Capability template for marketing and content
Affiliate onboarding
A programme owner brings a new affiliate or creator in: the code and link the store gave are checked against the programme rules and a test at checkout, then a welcome pack and a dated first-weeks checklist are prepared. A person sends, creates and pays.
Listed under
Add it to a workflow in the Fully Powered Planner, beside the teams and roles that will run it. Book a fit call
The outcome
A creator who has just agreed terms gets one clear welcome pack: their own code and link, what their audience gets, what they earn and when they are paid, exactly how to label a paid post on their platform, and the dates of their first draft and first post. Every figure in it is copied from where it is written down (the brand's own programme rules, the creator's record, the code as the store made it), and the programme owner sees each one listed with where it came from.
Nothing reaches the creator until the basics are proven. The terms are in writing, the platform is one the brand allows, the code clashes with no other code (old ones included), the link names the creator, and someone has tried the code at checkout and seen the right discount. If any of that fails, the pack is not drafted and the programme owner sees what to fix and who fixes it.
The programme owner also gets the first weeks on one dated list, with an owner on every line: the pack goes out, the payout set-up is confirmed well before the first payout run, the draft comes in and gets a reply on time, the first post is checked on its first day, early orders on the code are looked at, and a review is held at day 30.
Who starts the work, and when
The programme owner or the marketing lead who runs the creator programme starts it for each new creator, once the terms are agreed in writing, the code and link have been made in the store or affiliate tool, and someone has tried the code at checkout. It runs again if a code has to change or a programme rule is settled before the pack goes out. The programme owner approves the pack and sends it with the creator brief.
What they supply
- The programme rules: the discount, whether codes combine with other discounts, commission basis, holdback and what a refund or cancellation does to a sale, payout schedule and set-up, attribution and self-referral rules, allowed platforms, disclosure wording, and roles.
- The creator's record: the deal, the agreed rate, the date the terms were agreed in writing, and the first campaign dates.
- The code and link as made, copied from the store or tool, with the code's dates and limits.
- The checkout test result, as the person who ran it wrote it down.
- The codes already in use, exported from the roster or the store.
- The remaining dates: when the pack goes out, when any product gift ships.
What comes out
A readiness section showing each check passed or what stopped it. Then the welcome pack, ready for the programme owner to send; the first-weeks checklist with dates, owners and where each date came from, and the earliest payout run with its arithmetic; the roster entry for a person to make, with any test order marked so it never earns commission; every figure in the pack with its source; and the open items. The pack makes no statements about the products: what a creator may say lives in the brief.
An invented example
Illustrative example with invented data. The company, the creator, the codes, the web address, the order and the dates below are all invented. Quillmoor Tea Company is an invented online loose-leaf tea shop with 14 staff. Its creator programme is run by a programme lead; an operations lead makes codes, runs checkout tests and ships gifts; the finance team pays creators. First come the inputs the programme lead supplied, in full, then what the capability returned.
The inputs
1. Programme rules (the lines the capability reads)
Customer discount on each creator's code: 15 percent
Whether creator codes combine with other discounts: no, not with another
discount code; the free-shipping offer over USD 40 still applies
Commission basis: order subtotal after discounts, before shipping and tax
Holdback before a sale counts, in days: 30
Refunds and cancellations: a sale refunded or cancelled within the holdback
earns no commission
How payouts run: the brand pays directly by bank transfer. Before the
first payout the creator completes the payee form the finance team
sends them.
Payout schedule and minimum: monthly on the 15th, for sales past the
holdback; minimum USD 20, smaller amounts carry forward to the next month
Attribution: an order is credited to a creator when it carries their code;
an order that came through their link without any code is credited
second; nothing else is credited
Self-referral: an order placed by the creator, or shipped to the creator's
own address, earns no commission
Where creators may post their code: their own channels only; not on
coupon, deal or cashback sites
Platforms, creators' own posts: Instagram yes. TikTok yes. YouTube yes.
