This document provides tips for planning successful partner promotions by thoroughly researching the product, past promotion performance, setting revenue projections, and tracking results. It recommends creating a promotion planning worksheet that lists each monthly partner promotion, projected revenue and goals. Key factors to consider include internal offers, recurring payments, seasonality, holidays, repeat promotions, and focusing on underperforming months. Planning should prioritize the partner's needs and calendar to attract future partnerships.

1. PLANNING A WINNING
PARTNER PROMOTION
P L A N N I N G = S U C C E S S , H A P P Y PA R T N E R S & H A P P Y
Y O U

2. KNOW THE PRODUCT
Product Info Sheet: A short, easy-to-read document packed with ALL the deets
What to include?
• Target audience
• Course details
• Format (digital vs. phyiscal product)
• Pricing (every day & sale)
• Campaign details
• Sales sequence
• Buying transaction
• Page links
• Commission %

4. THE SAME APPLIES TO YOUR PARTNER’S PRODUCT
Plus, ask yourself…
- Does it align with your brand’s
core values
- Will it resonate with your
audience?

5. THEN TAKE A STEP INTO THE PAST
Ask yourself…
• Have you promoted the product before?
• When did you promote it?
• How did you promote it?
• # of emails, social, paid ads, newsletter
• What were the results?
• clicks, optins, sales, revenue, commission, EPC, RPS
• Is it available to promote again?

6. DO THE SAME FOR YOUR PARTNER’S PRODUCT
• Have you promoted their product before?
• If not, has other people promoted it and what were their results?
• When did you promote?
• How did you promote it?
• # of emails, social, paid ads, newsletter
• What were the results?
• clicks, optins, # sales, commission, EPC
• Is it available to promote again?

7. TRACK YOUR RESULTS FOR EVERY PROMO

8. RESULTS PROJECTIONS
• Results and projections go hand-in-hand
• Use your past promo results to make projections for future promos
• Back out the numbers to make your predictions
• Assume 10% open rate, 10% CTR, 5% conversion rate
• Find the delta between your projections and actual results
• Why were they different?
• What can you do differently next time?

9. PROMO PLANNING WORKSHEET
Determine your monthly revenue goal ($45k for BT)
 Should it be the same every month?
How are you going to reach that goal?
Evaluate all partner promos
 What are your projections for each promo?
Are you short of your goal?
How can you close that gap?
 Brainstorm additional promo ideas
 Does it meet your goals?
 Is it achievable?
If not, figure out what’s holding you back
• New product?
• More resources?
• New lead magnet?
Month Partner Promo Non-Revenue Goals
Revenue Goal
(collected 30-60 days later)
January -Harvey Mackay
-Nick Nanton TV
-Keep relationships.
-Promote TV show that
Brian is in.
Goal: $45,000
Projected:
Remaining: ???
February -Josh Turner -New strategic Partner Goal: $45,000
Projected:
Remaining:
March -Epic Launch
-Mind Movies
-First launch we’ve ever
done.
-New affiliates.
Goal: $45,000
Projected:
Remaining:
April -Nick Nanton Book -Keep relationship.
-Promote Book that
Brian writes a chapter
in
Goal: $45,000
Projected:
Remaining:
May -Assaraf Brainathon -Promoting product
that did well in the past
Goal: $45,000
Projected:
Remaining:
June
July
August
September
October
November
December

10. OTHER FACTORS TO CONSIDER
• Internal promo offers
• Re-occuring payments
• Seasonality (slower summer months)
• Holidays & monthly themes
• Repeat promos that worked
• Pick 2-3 months that didn’t perform well and focus on fixing those.

11. HUMILITY ATTRACTS PARTNERS
Planning should never be all about you, you,
you
Put your partner first
• What are their plans?
• What does their calendar schedule look like?
• What are their product offers?
• What are their needs?
• How can YOU help them?