# Brand Deal Tracker + Media Kit Bundle
Use this as a lightweight CRM for inbound brand deals plus a send checklist so you never email rates without a finished kit.

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## 1. Deal pipeline table (copy into Sheets for filters)
| Date in | Brand | Contact | Offer type | Status | Next action | Due | Value est. | Notes |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 2026-08-02 | Northboard | ami@northboard.com | Dedicated video | Kit sent | Follow up | 2026-08-09 | $2,400 | Wants Sep window |
| 2026-08-04 | PixelDraft | sam@pixeldraft.com | Seed post | Qualifying | Ask for brief | 2026-08-06 | $500 | Product not shipped yet |
| 2026-08-05 | Ledgerly | sponsorships@ledgerly.com | Retainer month | Negotiation | Send revised rate | 2026-08-08 | $4,000 | Exclusivity ask |
| 2026-08-07 | Harbor Tea | hello@harbor.example | Gifted only | Declined | — | — | $0 | No fee / weak fit |

Add rows for every inbound — including declines.

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## 2. Status definitions
| Status | Meaning |
| --- | --- |
| **New** | Inbound received, not reviewed |
| **Qualifying** | Checking fit, timeline, budget |
| **Kit sent** | Media kit + rates delivered |
| **Negotiation** | Scope/price discussion |
| **Verbal yes** | Agreed in principle, contract pending |
| **Contracted** | Signed / deposit received |
| **Delivered** | Work published |
| **Paid** | Final payment cleared |
| **Declined** | You or brand passed |

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## 3. Rate notes (keep private)
- Floor rate for Shorts mention: $___  
- Dedicated long-form floor: $___  
- Whitelisting premium: +___%  
- Exclusivity 14 days: +___%  

Fill using your rate card calculator spreadsheet.

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## 4. Media kit send checklist
Before you hit send:
- [ ] Kit PDF updated in last 30 days  
- [ ] Stats window labeled (e.g. trailing 90 days)  
- [ ] Packages match what you can deliver this month  
- [ ] Usage rights + exclusivity language included  
- [ ] Tracking link / code placeholders ready  
- [ ] Filename: `YourName-MediaKit-YYYY-MM.pdf`  
- [ ] Logged in pipeline as **Kit sent** with follow-up date  

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## 5. Follow-up cadence (default)
| Day | Action |
| --- | --- |
| 0 | Send kit + 3 package options |
| 3 | Soft bump if no reply |
| 7 | Final bump; ask if timeline slipped |
| 10 | Close as Declined or park to New later |

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## 6. Contract reminders
- Deliverables + due dates listed explicitly  
- Payment schedule (e.g. 50/50)  
- Usage rights length and platforms  
- Revision rounds  
- Kill fee if brand cancels after scripting  

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## Weekly review (Fridays)
1. Filter Status = Kit sent / Negotiation  
2. Nudge anything past Due  
3. Move finished work to Delivered → Paid  
4. Note one lesson in Notes column