Partnerships & PR System Checklist

🤝 Partnerships & PR System Checklist

Build Influence, Visibility & Strategic Collaborations

1. Strategy & Positioning

Define your brand goals for PR & partnerships (traffic, authority, revenue)
Identify ideal collaborators: media, influencers, orgs, brands
Create your positioning pitch (1-liner + value prop)
Prepare a media/brand kit (logos, bio, photos, product info)

2. Target List & Research

Create a list of 50–100 targets: media outlets, creators, brands, blogs, etc.
Note contact emails, social handles, websites
Research recent posts, style, audience overlap
Track them in Google Sheet, Notion, or CRM

3. Outreach System

Write cold/warm email templates (collab, affiliate, media pitch)
Follow up 2–3 times per lead over 7–10 days
Track outreach status: contacted, replied, follow-up, confirmed
Use a scheduler like Calendly or TidyCal for meetings

4. PR Materials & Collab Offers

Create press releases for events, launches, features
Offer packages: shoutouts, content swaps, guest features
Make affiliate/commission offers for influencer deals
Provide ready-to-post content (images, captions, CTAs)

5. Follow-up & Relationship Management

Send thank-you emails or gifts after collaborations
Tag or shout out partners on social media
Maintain a quarterly touch-base reminder per partner
Ask for referrals to other brands/influencers

6. Metrics & Optimization

Track KPIs: clicks, traffic, followers, mentions, backlinks, bookings
List what worked: style, timing, offer type, platform
Document best-performing templates and approaches
Update your target list every 3 months

7. Tools to Use

🗂 Google Sheets / Notion – Target + outreach tracker
📬 Gmail + Streak or MailTrack – Email + follow-ups
📣 Canva – Media kit & social content creation
📅 Calendly – Meeting scheduling
🤝 Affiliatly / ThriveCart / DashNex – Track referrals