co-marketing: Research & Knowledge for AI Agents | OpenAgentSkill

Overview

When the user wants to find co-marketing partners, plan joint campaigns, or brainstorm partnership opportunities. Use when the user says 'co-marketing,' 'partner marketing,' 'joint campaign,' 'who should we partner with,' 'integration marketing,' 'cross-promotion,' 'collaborate with another company,' 'partnership ideas,' or 'co-brand.' For customer referral programs, see referrals. For launch-specific partnerships, see launch.

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You are a co-marketing strategist who helps SaaS companies identify ideal partners and brainstorm high-impact joint campaigns.

Before Starting

Check for product marketing context first: If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

When to Use This Skill

Finding potential co-marketing partners
Brainstorming campaign ideas with a specific partner
Planning joint launches or promotions
Evaluating partnership fit
Structuring co-marketing agreements

Partner Identification Framework

1. Audience Overlap Analysis

The best partners share your audience but don't compete for the same budget.

Ideal partner characteristics:

Same buyer persona, different problem solved
Adjacent in the workflow (before, after, or alongside your tool)
Similar company stage and customer size
Complementary, not competitive

Questions to identify partners:

What tools do your customers already use?
What do they use before/after your product?
Who else is selling to your ICP?
Which integrations do customers request most?

2. Partner Scoring Criteria

Rate potential partners (1-5) on:

Criteria	What to Evaluate
Audience fit	How closely does their audience match your ICP?
Audience size	Do they have reach worth partnering for?
Brand alignment	Would you be proud to be associated?
Engagement quality	Do they have an active, engaged audience?
Reciprocity potential	Can you offer them equal value?
Ease of execution	Do they have a partnerships team? History of co-marketing?

3. Where to Find Partners

Integration ecosystem:

Your existing integration partners
Tools in the same app marketplace category
Platforms your product plugs into

Adjacent categories:

Tools that solve the problem before yours
Tools that solve the problem after yours
Tools used by the same role but different workflow

Community signals:

Who sponsors the same podcasts/newsletters?
Who exhibits at the same conferences?
Who's active in the same communities?
Whose content does your audience share?

Data sources:

Crossbeam or Reveal for account overlap
Customer surveys ("what else do you use?")
G2/Capterra category neighbors
Job postings mentioning your tool + others

Co-Marketing Campaign Types

Content Partnerships

Format	Effort	Lead Sharing	Best For
Co-authored blog post	Low	Shared byline, link exchange	Thought leadership, SEO
Joint ebook/guide	Medium	Gated, split leads	Lead gen, deeper topic
Research report	High	Gated, split leads	Authority, PR
Guest newsletter swap	Low	Each keeps own leads	Audience exposure
Podcast guest exchange	Low	Each keeps own leads	Relationship building

Webinars & Events

Format	Effort	Best For
Joint webinar	Medium	Lead gen, product education
Virtual summit panel	Medium	Multi-partner exposure
Co-hosted workshop	High	Hands-on education, deeper engagement
Conference booth sharing	Medium	Cost splitting, audience overlap
Joint happy hour/dinner	Low	Relationship building at events

Product & Integration Marketing

Format	Effort	Best For
Integration launch	Medium	Existing integration partners
Joint case study	Medium	Shared customers
"Better together" landing page	Low	Integration discovery
Bundle or discount	Medium	Conversion boost, cross-sell
In-app cross-promotion	Medium	User activation

Format	Effort	Best For
Social media takeover	Low	Audience exposure
Joint giveaway/contest	Low	List building, engagement
Slack/Discord community collab	Low	Community building
Joint AMA or Twitter Space	Low	Thought leadership

Brainstorming Partner Campaigns

When brainstorming with a specific partner, consider:

1. Shared Audience Moments

What trigger events matter to both audiences?
What seasonal moments align with both products?
What industry trends affect both customer bases?

2. Combined Value Propositions

What can customers achieve with both tools that they can't with one?
What workflow does the combination enable?
What pain point does the integration solve?

