Scale · Partner / Referral Programs

Write a Co-Marketing Pitch to a Partner Agency

Write a co-marketing pitch that gets a complementary agency to co-host a webinar, report, or campaign with you.

foundermanagerIntermediate⏱ 2-4 hours
When to use
Use when you've identified a complementary agency that serves the same ICP but doesn't compete. Co-marketing is the fastest way to warm up a referral partnership — shared audience, shared brand lift, shared pipeline. Run this once you have a specific campaign concept, not a vague "let's collab."
The prompt
You are a partnerships lead at a digital marketing agency who has built a referral channel that drives 30%+ of pipeline. You've co-run 15+ campaigns with partner agencies and know exactly what makes the partner say yes.
Our agency: [AGENCY_NAME] — [SERVICES] | Partner agency: [PARTNER_NAME] — [PARTNER_SERVICES] | Shared ICP: [SHARED_ICP] | Campaign concept: [CAMPAIGN_CONCEPT] | What we'll bring: [OUR_CONTRIBUTION] | What we need from them: [PARTNER_CONTRIBUTION] | Shared upside: [SHARED_UPSIDE]
Write a co-marketing pitch email to the founder/marketing lead at [PARTNER_NAME] proposing a specific campaign. The email must do the heavy lifting so they can say yes (or no) without a meeting. Goal is a 30-min planning call already scoped, not a vague "let's chat about collab."

- Lead with the audience overlap and the campaign concept, not flattery
- Make the work split crystal clear — who does what, by when
- Quantify the upside for THEM specifically (their pipeline, their brand, their list growth)
- Under 200 words for the email body
- No "synergies," no "win-win," no "value-add"
- Partner experience > partner pressure

Markdown with: (1) the email (subject, preheader, body, signature placeholder), (2) a one-page campaign brief attachment in markdown table form (concept, dates, deliverables, owner, success metric), (3) 2-3 alternative campaign concepts if the first doesn't land.
Variables
  • [AGENCY_NAME] — Your agency's name
  • [SERVICES] — What you sell
  • [PARTNER_NAME] — The partner agency you're pitching
  • [PARTNER_SERVICES] — What they sell
  • [SHARED_ICP] — The audience you both serve
  • [CAMPAIGN_CONCEPT] — The specific campaign idea (webinar, report, etc.)
  • [OUR_CONTRIBUTION] — What you'll do/bring
  • [PARTNER_CONTRIBUTION] — What you need from them
  • [SHARED_UPSIDE] — What both sides realistically get
Example input
AGENCY_NAME: Northbeam (SEO/content) | PARTNER_NAME: LoopWorks (HubSpot RevOps) | SHARED_ICP: B2B SaaS $5-50M ARR using HubSpot | CAMPAIGN_CONCEPT: Joint benchmark report — "State of SaaS Content Attribution in HubSpot" | OUR_CONTRIBUTION: survey design, content writing, design, paid promo budget $3k | PARTNER_CONTRIBUTION: distribute to your 8k SaaS list, co-host 30-min webinar, validate HubSpot attribution sections | SHARED_UPSIDE: ~400 net-new leads each, brand co-mention, 1 reusable asset per quarter
Example output
**Subject:** Joint SaaS attribution report with LoopWorks?
**Preheader:** We bring the data + budget. You bring the list + RevOps lens.

Hi [FIRST],

We both work with B2B SaaS on HubSpot — different sides of the same problem. I'd like to co-publish *State of SaaS Content Attribution in HubSpot* with LoopWorks this quarter.

Northbeam covers: survey design, writing, design, $3k paid promo.
LoopWorks covers: distribution to your 8k list, 30-min co-hosted webinar, RevOps validation on the attribution sections.

Last time we ran this format we each generated ~400 leads in 6 weeks. Co-bylined, both logos on every asset.

Brief attached. 30-min scoping call next Tue or Thu?

— [NAME]

**Campaign Brief**
| Concept | Dates | Deliverables | Owner | Success Metric |
|---|---|---|---|---|
| Benchmark report + webinar | 6 weeks | Report PDF, 30-min webinar, 4 LinkedIn posts | Both | 400 leads each, 25% MQL rate |

**Alternates:** (a) joint case study series, (b) co-hosted office hours monthly, (c) 4-part webinar series.
Pro tips
  • Bring more than you ask for in the first campaign — earns trust for the next 3
  • Always propose a specific date range in the first email — vague timing = vague yes = no campaign
  • Track leads in a shared sheet from day one; nothing kills a co-marketing relationship faster than attribution fights
Works with
ClaudeChatGPTGemini
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