Align the offer and audience

Explain why the two organisations belong in the same customer story. Choose a specific problem the campaign will address. Combining logos is not enough; the audience needs a reason to engage and a clear understanding of what happens after they respond.

Agree measurement before launch

Define how enquiries are routed, deduplicated and qualified. State which team follows up and how both parties will review outcomes through appropriate data-sharing arrangements. Avoid promising equal credit when the customer journey or reporting system cannot support that conclusion.

Review mutual value

Assess qualified conversations, customer experience and operational effort alongside exposure. One partner may receive publicity while the other carries most of the follow-up burden. Use the review to decide whether the next campaign should change its audience, message, ownership or commercial structure. Agree how both brands will describe the partnership publicly before launching creative. Shared marketing should not imply a product integration, endorsement or service availability beyond the actual arrangement. A concise approved description can prevent inconsistent claims across campaign channels. Keep one shared campaign calendar so both teams understand when creative, customer follow-up and outcome reviews need to be ready.

Imagine this

Illustrative operating example

A hypothetical webinar attracts 150 registrations and 60 attendees, producing 12 qualified follow-up conversations. The most useful result is not simply the registration count; it is whether those 12 conversations match the campaign’s intended customer need.

Make it practical.

Use this checklist as you read. Checks are not stored.

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