Sponsor Lead Management Checklist

Your sponsors pay for leads. This checklist ensures that every interaction at your event is captured and delivered to your sponsors seamlessly using Keap's automation power.

1. Pre-Event Configuration

• Create unique "Sponsor Interest" tags for each sponsor (e.g., [Sponsor Name] - Hot Lead).
• Set up Custom Fields for "Sponsor Source" to track which booth or session the lead originated from.
• Build an Internal Form for staff to use at sponsor booths for manual entry if needed.

2. Automation Setup

• Configure a "Lead Relay" campaign that triggers an email to the sponsor whenever a specific tag is applied.
• Create a sequence that sends the attendee a "Thanks for visiting [Sponsor Name]" email with a whitepaper or offer link.
• Set up a 'Delay Timer' to notify your sales team to follow up on sponsorship renewals post-event.

3. Reporting & Attribution

• Design a Keap Dashboard Widget to track lead counts per sponsor in real-time.
• Verify that Tixified check-in data is correctly triggering 'Attended' tags to filter sponsor lists.