🌟 Module 26: Partnerships & Collaborations
Co-marketing, affiliates, and summits that multiply your audience without multiplying your workload.
2. Why It Matters
Partnerships let you borrow trust from audiences that already exist. Instead of grinding for every new follower, you collaborate with complementary brands and practitioners to share value and grow together.
For health professionals, the right collaboration can 2–5× your reach in a week, fill your calendar with warm leads, and create evergreen assets (recordings, joint guides, bundles) that keep converting long after the event ends.
3. Step-by-Step Guide
Map Your Complementary Ecosystem
List pros and brands who solve adjacent problems (e.g., PTs, dietitians, gyms, menopause experts, HR wellness vendors). Aim for overlapping audiences, not overlapping offers.
Choose a Low-Lift Collaboration Format
Pick one of three: (a) joint email swap + social carousel, (b) live workshop/Q&A (30–45 min), or (c) lead magnet bundle with unique tracking links.
Craft the Win–Win Pitch
Lead with their audience’s benefit, then outline your contribution and the shared promo plan (2 emails + 2 social posts each). Attach a 1-page collab brief.
Set Simple Tracking & Payouts
Use unique UTM links and an affiliate tool (or simple spreadsheet) to track sign-ups and referrals. Keep the rev-share simple: 20–30% on first purchase.
Run the Promo Calendar
Lock dates, responsibilities, and assets. Each partner sends 2 emails, posts 2–3 times, and invites a minimum of 10 warm contacts personally.
Debrief & Make It Evergreen
After the event, review: sign-ups, show-up rate, conversion, and top questions. Turn the recording + FAQs into an evergreen lead magnet or onboarding mini-series.
4. Examples & Options
Real-World Script (Email DM)
“Hey {{FirstName}} — I love how you help {{TheirAudience}} with {{TheirOutcome}}. I coach {{YourAudience}} on {{YourOutcome}} and noticed our offers complement each other (no overlap). Would you be open to a 30–45 min joint workshop for our lists: ‘{{Title Option}}’? I’ll provide slides, promo copy, and a recording for your library. We can include a simple rev-share for any paid enrollments—totally optional. If yes, I’ll send a 1-page brief with dates and assets.”
Format Framework
Hook (5m) → Teaching (20m) → Q&A (10m) → Soft CTA (3m) → Bonus (2m) (template, checklist, or 7-day trial).
Simple Partner Brief (What’s Included)
Title + bullets, who it’s for, 3 takeaways, run of show, links, deadlines, swipe copy, image assets, unique tracking link, optional rev-share.
DIY (Free/Low-Cost)
Google Sheets for tracking, Zoom or Google Meet for live, Canva graphics, manual UTM links, and Stripe coupon codes for attribution.
Mid-Level
ConvertKit or MailerLite for email swaps, Rewardful or FirstPromoter for affiliates, Eventbrite for registration, and Riverside for clean recordings.
Advanced
HeySummit or Hopin for multi-speaker summits, Tapfiliate for complex tiers, Airtable base for partner CRM, and Zapier automations end-to-end.
5. Common Mistakes to Avoid
- Vague outcomes. Instead of “general wellness talk,” do “Menopause Nutrition Made Simple: 3 changes in 10 minutes.”
- No clear promo plan. Instead of “share if you can,” set “2 emails + 2 posts + 10 personal invites each.”
- Overcomplicating payouts. Instead of multi-tier math, start with a flat 20–30% on first purchase.
- Audience mismatch. Instead of any large list, choose smaller but highly aligned communities.
- No follow-up. Instead of a one-off, schedule a quarterly repeat and productize the recording.
6. Quick Win Highlight
💡 Quick Win: Create a “Partnership Pitch Pack” in 10 minutes—one-paragraph pitch, 3 workshop titles, a 100-word bio, headshot, and a Google Drive folder with a banner image. Send it to 3 prospects today.
Result: Faster yeses, less back-and-forth, and an asset you can reuse.
7. Mini-Implementation Exercise
Partner Short-List (Top 5)
1) _______________________ — Why aligned: _______________________
2) _______________________ — Why aligned: _______________________
3) _______________________ — Why aligned: _______________________
4) _______________________ — Why aligned: _______________________
5) _______________________ — Why aligned: _______________________
Three Title Options
• ____________________________________________
• ____________________________________________
• ____________________________________________
Promo Plan (Both Partners)
• Emails: ____ / ____ dates
• Social: ____ posts each
• Personal Invites: ____ each
• CTA & link: __________________________________
8. Tools & Resources
Quickly create co-branded banners, carousels, and cover slides for your joint promo.
Share a single folder with swipe copy, images, and the run-of-show to keep everyone aligned.
Coordinate email swaps, segment sign-ups, and automate follow-ups from the workshop.
Simple affiliate tracking and payouts if you choose a revenue share model.
Manage registrations for single workshops or multi-speaker summits with reminders built-in.
Reliable recording quality for evergreen assets you can repurpose later.
9. Checkpoint / Success Criteria
10. Summary & Next Step
- Choose aligned partners with high audience overlap and low offer overlap.
- Lead with value: a clear workshop, simple promo plan, and done-for-you assets.
- Track results with UTMs and simple rev-share (optional) to keep it fair and repeatable.
- Debrief fast and turn wins into evergreen assets and quarterly collaborations.