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Partner MarketingintermediatePro

Create a co-marketing campaign kit with partner-specific messaging and assets

Build a partner-ready campaign package with joint positioning, audience fit, landing page copy, email copy, social assets, and approval tracking.

What you will have

A co-marketing campaign kit that both teams can review, approve, and launch without rewriting from scratch.

Setup time
3-5 hours
Time saved
6-10 hours per partner campaign
Estimated cost
$0 to $300 per month
Tools used
6 tools

Why this works

Co-marketing slows down when both partners agree on the campaign idea but not on the message, owner, proof, or approval path. A structured kit turns the partnership into an execution system with shared positioning, partner-specific versions, asset ownership, and review gates. AI speeds up the first drafts, but the approval matrix keeps both brands from drifting into claims or creative choices the other side cannot approve.

Step-by-step workflow

Preview the workflow

The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.

1

Create the partner campaign brief and rules

45-60 min

Start with one shared brief that both partner teams can approve before any assets are drafted. Capture the campaign goal, shared audience, joint offer, business outcome for each partner, target accounts or segments, CTA, launch date, channels, proof points, and approval owners. Add constraints for both sides: claims to avoid, logo rules, legal review requirements, customer-name permissions, partner tier language, and whether leads will be shared. Store the brief in Google Docs and create matching fields in Airtable for owner, review status, deadline, and final decision. This step prevents the campaign from becoming two separate marketing teams writing two different stories.

Output

Partner campaign brief with goals, audience, offer, constraints, owners, and approval rules.

Google DocsAirtable
Pro tip

Write down what each partner gets from the campaign. Misaligned goals are the hidden reason partner approvals drag for weeks.

2

Draft joint positioning with partner-specific voice notes

45-60 min

Open Claude and paste the prompt below with the approved partner campaign brief, your brand voice notes, partner voice notes, proof points, and claim constraints. Ask it to create a joint campaign message that explains the audience pain, why the partnership matters, what each partner contributes, what proof supports the story, and what claims need review. Copy the output into the Google Docs kit, then add the message owner and review status to Airtable. Keep the separate voice notes with the joint positioning so each team can adapt email, social, and sales copy without changing the core message. The output should be a joint story with flexible execution, not generic partner boilerplate.

Output

Joint positioning section with shared message, partner value angles, proof, and messaging guardrails.

ClaudeGoogle Docs
Pro tip

Good partner messaging gives both companies a real role. If one partner sounds like a reseller or logo badge, the copy will be hard to approve and weak in market.

Prompt template
Create joint co-marketing positioning from this campaign brief.

Partner campaign brief:
{{partner_campaign_brief}}

Our brand voice:
{{our_brand_voice}}

Partner brand voice:
{{partner_brand_voice}}

Approved proof points:
{{approved_proof_points}}

Claims and topics to avoid:
{{claims_to_avoid}}

Create:
1. Joint campaign message
2. Shared audience pain
3. Why this partnership matters
4. Our value angle
5. Partner value angle
6. Proof points and source notes
7. Claims that need review
8. Messaging guardrails
9. Voice notes for our version
10. Voice notes for partner version

Do not invent integration depth, customer results, certifications, or partner commitments.

Pro workflow preview

Previewing 2 of 8 steps

Pro membership

Unlock the full workflow

Get the remaining 6 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and weekly new workflows.

$9/month

Build the asset map and responsibility matrix
Draft campaign assets in partner-ready versions
Create co-branded visuals with brand checks
Run dual approval with narrow review jobs
Launch with shared tracking and handoff rules
Share results and turn the kit into a reusable template
See Pro plan
3Build the asset map and responsibility matrix
Locked
4Draft campaign assets in partner-ready versions
Locked
5Create co-branded visuals with brand checks
Locked
6Run dual approval with narrow review jobs
Locked
7Launch with shared tracking and handoff rules
Locked
8Share results and turn the kit into a reusable template
Locked

Expected results

Campaign kit created

8-12 partner-ready assets

A typical webinar, report, integration launch, or joint campaign needs shared positioning plus channel-specific copy and creative for both teams.

Time saved

6-10 hours per campaign

The shared brief, asset map, AI-assisted drafting, and approval matrix reduce blank-page creation and partner back-and-forth.

Approval clarity

Asset-level review tracking

Each asset has a clear owner, reviewer, final approver, decision, and blocker status instead of relying on scattered comments.

Partner repeatability

Reusable co-marketing template

Post-campaign learnings feed back into the kit so future partner campaigns start from a proven structure.

Related workflows

Continue with workflows that share a similar GTM motion, category, or tool stack.