3. Unique Assets Each Brings

Your Assets	Their Assets
Your audience size/engagement	Their audience size/engagement
Your content expertise	Their content expertise
Your product capabilities	Their product capabilities
Your brand credibility	Their brand credibility
Your customer stories	Their customer stories

4. Campaign Idea Prompts

Ask these to generate ideas:

"What would we create if we had to launch something in 2 weeks?"
"What content do both our audiences desperately need?"
"What would make customers say 'finally, someone did this'?"
"What exclusive thing could we offer together?"
"What data do we both have that would make a compelling story?"

Approaching Potential Partners

Cold Outreach Template

Subject: [Your Company] + [Their Company] co-marketing idea

Hey [Name],

I'm [Role] at [Your Company]. We [one-line description].

I noticed we share a lot of the same audience—[specific observation about overlap].

I have an idea for [specific campaign type] that could work well for both of us: [one-sentence pitch].

Would you be open to a quick call to explore?

[Your name]

What to Prepare for the Call

Account overlap data (if available via Crossbeam/Reveal)
2-3 specific campaign ideas (not just "let's do something")
Your audience metrics (list size, traffic, engagement)
Examples of past partnerships (shows you can execute)
Clear ask (what you want from them, what you'll provide)

Structuring the Partnership

Key Questions to Align On

Lead ownership: How are leads split or shared?
Promotion commitments: What will each party do to promote?
Asset creation: Who creates what? Who approves?
Timeline: When does each phase happen?
Success metrics: How will you measure success?
Follow-up: Will you do more together if it works?

Simple Co-Marketing Agreement Outline

Campaign description: What you're doing together
Responsibilities: Who does what
Timeline: Key dates and deadlines
Lead handling: How leads are captured, shared, followed up
Promotion: Minimum commitments from each side
Branding: Logo usage, approval process
Costs: Who pays for what (if any)
Metrics sharing: What data you'll share post-campaign

Measuring Co-Marketing Success

Quantitative Metrics

Leads generated (total and per partner)
Lead quality (MQL/SQL conversion rate)
Revenue attributed
Audience growth (new subscribers, followers)
Content engagement (views, downloads, shares)

Qualitative Metrics

Ease of collaboration
Partner responsiveness
Audience reception
Brand lift
Relationship strengthened for future campaigns

Co-Marketing Checklist

Partner Identification

List tools your customers already use
Check Crossbeam/Reveal for account overlap
Score top 5 potential partners
Research their past co-marketing activities

Campaign Planning

Agree on campaign type and goals
Define lead sharing arrangement
Assign responsibilities and deadlines
Set success metrics

Execution

Create shared assets (landing page, content, etc.)
Coordinate promotion schedules
Brief both teams on talking points

Post-Campaign

Share metrics with partner
Debrief on what worked/didn't
Discuss future collaboration opportunities

Task-Specific Questions

Are you looking for partners or planning a campaign with a specific partner?
What type of co-marketing are you most interested in? (content, events, integrations, community)
What's your audience size? (email list, social following, traffic)
Do you have existing integration partners?
Have you done co-marketing before? What worked/didn't?
What's your timeline and budget for co-marketing?

Tool Integrations

For implementation, see the tools registry. Key tools for co-marketing:

Tool	Best For	Guide
Crossbeam	Account overlap with partners	crossbeam.md
Introw	Partner program management, deal registration	introw.md
PartnerStack	Partner and affiliate program management	partnerstack.md

referrals — For customer referral and affiliate programs (customers referring customers)
launch — For product launches with partners; covers co-marketing as a "borrowed channel"
content-strategy — For content planning including co-created content
sales-enablement — For partner-facing collateral and enablement materials

View source ↗

File metadata

name: co-marketing
description: "When the user wants to find co-marketing partners, plan joint campaigns, or brainstorm partnership opportunities. Use when the user says 'co-marketing,' 'partner marketing,' 'joint campaign,' 'who should we partner with,' 'integration marketing,' 'cross-promotion,' 'collaborate with another company,' 'partnership ideas,' or 'co-brand.' For customer referral programs, see referrals. For launch-specific partnerships, see launch."
metadata:
  version: 2.0.0

View original text

---
name: co-marketing
description: "When the user wants to find co-marketing partners, plan joint campaigns, or brainstorm partnership opportunities. Use when the user says 'co-marketing,' 'partner marketing,' 'joint campaign,' 'who should we partner with,' 'integration marketing,' 'cross-promotion,' 'collaborate with another company,' 'partnership ideas,' or 'co-brand.' For customer referral programs, see referrals. For launch-specific partnerships, see launch."
metadata:
  version: 2.0.0
---

You are a co-marketing strategist who helps SaaS companies identify ideal partners and brainstorm high-impact joint campaigns.

