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Create a New Deal

Overview

Whenever you receive a new sponsorship opportunity, create a Deal in CM Hub to keep the campaign organized from the initial conversation through completion and payment. Your Deal record becomes the central location for tracking important campaign information, including the company, brand representative, deliverables, compensation, important dates, and the current stage of the partnership. You don't need to have every detail finalized before creating a Deal. Start with the information you have and update the record as the campaign develops.

Updated September 17, 2026 · 5 min read

Before Creating a Deal

Before creating your Deal, we recommend adding the brand or agency and the appropriate Brand Contact to your CM Hub network.

Doing this first allows you to link those records directly to the Deal.

This is important because CM Hub can use those relationships later when you need to:

  • Send an invoice.
  • Communicate with the Brand Contact.
  • Create follow-up campaigns.
  • Review your history with the company.
  • Keep all campaign information connected.

If you’re working with an agency on behalf of a brand, make sure the appropriate company and representative records are created before setting up the Deal.

Create a Deal

To create a new Deal:

  1. Navigate to the Deals page.
  2. Click the yellow button with the pencil icon.
  3. The Add New Campaign window will open.
  4. Enter all of the campaign information currently available.
  5. Link the appropriate company or agency and Brand Contact.
  6. Save the Deal.

Your new Deal will now be available from the Deals page.

Good to Know

You don’t need to have every campaign detail before creating a Deal. Sponsorships often evolve during negotiation, so you can return to the Deal later and add or update information as it becomes available.

Add Your Deal Details

Add as much information as you currently know about the opportunity.

Depending on the campaign, this may include information such as:

  • Company or agency
  • Brand representative
  • Product or service
  • Deliverables
  • Compensation
  • Usage
  • Exclusivity
  • Draft due date
  • Live date
  • Campaign notes

Keeping this information updated gives you a single source of truth for the campaign as it progresses.

It’s especially important to update your Deal when terms change during negotiation so the information stored in CM Hub accurately reflects what you and the brand have agreed upon.

Understand Deal Stages

Every Deal has a status that represents where the opportunity currently sits in your campaign workflow.

Updating the status as your Deal progresses helps you quickly understand which opportunities need your attention and allows CM Hub to provide more accurate reporting and automation.

Rates Sent

Use rates sent while you and the brand are still discussing the details of the partnership.

During this stage, you may be negotiating:

  • Compensation
  • Deliverables
  • Usage rights
  • Exclusivity
  • Campaign dates
  • Other campaign requirements

Update the Deal as terms are negotiated so CM Hub reflects the latest agreement.

Contract Pending

Move the Deal to Contract Pending once the campaign terms have been agreed upon and you’re waiting for or reviewing the contract.

This stage is particularly important when using Sasha’s contract review tool.

When you ask Sasha to Review Contracts, she will display Deals with the status of Contract Pending, allowing you to select the appropriate campaign and upload its contract for review.

Production

Move the Deal to Production when you’re actively working on the campaign.

This may include:

  • Creating content.
  • Filming or editing.
  • Submitting drafts.
  • Making requested revisions.
  • Waiting for content approval.
  • Preparing approved content to go live.

Deals marked as Production are also included in the In Production metric displayed on your Dashboard.

Live

Move the Deal to Live once the sponsored content has been published.

At this stage, your content is live and the primary campaign deliverables have been fulfilled, but there may still be additional steps before the Deal is considered complete, such as invoicing and receiving payment.

Invoiced

Use Invoiced once you’ve submitted an invoice for the completed campaign and are waiting to be paid.

Keeping Deals in this stage makes it easy to distinguish campaigns that still require payment from campaigns that are fully completed.

Once payment has been received and the campaign is complete, the Deal can move to Closed Won.

Closed Won

Move the Deal to Closed Won once the sponsorship has been successfully completed and you’ve received payment.

Closed Won represents the end of a successful paid partnership.

This status is especially important because CM Hub uses Closed Won Deals when calculating performance metrics, including your completed Deal and payout information.

Important: Keep your Closed Won Deals accurate so the earnings and performance data displayed throughout CM Hub correctly reflects your completed sponsorships.

Closed Lost

Use Closed Lost when an opportunity will no longer move forward.

For example, a Deal may be marked Closed Lost if:

  • The brand decides not to proceed.
  • You decide the opportunity isn’t a good fit.
  • Negotiations don’t result in an agreement.
  • The campaign is canceled before completion.
  • The opportunity otherwise falls through.

Marking these opportunities as Closed Lost removes them from your active pipeline while preserving the history of the opportunity.

A Closed Lost Deal isn’t deleted—you’ll still have a record of the company, Brand Contact, and previous opportunity for future reference.

Gifting Only

Use Gifting Only when a brand provides a product or service without monetary compensation.

These collaborations may involve receiving complimentary products, experiences, or services rather than payment.

Keeping gifting campaigns separate from paid sponsorships helps maintain accurate revenue reporting while still preserving a record of your relationship with the brand.

Why Deal Stages Matter

Deal stages aren’t just labels. They help CM Hub understand what’s happening with each sponsorship.

Keeping your Deal statuses current allows you to:

  • See which campaigns you’re actively working on.
  • Identify contracts that still need attention.
  • Monitor your current workload.
  • Keep your Dashboard metrics accurate.
  • Track completed partnerships.
  • Maintain an accurate history of your creator business.

For example, when a Deal enters Production, it contributes to the Production count on your Dashboard. Once it moves out of Production, that number automatically decreases.

Similarly, successfully completed Deals marked Closed Won contribute to your completed Deal and payout performance metrics.

Keep Your Deal Updated

A Deal will likely change several times between the initial opportunity and the completed partnership.

That’s expected.

As negotiations progress, return to the Deal and update information such as:

$2,000 offer → $2,500 negotiated rate

30-day usage → 90-day usage

1 Instagram Reel → 1 Instagram Reel + 3 Story Frames

Keeping these changes documented gives you an accurate record of what was ultimately agreed upon and provides Sasha and the CM Hub team with better information when helping you manage the campaign.

Tips

  • Create a Deal as soon as an opportunity becomes serious enough to track.
  • Add the company and Brand Contact before creating the Deal whenever possible.
  • Don’t wait until you have every campaign detail—update the Deal as new information becomes available.
  • Keep the Deal stage current as the partnership progresses.
  • Document changes to deliverables, compensation, usage, and exclusivity during negotiations.
  • Only mark successfully completed partnerships as Closed Won so your Dashboard reporting remains accurate.