Lead Sharing
Agreeing on attendee data permissions
Set attendee data permissions before registration: collection, partner access, event use, later marketing and post-event exports.
Archive
October 2026
Joint Campaigns
Agreeing on deliverables in a joint campaign
Define joint-campaign deliverables with clear outputs, owners, inputs, acceptance checks and a route for scope changes.
Lead Sharing
Agreeing on what qualifies as a shared lead
Agree a shared-lead definition with clear eligibility, exclusions, submission evidence and acceptance decisions.
Partner Evaluation
Assessing audience overlap without sharing private contact lists
Compare customer roles, tasks and buying stages using broad summaries while keeping contact data out of early partner assessment.
Lead Sharing
Assigning ownership when both partners know the prospect
Choose one next contact when both partners know a prospect by checking the request, active conversations and permitted sharing.
Co-Marketing Agreements
Assigning responsibility for data verification
In a joint report, “both partners checked it” is not a verification plan.
Joint Campaigns
Avoiding several partners competing for the same campaign
Define the available campaign role, compare partner proposals consistently and explain the allocation decision.
Portfolio Review
Balancing a few deep alliances with a wider partner network
Decide which partners need sustained joint work and which can serve a defined specialist role in a wider network.
Partner Evaluation
Building a partner shortlist from customer workflows
Map customer tasks and hand-offs to find co-marketing candidates, record the evidence for each and decide who merits an approach.
Partner Enablement
Building a shared briefing routine
Create partner briefings that resolve questions, record owners and turn decisions into current guidance.
Joint Campaigns
Building a shared campaign calendar
Build a shared campaign calendar that shows dependencies, owners, review dates, approved versions and realistic release points.
Lead Sharing
Capturing permission before passing contact details
Explain a partner introduction, record the person’s choice and check privacy and messaging requirements before details move.
Partner Enablement
Channel partner marketing support
Plan channel partner marketing support around accurate product claims, adaptable campaigns, partner training, content review and useful asset measures.
Joint Campaigns
Choosing a co-marketing offer both audiences need
Test a proposed co-marketing offer against both audiences’ needs, each partner’s contribution and the limits of its promise.
Joint Campaigns
Choosing a joint webinar topic beyond a product pitch
Choose a joint webinar topic from a real audience decision, test both partners’ expertise and write a clear educational promise.
Partner Evaluation
Choosing a partner with a complementary customer base
Assess whether two B2B customer bases share a relevant problem and whether each partner brings a distinct contribution.
Co-Marketing Agreements
Co-authored research and content
Co-authored research works when partners agree on a question, a method and responsibility for the findings before either brand starts writing.
Co-Marketing Agreements
Co-marketing agreements and responsibilities
Set clear co-marketing terms for production, costs, claims, approvals, distribution and shared assets before a joint campaign begins.
Co-Marketing Agreements
Co-marketing budget management
Plan, monitor and close a shared campaign budget with clear cost allocations, spending authority, cash timing and evidence for the next funding decision.
Partner Enablement
Communicating offer changes across a partner network
Communicate a verified offer change to partners, assign updates to affected materials and confirm the customer-facing result.
Co-Marketing Agreements
Comparing equal cost sharing with contribution-based budgets
Compare equal cost sharing with contribution-based budgeting for a joint campaign, including cash, staff work, exceptions and changes.
Partner Enablement
Creating an accurate joint solution page
A joint solution page should let a customer decide whether two products work together for their use case. Lead with the task and outcome, then explain the …
Joint Campaigns
Deciding whether a partner campaign deserves more funding
Decide whether to repeat, revise, test or expand a partner campaign using delivery, relevant outcomes, full costs and a bounded next proposal.
Partner Evaluation
Deciding whether a partnership creates incremental demand
Assess whether a joint B2B marketing activity adds demand with a defined outcome, credible comparison and clear limits.
Co-Marketing Agreements
Defining a research question both partners can support
A joint research question should matter to the audience and be answerable with data the partners can lawfully and accurately use.
Lead Sharing
Defining partner-sourced and partner-influenced opportunities
Set auditable rules for partner-sourced and partner-influenced B2B opportunities without inflating the pipeline count.
Joint Campaigns
Defining shared value before planning a campaign
Agree the customer benefit, each partner’s return, distinct contributions and limits before choosing a joint campaign format.
Joint Campaigns
Distributing co-authored content without identical site copies
Two partners can distribute one research project without posting the same full article on both sites.
Joint Campaigns
Dividing production costs between partners
Agree which production costs are shared, who pays suppliers, how contributions count and who approves overruns.
Partner Evaluation
Explaining the customer benefit of a product integration
An integration description should show what a customer can do after connecting two products. “Seamless integration” says little. Replace it with a concrete flow …
Partner Evaluation
Finding and evaluating co-marketing partners
Find co-marketing candidates through customer needs, then assess audience fit, distinct contributions, capacity, claims and conflicts before committing.
Partner Enablement
Giving resellers adaptable campaign materials
Build reseller campaign kits with editable local fields, controlled product claims, clear rights and an update process partners can follow.
Portfolio Review
Grouping partnerships by the customer problem they solve
Group existing partners around customer tasks, check each contribution and identify overlap before planning joint activity.
Co-Marketing Agreements
Handling shared assets after a partnership ends
Inventory joint pages, recordings, logos, files and records after a partnership ends, then assign rights checks and corrections.
