Workflow
Coordinate Co-Marketing Launch Approvals
Keep partner copy, logos, claims and launch commitments attached to a version-specific approval register.
- Audience
- Partnership teams, Marketing teams, Founders
- Products
- Aurora, CRM
- Prerequisites
- A shared launch brief, Authorized brand assets, Named approvers at both partners
- Expected outcome
- A launch approval matrix and a final go/no-go checklist for the exact release version.
- Approval boundary
- Each partner approves its brand and claims. Only the authorized channel owner publishes or schedules the final materials.
A co-marketing launch is ready when both partners have approved the actual materials, not when everyone agrees with the idea. Use Finta to organize partner relationships and ask Aurora to prepare a version-specific review register for copy, claims, artwork, links and launch ownership. Keep publication in the team’s normal, authorized channel.
Before you start
This is a guided workflow using Finta relationship context and Aurora preparation, not a preinstalled specialist automation or a promise to connect to every external system.
- A shared launch brief
- Authorized brand assets
- Named approvers at both partners
| Input | What to collect | Boundary |
|---|---|---|
| Launch brief | Audience, offer, channels, timing and owners | Different channels may need different approvals. |
| Assets | Current copy, artwork, landing links and file versions | A filename alone may not identify the approved revision. |
| Claims | Customer, product and performance statements | Link every material claim to an approved source. |
| Approvers | Brand, legal, product and channel owners as needed | Silence does not establish partner approval. |
Run the workflow
1. Write one shared release brief
Agree on the audience, reader action and distribution plan before polishing assets. Record which organization owns each channel and what happens if the launch moves. Use the partner relationship to retain context, but keep the authoritative release files in a clearly identified location.
2. Inventory the actual deliverables
List each email, page, social post, image and tracking link. Give it a version or immutable reference. Ask Aurora to compare the copy with the brief and flag mismatched dates, inconsistent offer language or a destination that does not match the promise.
3. Create a two-partner approval map
For each deliverable, identify the approver at each organization and the scope of review. Someone may approve a logo treatment without approving a performance claim. Keep “review requested,” “changes requested” and “approved version” distinct.
4. Resolve changes without losing the approval boundary
When a reviewer requests changes, attach the request to the specific asset. If the change affects a claim, offer or brand treatment, request renewed approval from the affected owner. Do not carry a prior approval forward to materially different copy.
5. Run the launch check and save the receipt
Before release, confirm approved versions, working links, ownership and timing. The channel owner performs the actual publication or scheduling. Afterward, retain the live links or provider receipt and record follow-up responsibilities. A prepared post is not a published post.
Partner launch approval matrix
The rows below are synthetic teaching examples. Replace them with the authorized facts and owners for your work.
| Deliverable | Approval needed | Release receipt |
|---|---|---|
| Joint landing page, version 3 | Both partner owners; claims reviewer | Verified live URL after release |
| Email artwork, revision B | Both brand owners | Approved file reference |
| Partner email | Sending organization’s owner | Actual send or schedule receipt |
| Social copy, version 2 | Named partner reviewers | Published post link |
Worked example
Synthetic example: two software companies plan a webinar. The partner approves an illustration but asks to remove an unsupported customer-growth claim. Marketing updates the copy and obtains approval for the new version. The artwork approval stays intact; the copy approval does not. The final register records both, plus the webinar destination and the organization responsible for sending each email.
Handle gaps before completing the handoff
| If this happens | Next action |
|---|---|
| Partner is silent | Keep approval pending and adjust timing with the owner. |
| Approved file changed | Reopen the affected approval before release. |
| Claim has no evidence | Remove it or hold it for a qualified source review. |
| Publication fails | Record the failed channel separately; do not report the whole launch live. |
What counts as complete
A launch approval matrix and a final go/no-go checklist for the exact release version.
Each partner approves its brand and claims. Only the authorized channel owner publishes or schedules the final materials.
Retain the source versions, unresolved items, reviewer decisions and actual handoff receipt. If the outcome is only prepared, keep it labeled prepared. Do not report sending, submission, publication or resolution without the corresponding evidence.
Try it with Aurora, Claude or Codex
Copy this prompt and add only material you are authorized to use. In Aurora, use the context available in your Finta workspace. Other assistants need the relevant inputs supplied separately.
Create a co-marketing approval register from this launch brief and the supplied asset versions.
For each deliverable list: version, owner, both partner approvers, claim sources, status and next action.
Flag inconsistent dates, unsupported claims and changed assets with stale approval.
Return a go/no-go checklist and a short partner follow-up draft.
Do not publish, schedule or infer approval from silence.Review the result against the original sources before acting. A generated draft is not an approval or a completed external action.
Sources and method
Sources reviewed October 28, 2026. Examples and worksheets are original editorial teaching tools, not customer results.