SPONSORSHIP & BRAND DEAL TRACKER

The CRM for YouTubers who are done managing brand deals in their inbox. Track every deal from first email to final payment — in one place.

The problem

You're getting brand deals. Maybe one or two a month, maybe more. And right now you're managing them with a mix of your inbox, a spreadsheet, and memory.

That works — until you miss a deliverable deadline. Or forget to follow up on an invoice. Or lose a deal because you never replied to a follow-up. A single missed payment at €800/deal costs more than this template.

What's inside

A complete deal management system

🏠 Dashboard — your command center. Active pipeline, upcoming deadlines, overdue invoices, and top brands in one view. Open this daily.

📋 Deal Pipeline — every deal from prospecting to paid. 26 properties including deliverable checklists, auto-calculating net payout, and a payment overdue alert.

🏢 Brand Directory — one row per company. Tracks total earned per brand, average deal size, relationship status, and contact history.

💰 Rate Card & Earnings — your pricing tiers, a negotiation principles block, and a live earnings summary. The page that makes you feel like a business.

📖 How to Use — a 10-minute setup guide and a weekly routine that keeps your pipeline current.

Deal pipeline — 13 status stages

🔍 Prospecting   📤 Outreach sent   🤝 In negotiation  📄 Contract out   ✅ Signed 🎬 In production

👁 Review 🚀 Live 💌 Invoice sent 💰 Paid 👻 Ghosted ⏸ On hold 🚫 Passed 

Key features

📊

Payment tracker

Overdue invoices surface automatically. Never chase a payment late again.

🧮

Auto net payout

Deducts agency commission automatically. Know your real take-home per deal.

📅

Deadline alerts

Upcoming go-live dates always visible. No more missed deliverables.

🏢

Brand CRM

Lifetime value per brand, average deal size, and full relationship history.

✅

Deliverable checklist

Brief received, script approved, video submitted — tracked per deal.

Who this is for

• YouTubers with 5k–100k subscribers getting their first or second brand deals  
• Creators who've lost track of a deal, missed a follow-up, or waited too long on an invoice
• Anyone managing brand deals across their inbox, DMs, and memory simultaneously
• Creators ready to treat sponsorships like a real revenue stream

What you get

✓Instantly duplicatable Notion template — ready in under 10 minutes

✓26-property Deal Pipeline with all formulas pre-built

✓Brand Directory with rollups for total earned and average deal size

✓7 pre-configured pipeline views including Follow-Up Queue and Payment Tracker

✓Rate Card template with 7 deal formats pre-filled

✓Sample data included — see it working immediately

✓Weekly routine built in — 10 minutes keeps everything current

✓One-time purchase, yours to keep and customise

Frequently asked

Do I need a paid Notion plan?

No. This template works on Notion's free plan. All features — databases, linked views, formulas — are available to free users.

Do I need a paid Notion plan?

No. This template works on Notion's free plan. All features — databases, linked views, formulas — are available to free users.

I only get 1–2 deals a month. Is this worth it?

Yes — especially then. One missed invoice or forgotten follow-up at that volume hurts more. The template pays for itself the first time it reminds you to chase an unpaid deal.

Can I customise it?

Completely. Once duplicated, it's yours. Add properties, change status labels, delete what you don't need. It's a starting point, not a locked system.