Co-marketing campaign brief
Plan a partner webinar with one audience, message, approval path and follow-up measure.
- Industry
- B2B SaaS and Technology Vendors
- Team
- Marketing, Sales
- Use case
- Content and campaigns, CRM and sales
- Tags
- Partner program Approval workflow
- Includes
- 1 app
Template preview
1 / 2
Included items
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Dashboards
App · Embedded views: progress-gates, k-referrals · Requires sign-in
Overview
What this template supports
A joint campaign brief for Northgate and RelayWorks. It records the webinar audience and working title, why that audience fits, the message, co-branding and invitation approval, timeline, responsibilities and how both sides will check results after the event.
- Audience and message brief
- Co-branding approval path
- Webinar timeline
- Follow-up and results measures
How to use this template
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Confirm the audience
Replace the example segment and message with a reviewed campaign brief.
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Approve both brands
Name who signs off on the invitation and promotion before scheduling.
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Plan follow-up
Assign registration, attendance and referral follow-up owners.
Frequently asked questions
What must happen before a webinar invitation is sent?
The partner and vendor marketing owners review the audience, message and co-branded invitation before promotion.
Who uses this page?
Partner and vendor marketing leads, with sales owners for follow-up.
How will the campaign be reviewed afterward?
Track registrations, attendance and referral follow-up against the agreed audience and campaign goal.
Is the webinar already scheduled?
No. The source brief marks it as planned, with the invitation waiting for RelayWorks marketing approval.
What should be reviewed before using it?
Replace the example segment and message with a reviewed campaign brief. Name who signs off on the invitation and promotion before scheduling.
Who can see the page and its embedded views?
The brief is partner-visible; publishing invitations or spending funds requires separate approval.
