Joint Campaigns¶

Plan and execute coordinated GTM campaigns with your co-sell partners.

Campaign Types¶

Type	Description	Duration	Content Pieces
Product Launch	Joint feature announcement	2-4 weeks	8-12
Webinar	Co-hosted educational event	4-6 weeks	10-15
Content Series	Multi-part thought leadership	6-8 weeks	12-20
Event	Conference co-sponsorship	8-12 weeks	15-25
General	Custom campaign	Flexible	Varies

Creating a Campaign¶

Using the Co-Sell Wizard¶

The Co-Sell Wizard guides you through campaign creation:

Step 1: Plan Basics

Select partner relationship
Choose campaign type
Set campaign name and dates
Add description

Step 2: Goals & Audience

Define SMART goals
Specify target audience segments
AI suggests goals based on campaign type

Step 3: Content Calendar

AI generates content timeline
8-12 pieces spread across campaign
Edit dates, owners, and distribution

Step 4: Review & Launch

AI generates strategic analysis
Review executive summary
Identify risks and mitigations
Launch campaign

Content Generation¶

Asset Types¶

The Joint GTM Planner generates these asset types:

Asset	Length	Use Case
Blog Post	1000-1500 words	Thought leadership, SEO
LinkedIn Post	150-250 words	Social engagement
Email Campaign	Subject + body + CTA	Nurture, announcements
Press Release	500-800 words	Launch announcements
Sales Deck	10-15 slides (outline)	Partner enablement
Case Study	800-1200 words	Customer proof

Brand Voice Merging¶

AI combines both partners' brand voices:

Partner A Brand Voice:
- Tone: Professional, technical
- Keywords: Security, compliance, enterprise
- Differentiators: AWS-native, SOC 2 certified

Partner B Brand Voice:
- Tone: Friendly, approachable
- Keywords: Developer experience, automation
- Differentiators: Open source, community-driven

Merged Voice:
- Tone: Professional yet approachable
- Keywords: Security, developer experience, AWS-native
- Joint Differentiators: Enterprise-ready + developer-friendly

Content Calendar Example¶

Week 1:
- [Blog] Joint announcement post (Partner A blog)
- [LinkedIn] Launch teaser (both channels)

Week 2:
- [Email] Announcement to Partner A customers
- [Email] Announcement to Partner B customers
- [LinkedIn] Feature highlight #1

Week 3:
- [Blog] Technical deep-dive (Partner B blog)
- [LinkedIn] Feature highlight #2
- [LinkedIn] Customer quote

Week 4:
- [Email] Webinar invitation
- [LinkedIn] Registration push
- [Case Study] Joint customer success story

Approval Workflow¶

Dual Approval Process¶

All shared assets require both partners to approve:

graph LR
    A[Draft Created] --> B[Partner A Review]
    B --> C{Approved?}
    C -->|Yes| D[Partner B Review]
    C -->|No| E[Revision Requested]
    E --> A
    D --> F{Approved?}
    F -->|Yes| G[Ready to Publish]
    F -->|No| E

Approval States¶

State	Description
Draft	Initial AI-generated content
Partner A Pending	Awaiting first partner review
Partner A Approved	First partner approved
Partner B Pending	Awaiting second partner review
Both Approved	Ready for publishing
Changes Requested	Revision needed
Published	Live on channels

Review Interface¶

Each asset shows:

Content preview
Partner approval status
Inline commenting
Edit suggestions
Approve/Reject buttons

Publishing & Distribution¶

Coordinated Publishing¶

Schedule content across both partners' channels:

Publishing Options:

Simultaneous: Both partners publish at same time
Staggered: Partner A first, Partner B 24-48 hours later
Sequential: Alternating days/weeks

Channels:

Channel	Integration	Status
LinkedIn	OAuth API	Available
Blog (WordPress)	API integration	Coming soon
Email (SendGrid)	API integration	Coming soon
Twitter/X	OAuth API	Coming soon

Distribution Strategy¶

AI recommends optimal distribution:

Recommendation:
- LinkedIn (Partner A): Tuesday 9am EST
- LinkedIn (Partner B): Tuesday 11am EST
- Email (Partner A): Tuesday 2pm EST
- Email (Partner B): Wednesday 9am EST

Rationale:
- B2B engagement peaks Tuesday-Thursday
- Staggered timing extends reach window
- Partner B email delayed to avoid inbox competition

Campaign Management¶

Dashboard View¶

The campaign dashboard shows:

Status: Draft, Active, Completed
Progress: % of content published
Engagement: Total impressions, clicks, shares
Pipeline: Leads and opportunities attributed

Editing Campaigns¶

You can edit active campaigns:

Add/remove content pieces
Adjust publication dates
Update goals and audience
Modify distribution channels

Approval Reset

Editing approved content resets approval status. Both partners must re-approve.

Pausing & Canceling¶

Pause: Temporarily stop publishing, resume later Cancel: End campaign, archive content

Best Practices¶

1. Align on Goals First¶

Before content creation, ensure both partners agree on:

Primary KPIs (leads, pipeline, awareness)
Success metrics
Attribution model
Resource commitment

2. Define Clear Ownership¶

Assign ownership for each asset:

Owner	Responsibilities
Partner A	First draft, primary distribution
Partner B	Review, secondary distribution
Joint	Co-created, equal distribution

3. Set Realistic Timelines¶

Account for approval cycles:

Content Creation: 2-3 days
Partner A Review: 2-3 days
Partner B Review: 2-3 days
Revisions: 1-2 days
Buffer: 2-3 days

Total: 10-14 days per asset

4. Maintain Brand Consistency¶

Review merged content for:

Consistent terminology
Balanced partner representation
Unified messaging
Proper logo usage

5. Track Everything¶

Use UTM parameters for attribution:

?utm_source=linkedin
&utm_medium=social
&utm_campaign=partner-launch-q1
&utm_content=blog-announcement
&utm_partner=partner-a

Templates¶

Product Launch Template¶

Pre-configured for joint product announcements:

2 blog posts (one per partner blog)
5 LinkedIn posts (alternating)
2 email sequences (one per partner list)
1 press release
1 sales enablement deck

Webinar Template¶

Pre-configured for co-hosted webinars:

3 email sequences (invite, reminder, follow-up)
5 LinkedIn posts (pre-event, live, post-event)
1 landing page copy
1 blog recap post
1 case study from attendee