Co-Marketing Campaign Tracker

The problem this kills

Co-marketing should be a force multiplier. Instead it turns into a slow-motion train wreck of "I thought your team was doing the landing page," a webinar asset that goes live before the partner's legal team blessed it, and a lead list that gets emailed across before anyone checked whether those contacts actually consented to be shared. Two companies, two sets of owners, two approval chains, and a shared timeline held together by a Slack thread and hope.

The result is missed dates, awkward partner emails, and the kind of compliance slip that makes the next co-marketing deal harder to land. The information exists - it's just scattered across two companies' inboxes and spreadsheets, with no single place that says who owns what, what's approved, and what's overdue.

What you'll build

A simple, login-protected web app - your own internal co-marketing command center - that gives every joint campaign one home. You create a campaign, list its deliverables, and assign an owner on each side (yours and the partner's). Each owner approves their own deliverables. Any shared asset and any lead-list exchange needs a thumbs-up from both partners before it's marked ready to send. The tracker shows live progress, flags overdue partner deliverables in red, and exports two clean CSVs: a co-marketing status report and a consent-checked lead-share file.

No integration to your partner's systems required. If there's no API to connect to (there almost never is across two companies), you import a plan CSV to get started and export clean CSVs in exactly the columns each side's tools expect.

What's inside the Implementation Plan

The plan is a step-by-step runbook you paste into an AI coding agent (Claude Code), which writes the actual software for you. You don't write code - you answer questions and approve what it builds.

It opens by interviewing you about your business - your current co-marketing process, the systems and spreadsheets you use, how you name campaigns and deliverables, your typical and peak campaign volumes, exactly who approves what on each side, and your messiest edge cases. It reflects a short tailored spec back to you for a thumbs-up, then builds a tool shaped around your partnerships - not a generic template. Every later step (the data model, the approval rules, the overdue logic, the exports) is adapted to your answers.

Inside you'll find: the discovery interview, the exact data model, login and per-organization data isolation, the two-way approval gates, the lead-sharing consent checks, overdue flagging, the CSV import/export fallback, and a final checklist to confirm it all works.

The governance it includes (this is the point)

This isn't a toy. The plan bakes in the controls that make a tool safe to use with an outside partner:

• Login so only your team can get in.
• Row-level security so each organization only ever sees its own campaigns and data.
• A full audit trail - who created, edited, approved, or exported, and exactly when.
• A hard human-in-the-loop approval gate - the tool drafts and stages, but nothing is marked "ready to send" (an asset or a lead exchange) until a real person on each side approves it.
• Duplicate guards - a campaign-plus-deliverable key so the same task can't be added twice, even on a re-import.
• Data-sharing consent checks on every lead before it can be included in a lead-share export.

Who it's for

Partner marketing and marketing-ops folks who run campaigns with other companies - co-hosted webinars, joint content, bundled promos, shared-lead plays - and are tired of deliverables falling through the cracks between two organizations. If you can build a spreadsheet and write a clear email, you can build this.

You've got this - paste the first prompt and let the agent interview you.