kai-partnership — Partnership & Co-Marketing Campaigns

Plan and execute co-marketing partnerships: partner evaluation, joint content, cross-promotion strategy, and shared campaign assets.

Phase 0: Load Product Context

Check if MARKETING.md exists in the project root (same directory as CLAUDE.md, README.md, package.json).

If it exists: Read it — skip product discovery questions. It has the product name, ICP, value prop, monetization, brand voice, current channels, and competitive landscape.

If it does NOT exist: Auto-explore the codebase to create it in the project root (next to CLAUDE.md). Do NOT ask the user what the product is. Read CLAUDE.md, README.md, PROJECT.md, package.json, landing pages, and any project files. Search for email/ad/analytics config. Then create MARKETING.md using the template from /kai-email-system. Present draft to user for confirmation.

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References

Load these files as context before starting:

• knowledge/playbooks/partnership-comarketing.md
• knowledge/personas/_persona-index.md
• knowledge/channels/email-lifecycle.md

Phase 1 — Discovery

1. Read from MARKETING.md. Only ask about things not covered there:
   • Their product/service and target audience
   • Partnership goal (audience growth, credibility, lead gen, content, distribution)
   • Any existing partnerships or candidates in mind
   • Budget constraints (cash, time, content capacity)
   • Timeline and key dates
2. Clarify partnership type:
   • Content co-creation (webinar, guide, report)
   • Cross-promotion (email swaps, social mentions)
   • Bundle/integration (product-level partnership)
   • Event collaboration (co-hosted workshop, conference)
   • Affiliate/referral (revenue share)

Phase 2 — Plan

Partner Selection Scorecard

Evaluate each candidate on:

Criteria	Weight	Score 1-5
Audience overlap (shared ICP)	25%
Audience size / reach	20%
Brand alignment (values, tone)	20%
Content quality	15%
Responsiveness / ease of working with	10%
Competitive risk (do they compete?)	10%

Minimum threshold: 3.5 weighted average to proceed.

Campaign Architecture

1. Define the shared value prop — why this partnership benefits both audiences.
2. Map the funnel: awareness (social) -> consideration (content) -> conversion (offer).
3. Assign ownership: who creates what, who distributes where.
4. Set shared KPIs: impressions, leads captured, conversion rate, revenue attributed.

Phase 3 — Produce

Build these deliverables:

Partnership Brief

• Partner name + description
• Shared audience profile
• Campaign concept (1-2 sentences)
• Content deliverables with owners and deadlines
• Distribution plan (channels, dates, frequency)
• Success metrics with targets

Co-Branded Content Plan

• Asset list: what gets created (blog, email, social, landing page, webinar)
• Brand guidelines for co-branding (logo placement, voice merge rules)
• Approval workflow: who signs off, how many rounds

Cross-Promotion Schedule

• Week-by-week calendar of promotional activities
• Channel assignments per partner
• Email swap specs (list size, send date, subject line approval)

Outreach Templates

• Partner pitch email (cold)
• Partner pitch email (warm intro)
• Follow-up sequence (3 touches)

Phase 4 — Output

1. Deliver the partnership brief and campaign plan as structured documents.
2. Run all outreach copy through quality gates:
   • python scripts/quality_gates/banned_word_check.py <file>
   • python scripts/quality_gates/four_us_score.py <file>
3. Flag any co-branded content that needs legal review (claims, testimonials, data sharing).
4. Present the complete package with a timeline summary.

Constraints

• No banned Tier 1 words in any outreach or co-branded copy.
• All partner claims must be verifiable — no inflated audience numbers.
• Email outreach must comply with CAN-SPAM (reference: harness/references/cold-email-rules.md).
• Cross-promotion emails require clear sender identification.
• Max 2 auto-retry cycles on quality gate failures.