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This is the companion workbook to the Creator Gifting Operating System (CGOS). The CGOS is the framework. This is where you apply it — to your actual brand, your actual creators, your actual budget.
Knowing the gifting framework is one thing. Sitting down before your next campaign and actually building your outreach, your gift design, your consent tracker, your measurement targets — that's another.
This workbook is the action layer. Ten fillable pages, one for every section of the CGOS, designed to turn the framework into something you can actually execute next week.
The guide gives you the framework. This workbook is where you apply it.
Be specific, not aspirational. Name real creators. Set real budgets. Write real outreach.
How this workbook is designed to be used.
Work through it in order. Each section builds on the previous one. The decisions you make in Section 1 shape everything that follows. Don't skip ahead.
Be specific, not aspirational. Name real creators. Set real budgets. Write real outreach. The more specific you are here, the more useful this workbook becomes as a reference.
Return to it before every gifting program. This workbook is reusable. Every time you plan a new gifting campaign, run through each section again. Your answers will sharpen over time.
You don't need the guide open to use this. Every prompt is self-contained. But if something raises a question, the CGOS has the full framework behind it.
All 7 sections — what's inside each one.
Your Gifting Scenario
Identify which of the three scenarios you're running. Structured prompts for Mega/Celebrity, Ambassador at Scale, and Relationship-Building — with fields for creator targets, budget, proof of fit, and timeline.
Consent Outreach Planner
The outreach DM template (edit before sending). A creator consent tracker for up to 8 creators — never ship until Consent is checked. Contact path guide for agent/DM/sign-up form routes.
Gift Design Planner
Side-by-side planner for high-value targeted gifting vs. ambassador/scale programs. Fields for lead product, personalization element, unboxing design, note tone, and the design gut-check: would you want to film receiving this?
Measurement & ROI Tracker
Pre-program targets (set before you ship) and post-campaign results to fill in after. Tracks total posts/tags, reach and impressions, EMV estimate, actual cost per post, sentiment, and — the most underrated metric — whether this gift opened the door to a future paid partnership.
FTC Compliance Checklist
A brand-side checklist of every compliance obligation before you send. Compliant disclosure formats for caption, video, Reel/Story, and podcast. The copy-paste outreach disclosure language ready to add to your DMs.
Your 30-Day Action Plan
Week-by-week plan: Week 1 (Decide & Set Up), Week 2 (Outreach & Consent), Week 3 (Build & Ship), Week 4 (Monitor & Measure). Each week has a commitment field to keep you accountable.
Your Commitment
The section that separates brands that act from brands that study. Three prompts: what you're starting, what you're stopping, and what you're building. The principle to take with you — and a space to sign it.
Don't have the guide yet?
Get the Creator Gifting Operating System for $27 and add this workbook for $10 more.
The CGOS is the complete 11-page gifting framework — the three scenarios, the consent system, the gift design principles, how to measure gifting, and full FTC compliance guidance. The workbook is the action layer. Together they are the complete gifting system.
See the CGOS — $27 →