## Before Starting

**Check for product marketing context first:**
If `.agents/product-marketing.md` exists (or `.claude/product-marketing.md`, or the legacy `product-marketing-context.md` filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

## When to Use This Skill

- Finding potential co-marketing partners
- Brainstorming campaign ideas with a specific partner
- Planning joint launches or promotions
- Evaluating partnership fit
- Structuring co-marketing agreements

---

## Partner Identification Framework

### 1. Audience Overlap Analysis

The best partners share your audience but don't compete for the same budget.

**Ideal partner characteristics:**
- Same buyer persona, different problem solved
- Adjacent in the workflow (before, after, or alongside your tool)
- Similar company stage and customer size
- Complementary, not competitive

**Questions to identify partners:**
- What tools do your customers already use?
- What do they use before/after your product?
- Who else is selling to your ICP?
- Which integrations do customers request most?

### 2. Partner Scoring Criteria

Rate potential partners (1-5) on:

| Criteria | What to Evaluate |
|----------|------------------|
| **Audience fit** | How closely does their audience match your ICP? |
| **Audience size** | Do they have reach worth partnering for? |
| **Brand alignment** | Would you be proud to be associated? |
| **Engagement quality** | Do they have an active, engaged audience? |
| **Reciprocity potential** | Can you offer them equal value? |
| **Ease of execution** | Do they have a partnerships team? History of co-marketing? |

### 3. Where to Find Partners

**Integration ecosystem:**
- Your existing integration partners
- Tools in the same app marketplace category
- Platforms your product plugs into

**Adjacent categories:**
- Tools that solve the problem before yours
- Tools that solve the problem after yours
- Tools used by the same role but different workflow

**Community signals:**
- Who sponsors the same podcasts/newsletters?
- Who exhibits at the same conferences?
- Who's active in the same communities?
- Whose content does your audience share?

**Data sources:**
- Crossbeam or Reveal for account overlap
- Customer surveys ("what else do you use?")
- G2/Capterra category neighbors
- Job postings mentioning your tool + others

---

## Co-Marketing Campaign Types

### Content Partnerships

| Format | Effort | Lead Sharing | Best For |
|--------|--------|--------------|----------|
| **Co-authored blog post** | Low | Shared byline, link exchange | Thought leadership, SEO |
| **Joint ebook/guide** | Medium | Gated, split leads | Lead gen, deeper topic |
| **Research report** | High | Gated, split leads | Authority, PR |
| **Guest newsletter swap** | Low | Each keeps own leads | Audience exposure |
| **Podcast guest exchange** | Low | Each keeps own leads | Relationship building |

### Webinars & Events

| Format | Effort | Best For |
|--------|--------|----------|
| **Joint webinar** | Medium | Lead gen, product education |
| **Virtual summit panel** | Medium | Multi-partner exposure |
| **Co-hosted workshop** | High | Hands-on education, deeper engagement |
| **Conference booth sharing** | Medium | Cost splitting, audience overlap |
| **Joint happy hour/dinner** | Low | Relationship building at events |

### Product & Integration Marketing

| Format | Effort | Best For |
|--------|--------|----------|
| **Integration launch** | Medium | Existing integration partners |
| **Joint case study** | Medium | Shared customers |
| **"Better together" landing page** | Low | Integration discovery |
| **Bundle or discount** | Medium | Conversion boost, cross-sell |
| **In-app cross-promotion** | Medium | User activation |

### Community & Social

| Format | Effort | Best For |
|--------|--------|----------|
| **Social media takeover** | Low | Audience exposure |
| **Joint giveaway/contest** | Low | List building, engagement |
| **Slack/Discord community collab** | Low | Community building |
| **Joint AMA or Twitter Space** | Low | Thought leadership |

---

## Brainstorming Partner Campaigns

When brainstorming with a specific partner, consider:

### 1. Shared Audience Moments

- What trigger events matter to both audiences?
- What seasonal moments align with both products?
- What industry trends affect both customer bases?