Pinterest no ruling yet.
Disclosure, Instagram: "Paid partnership with Quillmoor Tea" | first line
of the caption, before the cut-off | spoken: "This is a paid partnership
with Quillmoor Tea" at the start of any video | Instagram's
paid-partnership label turned on as well
Words that do not count on their own: #sp, #collab, #ambassador,
"thanks to Quillmoor Tea"
Gift for new creators: one Winter Blends sampler box, shipped by the
operations lead
Reply time on drafts: 2 working days
Store promotion codes: WELCOME10, TEAWEEK20
Roles: programme lead (runs the programme, contact for creators, sends
packs, keeps the roster); operations lead (makes codes, runs checkout
tests, ships gifts); finance team (collects payee details, pays);
owner (rules on anything left open)
How creators reach the programme lead: reply to the email the pack came in
2. The creator's record
Display name: Dana Ruiz
Reference: c-000127
Primary platform and handle: Instagram, @steepwithdana
Deal: commission only
Agreed commission rate: 12 percent
Terms agreed in writing: 4 November 2026; signed copy in the programme's
agreements folder
First campaign: Winter Blends. Deliverables: one Reel and one set of
stories. Draft due Friday 20 November 2026. First post live Friday
27 November 2026.
3. The code and link, as the operations lead made them
Code: STEEPWITHDANA15
Made in: the store admin, 6 November 2026
Link: https://www.quillmoortea.example/collections/winter?utm_source=instagram&utm_medium=creator&utm_campaign=winter-blends&utm_content=c-000127
Starts: 6 November 2026
Ends: no end date
One use per customer: yes
Total use limit: none
4. The checkout test, as the operations lead wrote it down
Date: 6 November 2026. Run by: operations lead.
Code shows against c-000127 in the store admin: yes
Link opened: the Winter Blends collection page, tracking values still in
the address
Discount at checkout: "15% off"
Tried together with WELCOME10: checkout accepted only one of the two codes
Ended as: test order #2087, subtotal USD 18.00, refunded the same day
5. Codes in use (exported from the roster)
code,held_by,status
WELCOME10,store promotion,active
TEAWEEK20,store promotion,ended
LEAFWITHJO15,c-000114,active
CHAIBYSAM15,c-000121,active
STEEPWITHDAN15,c-000098,ended
6. Dates for the first weeks
Today: Monday 9 November 2026
Pack and brief go out: Monday 9 November 2026
Sampler box ships: Tuesday 10 November 2026
Brief: the Winter Blends brief is ready and goes out with the pack
Payout set-up check: 7 days after the pack goes out (our setting)
The output
AFFILIATE ONBOARDING: Dana Ruiz (c-000127), 9 November 2026
For: programme lead. Ready to send: yes, after reading the open items in section 6.
1. Readiness
- Terms agreed in writing: 4 November 2026, signed copy in the programme's agreements folder
- Platform: Instagram: yes
- Code as supplied: STEEPWITHDANA15, made in the store admin. Clash check against 5 codes: no clash
- Link as supplied: https://www.quillmoortea.example/collections/winter?utm_source=instagram&utm_medium=creator&utm_campaign=winter-blends&utm_content=c-000127. Identifies the creator by: utm_content=c-000127
- Window and limits: 6 November 2026 to no end date. One use per customer: yes. Total uses: no limit
- Checkout test, 6 November 2026, by the operations lead: discount seen "15% off"; rules say 15 percent: matches. Link opened: the Winter Blends collection page. Combined with another discount: no; rules say: no, not with another discount code; the free-shipping offer over USD 40 still applies. Ended: test order #2087
- Needed before the pack is drafted: none
- Test steps for the person to run: not needed
2. Welcome pack, for the programme lead to send
Welcome to the Quillmoor Tea creator programme
For Dana Ruiz, 9 November 2026.
