> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hackersquad.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Sponsor CRM

> Manage your sponsor prospect pipeline and track deals from prospecting to close

The Sponsor CRM is your tool for managing sponsor relationships across all your events. It provides a pipeline view of every prospect, from initial outreach through to closed deals, so you can stay organized and grow your sponsorship revenue.

## 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                   |

<Tip>Move prospects through the pipeline as conversations progress. This helps you forecast revenue and prioritize your outreach efforts.</Tip>

## Adding a prospect

<Steps>
  <Step title="Open the Sponsor CRM">
    Navigate to **Sponsor CRM** from your [Squad Leader dashboard](/squad-leaders/dashboard).
  </Step>

  <Step title="Click Add Prospect">
    Select the option to add a new sponsor prospect.
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="Save the prospect">
    Save the prospect to add them to your pipeline.
  </Step>
</Steps>

## 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.

<Note>When a prospect moves to **Closed Won**, the sponsorship still needs to be formalized through the platform. See [Sponsorships](/event-management/sponsorships) for how sponsorship tiers and payments are configured for your events.</Note>

## Prospect details

Each prospect card displays:

| Field             | Description                        |
| ----------------- | ---------------------------------- |
| Company name      | The prospective sponsor company    |
| Contact name      | Your primary contact person        |
| Email             | Contact email address              |
| LinkedIn          | 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

<Columns>
  <Card title="Agreements" icon="file-signature" href="/squad-leaders/agreements">
    Manage contracts with confirmed sponsors
  </Card>

  <Card title="Revenue" icon="dollar-sign" href="/squad-leaders/revenue">
    Track your earnings from closed deals
  </Card>

  <Card title="Events" icon="calendar" href="/squad-leaders/events">
    View events to link with prospects
  </Card>
</Columns>