For med spa, surgical and wellness practice owners and teams. Business guidance; clinical information belongs with the practice’s qualified reviewers.
Request a shortlist built around your audience, location, brand voice and campaign brief. Review the evidence before approving outreach.
Start with the audience you want to reach
The right creator for your brand is someone whose audience and content fit the conversation you want to have. A large follower count by itself does not explain whether the audience is relevant, local or interested in your actual offer.
Begin with a defined objective: introduce a real location, explain a practice-approved service, promote a public event or raise awareness of a wellness program. Then describe who the content should help and what the next step should be. A campaign without a clear destination is difficult to assess.
For a practice, the brief also needs an approval owner. Clinical claims, treatment imagery and individual experiences require the practice’s review before they become part of a campaign.
What to include when requesting a shortlist
- Brand and audience: describe the practice and the people you want to reach.
- Location: identify the real service area or campaign location.
- Objective: choose the service, program or event and the desired next step.
- Budget and format: give a working range, preferred channels and content formats.
- Brand fit: share examples of the tone and topics that suit the practice.
- Review requirements: name the approver and any content restrictions.
Share public business information in the request. Patient information, confidential customer lists and account credentials are not needed to prepare an initial research brief.
What a useful shortlist should show
Each proposed creator should have a reason for inclusion and dated supporting evidence. Review recent public content, relevant topics, visible local connections, the quality of discussion and signs that the style fits the brand. Note what is observed and what remains unknown.
AI can help organize research notes and compare candidates against a brief. It should not invent audience demographics, creator rates, availability or performance history. Public engagement is a starting observation, not verified sales attribution. Private audience analytics need the creator’s participation and appropriate permission.
Keep the agreement and content approval clear
Before a campaign proceeds, agree the deliverables, dates, approval rounds, usage rights, fees, permitted claims and how results will be measured. Decide who reviews captions and imagery and how changes are requested. Keep paid promotion and organic search expectations distinct: a creator campaign is not a guaranteed ranking improvement.
For US campaigns, the FTC’s endorsement guidance explains the importance of clear disclosure when a material relationship affects an endorsement. Have the responsible campaign reviewer check the applicable requirements and the proposed presentation before publication.
Research, contacting creators, negotiating terms and publishing a campaign are separate activities. A shortlist request should say which of those stages is included.
Request the research before committing to a campaign
Our starting conversation is a research brief: your audience, location, objective and the evidence you need to choose a partner. We can discuss a bounded shortlist and comparison process, including how AI-assisted research would be checked by a person.
For a med spa, that might be a local brand introduction with practice-approved messaging. For a wellness business, it might be a program launch with a clear enrollment-information page. For a surgical practice, it may be more appropriate to define the content-review boundaries before considering candidates at all.
The deliverable and price are agreed before research begins. A request does not contact creators, grant access to social accounts or commit your practice to a campaign. The next useful step is a brief specific enough to review.
Public source guidance checked October 18, 2026. Illustrative examples are fictional; they are not client results.