Collaborating with other business owners through bundles and summits is an incredible way to grow your audience, build relationships, and share your expertise. But let’s be real. Juggling multiple collaborations at once can quickly turn into a chaotic mess.
From submission deadlines and promo schedules to tracking your deliverables, it’s easy to feel like you’re drowning in details. But don’t worry, I’ve got you covered! Here’s how to stay on top of your bundles and summits without losing your mind.
Why Staying Organised Matters
Professionalism Builds Trust: Organisers and collaborators are more likely to invite you to future opportunities if you’re reliable and easy to work with. Being organised shows that you’re serious about your business and respect their time.
Maximise Your ROI: Bundles and summits can be a goldmine for growing your email list, boosting visibility, and driving sales to your other offers. But if you’re not tracking deadlines or promo periods, you might miss out on getting the most out of the collaboration. Staying on top of your tasks ensures you’re fully leveraging the opportunity.
Reduce Stress: Let’s face it—running a business is already demanding. Add multiple collaborations into the mix, and it’s easy to feel overwhelmed. Having a clear system to track everything not only keeps you on schedule but also gives you peace of mind.
Maintain Your Brand Reputation: Your audience is watching how you show up for these collaborations. If they see you promoting consistently and delivering high-quality contributions, it reinforces your brand as trustworthy and dependable.
Stay Ahead of the Game: When you’re organised, you can plan ahead and even go the extra mile. Whether it’s creating bonus content or personalising your promo strategy, being on top of things gives you the freedom to shine.
Avoid Missed Opportunities: Sometimes, bundles and summits come with tight deadlines or last-minute updates. If you’re disorganised, you might miss important details or fail to meet requirements, which could mean losing out on future invites.
Track Results for Future Growth: Staying organised isn’t just about the present—it’s also about learning for the future. By keeping track of what worked (and what didn’t), you can refine your strategy for even better results in your next collaboration.
What You Need to Track
Here’s a quick rundown of the key details to keep tabs on for every collaboration:
- Deadlines: Submission dates for content, promo materials, and deliverables.
- Promo Periods: Dates when you’re expected to share the event with your audience.
- Collaboration Details: The organiser’s name, event details or and any special requirements.
- Assets: Links to promo graphics, swipe copy, and your submitted content.
- Results: How many leads or sales you gained from the event.
Pro Tips for Collaboration Success
- Set Reminders: Use calendar alerts or task management tools to remind you of key deadlines.
- Communicate Clearly: Always confirm your deliverables and promo requirements with the organiser.
- Review Your Results: After each collaboration, review what worked and what didn’t to improve for next time.
My Free Collaboration Tracker Template
To save you time (and sanity), I’ve created a free Airtable template that’s designed specifically for managing bundles and summits. It’s pre-filled with all the fields you need to stay organized, so you can hit the ground running.
Grab your free Collaboration Tracker here!
Watch to the video on how I manage bundles and collaborations using this Airtable template inside the Behind-The-Scenes Membership.
👩💻 Grab more free resources here.
🪴 Explore my courses and templates here.
