Co-Marketing☆

Title companies, real estate investor associations, contractors, insurance agents and CPAs all serve the same investors a private lender wants to reach. This skill finds the right partners, scores them, and plans joint campaigns — webinars, guides, events and newsletter swaps — with a clear agreement on who does what.

What it does

• Identifies partners who serve your borrowers before, during or after a loan
• Scores partners on audience fit, reach and reliability
• Plans joint content, webinars, events and cross-promotions
• Drafts the outreach pitch to a prospective partner
• Outlines a simple agreement covering roles, costs, leads and timing

When to use it

• Looking for a lower-cost way to reach new investors
• A title company or association has offered to do something together
• Planning a joint webinar or local investor event
• Wanting more from partners than a referral now and then

What to have ready

• Who your borrowers are and what else they use (title, insurance, contractors, CPAs)
• Partners you already know
• What you can bring — expertise, audience, budget, venue
• What you want out of it

How to use it

1. Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
2. Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has [BRACKETED] placeholders, and runs a quick test with you.
3. Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.

"Find co-marketing partners in [CITY] who reach fix-and-flip investors and plan a joint webinar with [PARTNER TYPE] on [TOPIC]."

What you get back

A scored partner shortlist, campaign ideas for each, outreach drafts, and a checklist for the partnership agreement.

Good to know

• Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
• Every draft is a starting point for your own review, not a finished decision.
• Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
• Paying partners for referrals or splitting marketing costs with settlement-service providers can raise referral-fee and licensing questions depending on the loan type and state — confirm with counsel before money changes hands. Don't use another company's name or logo in a way that implies a partnership or endorsement it hasn't agreed to.

Source & credit

Imported from Corey Haines's open-source marketingskills library (MIT). Author: Corey Haines — https://github.com/coreyhaines31/marketingskills. LenderSkills folded the author's reference files into the single installable file, and appended a legal disclaimer; the author's content is otherwise unmodified. Full credit to the author. Corey Haines did not submit this listing and does not endorse it — the original is free at the link above.

Legal disclaimer

This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.