Marketing
On demand
Partner Campaign Planner Agent
Align partners before launch.
Plan a joint campaign with a partner, including shared goals, tasks and responsibilities.
Plan this joint campaign and show what each partner needs to provide.
- Read the request and supporting information
What it does
Make each partner's contribution clear.
Plan a joint campaign with a partner, including shared goals, tasks and responsibilities. Built for partner marketing managers.
Define shared responsibilities
Provide the campaign idea, both partners' contributions and any agreed terms. Previous joint results and each partner's strengths can guide the division of work.
Check rights and consent
Divide the work, identify shared assets and clarify how leads will be handled.
Prepare the joint plan
Get a joint campaign brief and a checklist of decisions both partners need to confirm.
How it works
Plan a joint campaign with a partner, including shared goals, tasks and responsibilities. Built for partner marketing managers.
- Approved documents and context
- Check asset rights for the exact campaign use rather than assuming ownership permits reuse. Document consent and lead recipient rules before any list-sharing proposal. Links to the original information and the date it was checked Optional: approved joint-campaign retrospectives and aggregate audience profiles, to identify complementary reach and useful lessons. Optional: each partner's asset inventory, brand permissions and review turnaround, to plan realistic contributions.
- Agree what each partner contributes
- Bring shared goals, audience and assets into one brief, with the contribution expected from each partner made explicit.
- Resolve handoff questions before launch
- Surface permissions, responsibilities and lead-handling decisions that both teams need to agree.
- HubSpot · Read approved partner and audience context (read)
- Ground fit and handoff scope.
- Asana · Prepare joint deliverable proposals (draft)
- Keep each organization’s owner visible.
- Google Drive · Read rights and lead-handling terms (read)
- Avoid assuming bilateral permission.
- Human review and permissions
- Partner marketing managers review the joint campaign brief and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from HubSpot, Asana, Google Drive.
02Check what matters
Divide the work, identify shared assets and clarify how leads will be handled.
03Prepare the result
Shared goals, audience, assets and the contribution expected from each partner. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Partner marketing managers review the joint campaign brief and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
CRM
HubSpot
Salesforce
Projects & tasks
Asana
ClickUp
Jira
Documents
Google Drive
Microsoft OneDrive
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Get both partners aligned on a joint campaign before unclear responsibilities slow the work down.
- Agree what each partner contributes
- Bring shared goals, audience and assets into one brief, with the contribution expected from each partner made explicit.
- Resolve handoff questions before launch
- Surface permissions, responsibilities and lead-handling decisions that both teams need to agree.
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