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FREE DECISION GUIDE

Before You Brief a Partner

A lot of campaign planning starts with a type of partner: a doctor, creator, patient, affiliate or nonprofit.

This guide helps you decide what the campaign needs someone to do before the team chooses a person, writes the brief or agrees to the deal. It also helps you decide whether one partner can credibly handle every job, what the brand is actually buying and who owns the message after launch.

Open your notes app or a blank document and give yourself about ten minutes. For the first question, have two people answer separately and compare their responses. The difference between their answers is often the decision the team still needs to make.

What is inside

Decide the job first

Name what the audience or business needs before choosing a type of partner. Then turn that change into a job someone can actually be briefed and evaluated against.

Decide who does it

Work out whether one partner can credibly handle every job, then separate the content, audience access, performance, rights, expertise and lived experience included in the agreement.

Pressure-test the plan

Decide who owns the claim or message after launch, then use the copy-and-paste AI prompt to find vague answers, missing decisions and partners being asked to do too much.

NEED MORE THAN THE GUIDE?

Bring me the full picture.

The Partner Program Diagnostic uses your brief, outreach, incentives, partner examples, claims, review requirements and performance context to identify what needs to change before your team spends more. It is a paid engagement, $4,000 flat.

SEE THE PARTNER PROGRAM DIAGNOSTIC

Ready to work through it?

Grab the guide above, or see the rest of the library for frameworks you can use on a live campaign.

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Candice the Strategist

Strategy for creator, expert, and advocacy-led work.

Marketing strategist based in New York.

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