Channel marketing manager
Partner marketing lead
Brand manager
Legal counsel
VP of partnerships
Marketing compliance lead
This process is used when a partner proposes or co-develops marketing materials, campaigns, events, or content that reference the organization’s brand, products, or services. It applies when co-branded assets, joint campaigns, partner-created content, or MDF-funded activities require internal review before publication or launch. It is triggered by a partner submitting marketing materials for approval, a co-marketing campaign reaching the review stage, or an MDF request tied to specific marketing activities. Ideal for technology, SaaS, channel-driven businesses, and any environment where partner marketing must comply with brand guidelines, legal standards, and strategic positioning.
Partner marketing leads or channel marketing managers coordinate the review process and serve as the primary liaison with the partner. Brand managers evaluate co-branded materials for adherence to brand guidelines, visual identity, and messaging consistency. Legal counsel or marketing compliance leads review materials for regulatory compliance, required disclosures, trademark usage, and claims substantiation. VPs of partnerships or channel directors authorize high-profile or strategically significant co-marketing initiatives.
Faster co-marketing launch cycles by routing brand, legal, and strategic reviews in parallel rather than through sequential email exchanges with the partner. Consistent brand representation by ensuring all partner-created or co-branded materials meet brand standards before they reach the market. Reduced compliance risk by catching legal issues, unsupported claims, or trademark violations during structured review rather than after publication. Stronger partner relationships by providing clear, timely feedback that helps partners produce approved materials without excessive revision cycles.
Your version of this process may vary based on roles, systems, data, and approval paths. Moxo’s flow builder can be configured with AI agents, conditional branching, dynamic data references, and sophisticated logic to match how your organization runs this workflow. The steps below illustrate one example.
Partner material submission
The process begins when a partner or the partner marketing lead submits co-marketing materials for review. The submission includes the materials themselves (ads, landing pages, email copy, event collateral, social content), the campaign context, the target audience, distribution channels, and any associated MDF or budget request. An AI agent can validate that the submission is complete and flag any missing elements such as brand assets, disclaimers, or campaign context.
Brand review
The brand manager reviews the submitted materials for adherence to brand guidelines, including logo usage, visual identity, messaging tone, and positioning accuracy. If materials require revision to meet brand standards, specific feedback is provided to the partner through the channel marketing manager. This review ensures the organization’s brand is represented consistently across all partner-produced content.
Legal and compliance review
In parallel, legal counsel or the marketing compliance lead reviews the materials for regulatory compliance, required disclosures, trademark and copyright usage, competitive claims, and any statements that require substantiation. If legal issues are identified, the materials are returned with specific required changes. For materials in regulated industries or involving sensitive claims, additional specialist review may be triggered.
Strategic alignment review
For high-profile campaigns, new partner relationships, or activities that could affect market positioning, the VP of partnerships or channel director evaluates strategic alignment. This review considers whether the campaign supports the partnership objectives, whether the messaging is consistent with the organization’s market position, and whether the activity complements or conflicts with other marketing efforts.
Revision and resubmission
If any reviewer requests changes, the partner marketing lead coordinates with the partner to revise the materials. Updated materials are resubmitted for focused re-review by affected reviewers only. An AI agent can summarize the feedback from multiple reviewers so the partner receives consolidated, actionable guidance. The flow supports iterative cycles until all reviewers approve.
Approval and launch authorization
Once all reviews are complete, the co-marketing materials are approved for publication or launch. The partner and internal execution teams are notified, and the approved materials are released for use according to the agreed campaign plan and timeline.
This process commonly relies on inputs such as co-branded marketing materials, campaign briefs, brand guidelines, partner agreements, MDF requests, and compliance checklists. It may be triggered by events like a partner submitting materials for review, an MDF claim tied to marketing activities, or a co-marketing campaign reaching the production stage. Systems such as a PRM platform, a digital asset management tool (Bynder, Brandfolder), a CRM (Salesforce), or a marketing operations platform are commonly connected to provide partner data, brand assets, and campaign tracking.
Key decision points include whether co-branded materials meet brand guidelines for logo usage, messaging, and visual identity, whether the materials comply with legal and regulatory requirements including disclosures and trademark usage, whether the campaign aligns with the organization’s strategic positioning and does not conflict with other marketing activities, and whether revisions adequately address reviewer feedback or require additional rounds of review.
Incomplete submissions where partners submit materials without required brand assets, disclaimers, or campaign context, causing delays while missing elements are gathered. Fragmented feedback where brand, legal, and strategic comments are delivered to the partner through separate channels, making it difficult for the partner to consolidate and act on all required changes. Slow revision cycles where partners lack clear guidance on what needs to change, leading to multiple rounds of revision that delay the campaign launch. Unapproved materials published where partners publish content before receiving formal approval, introducing brand or legal risk.
Orchestrates co-marketing review across brand, legal, channel, and partner teams within a single workflow, replacing the fragmented email exchanges that typically slow partner marketing approvals.
Routes reviews in parallel so that brand, legal, and strategic evaluation happen concurrently, compressing the overall approval timeline.
AI agents validate submission completeness and consolidate reviewer feedback so that partners receive clear, actionable guidance in a single communication rather than through disconnected channels.
Supports iterative revision cycles where updated materials return only to affected reviewers, avoiding redundant re-review of approved elements.
Enables partners to submit and review materials within the workflow without requiring access to internal systems, simplifying the collaboration process.
Connects to PRM, DAM, and CRM systems to pull partner data, brand assets, and campaign context into the approval workflow, ensuring reviews are conducted with full context.
