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The first pages of the Co-Marketing Proposal template

Co-Marketing Proposal

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 6, 2026

Every page (7)

Overview

Most partnership pitches talk about the sender and leave the economics for later. This proposal leads with what the partner gains: a shared goal, an audience swap, three joint assets, a 50/50 lead rule with a 48-hour reply, and a six-month pilot with review gates, all on seven pages.

The sample proposes a spring campaign between a distributor and a food supplier, with a $1.2M joint pipeline target and 640 expected leads. Replace the partner, the survey figures, the budget and the dates with your own, and keep the ask small enough to say yes to.

Useful for

  • A marketing manager proposing a joint webinar and email series to a complementary software company
  • A partnerships lead asking a supplier to share leads from a seasonal campaign for six months
  • A small business owner pitching a cross-promotion to a neighboring brand with a similar audience

What's included

  • A cover page and a summary page with owner, status, key figures and three reasons to partner
  • An audiences page with a 640-buyer survey chart and two buyer profiles
  • Three shared asset cards with approval dates
  • A lead-sharing page with funnel, pipeline board and source table that add up
  • A timeline with five milestones and three review gates, plus a guide to making it yours

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the partner name, owner and date on the cover and summary, then rewrite the three reasons to partner.

  3. 3

    Enter your own survey results, buyer profiles, assets and funnel numbers, and check that the lead table adds up.

  4. 4

    Set your own milestone and gate dates with a named owner on each side.

  5. 5

    Delete the guide page, then share the proposal with your partner or present it at the kickoff meeting.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the companies and numbers real?

No. The organization, the partner, the people and every figure are fictional sample data. Replace them with your own before you send the proposal.

Should I ask for exclusivity?

Not in a first proposal. Ask for a six-month pilot with a review date, then agree longer terms once both sides have seen the lead and revenue numbers.

How do I split leads fairly?

Route each lead to the partner whose product it asks about, split general leads 50/50, and promise a reply within 48 hours. Write the rule down on the lead-sharing page.

  • #co-marketing-proposal
  • #partnership-proposal
  • #joint-campaign
  • #lead-sharing
  • #audience-swap
  • #marketing-partnership
  • #google-docs-template

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