GHL Strategic Event Sponsorship Management Worksheet

Sponsorship Pipeline Mastery

Managing sponsors is often the most manual part of event planning. This worksheet helps you digitize the process within GHL Pipelines to ensure no logo is missed and no invoice is late.

Sponsor Lifecycle Stages

Map your GHL Opportunity Pipeline to these specific event stages:

1. Prospecting: Cold outreach and initial interest.
2. Pitching: Proposal sent/Meeting scheduled.
3. Contracting: Legal review and signature.
4. Asset Collection: Logos, bios, and links.
5. Fulfillment: Booth setup, shoutouts, and lead reporting.

Sponsorship Data Points Worksheet

Automated Asset Chasing

One of the biggest time-wasters is chasing logos. Set up a workflow: If Asset Status is 'Pending' AND Days to Event is < 30, send a reminder email every 3 days with a link to a GHL Form for file upload. Once the form is submitted, update the status to 'Approved' and end the workflow.

Sample Outreach Schedule