### 2. Combined Value Propositions

- What can customers achieve with both tools that they can't with one?
- What workflow does the combination enable?
- What pain point does the integration solve?

### 3. Unique Assets Each Brings

| Your Assets | Their Assets |
|-------------|--------------|
| Your audience size/engagement | Their audience size/engagement |
| Your content expertise | Their content expertise |
| Your product capabilities | Their product capabilities |
| Your brand credibility | Their brand credibility |
| Your customer stories | Their customer stories |

### 4. Campaign Idea Prompts

Ask these to generate ideas:
- "What would we create if we had to launch something in 2 weeks?"
- "What content do both our audiences desperately need?"
- "What would make customers say 'finally, someone did this'?"
- "What exclusive thing could we offer together?"
- "What data do we both have that would make a compelling story?"

---

## Approaching Potential Partners

### Cold Outreach Template

```
Subject: [Your Company] + [Their Company] co-marketing idea

Hey [Name],

I'm [Role] at [Your Company]. We [one-line description].

I noticed we share a lot of the same audience—[specific observation about overlap].

I have an idea for [specific campaign type] that could work well for both of us: [one-sentence pitch].

Would you be open to a quick call to explore?

[Your name]
```

### What to Prepare for the Call

1. **Account overlap data** (if available via Crossbeam/Reveal)
2. **2-3 specific campaign ideas** (not just "let's do something")
3. **Your audience metrics** (list size, traffic, engagement)
4. **Examples of past partnerships** (shows you can execute)
5. **Clear ask** (what you want from them, what you'll provide)

---

## Structuring the Partnership

### Key Questions to Align On

- **Lead ownership**: How are leads split or shared?
- **Promotion commitments**: What will each party do to promote?
- **Asset creation**: Who creates what? Who approves?
- **Timeline**: When does each phase happen?
- **Success metrics**: How will you measure success?
- **Follow-up**: Will you do more together if it works?

### Simple Co-Marketing Agreement Outline

1. **Campaign description**: What you're doing together
2. **Responsibilities**: Who does what
3. **Timeline**: Key dates and deadlines
4. **Lead handling**: How leads are captured, shared, followed up
5. **Promotion**: Minimum commitments from each side
6. **Branding**: Logo usage, approval process
7. **Costs**: Who pays for what (if any)
8. **Metrics sharing**: What data you'll share post-campaign

---

## Measuring Co-Marketing Success

### Quantitative Metrics

- Leads generated (total and per partner)
- Lead quality (MQL/SQL conversion rate)
- Revenue attributed
- Audience growth (new subscribers, followers)
- Content engagement (views, downloads, shares)

### Qualitative Metrics

- Ease of collaboration
- Partner responsiveness
- Audience reception
- Brand lift
- Relationship strengthened for future campaigns

---

## Co-Marketing Checklist

### Partner Identification
- [ ] List tools your customers already use
- [ ] Check Crossbeam/Reveal for account overlap
- [ ] Score top 5 potential partners
- [ ] Research their past co-marketing activities

### Campaign Planning
- [ ] Agree on campaign type and goals
- [ ] Define lead sharing arrangement
- [ ] Assign responsibilities and deadlines
- [ ] Set success metrics

### Execution
- [ ] Create shared assets (landing page, content, etc.)
- [ ] Coordinate promotion schedules
- [ ] Brief both teams on talking points

### Post-Campaign
- [ ] Share metrics with partner
- [ ] Debrief on what worked/didn't
- [ ] Discuss future collaboration opportunities

---

## Task-Specific Questions

1. Are you looking for partners or planning a campaign with a specific partner?
2. What type of co-marketing are you most interested in? (content, events, integrations, community)
3. What's your audience size? (email list, social following, traffic)
4. Do you have existing integration partners?
5. Have you done co-marketing before? What worked/didn't?
6. What's your timeline and budget for co-marketing?

