A strong partner co-marketing asset checklist begins with a clear objective. Start by defining the campaign’s scope, audiences, and channel mix, then map these elements to the assets required for each stakeholder. Include timelines, ownership, and approval gates so both sides understand when and how decisions will be made. This upfront clarity reduces friction during production and ensures everyone works toward a shared outcome. It also creates a reusable framework for future collaborations, allowing teams to plug in new partners with minimal rework. By documenting expectations now, brands protect quality and consistency across co-branded materials from initial concept to final delivery.
The checklist should address creative assets in depth. List all required formats—hero images, logos, color palettes, typography, and mastering files—and specify file types, resolutions, and naming conventions. Add variant options for different placements and devices, including social, web, email, and paid media. Clarify licensing terms for stock assets, photography, and third-party content, along with any usage restrictions or regional limitations. Include legal considerations such as watermarking, disclosures, and brand safety requirements. Finally, provide a versioning system so teams can track iterations without overwriting previous work, ensuring a clean audit trail from draft to final asset delivery.
Establish governance for timing, approvals, and risk mitigation.
Copy governance is essential to avoid mixed messages and brand drift. The checklist should require a copy brief that outlines voice, tone, value propositions, and calls to action tailored for each channel. Include character and word limits, as well as localization needs for international campaigns. Specify review checkpoints and sign-off authorities, so writers, editors, and legal teams operate within a predictable cadence. Provide guidelines for alternative headlines, meta descriptions, and alt text to improve accessibility and SEO. By formalizing these controls, teams can maintain consistency while still allowing room for experimentation and optimization based on performance data.
Tracking and measurement elements must be embedded at the asset level. Document required tracking parameters, such as UTM codes, event tags, and conversion goals, so attribution is reliable across partner ecosystems. Define how data will flow into dashboards, the format of analytics reports, and cadence for sharing insights. Include a data privacy checklist to comply with regulations like GDPR and CCPA, ensuring consent and preference signals are respected. Specify the naming conventions for campaigns and assets to simplify reconciliation during post-campaign analysis. A thorough tracking plan prevents guesswork and ensures both brands can quantify impact accurately.
Define the creative review process, approvals, and version control.
Operational readiness is a core component of the checklist. List production milestones, dependencies, and readiness criteria for each asset. Include media plan alignment, budget checkpoints, and contingency steps if a creative asset misses a deadline. Define who holds decision rights in case of conflicts, and how escalation should proceed. Include a simple risk matrix that identifies potential bottlenecks, such as technical issues, legal clearance delays, or supply chain constraints, with predefined remedies. By codifying these processes, partners reduce ambiguity and keep the campaign on track even when unexpected hurdles arise.
Compliance and brand integrity cannot be overemphasized in partner campaigns. The asset checklist should require brand guidelines as an attached document, with explicit sections for logo usage, color swatches, typography, and imaging standards. It should mandate accessibility considerations, such as readable text on varying backgrounds and keyboard-navigable components. Include a requirement for a final legal review that confirms disclosures, disclaimers, and rights to use third-party content. Establish a repository where all approved versions live, with secure access controls and an audit log. When both parties adhere to compliance protocols, risk drops and trust in the co-branding arrangement grows.
Prepare assets for performance and optimization from day one.
The co-marketing asset checklist should articulate who reviews what, and in what sequence. Create a flow that starts with concept validation, moves through creative exploration, then copy and QA, followed by legal clearance and final approvals. Specify expected turnaround times for each stage and align these with the partner’s internal calendars. Include a transparent comments mechanism so stakeholders can leave notes without derailing production. Version control is critical; require unique file identifiers that reflect the asset type, date, and iteration. Establish a formal sign-off that officially marks a file as ready for use, preventing last-minute changes that disrupt campaigns.
In addition to process, the checklist should cover distribution and accessibility. Map out where assets will live, who can download them, and how versions are rolled out to avoid duplicate or outdated files. Provide guidance for translation, localization, and cultural adaptation to ensure resonance in diverse markets. Require alternative assets for different placements and devices to maximize reach. Include performance-ready formats for rapid testing, such as lightweight GIFs or responsive banners. By planning distribution carefully, partners minimize friction at launch and maximize early adoption and engagement.
Create a living asset checklist that evolves with learnings.
A proactive optimization mindset should be baked into asset preparation. The checklist should call for baseline performance targets for each asset, such as click-through rate, engagement time, and conversion velocity. Include instructions for A/B testing, with predefined hypotheses and sample sizes. Document how to capture and export test results to a shared analytics workspace. Ensure there is a clear path to iterate based on data, including who approves winners and how quickly iterations can be deployed. This forward-thinking approach keeps campaigns adaptable and improves long-term ROI for both brands.
Accessibility and inclusivity must be integrated into every asset. List requirements for color contrast, readable typography, alt text for images, and captioning for video content. Define language that is inclusive and free of stereotypes, ensuring appropriate representation across genders, ages, and cultures. Include testing steps with users who rely on assistive technologies to verify usability. The asset checklist should also require compliance with platform-specific accessibility standards. By prioritizing accessibility, partner campaigns reach broader audiences and meet evolving regulatory expectations.
A living document mindset ensures the checklist remains relevant. Encourage teams to log lessons learned from each campaign and capture feedback from both partners. Provide a simple framework for updating assets, guidelines, and processes without breaking existing workflows. Include a cadence for quarterly reviews and a change-control log that records revisions, rationale, and approval dates. This iterative approach helps both brands sharpen their collaboration, improve asset quality, and reduce the risk of misalignment in future campaigns. It also supports scale, enabling faster onboarding of additional partners with confidence.
Finally, tie the entire checklist to a practical launch playbook. Include a checklist-driven onboarding section for new partners, a kickoff meeting agenda, and a template for a joint campaign brief. Emphasize the importance of aligning incentives, shared metrics, and mutual accountability. Provide examples of commonly overlooked items, such as regional compliance nuances or platform-specific permission requirements, to prevent recurring issues. By equipping teams with a concise, repeatable playbook, startups and enterprises alike can launch partner campaigns more efficiently, responsibly, and with measurable impact.
