Harbour teal / terracotta and stone

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.

Partnership and Co-Marketing Proposal

<h1 style="font-family:'Lora';font-weight:500;line-height:1.04;text-align:left;color:#183D48;letter-spacing:-.025em"><span style="font-size:clamp(38px,6.8cqw,76px)">Partnership<br>&amp; co-marketing</span></h1>
<p style="font-family:Inter;color:#183D48;text-align:left;font-size:18px;line-height:1.5">Proposal for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

Overview

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Thank you for the conversation</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">We sell to the same HR leaders, and a joint programme would reach both audiences for half the effort.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Why this partnership works</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From both companies’ CRMs and our last customer survey.</p>

<h3>What each side gains</h3><p>You reach payroll buyers who need advice. We reach HR leaders who are changing their processes, which is when they look at new payroll software.</p>

The shared audience

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend starting with a 90-day pilot and the Growth programme.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">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.</p>

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Who brings what</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Each partner leads half the work.</p>

Who brings what

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">The programme</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Five parts in the Growth programme.</p>

<p>One 45-minute webinar, presented by both teams.</p><ul><li>Topic: getting HR and payroll ready for year end</li><li>Promoted to both lists twice</li><li>Recording sent to everyone who registered</li></ul>

Webinar

<p>A 12-page guide written together and offered on both websites.</p><ul><li>Five chapters, three from you and two from us</li><li>Both logos on the cover</li><li>Download form shared by both teams</li></ul>

Guide

<p>Each partner introduces the other to its list once.</p><ul><li>One email each, written together</li><li>Sent within the same week</li><li>Unsubscribes respected on both sides</li></ul>

Email swap

<p>Eight posts over 90 days.</p><ul><li>Four from our company page</li><li>Four from your founders</li><li>Each post links to the guide or webinar</li></ul>

LinkedIn

<p>One form, so every lead reaches the right team.</p><ul><li>Asks whether the lead wants advice, software or both</li><li>Records which partner’s channel the lead came from</li><li>Sends each lead to both CRMs</li></ul>

Lead form

The programme

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">How leads are shared</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Agreed now, so nobody argues about leads later.</p>

<p>Every webinar, guide and email lead comes in through the shared form.</p>

Capture

<p>Each lead is tagged with the partner whose channel it came from.</p>

<p>Advice enquiries go to you, software enquiries to us, and both to both.</p>

Route

<p>A 30-minute call every two weeks to check follow-up and results.</p>

Review

How leads are shared

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">The first 90 days</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">The pilot starts on {{START_DATE}}.</p>

First 90 days

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Results for a similar client</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A payroll software company and an HR consultancy, after six months.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Programme costs</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Each partner pays half of the shared costs. The prices below are your share. We recommend Growth.</p>

Pilot

Growth

Two webinars and a second guide over six months.

Full programme

<p>Costs are in USD and exclude tax. Shared costs cover design, the webinar platform and guide production; each partner pays its own staff time. This proposal is valid until {{VALID_UNTIL}}.</p>

Programme costs

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Common questions</h2>

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

Who owns the leads?

<p>Not in the pilot. If the partnership continues, we can agree a referral fee for clients who sign with either partner.</p>

Do we pay each other referral fees?

<p>Both partners approve every email, post and page before it goes out. Each partner has final say on its own brand.</p>

Who approves what is published?

<p>The form asks every lead to agree to hear from both partners. Each partner handles the data under its own privacy policy.</p>

What about data protection?

<p>Either partner can end the programme with 30 days’ notice. Content published so far stays live, with both names on it.</p>

What if one of us wants to stop?

<p>By registrations, shared leads, meetings booked and new clients for each partner, reported at day 90.</p>

How will we judge the pilot?

Questions

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Next steps</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

Partnership and Co-Marketing Proposal - Preview