Create the partner campaign brief and rules
45-60 min
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.
Partner campaign brief with goals, audience, offer, constraints, owners, and approval rules.
Write down what each partner gets from the campaign. Misaligned goals are the hidden reason partner approvals drag for weeks.