the list in part 2
Contacted on (J)The date of your first email
Follow up on (K)Filled in by the formula: four working days after contact, while the status is Contacted
Quote (L)Their price for your scope, with the currency
Deliverables, Usage, Deadline (M–O)What was agreed, in short: “2 × 30s + 3 hooks + raw”, “Paid social US 3 months”
Delivered on, Paid on (P–Q)Dates, so nothing is left unpaid
Usage ends (R)The last day you may use the videos
Renewal check (S)Filled in by the formula: “Check renewal” in the last 30 days of usage
Notes (T)Anything useful next time: how they took feedback, which hook won

Part 2: statuses, follow-ups and renewals

A fixed list of statuses keeps everyone on your team using the same words, so you can filter and count. Add it as a dropdown on the Status column, then let the two formulas tell you who to chase and which licenses are about to end.

Part 2: status list and formulas

Annual access

This template is included with annual access, along with every creator’s contact details. Already have it? Log in to see it.

How to use it

  • Move a creator along the list as things happen. “Not now” is for creators who were interested but busy: contact them first next time.
  • The follow-up formula counts four working days from the contact date. The follow-up email is what to send when the date arrives.
  • The renewal formula flags each license in its last 30 days. Decide then whether to stop the ads or send a usage extension.
  • Menu names can differ slightly between versions of Google Sheets and Excel.

Part 3: an optional fit score

When you’re choosing between several good creators, a simple score makes the comparison less of a gut call. Rate three things from 0 to 3 after watching their samples, and add them up for a score out of 9.

Fit score
Criterion03
Niche and audience matchSamples are in an unrelated nicheSamples are in your niche, for people like your customers
Format skillsNo samples in the format your brief needsStrong samples in that exact format, such as testimonials
Quality and deliveryUnclear audio, weak hooks, cluttered framesClear sound and light, strong first seconds, clean product shots

Our suggested scale. Adjust the criteria to your campaign.

Part 3: fit score columns (paste next to your sheet)

Annual access

This template is included with annual access, along with every creator’s contact details. Already have it? Log in to see it.

Use the score to decide who to contact first, not to reject anyone automatically. A lower score with a great sample in exactly your format can still be the right booking.

A filled-in example

Here are four rows from an example skincare campaign, at different stages. The creators, emails and figures are made up.

Example: four creators in a skincare campaign (paste into cell A1)

Annual access

This template is included with annual access, along with every creator’s contact details. Already have it? Log in to see it.

At a glance: one creator is done and paid, one quote is waiting on the brand, one follow-up is due on 4 November, and one creator to contact first next time. In a live sheet, columns K and S would hold the formulas rather than typed values.

Mistakes to avoid

  • Statuses in free text. “emailed”, “sent mail” and “contacted” can’t be filtered together. Use the dropdown.
  • No usage end dates. Licenses quietly expire while ads keep running. Fill in Usage ends for every booking.
  • Tracking in inboxes. Quotes and dates spread across email threads get lost. Copy the key figures into the sheet as they arrive.
  • Sharing it widely. The sheet holds creators’ emails and fees. Share it only with the people running the campaign.
  • Deleting declined creators. Keep them with a note. “Not now” today can be your first booking next quarter.

Questions brands ask

Google Sheets or Excel?

Either. The sheet and the formulas work in both. Google Sheets is easier when several people update it at once.

Is there a downloadable file?

Not yet. The Excel and Google Sheets files are coming soon. The sheet is tab-separated text, so pasting it into cell A1 gives you the same columns now.

What about data protection?

The sheet holds personal details such as creators’ emails. Keep it private, limit access to your team, and delete details you no longer need. If you work with creators in the EU or UK, data protection rules such as the GDPR apply.

Can I track several campaigns in one sheet?

Add a Campaign column at the start, or use one tab per campaign. Keep the same columns, so you can compare creators across campaigns.

Before you share it

  • The Status column has the dropdown, and everyone uses it.
  • The two formulas are copied down every row in use.
  • Every booked creator has a quote, deliverables, usage and a usage end date.
  • Payments due are visible: Delivered with no Paid on date.
  • The sheet is shared only with the people running the campaign.