---

## Tool Integrations

For implementation, see the [tools registry](../../tools/REGISTRY.md). Key tools for co-marketing:

| Tool | Best For | Guide |
|------|----------|-------|
| **Crossbeam** | Account overlap with partners | [crossbeam.md](../../tools/integrations/crossbeam.md) |
| **Introw** | Partner program management, deal registration | [introw.md](../../tools/integrations/introw.md) |
| **PartnerStack** | Partner and affiliate program management | [partnerstack.md](../../tools/integrations/partnerstack.md) |

---

## Related Skills

- **referrals** — For customer referral and affiliate programs (customers referring customers)
- **launch** — For product launches with partners; covers co-marketing as a "borrowed channel"
- **content-strategy** — For content planning including co-created content
- **sales-enablement** — For partner-facing collateral and enablement materials

Review the source

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Review before install: Avoid automatic install

License: MIT

Financial research output is not financial advice; require human review before any live investment decision
Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required
Financial research output is not financial advice; require human review before any live investment decision.
This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.
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Source & usage notes

Indexed

Repository metadata and review signals are advisory. Popularity, source discovery and successful execution are different facts.

Source repository: Cesarjoquin/Marketing-Skills
License: MIT
Version: 1.0.0
Last GitHub push: Sep 3, 2026
Registry updated: Sep 4, 2026
Instruction path: skills/co-marketing/SKILL.md @ c038755cf802

Version reported in registry metadata; check source releases before relying on it.

Quality

69/100

Promising

Trust

73/100

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This page exposes the same decision, trust, audit, use-case, and install signals through the Registry API, so agents can rank this skill without scraping the UI.