Your code and your link
- Code: STEEPWITHDANA15
- Link: https://www.quillmoortea.example/collections/winter?utm_source=instagram&utm_medium=creator&utm_campaign=winter-blends&utm_content=c-000127
- Your audience gets: 15 percent off their order with your code at checkout.
- Your code works: from 6 November 2026, with no end date.
Your code cannot be used together with another discount code at checkout.
Share your code and your link together wherever the platform allows both.
An order is credited to you when it carries your code; an order that came through your link without any code is credited to you second; nothing else is credited.
Post your code on your own channels only, never on coupon, deal or cashback sites.
What you earn
12 percent of order subtotal after discounts, before shipping and tax, on each order credited to you.
An order you place yourself, or one shipped to your own address, earns no commission.
When you are paid
monthly on the 15th, for sales past the holdback; minimum USD 20, smaller amounts carry forward to the next month
A sale counts once 30 days have passed.
A sale refunded or cancelled within the holdback earns you no commission.
Quillmoor Tea pays you directly by bank transfer. Before your first payout, complete the payee form the finance team sends you.
Telling your audience it is a paid partnership
Put "Paid partnership with Quillmoor Tea" in the first line of your caption, before the cut-off. At the start of any video, say "This is a paid partnership with Quillmoor Tea". Turn on Instagram's paid-partnership label as well. #sp, #collab, #ambassador or "thanks to Quillmoor Tea" do not count on their own.
What you can say about the products
Everything you may say about the products is in the Winter Blends brief sent with this pack.
If what you want to say is not in it, ask the programme lead first.
Your first weeks
- Tuesday 10 November 2026: your Winter Blends sampler box ships to you.
- Monday 16 November 2026: the finance team checks your payee form is complete.
- Friday 20 November 2026: send your draft Reel and stories to the programme lead.
- Tuesday 24 November 2026: the programme lead replies on your draft.
- Friday 27 November 2026: your first post goes live.
- Monday 28 December 2026: a review of your first 30 days with the programme lead.
Questions
Contact the programme lead: reply to the email this pack came in.
3. First weeks, for the programme lead
- Monday 9 November 2026: send the welcome pack and the Winter Blends brief to Dana Ruiz. Programme lead. From: pack date supplied
- Tuesday 10 November 2026: ship one Winter Blends sampler box. Operations lead. From: gift date supplied; the rules give each new creator the sampler
- Monday 16 November 2026: confirm Dana Ruiz has completed the payee form. Finance team. From: 9 November + 7 days (the payout set-up check setting in the inputs)
- Friday 20 November 2026: draft Reel and stories due from Dana Ruiz, to the programme lead. Creator. From: creator record
- Tuesday 24 November 2026: reply on the draft. Programme lead. From: 20 November + 2 working days (reply time in the rules)
- Friday 27 November 2026: first post goes live. Creator. From: creator record
- Friday 27 November 2026: check of the live post on the day it goes live: code STEEPWITHDANA15 and the link as in the pack, "Paid partnership with Quillmoor Tea" in the first line, label on. Programme lead. From: first post date
- Friday 4 December 2026: first-orders check: orders on STEEPWITHDANA15 so far; a burst no post explains goes to the owner; the code is not ended. Programme lead. From: 27 November + 7 days
- Monday 28 December 2026: day-30 review with Dana Ruiz. Programme lead. From: 27 November + 30 days; moved from Sunday 27 December, a weekend
- date not set: none
Earliest payout run that can include a sale on this code: Tuesday 15 December 2026 (6 November + 30 days = 6 December; next run under "monthly on the 15th, for sales past the holdback").
