Scope & FollowPractical tools for work that needs a follow-through.
Free checklist · For solo UGC creators

The video is ready.
Are the terms recorded?

Keep the handoff details beside the deliverable: what the brand can use, where, for how long, and what still needs a follow-up.

Download the free checklist ↓

One-page PDF. No email. No signup.

A short weekly workflow

How to track UGC usage rights after delivery

01 / Record

Keep a deal and an asset record.

A single campaign may include a master video, cutdowns and raw footage. List each deliverable separately when its usage terms differ.

02 / Check

Copy the dates that were agreed.

Keep the agreement link and clause reference. Separate usage end dates from delivery deadlines and exclusivity end dates.

03 / Follow up

Review the record each week.

Check open approvals, invoice due dates and upcoming usage dates. An expiry prompt tells you to review the agreement; it does not prove unauthorized use.

Fictional example: A brand has approved and paid for a video. Its fixed paid-usage term ends in 23 days. Delivery and payment can be complete while the usage term still needs a separate review.

Optional next step · US$12 one-time

UGC Deal Expiry & Payment Board

For creators who need to review multiple deals in one place. Two Excel workbooks—blank and fictional example—with a Dashboard, Deal Register and Asset Rights register. Capacity: 50 deals and 100 assets.

Actual fictional example dashboard showing deal counts, unpaid fees and usage dates; these are sample data, not customer results.

Set a review date, enter the agreed terms, then review calculated payment and usage prompts. Includes the PDF checklist and setup guide.

See the workbook on Whop →

XLSX download. Designed for desktop Excel; native Excel and Google Sheets compatibility have not been independently verified. Manual review date and data entry. Full-payment tracking only; no partial-payment accounting, automatic reminders or live-ad monitoring.

Before you download

Is this a contract or legal advice?

No. The checklist helps organize terms already agreed in writing. The signed agreement remains the source of truth. Ask a qualified professional about unclear terms.

Do I need the paid workbook?

No. If your projects have few deliverables and simple terms, the free checklist may be enough. Use the workbook only if separate deal and asset records help your workflow.

Will the workbook send me reminders?

No. You update its Review date and review it manually. It does not monitor advertising, create invoices or collect payment.

Do you collect an email for the download?

No. This page has no email form or custom analytics. The hosting provider may process technical request information to serve the page. Whop handles the separate purchase process.