By Tangenix · Published 2026-10-24 · Free template

Endorsement Relationship Disclosure Handoff

Give a creator or customer-story editor the actual commercial relationship and placement context needed for an understandable disclosure.

Read this resource as Markdown

When to use this template

Use this when genuine product commentary has a material relationship such as payment, employment or provided access. Record the actual context before a human prepares and approves the final asset.

Choose another approach when: There is no genuine experience to endorse, you want a generic hashtag to excuse a misleading claim, or you intend to publish creator material without the creator’s approval.

Gather these inputs

• The actual relationship, compensation or benefit and what was expected in return.
• The authentic experience and the final format and placement under consideration.
• Relevant destination rules, audience context and a human publication owner.

Copy and adapt the template

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Worked example

Illustrative example, not a Crany customer result. Replace every example detail with facts you can verify.

Fictional example: a software creator receives access with an expectation of discussing the product. The handoff records that actual relationship instead of describing the resulting video as an unsolicited independent discovery.
An editor proposes placing a vague label only in a collapsed description. The handoff asks the reviewer to assess the actual viewer context and use a clear description of the relationship with the endorsement. It does not declare one universal hashtag legally sufficient.
The creator’s genuine experience and the product claims still need to be accurate. No creator is contacted, paid or posted on behalf of this worksheet; it prepares facts for a separately authorized and human-approved production process.

How to use it

1. Record the actual benefit, relationship and expectations rather than a marketing-friendly label.
2. Plan an understandable disclosure in the final format and placement context.
3. Review the exact asset for claim truthfulness and disclosure clarity before publication.

Check before using it

• The disclosure describes the actual connection rather than disguising it as independence.
• A platform label or hashtag is not assumed sufficient in every context.
• Disclosure review does not replace verification of the underlying experience.

What to measure

Record unclear relationship wording and placement failures caught in final-asset review. Keep legal and destination-specific questions explicitly scoped. This handoff does not establish a universal compliance formula or authorize creator outreach.

Research and sources

The US FTC explains that unexpected material relationships affecting endorsement credibility need clear disclosure and that endorsements remain truthful. This original production handoff records facts and context; it is not a contract, legal opinion or automatic publication instruction.

• US FTC: Endorsement Guides - What People Are Asking — checked 2026-10-24. Truthful experience, understandable material-relationship disclosures and continuing accuracy of older endorsements. Facts and jurisdiction remain material.

This original template and worked example were prepared with AI assistance. Source documentation supports the principles stated above; it does not endorse Crany or guarantee this template’s performance.

About Crany

Crany is an AI marketing co-founder in development for software founders and vibe coders, designed to strategize, execute approved marketing and improve based on results. This free resource is usable independently of the product. Join the public waitlist.