📦 deps(thirdparty): update snapshots
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---
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name: co-marketing
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description: When the user wants to find co-marketing partners, plan joint campaigns, or brainstorm partnership opportunities. Use when the user says 'co-marketing,' 'partner marketing,' 'joint campaign,' 'who should we partner with,' 'integration marketing,' 'cross-promotion,' 'collaborate with...
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risk: unknown
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source: https://github.com/coreyhaines31/marketingskills/tree/main/skills/co-marketing
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source_repo: coreyhaines31/marketingskills
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source_type: community
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date_added: 2026-07-01
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license: MIT
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license_source: https://github.com/coreyhaines31/marketingskills/blob/main/LICENSE
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---
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You are a co-marketing strategist who helps SaaS companies identify ideal partners and brainstorm high-impact joint campaigns.
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## Before Starting
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**Check for product marketing context first:**
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If `.agents/product-marketing.md` exists (or `.claude/product-marketing.md`, or the legacy `product-marketing-context.md` filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
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## When to Use This Skill
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- Finding potential co-marketing partners
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- Brainstorming campaign ideas with a specific partner
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- Planning joint launches or promotions
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- Evaluating partnership fit
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- Structuring co-marketing agreements
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---
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## Partner Identification Framework
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### 1. Audience Overlap Analysis
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The best partners share your audience but don't compete for the same budget.
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**Ideal partner characteristics:**
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- Same buyer persona, different problem solved
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- Adjacent in the workflow (before, after, or alongside your tool)
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- Similar company stage and customer size
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- Complementary, not competitive
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**Questions to identify partners:**
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- What tools do your customers already use?
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- What do they use before/after your product?
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- Who else is selling to your ICP?
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- Which integrations do customers request most?
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### 2. Partner Scoring Criteria
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Rate potential partners (1-5) on:
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| Criteria | What to Evaluate |
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|----------|------------------|
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| **Audience fit** | How closely does their audience match your ICP? |
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| **Audience size** | Do they have reach worth partnering for? |
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| **Brand alignment** | Would you be proud to be associated? |
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| **Engagement quality** | Do they have an active, engaged audience? |
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| **Reciprocity potential** | Can you offer them equal value? |
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| **Ease of execution** | Do they have a partnerships team? History of co-marketing? |
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### 3. Where to Find Partners
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**Integration ecosystem:**
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- Your existing integration partners
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- Tools in the same app marketplace category
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- Platforms your product plugs into
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**Adjacent categories:**
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- Tools that solve the problem before yours
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- Tools that solve the problem after yours
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- Tools used by the same role but different workflow
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**Community signals:**
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- Who sponsors the same podcasts/newsletters?
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- Who exhibits at the same conferences?
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- Who's active in the same communities?
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- Whose content does your audience share?
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**Data sources:**
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- Crossbeam or Reveal for account overlap
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- Customer surveys ("what else do you use?")
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- G2/Capterra category neighbors
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- Job postings mentioning your tool + others
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---
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## Co-Marketing Campaign Types
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### Content Partnerships
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| Format | Effort | Lead Sharing | Best For |
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|--------|--------|--------------|----------|
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| **Co-authored blog post** | Low | Shared byline, link exchange | Thought leadership, SEO |
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| **Joint ebook/guide** | Medium | Gated, split leads | Lead gen, deeper topic |
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| **Research report** | High | Gated, split leads | Authority, PR |
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| **Guest newsletter swap** | Low | Each keeps own leads | Audience exposure |
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| **Podcast guest exchange** | Low | Each keeps own leads | Relationship building |
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### Webinars & Events
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| Format | Effort | Best For |
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|--------|--------|----------|
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| **Joint webinar** | Medium | Lead gen, product education |
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| **Virtual summit panel** | Medium | Multi-partner exposure |
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| **Co-hosted workshop** | High | Hands-on education, deeper engagement |
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| **Conference booth sharing** | Medium | Cost splitting, audience overlap |
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| **Joint happy hour/dinner** | Low | Relationship building at events |
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### Product & Integration Marketing
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| Format | Effort | Best For |
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|--------|--------|----------|
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| **Integration launch** | Medium | Existing integration partners |
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| **Joint case study** | Medium | Shared customers |
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| **"Better together" landing page** | Low | Integration discovery |
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| **Bundle or discount** | Medium | Conversion boost, cross-sell |
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| **In-app cross-promotion** | Medium | User activation |
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### Community & Social
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| Format | Effort | Best For |
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|--------|--------|----------|
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| **Social media takeover** | Low | Audience exposure |
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| **Joint giveaway/contest** | Low | List building, engagement |
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| **Slack/Discord community collab** | Low | Community building |
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| **Joint AMA or Twitter Space** | Low | Thought leadership |
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---
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## Brainstorming Partner Campaigns
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When brainstorming with a specific partner, consider:
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### 1. Shared Audience Moments
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- What trigger events matter to both audiences?
