Co-Marketing Launch Checklist

Using the READY Framework

Launch partner campaigns with confidence by ensuring alignment before execution.

Before You Start

☐        Confirm campaign launch date

☐        Identify campaign owners

☐        Gather campaign assets

☐        Schedule alignment review

☐        Document success metrics

R — Right Audience

Are we targeting the right people?

☐        Target audience identified

☐        Buyer persona documented

☐        Mission challenge documented

☐        Audience validated by both partners

Example: Bad: "Government agencies" Good: "Benefits administrators modernizing legacy systems."

E — Executive Alignment

Is leadership committed?

☐        Executive sponsors identified

☐        Budget approved

☐        Resources committed

☐        Escalation process defined

Example: The strongest partner campaigns have executive visibility before launch.

A — Activities Defined

Does everyone know their role?

☐        Webinar owner assigned

☐        Content owner assigned

☐        Email owner assigned

☐        Social owner assigned

☐        Follow-up owner assigned

☐        Timeline approved

D — Data & Metrics

Are we measuring success consistently?

☐        KPI defined

☐        Target established

☐        Lead routing documented

☐        Reporting cadence defined

☐        Opportunity ownership assigned

Example: Primary KPI: 15 Qualified Meetings Supporting KPI: $500K Influenced Pipeline

Y — Your Launch Plan

Final Go / No-Go Review. Before launch, verify:

☐        Same audience

☐        Same story

☐        Same KPI

☐        Same timeline

☐        Same expectations

⚠ If any box remains unchecked, stop and resolve before launch.

Final Quality Check

Before you launch, verify:

☐        Audience defined

☐        Messaging approved

☐        Owners assigned

☐        Timeline documented

☐        KPIs documented

☐        Executive sponsor engaged

☐        Follow-up plan documented

☐        Reporting process established

Quick-Start Meeting Agenda

Use this structure to align your team before launch:

Time	Discussion
0–10 min	Audience
10–20 min	Messaging
20–25 min	KPIs
25–30 min	Ownership & Next Steps

Pro tip: Keep this checklist with you during partner planning calls. It ensures you cover audience, ownership, and KPIs before anyone starts executing.

Proprietary to Geiger Consulting Group, LLC

The Scrappy Strategist 2026