Skip to main content
LOG_ON

Co-marketing Management

Manages joint marketing campaigns between two brands through coordinated processes.

Back to Template Library

Workflow Steps

Step 1 - Partnership Agreement & Goal Alignment

Define the goals, scope, target audience, responsibilities, and success metrics (e.g., leads, revenue) for the co-marketing campaign in a formal agreement.

Step 2 - Joint Content & Asset Creation

Collaborate on creating the core content piece for the campaign (e.g., a webinar, ebook, or research report) and all associated promotional assets (landing page, emails, social graphics).

Step 3 - Coordinated Promotion & Launch

Both partners promote the content to their respective audiences through a coordinated schedule of email blasts, social media posts, and other channels.

Step 4 - Lead Sharing & Follow-up

Leads generated from the campaign are shared according to the terms of the agreement. Each partner then follows up with their respective leads, tracking them back to the campaign for ROI analysis.

The Purpose of Co-marketing Management

This workflow provides a structure for planning and executing co-marketing campaigns with a partner company. It helps to coordinate all the moving parts, from initial planning and content creation to joint promotion and lead sharing. A structured process ensures that both partners are aligned on goals, responsibilities, and timelines, leading to a more successful and smoothly executed partnership that benefits both brands.

Ready to use this template?

Take the next step by deploying this workflow, or customize it to your exact needs using our AI-powered designer.

View other Marketing templates

A/B Testing

Organizes and standardizes A/B testing processes to aid business growth through systematic testing.

Advertising Campaign

Used to create, execute, and evaluate advertisement campaigns from planning to analysis.

Marketing Agency Client Onboarding

Helps marketing agencies flawlessly welcome new clients through structured onboarding processes.

Need a unique template?

Our AI-powered workflow template generator can create a bespoke template based on your prompt in minutes.