Purpose of This Step: To maintain a clear, organized record of your partnership efforts—what’s been done, what’s in progress, and what’s working. This step ensures continuity, follow-through, and long-term momentum for Medina McKelvey’s visibility strategy.

What This Step Involves

After all the creative outreach and collaboration, tracking is where strategy becomes sustainable. This final step helps you build a living database of opportunities and outcomes so you can measure success, follow up intentionally, and repeat what works.

Instructions

1. Create or Use a Simple Tracking System. You can use the built-in worksheet or Airtable base we created, or your own system (e.g., Google Sheets, CRM, etc.). Columns or fields should include key information such as:
2. Partner name and organization
3. Tier (1, 2, or 3)
4. Type of platform (podcast, event, blog, etc.)
5. Outreach date
6. Response date
7. Outcome (booked, declined, no response)
8. Collaboration details (topic, date, format)
9. Follow-up date
10. Notes or learnings
11. Update It After Every Step
12. Record each action right after it happens: outreach sent, reply received, call held, follow-up done.
13. Use brief, clear notes that future team members can quickly understand.
14. Review It Regularly
15. Look for patterns: Which formats are most successful? Which partners are most responsive?
16. Flag any follow-ups that are overdue or opportunities that went cold.
17. Celebrate completed collaborations and gather any assets (recordings, testimonials, etc.).
18. Use It to Improve Future Outreach
19. Repurpose what works: If a particular webinar got great feedback, offer it again to a new partner.
20. Update tier ratings as relationships grow.
21. Build a list of “repeat collaborators” for future opportunities.
22. Store It Where the Team Can Access
23. Keep the document or system in a shared, central location.
24. Make it easy for others on the team to contribute, reference, and build from.

Pro Tips

• Don’t rely on your inbox or memory—documentation is your visibility infrastructure.
• The more you track, the easier it is to grow momentum without duplicating effort.
• Consider creating a “greatest hits” sheet to highlight your best topics, partners, and results.

What Success Looks Like

• You have a live, accurate record of all partnership efforts.
• Follow-up is consistent and nothing falls through the cracks.
• Medina McKelvey is building sustainable visibility through repeatable systems and strong relationships.

What’s Next

You’ve completed all 8 steps of the Partnership Plan! From here, the cycle continues—return to Step 1 with new audiences, repeat what works, and deepen your network of aligned, trusted partners.