Partnership Marketing Client Brief

Partnership Marketing Made Simple

Partnership marketing is one of the most powerful growth levers available to modern brands—but coordinating co-marketing campaigns, negotiating revenue splits, and managing legal agreements across multiple stakeholders can quickly become overwhelming. This Partnership Marketing Client Brief template helps marketing agencies capture everything they need to plan, pitch, and execute successful partnership campaigns with clarity and confidence.

Whether you're launching an affiliate program, co-creating content with complementary brands, or structuring a joint go-to-market campaign, this form walks your clients through defining their partnership goals, ideal partner profiles, revenue-sharing preferences, campaign ideas, and legal requirements—all in one place.

Built for agencies running partnership programs

This template is designed for marketing agencies, growth consultancies, and partnership managers who help brands unlock new audiences and revenue streams through strategic collaborations. Use it to replace scattered email threads and discovery calls with a single, structured brief that becomes the foundation of your partnership strategy.

The form captures:

• Partnership objectives: Are they looking for audience reach, co-branded credibility, lead generation, or revenue diversification?
• Ideal partner profiles: Company size, industry, audience overlap, brand values, and deal-breaker criteria.
• Revenue and compensation models: Flat fees, commission splits, profit-sharing, affiliate structures, or equity-based partnerships.
• Campaign ideas and deliverables: Content collaborations, webinars, product bundles, affiliate promotions, co-hosted events, and more.
• Legal and compliance needs: NDA requirements, exclusivity clauses, IP ownership, and contract preferences.

Seamless workflows with Stepper and Papersign

Once a client submits their brief, you can use Stepper to automatically route the details to your team, create a project in Notion or Asana, send a summary to your CRM, and notify the right account manager—no manual data entry required.

When it's time to formalize partner agreements, Papersign lets you turn the submission into a customized partnership contract or NDA, send it for eSignature, and maintain a complete audit trail linked back to the original brief. This keeps your legal process fast, professional, and fully trackable.

Professional, on-brand, and easy to customize

Paperform's doc-style editor makes it simple to tweak questions, adjust logic, and apply your agency's branding—fonts, colors, logos, and backgrounds—without touching code. You can embed the form on your website, share it as a standalone landing page, or send it as part of your agency onboarding sequence.

With conditional logic built in, you can show or hide questions based on client answers (for example, only ask about exclusivity clauses if they select "exclusive partnership"), keeping the form relevant and focused for every client scenario.

Trusted by agencies that move fast

Paperform is trusted by over 500,000 teams worldwide, SOC 2 Type II and GDPR compliant, and designed to support agencies managing multiple clients with ease. Whether you're an independent consultant or a full-service agency with dozens of partnership accounts, this template helps you move from discovery to execution with speed and professionalism.

Start capturing smarter partnership briefs today—and turn co-marketing complexity into your competitive advantage.