Partner Evaluation
Identifying partnership conflicts before a meeting
Check your commitments and a prospective partner’s public position, then separate confirmed restrictions from questions for the first meeting.
Co-Marketing Agreements
Integration partnership marketing
An integration partnership is worth promoting when two products make a customer task easier together. Start with the task, the data or action crossing between …
Joint Campaigns
Joint campaign planning
Plan a joint B2B campaign with a shared brief, useful offer, release schedule, review points and a clear route for customer enquiries.
Joint Campaigns
Joint webinars and educational events
Plan a joint educational event around one audience question, complementary speakers, clear attendee data arrangements and useful follow-up.
Partner Enablement
Keeping partner contacts current after team changes
Maintain a role-based partner contact map and verify routes after staff changes so important updates reach the right people.
Joint Campaigns
Keeping partner contributions visible in a joint report
Readers should be able to tell who asked the question, who supplied data, who analysed it and who paid for the work.
Joint Campaigns
Maintaining a record of shared campaign commitments
Keep a dated record of what each campaign partner accepted, delivered or changed, with owners, due points and evidence of completion.
Joint Campaigns
Managing a partner's delayed approval
Find the decision blocking a joint campaign, give the approver a complete version and choose a revised release plan.
Portfolio Review
Managing a partnership portfolio
Review partner coverage, campaign overlap, team capacity and renewal decisions across a B2B partnership portfolio.
Portfolio Review
Measuring a strategic marketing partnership
Measure a B2B marketing partnership with clear outcome definitions, distinct shared results and a careful assessment of added demand.
Lead Sharing
Measuring enquiries tied to an integration use case
A joint launch may produce listing views, partner referrals, enquiries and actual integration use. These are different events. Define one qualified enquiry before …
Joint Campaigns
Measuring shared campaign outcomes without double counting
Reconcile two partners’ campaign reports into distinct people, organisations and opportunities while retaining useful interaction detail.
Partner Enablement
Measuring use of a partner marketing asset library
Measure partner asset discovery, uptake and publication with clear denominators, version records and limits on what download data can prove.
Partner Enablement
Partner enablement and communication
Organise partner communication with a current guide, decision-focused briefings, reliable contacts and a process for offer changes.
Lead Sharing
Partner lead sharing and routing
Set up a partner lead handoff with an agreed lead definition, a checked transfer and one owner for the next action.
Joint Campaigns
Partner marketing operations
Run a joint campaign with clear owners, current asset versions, traceable decisions, approval checks and a workable response to delays.
Joint Campaigns
Planning an integration launch with another vendor
An integration launch has two dependencies: the connection must work, and both partners must describe it the same way. Agree on a launch owner on each side before …
Partner Enablement
Planning partner follow-up after a shared event
Plan event follow-up around promised resources, attendee questions, clear owners and the permissions that apply to each message.
Joint Campaigns
Planning the handoff between partner teams
Define what moves between partner teams, who receives it, which decision is needed and how blocked work reaches the right owner.
Joint Campaigns
Preparing a joint campaign retrospective
Prepare a shared account of delivery, decisions and customer response, then leave a joint campaign review with owned improvements.
Partner Evaluation
Recognising an alliance with no clear customer benefit
Check whether an existing B2B alliance still solves a customer problem, and distinguish an unclear message from a missing joint benefit.
Lead Sharing
Reconciling expenses after a joint campaign
Match approvals, invoices, payments and partner shares after a joint campaign, then resolve credits, missing charges and reimbursements.
Co-Marketing Agreements
Recording in-kind production contributions
Document a partner's in-kind campaign work with a defined output, agreed value, delivery evidence and clear separation from cash spending.
Joint Campaigns
Replacing a campaign contact without losing decisions
Hand over current campaign decisions, versions, open commitments and approval authority when a partner contact changes.
Lead Sharing
Resolving disputes about partner opportunity credit
Review partner opportunity credit disputes against the agreed rule, dated evidence and a recorded decision.
Joint Campaigns
Restarting a partnership with a narrower scope
Turn a stalled B2B partnership into one bounded customer activity with clear contributions, approvals, limits and a review decision.
Partner Evaluation
Reviewing inactive partnerships before renewal
Diagnose why a partnership is quiet, check its agreement and live assets, then make a defined renewal decision.
Partner Evaluation
Separating an execution failure from a weak partnership fit
Diagnose whether a disappointing partner campaign reflects a delivery fault, a weak customer proposition or unresolved evidence.
Joint Campaigns
Setting approval rights for shared marketing materials
Assign claim, brand, whole-asset and release approvals for shared marketing materials, with clear version and channel limits.
Joint Campaigns
Splitting speaking time between complementary experts
Divide a joint webinar by each expert’s teaching role, build clear hand-offs and rehearse for balance without forcing equal minutes.
Co-Marketing Agreements
Strategic co-marketing versus affiliate commissions
Compare joint campaign work with commission-based referrals and choose the arrangement that fits each partner’s contribution.
Partner Evaluation
Strategic partnership marketing for B2B businesses
Build a B2B marketing partnership around a customer problem, complementary contributions, shared value and a small first activity.
Partner Enablement
Training partners to describe a product accurately
Teach resellers to explain verified capabilities, state product limits, answer buyer questions and escalate claims they cannot confirm.
Partner Enablement
Writing a practical partner marketing guide
Plan a partner marketing guide around real decisions, verified offer claims, visible conditions and a clear update owner.