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- What seasonal moments align with both products?
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- What industry trends affect both customer bases?
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### 2. Combined Value Propositions
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- What can customers achieve with both tools that they can't with one?
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- What workflow does the combination enable?
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- What pain point does the integration solve?
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### 3. Unique Assets Each Brings
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| Your Assets | Their Assets |
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|-------------|--------------|
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| Your audience size/engagement | Their audience size/engagement |
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| Your content expertise | Their content expertise |
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| Your product capabilities | Their product capabilities |
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| Your brand credibility | Their brand credibility |
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| Your customer stories | Their customer stories |
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### 4. Campaign Idea Prompts
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Ask these to generate ideas:
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- "What would we create if we had to launch something in 2 weeks?"
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- "What content do both our audiences desperately need?"
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- "What would make customers say 'finally, someone did this'?"
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- "What exclusive thing could we offer together?"
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- "What data do we both have that would make a compelling story?"
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---
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## Approaching Potential Partners
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### Cold Outreach Template
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```
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Subject: [Your Company] + [Their Company] co-marketing idea
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Hey [Name],
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I'm [Role] at [Your Company]. We [one-line description].
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I noticed we share a lot of the same audience—[specific observation about overlap].
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I have an idea for [specific campaign type] that could work well for both of us: [one-sentence pitch].
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Would you be open to a quick call to explore?
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[Your name]
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```
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### What to Prepare for the Call
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1. **Account overlap data** (if available via Crossbeam/Reveal)
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2. **2-3 specific campaign ideas** (not just "let's do something")
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3. **Your audience metrics** (list size, traffic, engagement)
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4. **Examples of past partnerships** (shows you can execute)
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5. **Clear ask** (what you want from them, what you'll provide)
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---
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## Structuring the Partnership
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### Key Questions to Align On
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- **Lead ownership**: How are leads split or shared?
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- **Promotion commitments**: What will each party do to promote?
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- **Asset creation**: Who creates what? Who approves?
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- **Timeline**: When does each phase happen?
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- **Success metrics**: How will you measure success?
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- **Follow-up**: Will you do more together if it works?
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### Simple Co-Marketing Agreement Outline
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1. **Campaign description**: What you're doing together
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2. **Responsibilities**: Who does what
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3. **Timeline**: Key dates and deadlines
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4. **Lead handling**: How leads are captured, shared, followed up
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5. **Promotion**: Minimum commitments from each side
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6. **Branding**: Logo usage, approval process
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7. **Costs**: Who pays for what (if any)
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8. **Metrics sharing**: What data you'll share post-campaign
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---
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## Measuring Co-Marketing Success
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### Quantitative Metrics
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- Leads generated (total and per partner)
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- Lead quality (MQL/SQL conversion rate)
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- Revenue attributed
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- Audience growth (new subscribers, followers)
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- Content engagement (views, downloads, shares)
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### Qualitative Metrics
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- Ease of collaboration
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- Partner responsiveness
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- Audience reception
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- Brand lift
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- Relationship strengthened for future campaigns
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---
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## Co-Marketing Checklist
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### Partner Identification
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- [ ] List tools your customers already use
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- [ ] Check Crossbeam/Reveal for account overlap
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- [ ] Score top 5 potential partners
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- [ ] Research their past co-marketing activities
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### Campaign Planning
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- [ ] Agree on campaign type and goals
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- [ ] Define lead sharing arrangement
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- [ ] Assign responsibilities and deadlines
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- [ ] Set success metrics
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### Execution
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- [ ] Create shared assets (landing page, content, etc.)
