Co-Marketing Campaign
Marketing that runs on two audiences and shared ROI.
Workflow
Step 1Opportunity ID
ObjectiveFind the joint campaign.
InputPartner alignment
OutputCampaign opportunity
Key activities
Identify a campaign both sides can win
Decision points
Is there shared value?
Tools: PlanningRoles: Channel · marketing
Success: Opportunity found
Quality gate: Go: real. Loop back: forced.
Why it matters
- Co-marketing doubles reach for half the cost. Done right, both sides win and the relationship deepens.
Best practices
- Align on objectives before anything.
- Agree the budget and lead-sharing up front.
- Co-create content that serves both audiences.
- Measure and attribute ROI honestly.
Common mistakes
- One side doing all the work.
- Ambiguous lead ownership — deals fall through.
- No measurement, so the 'success' is vibes.
Key questions
- What does each side bring and get?
- Who owns the leads and the follow-up?
Agents that drive this
Campaign BuilderAttribution
Tools we use · alternates in [ ]
n8n[ Zapier, Make, Airflow ]HubSpot[ Salesforce, Pipedrive, Attio ]Metabase[ Looker Studio, Power BI, Grafana ]