KeapWorksheet

Keap Event Sponsorship ROI & Fulfillment Tracker

Ensure every sponsor deliverable is met and tracked directly within Keap to maximize renewal rates and prove value.

Maximize Sponsor Retention with Keap-Integrated Tracking

Sponsorship is more than just a logo on a banner. It is a partnership built on ROI. This worksheet helps you leverage Keap's CRM capabilities to ensure every promise made to your sponsors is fulfilled, documented, and reported.

Phase 1: Keap Custom Field Setup

Before the event begins, set up these custom fields in your Keap Sponsor Records to track progress in real-time:

  • Sponsorship Level: (Dropdown: Platinum, Gold, Silver, Bronze)
  • Logo Received: (Checkbox)
  • Social Media Shoutout Status: (Dropdown: Pending, Scheduled, Completed)
  • VIP Ticket Usage: (Number field to track usage via Tixified)
  • Booth Location: (Text field)

Deliverable Fulfillment Checklist

Deliverable CategoryKeap Automation TriggerVerification Method
Digital Logo PlacementTag: 'Logo_Approved'Website Audit & Screenshot
Dedicated Email BlastCampaign: 'Sponsor_Solo_Email'Keap Broadcast Report
On-Site SignageTask: 'Print_Signage'On-site Photo Log
Attendee Lead ListTag: 'Post_Event_Export'CRM Export Confirmation

Pro-Tip: The 'Proof of Value' Report

At the end of the event, use Keap’s reporting dashboard to pull stats on how many times a sponsor's link was clicked or how many leads they acquired through their dedicated checkout link on Tixified. This data is your #1 tool for securing a renewal for next year.

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