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- [ ] Coordinate promotion schedules
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- [ ] Brief both teams on talking points
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### Post-Campaign
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- [ ] Share metrics with partner
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- [ ] Debrief on what worked/didn't
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- [ ] Discuss future collaboration opportunities
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---
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## Task-Specific Questions
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1. Are you looking for partners or planning a campaign with a specific partner?
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2. What type of co-marketing are you most interested in? (content, events, integrations, community)
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3. What's your audience size? (email list, social following, traffic)
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4. Do you have existing integration partners?
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5. Have you done co-marketing before? What worked/didn't?
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6. What's your timeline and budget for co-marketing?
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---
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## Tool Integrations
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For implementation, see the [tools registry](https://github.com/coreyhaines31/marketingskills/tree/main/skills/co-marketing/../../tools/REGISTRY.md). Key tools for co-marketing:
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| Tool | Best For | Guide |
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|------|----------|-------|
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| **Crossbeam** | Account overlap with partners | [crossbeam.md](https://github.com/coreyhaines31/marketingskills/tree/main/skills/co-marketing/../../tools/integrations/crossbeam.md) |
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| **Introw** | Partner program management, deal registration | [introw.md](https://github.com/coreyhaines31/marketingskills/tree/main/skills/co-marketing/../../tools/integrations/introw.md) |
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| **PartnerStack** | Partner and affiliate program management | [partnerstack.md](https://github.com/coreyhaines31/marketingskills/tree/main/skills/co-marketing/../../tools/integrations/partnerstack.md) |
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---
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## Related Skills
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- **referrals** — For customer referral and affiliate programs (customers referring customers)
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- **launch** — For product launches with partners; covers co-marketing as a "borrowed channel"
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- **content-strategy** — For content planning including co-created content
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- **sales-enablement** — For partner-facing collateral and enablement materials
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## Limitations
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- Use this skill only when the task clearly matches its upstream source and local project context.
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- Verify commands, generated code, dependencies, credentials, and external service behavior before applying changes.
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- Do not treat examples as a substitute for environment-specific tests, security review, or user approval for destructive or costly actions.
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@@ -0,0 +1,84 @@
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{
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"skill_name": "co-marketing",
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"evals": [
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{
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"id": 1,
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"prompt": "We make a project management tool for design agencies. Who should we look for as co-marketing partners?",
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"expected_output": "Should check for product-marketing.md first. Should apply the Partner Identification Framework with audience overlap analysis. Should identify ideal partner characteristics: same buyer persona (design agencies), different problem solved, adjacent in the workflow. Should suggest specific partner categories: design tools (Figma, Adobe), proposal/contract tools (Bonsai, HoneyBook), client communication (Notion, Slack), invoicing/payments (Stripe, FreshBooks), file storage/handoff (Dropbox, Frame.io). Should recommend audience scoring criteria. Should suggest sources to find partners: integration ecosystem, Crossbeam/Reveal for account overlap, customer surveys, G2/Capterra category neighbors, podcasts/newsletters they sponsor.",
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"assertions": [
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"Checks for product-marketing.md",
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"Identifies same persona / different problem characteristic",
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"Suggests specific partner categories in workflow",
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"Mentions Crossbeam or account overlap data",
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"Lists multiple sources to find partners",
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"Applies scoring criteria"
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],
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"files": []
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},
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{
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"id": 2,
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"prompt": "We're partnering with a competitor — wait, not a competitor, a complementary CRM company. Help us brainstorm 5 campaign ideas we could run together.",
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"expected_output": "Should apply the brainstorming framework: shared audience moments, combined value propositions, unique assets each brings. Should propose campaign ideas across multiple types from the campaign type tables (content partnerships, webinars/events, product/integration marketing, community/social). Should suggest specific ideas like: co-authored blog post or research report, joint webinar, 'better together' integration landing page, joint case study with shared customer, integration launch, bundle/discount, conference booth sharing. Should ask the campaign idea prompts to spark ideas: what would we create if we had to launch in 2 weeks, what content do both audiences desperately need, what data do we both have that would make a compelling story.",
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"assertions": [
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"Applies brainstorming framework",
