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✅ Defined measurable success
✅Defined what counts as a conversion inside that system
✅ Listed who to filter out 4. Scope Boundary
✅ Listed what's out of scope (= change order)
✅ Team has a copy before setup
The Partnership Blueprint
The pre-campaign alignment document that locks the client and agency to the same definition of success, the same data source, the same audience, and the same scope - before a single campaign goes live.
The Checklist
1. Business Objective
The ultimate business goal , named as impact, not activity. This aligns your team on outcome, not output.
✅ Named the specific impact (e.g., "qualified leads," not "growth")✅ Defined measurable success
2. Source of Truth
The single data source that measures progress toward the Business Objective. When platforms disagree, this one wins.
✅ Named one platform as the official record for this objective✅Defined what counts as a conversion inside that system
3. Audience & Exclusions
Who the campaign is built for , and who must be filtered out. "Lead" means nothing until you specify who a lead isn't.
✅ Defined who we're targeting✅ Listed who to filter out
4. Scope Boundary
The closed container of what's covered under the contract. Anything outside this list is a change order.
✅ Listed channels and deliverables covered✅ Listed what's out of scope (= change order)
Sign-off
The document only works if both sides agree to it.
✅ Client approved in writing✅ Team has a copy before setup