Pipeline stages
Every sponsor prospect moves through a defined pipeline. You can update a prospect’s stage as your relationship progresses:| Stage | Description |
|---|---|
| Prospecting | You’ve identified the company as a potential sponsor but haven’t reached out yet |
| Contacted | You’ve made initial contact (email, LinkedIn, etc.) |
| In Discussion | You’re actively talking about sponsorship opportunities |
| Proposal Sent | You’ve sent a formal sponsorship proposal |
| Closed Won | The company has agreed to sponsor — deal is done |
| Closed Lost | The company has declined or the opportunity has fallen through |
Adding a prospect
Open the Sponsor CRM
Navigate to Sponsor CRM from your Squad Leader dashboard.
Fill in company details
Enter the prospect information:
- Company name — The name of the company you’re prospecting
- Contact name — Your primary contact at the company
- Email — The contact’s email address
- LinkedIn — The contact’s LinkedIn profile URL
Set initial details
Configure additional fields:
- Status — Set to Prospecting for new leads (default)
- Estimated deal value — Your estimate of potential sponsorship revenue
- Interested events — Link the prospect to one or more of your events
- Notes — Any relevant context about the company or contact
- Follow-up date — When to follow up next
Managing prospects
Updating status
As your conversations progress, update the prospect’s pipeline stage. Click on a prospect to open their details and change the status. Moving a prospect to Closed Won means you’ve secured the sponsorship — this is when you can begin the formal sponsorship and agreement process.Adding notes
Add notes to track your interactions and important details:- Meeting summaries and next steps
- Sponsor preferences and budget constraints
- Contact preferences (email vs. LinkedIn vs. phone)
- Key decision-makers and their roles
Setting follow-up dates
Set follow-up reminders so you never lose track of an active conversation. Follow-up dates help you prioritize daily outreach across your prospect list.Estimating deal value
Enter an estimated deal value for each prospect. This helps you:- Forecast potential revenue across your pipeline
- Prioritize high-value prospects
- Track your deal-closing performance over time
Linking to events
Associate prospects with the events they’re interested in sponsoring. A single prospect can be linked to multiple events if they’re considering sponsoring more than one.When a prospect moves to Closed Won, the sponsorship still needs to be formalized through the platform. See Sponsorships for how sponsorship tiers and payments are configured for your events.
Prospect details
Each prospect card displays:| Field | Description |
|---|---|
| Company name | The prospective sponsor company |
| Contact name | Your primary contact person |
| Contact email address | |
| Contact LinkedIn profile | |
| Status | Current pipeline stage |
| Deal value | Estimated sponsorship amount |
| Interested events | Events the prospect may sponsor |
| Notes | Your notes and interaction history |
| Follow-up date | Next scheduled follow-up |
Next steps
Agreements
Manage contracts with confirmed sponsors
Revenue
Track your earnings from closed deals
Events
View events to link with prospects