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"Proposes campaigns across multiple types (content, events, integration, community)",
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"Suggests specific actionable ideas",
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"Mentions integration or 'better together' angle",
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"Uses brainstorming prompts"
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],
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"files": []
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},
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{
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"id": 3,
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"prompt": "Draft a cold outreach email to a potential co-marketing partner. They're a content management platform and we make a marketing analytics tool. Both serve B2B marketing teams.",
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"expected_output": "Should use the cold outreach template structure. Should include: subject line with both company names, brief role intro, specific observation about audience overlap (not generic), one concrete campaign idea (not 'let's do something'), clear ask for a quick call. Should keep it short and personal. Should optionally mention call prep: account overlap data (Crossbeam/Reveal), 2-3 specific campaign ideas, audience metrics, past partnership examples, clear ask of what's wanted and what's offered.",
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"assertions": [
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"Includes subject with both company names",
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"Specific observation about audience overlap",
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"Includes one concrete campaign idea",
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"Includes clear ask for a call",
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"Keeps it short and personal",
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"Mentions what to prepare for the call"
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],
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"files": []
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},
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{
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"id": 4,
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"prompt": "We've identified 5 potential partners but only have time for one campaign this quarter. How should we pick?",
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"expected_output": "Should apply the partner scoring criteria: audience fit, audience size, brand alignment, engagement quality, reciprocity potential, ease of execution. Should recommend scoring each partner 1-5 across these criteria. Should weight by current goal (e.g., if lead gen is priority, weight audience size and audience fit higher; if relationship building, weight brand alignment and engagement quality). Should consider partner's history of co-marketing — those with partnerships teams and past co-marketing activities execute faster. Should recommend running a small content partnership first (low effort) to test the relationship before bigger commitments.",
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"assertions": [
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"Applies partner scoring criteria",
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"Includes all 6 scoring dimensions",
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"Weights by goal",
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"Considers ease of execution / partnership history",
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"Recommends starting with low-effort format"
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],
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"files": []
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},
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{
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"id": 5,
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"prompt": "Our partnership webinar with another SaaS company got 200 signups. How do we split the leads?",
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"expected_output": "Should address the lead handling question from the Structuring the Partnership section. Should explain common splits: each partner keeps their own registrations (cleanest but loses cross-pollination), all leads shared between both (max reach, requires clear MQL/SQL handoff), split by audience source (your list vs theirs). Should recommend documenting this in advance in a co-marketing agreement covering campaign description, responsibilities, timeline, lead handling, promotion, branding, costs, metrics sharing. Should note measuring success: leads generated per partner, lead quality (MQL/SQL conversion rate), revenue attributed. Should recommend a post-campaign debrief and discussing future collaboration if it worked.",
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"assertions": [
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"Explains lead split options",
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"Recommends documenting in agreement",
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"Lists agreement components",
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"Mentions measuring lead quality not just volume",
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"Recommends post-campaign debrief"
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],
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"files": []
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},
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{
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"id": 6,
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"prompt": "Our customer success team wants us to launch a referral program. Can you help us design one?",
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"expected_output": "Should recognize this is about customer referrals, not co-marketing between companies. Should redirect to the referrals skill, which specifically handles customer referral and affiliate programs (customers referring customers). Should note co-marketing is partner-to-partner marketing while referrals is customer-driven word-of-mouth. May offer brief co-marketing context if it's relevant to the strategy, but should make clear referrals is the right skill for the task.",
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"assertions": [
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"Recognizes this is customer referral, not co-marketing",
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"Defers to referrals skill",
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"Distinguishes co-marketing from referral programs",
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"Does not attempt full co-marketing strategy"
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],
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"files": []
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}
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]
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}
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Reference in New Issue
Block a user