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More details

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      "success_rate": null,
      "recent_success_rate": null,
      "recent_failure_rate": null,
      "install_attempts": 0,
      "install_success_rate": null,
      "risk_blocked": 0,
      "setup_required": 0,
      "avg_output_quality": null,
      "production_outcomes": 0,
      "last_outcome_at": null,
      "label": "No agent outcome data yet"
    },
    "auto_install": {
      "allowed": false,
      "sandbox_required": true,
      "reason": "Do not auto-install. Inspect the source, dependencies, and permission surface first."
    },
    "best_for": [
      "research",
      "agent-skill"
    ],
    "known_risks": [
      "Financial research output is not financial advice; require human review before any live investment decision.",
      "This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.",
      "Quality score needs review"
    ]
  },
  "agent_proven": {
    "version": "agent-proven-v1",
    "score": 0,
    "tier": "unproven",
    "label": "Needs first agent run",
    "summary": "No agent outcome reports yet. Use Resolve, run one narrow sandbox task, then report the result.",
    "metrics": {
      "totalOutcomes": 0,
      "successfulOutcomes": 0,
      "failedOutcomes": 0,
      "installAttempts": 0,
      "installSuccessRate": null,
      "successRate": null,
      "recentSuccessRate": null,
      "recentFailureRate": null,
      "riskBlocked": 0,
      "setupRequired": 0,
      "notRelevant": 0,
      "avgOutputQuality": null,
      "avgTimeToUsefulMs": null,
      "productionOutcomes": 0,
      "humanReviewRequired": 0,
      "uniqueAgents": 0,
      "lastOutcomeAt": null
    },
    "signals": [],
    "penalties": [
      "No real agent outcome evidence yet"
    ]
  },
  "audit": {
    "score": 82,
    "risk_level": "risky",
    "risk_label": "Risky",
    "warnings": [
      "Financial research output is not financial advice; require human review before any live investment decision",
      "Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required",
      "Financial research output is not financial advice; require human review before any live investment decision.",
      "This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.",
      "Quality score needs review"
    ]
  },
  "safety_gate": {
    "tier": "blocked",
    "label": "Blocked for auto-install",
    "auto_install_policy": "block",
    "auto_install_allowed": false,
    "human_review_required": true,
    "blocked": true,
    "recommended_action": "Do not auto-install. Inspect the source, dependencies, and permission surface first."
  },
  "quality": {
    "score": 69,
    "label": "Promising"
  },
  "supply": {
    "track": "Research and knowledge work",
    "scenario": "Research agents",
    "maintenance": "20d since push",
    "risk": "Risky"
  },
  "alternative_skills": [
    {
      "slug": "yanliudesign-mono-color-skill",
      "name": "mono-color",
      "url": "https://www.openagentskill.com/skills/yanliudesign-mono-color-skill",
      "stars": 1919,
      "install_command": "npx skills add yanliudesign/mono-color-skill --skill mono-color",
      "trust_score": 85,
      "audit_score": 93
    }
  ],
  "do_not_use_when": [
    "teams that need a vendor-supported SLA",
    "high-compliance environments without internal security review",
    "No OpenAgentSkill engagement data yet",
    "Audit risk risky exceeds max_risk=medium",
    "Financial research output is not financial advice; require human review before any live investment decision",
    "Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required",
    "Financial research output is not financial advice; require human review before any live investment decision.",
    "This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval."
  ],
  "agent_contract": {
    "task_input": "Use co-marketing in an agent workflow",
    "recommended_action": "Do not auto-install. Inspect the source, dependencies, and permission surface first.",
    "install_policy": "block",
    "minimum_review_before_use": [
      "Trust: 81/100 Strong shortlist",
      "Audit: 82/100 Risky",
      "Safety: 66/100 Avoid automatic install",
      "Review repository, license, install command, and permission surface before production use."
    ],
    "expected_agent_output": {
      "selected_skill": "cesarjoquin-co-marketing (co-marketing)",
      "install_command": "npx skills add Cesarjoquin/Marketing-Skills --skill co-marketing",
      "risk_summary": "Risky; Blocked for auto-install; Review before production",
      "verification_result": "Report the smallest successful task, files touched, warnings, and any missing setup."
    }
  },
  "outcome_feedback": {
    "endpoint": "https://www.openagentskill.com/api/agent/outcome",
    "method": "POST",
    "requires_resolve_event_id": true,
    "event_id_source": "Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.",
    "expected_outcomes": [
      "success",
      "failed",
      "not_relevant",
      "blocked_by_risk",
      "setup_required"
    ],
    "payload_template": {
      "event_id": "<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>",
      "skill_slug": "cesarjoquin-co-marketing",
      "task": "Use co-marketing in an agent workflow",
      "agent": "codex",
      "outcome": "success",
      "install_used": true,
      "risk_blocked": false,
      "setup_required": false,
      "task_success": true,
      "output_quality": 4,
      "error_type": null,
      "human_review_required": false,
      "workspace": "sandbox",
      "time_to_useful_ms": 120000,
      "notes": "Report the smallest successful task, setup friction, files touched, and risk notes."
    }
  },
  "endpoints": {
    "web": "https://www.openagentskill.com/skills/cesarjoquin-co-marketing",
    "api": "https://www.openagentskill.com/api/agent/skills/cesarjoquin-co-marketing",
    "audit": "https://www.openagentskill.com/skills/cesarjoquin-co-marketing/audit",
    "eval": "https://www.openagentskill.com/api/agent/evals?slug=cesarjoquin-co-marketing&task=Use%20co-marketing%20in%20an%20agent%20workflow&max_risk=medium",
    "resolve": "https://www.openagentskill.com/api/agent/resolve?task=Use%20co-marketing%20in%20an%20agent%20workflow&agent=codex&max_risk=medium",
    "receipt": "https://www.openagentskill.com/api/agent/receipt?task=Use%20co-marketing%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text",
    "install": "https://www.openagentskill.com/api/skills/cesarjoquin-co-marketing/install",
    "manifest": "https://www.openagentskill.com/api/registry/manifest/cesarjoquin-co-marketing"
  }
}

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Creator: Cesarjoquin
Source: Cesarjoquin/Marketing-Skills
Indexed by: OpenAgentSkill community index

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