Switching agencies during a creator campaign: what the new team needs

Switching agencies during a creator campaign means handing over more than a folder of videos. You also need to pass on decisions: what was commissioned, which version was approved and who needs to act next. First, agree the handover point with both teams and confirm the status of ongoing collaborations. Only then can the new team continue publishing without guessing whether a message saying “looks good” meant approval to publish.

Once outstanding issues are in order, you can manage subsequent work within a single order in Blogger Bank: from creator applications through messages, the contract and acceptance of the result. Create a brand account and prepare an order for the missing content, rather than piecing together the next set of agreements from scattered conversations. This is a way to organise future work, not an automatic import of the old campaign.

First, define the handover point between the old and new teams

Choose someone on the brand side to approve the handover, along with a contact at each agency. Record the date and time when responsibility changes. For every open task, specify who is responsible before and after that point. If the outgoing agency is finalising payment while the new agency accepts the video, explicitly separate those activities. Simply saying “you take over the campaign on Monday” leaves too much room for assumptions.

Do not revoke every approval just because the account manager has changed. First, check which decisions were actually made. Equally, do not treat the absence of objections as confirmation. Flag any uncertain publication for clarification and identify who will decide its revised timing. Agree schedule changes with the people involved; do not reschedule a creator's work by unilaterally editing a spreadsheet.

Hand over the status of each deliverable, not the creator's overall status

A creator may have published a reel, still owe you photos and have an open question about using the content in advertising. A “completed” status hides the last two issues. For the handover, break each collaboration down into specific deliverables. Our guide to managing multiple creator collaborations covers routine record keeping; when teams change, you also need evidence of each item's status.

• Item: creator, collaboration identifier, commissioned deliverable and the channel for publication or file delivery.
• Status at handover: what has been delivered, what is missing, whose response you are waiting for and where the confirmation is stored.
• Version: the exact file or content URL and the brief covered by the most recent approval.
• Next step: a specific action, the person responsible, the agreed deadline and any obstacle.
• Payment and paperwork: what has been confirmed as completed, which documents have reached accounting and who is clarifying any unresolved item.

Mark any information you could not verify as unconfirmed. “No payment information” does not mean “unpaid”; “the file is in the folder” does not mean “the content has been accepted”. This distinction prevents the new team from commissioning work that has already been completed or giving a creator incorrect information about an outstanding payment.

Connect the approved file to the decision that covered it

A folder named “final” is no substitute for an approval history. For finished content, identify the filename, version date and message confirming the authorised person's decision. Separate approval of the concept, the finished video and publication with a particular caption. If a conversation only approved the product shot, do not extend that approval to every element of the advertisement.

The new team should also receive unresolved feedback. Record which changes the creator accepted, which they disputed and which require a brand decision. Do not send a new list before checking the previous one. A difference in taste at the new agency is not evidence that the content is wrong; separate new ideas from completing the originally agreed scope.

Check the folder from the recipient's perspective: do the specified files actually open, can they identify the approved version, and does any link depend on an employee's personal account? Separate working materials from those intended for use, retaining the necessary history. Compare the source files being handed over with the agreement, rather than assuming every editing project is included.

List documents and permissions without assuming additional rights

For each piece of content, identify the documents covering its commissioning and use: the contracting parties, the scope of the materials, channels, duration, restrictions and any additional permissions. Put a link to the source in the register, not just an assurance that “we have the rights”. Refer unclear wording to the person handling the contract. This is a documentation completeness check, not an independent legal interpretation by the new agency.

Do not assume that receiving a video lets you freely edit, promote or pass it on. Natalia Łukawska discusses questions about the relationship between a brand, an intermediary and a creator in her article on the agency's role between the brand and the influencer. During handover, check whether the documents cover the intended action; unresolved issues remain flagged for clarification.

Check technical permissions separately from the documents. The list should identify the tool, resource, owner, required role and the person approving access. Do not put passwords or recovery codes in the handover spreadsheet. Grant permissions to named individuals where the tool supports it. The brand's administrator should confirm that the required access works and agree when to revoke permissions the outgoing team no longer needs.

Tell the creator who will now accept their work

The agreed message to the creator should identify the new contact, the changeover date, the next step and any arrangements that need confirmation. Do not force the creator to decide which of the two agencies is right. If content is awaiting a brand decision, the new account manager takes responsibility for clarifying it rather than automatically sending the creator a reminder.

Example working message: “From [date], [person] will be your contact for [collaboration identifier]. Our records show that video [version] is awaiting the brand's confirmation of the caption. Please let us know whether this matches your latest agreement. [Person] will confirm the final publication date.” Fill it in with facts from that collaboration; do not send it as an assurance that the terms remain unchanged if they have not yet been verified.

Separate completing the old order from commissioning new content

Suppose the brand finds an approved demonstration video during handover, but a shot of the product going into a bag is missing. This is an organisational example, not a Blogger Bank client case. First, check whether the missing scene was commissioned. If so, clarify its delivery status within the existing collaboration. If not, treat it as a new task with a separate scope, not a free revision triggered by a change of agency.

For the new order, prepare a product description, the purpose of the shot, image orientation, expected file, deadline and intended use. Specify which reference materials you can share with the candidate. Do not forward the outgoing agency's entire correspondence or other creators' data if it is not needed for the task. In this example, the deliverable is a standalone shot showing the product being placed in a bag, with no promise to edit it into the old video.

Prepare an order in Blogger Bank for the additional footage and assess applications based on similar work and the ability to deliver the agreed scope. Give the selected creator specific requirements. At acceptance, check that the product, action, framing and file match the order. The messages, contract and acceptance of the result relate to this new collaboration; they do not automatically transfer earlier contracts, licences or accounts.

Complete the handover by testing the next step

Do not end the meeting with confirmation that the folder has been sent. Ask the new account manager to find content awaiting a decision and identify the correct version, approver and planned deadline. For published content, ask them to locate the publication URL and the agreed method for collecting results. This tests whether the handover package is usable, not just whether it exists.

In the handover acceptance summary, record what was checked, what remains open, and who will clarify it by when. Record information received after the agreed handover time as changes, rather than silently replacing the initial status. The next publication should have one person responsible, one correct set of materials and a clear next step. Start the new team's review with that item.