Propovo
Professional Services Proposals

Partnership and Co-Marketing Proposal

Co-marketing partnership proposal with contributions from each partner, lead-sharing rules and three programme sizes.

Free for 14 days. No card required.

Make this template yours

A clear structure

A starting point for the scope, pricing and next steps you want to share

Ready to edit

Keep useful sections and replace the content with your client details

Your brand

Choose the colors, fonts and imagery that fit your business

About this template

A co-marketing partnership proposal between two firms that sell to the same buyers. It covers the shared audience, who contributes what, the joint webinar, guide, email swap and LinkedIn posts, how leads are shared, the first 90 days, a similar partnership’s results and three programme sizes priced as each partner’s share.

What’s in the Partnership and Co-Marketing Proposal

11 parts, in the order your client reads them. Every part is editable: keep what fits the job, rewrite the rest and add your own.

  1. Overview

  2. Introduction

    We sell to the same HR leaders, and a joint programme would reach both audiences for half the effort.

  3. The shared audience

    From both companies’ CRMs and our last customer survey.

    Covers: What each side gains

  4. Who brings what

    It tests every channel once, costs each of us less than a single trade show, and gives both teams enough leads to judge the partnership.

  5. The programme

    One 45-minute webinar, presented by both teams.

  6. How leads are shared

    Agreed now, so nobody argues about leads later.

  7. First 90 days

    Agree the topic, write the guide and set up the shared lead form.

  8. Results for a similar client

    A payroll software company and an HR consultancy, after six months.

    Covers: The client, The work, The result

  9. Programme costs

    Each partner pays half of the shared costs. The prices below are your share. We recommend Growth.

  10. Questions

    Both partners receive every lead from the shared form. Each follows up only on its own service, as set out in the routing rules.

  11. Next steps

    Pick a programme and any extras, then accept on this page.

Frequently Asked Questions

What should I change before sharing?

Replace sample names, scope, dates and prices with your client details. Review the terms and remove any section that does not apply.

What should I include?

Include the scope, deliverables, timing, pricing and next step your client needs. Keep each section focused on the decision rather than a fixed page count.

Can I customize sections and branding?

Absolutely. You can edit copy, reorder sections, and apply your logo, colors, and fonts directly inside Propovo's editor. Full customization is available.

How do I use this template?

Preview the template here, then create a Propovo account to customize it. Check the pricing page for current trial terms and plan limits.

Ready to make it yours?

Add your scope, pricing and brand. Preview the client experience before sharing.

Create Free Account