Swap Partner Pipeline and Results Log
A one-sheet log that tracks every potential swap partner through the stages of identified, contacted, agreed, scheduled, run, and evaluated, with the numbers next to each one.
Reviewed for 2026, updated September 8, 2026.
One swap fits in your head. Four or five in various stages do not, and that is where most creators lose track: a partner who said yes in March but never got a date, a promo that ran without a tracking link, a great result from a show you cannot remember the name of. Our guide describes the pipeline that creators who scale swaps well tend to keep, with each partner sitting at one of six stages, and this worksheet is that pipeline on a single page. It puts the partner, where they are, what is being traded, when it runs, and what came of it in one row, so a weekly five-minute review is enough to see who needs a nudge and who deserves a second run.
The rows below are examples that show the mix a healthy pipeline usually has, with placeholders where your own figures belong. Ask partners for active numbers rather than media-kit totals, and put the same measure in the audience column every time so rows stay comparable. When you are deciding whether the routine is worth the hours it takes, the Audience Swap Time ROI Calculator in our Tools section turns this log into a cost per subscriber, and our articles on scaling swaps as you grow and on cross-promotion etiquette cover how to keep a growing partner list on good terms.
| Partner and type | Stage | What each side gives | Their active audience | Run date and tracking link | Net new subscribers at 14 days | Next action |
|---|---|---|---|---|---|---|
| Same-niche newsletter, similar size | Identified | Not yet proposed | Their active count, to ask | None yet | Not run | Read their last ten issues, then reply to one before pitching |
| Adjacent-niche podcast, larger | Contacted | Proposed: their mid-roll for two of your top-of-issue blurbs | Their 30-day downloads per episode | None yet | Not run | Follow up once after ten days, then let it go |
| Same-niche podcast, similar size | Agreed | Host-read promo each way, one episode each | Your figure | Date to fix on both calendars | Not run | Exchange talking points and name pronunciations |
| Adjacent-niche newsletter, smaller | Scheduled | Their dedicated send for your recommendation blurb, run twice | Your figure | Your date, your tracking link | Not run | Test both links end to end the day before |
| Same-niche newsletter, larger | Run | Your dedicated send for their top-of-issue blurb | Your figure | Your date, your tracking link | Your figure | Send them the issue link and ask what they saw |
| Adjacent-niche podcast, similar size | Evaluated | Host-read promo each way, one episode each | Your figure | Your date, your tracking link | Your figure | Strong result: propose a repeat next quarter |
| Same-niche podcast, smaller | Evaluated | Feed drop each way | Your figure | Your date, your tracking link | Your figure | Below your usual result: rerun in an earlier slot before judging |
| Platform recommendation partner, mutual recommends | Evaluated | Ongoing mutual recommendation, no fixed dates | Your figure | Ongoing, one tracking link | Your figure per month | Review monthly and keep while retention holds |
| Inbound request from a much smaller show | Contacted | They asked for a full promo swap | Their active count, to ask | None yet | Not run | Offer a lighter mention or bundled recommendation instead |
| Partner whose content has drifted off topic | Evaluated | Ran once last season | Your figure | Past date, past link | Your figure | Thank them and pause rather than rerun |
https://crosspromoly.com/templates/swap-partner-pipeline-log/Use it in your business, share it with your team, or link to it from your own site.
Also from CrossPromoly
- Audience Swap Launch Checklist: A start-to-finish checklist for one podcast or newsletter swap, from vetting the partner to reading the results a few weeks later.
- Free calculators