4. Roster entry, for the programme lead to make
- c-000127: code STEEPWITHDANA15; link https://www.quillmoortea.example/collections/winter?utm_source=instagram&utm_medium=creator&utm_campaign=winter-blends&utm_content=c-000127; made in the store admin; status active; tested 6 November 2026 by the operations lead; test order #2087, leave out of commission and reports
5. Figures in the pack and their sources
- 15 percent off: programme rules, customer discount; seen at checkout as "15% off" on 6 November 2026
- 12 percent commission: creator record, agreed rate
- Commission basis, order subtotal after discounts, before shipping and tax: programme rules
- From 6 November 2026, no end date: the code's dates as made in the store admin
- Monthly on the 15th, minimum USD 20: programme rules, payout schedule and minimum, word for word
- 30 days: programme rules, holdback
- Refunded or cancelled within the holdback, no commission: programme rules, refunds and cancellations
- Tuesday 10 November 2026: sampler date supplied
- Monday 16 November 2026: 9 November + 7 days
- Friday 20 November 2026 and Friday 27 November 2026: creator record
- Tuesday 24 November 2026: 20 November + 2 working days
- Monday 28 December 2026: 27 November + 30 days, moved from Sunday 27 December
6. Open items
- Combining with the free-shipping offer over USD 40 was not tested (the test order's subtotal was USD 18.00), so the pack says nothing about it: operations lead, at the next test
Coverage. Inputs used: programme rules; creator record; code and link as made on 6 November 2026; checkout test of 6 November 2026; codes export, 5 rows; first-weeks dates. Inputs missing: none. Not judged: codes in the store that the export does not list; whether the store will credit and the finance team pay as the rules say; whether the disclosure wording meets each country's rules.
Draft for the programme lead. Nothing has been sent, created, changed or paid.
Where it fits
- Marketing and content, which runs the creator programme and owns every word that goes to a creator.
- Consumer brands, where creators are a main route to new buyers and each new partner should start on exactly the same terms as the last.
- Ecommerce and retail, where a code entered at checkout is the clearest record of which creator brought a sale.
- Marketing and advertising, where an agency runs a client's creator programme and needs every onboarding to be consistent and checkable.
- Growth and scaling, when new creators arrive faster than one person can onboard them carefully by hand.
- New business lines, when a brand opens creators as a channel and the first partners set the pattern.
What has to change for your company
Write your programme rules first; this capability reads them and sets none of its own. The creator programme setup capability prepares them with your owner. Name who makes codes and runs the checkout test, who sends the pack, who keeps the roster and who pays. Write the fixed sentences of the pack once in your own voice. Set the timing of the first-weeks checks. Keep the brief separate: the creator brief carries what a creator may say about your products, and the creator commission statement works out what they are owed later. Your adviser handles the creator agreement itself. It runs in ChatGPT, Claude, Copilot or Gemini from files and notes you supply, with no access to your store, your affiliate tool or your bank.
What has been checked
Fully Powered AI wrote this capability template in its own words, from the affiliate onboarding work in its own Influencer Marketing set. It was editorially reviewed on 10 November 2026. It was tried on its invented example on 9 November 2026 in two runs, the second after the first review's changes; the record of the second is published with it, and lists the small edit made afterward that has not been run again. It has not yet been tested in a client environment. It has not yet been tested as a packaged version in ChatGPT, Claude, Copilot or Gemini.
Testing in your environment means running it on past onboardings your programme owner remembers, plus hard cases written in advance: a code that matches an old ended one, a link with nothing that names the creator, a checkout that showed the wrong discount, a codes export with renamed columns, a request to add a product claim. Your programme owner checks every figure against the rules before a pack goes out. Pilot acceptance-test preparation builds that test set, and what we test before we call an AI workflow ready describes the record we keep.
The full capability template
Everything above is the outline. The complete capability template is the working version: the roles, the inputs, the procedure, the exceptions and stop conditions, the output format, the reviewer checklist, the acceptance tests, the instructions for an AI assistant and what to customize for your company. It comes with a download and the link to its folder in Fully Powered’s public repository.
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Next step
Put this capability to work for your team: on your plan, or built with you in a sprint.
Build this in a sprint
In a sprint, Fully Powered adapts this capability template to your rules, proves it on your own work and puts it in the hands of the roles that own it.
Two ways to begin: