Use case

Sponsor management

Intake, qualify, and track sponsors in the same CRM as your speakers and sessions — not a billing system.

Sponsor management is how you collect interested sponsors, decide who's a fit, and keep every sponsor's tier, tasks, and conversations in one place through the run of your event. In AgendaForge, sponsors aren't bolted onto a separate tool — they live in the same directory as your speakers, submitters, and registrants. A branded intake form feeds prospects into an approve/reject pipeline, accepted sponsors get a tier, and each sponsor's record, tasks, and comms sit right next to the sessions and people they're sponsoring. That continuity is the whole point: you stop juggling a sponsor spreadsheet on one side of the room and your program on the other, and you run both from the same stage.

The problem

Most sponsor pipelines live in a spreadsheet, a shared inbox, and a deck someone forgot to update. Prospects come in through a generic form, qualification happens in side conversations, and tiers get tracked in a column nobody trusts. By show week the sponsor list and the actual event program are two different sources of truth, and reconciling them is a manual chore.

In the box

Branded sponsor-intake form Approve / reject pipeline Sponsor tiers Sponsor records in the shared CRM directory Per-sponsor tasks and comms Google Sheets, Slack, and ClickUp triggers on sponsor.added / updated / removed

How it works

From first step to done.

Open intake

Publish a branded sponsor-intake form so prospects can put their hand up. Submissions land directly in your event instead of in a separate form tool or an inbox of attachments you have to chase down later.

Qualify in a pipeline

Move each prospect through an approve/reject pipeline and assign a sponsor tier as you accept them. Qualification happens in one shared view, so the whole team sees the same status instead of trading side conversations.

Track alongside the event

Every accepted sponsor gets a record in the same directory as your speakers and registrants, with its own tasks and comms. Sponsor work sits next to the sessions and people it supports, not in a tool of its own.

Backstage AI

Where the AI earns its keep.

The same CRM that powers your speakers powers your sponsors, so the AI woven through the rest of AgendaForge applies here too. Contact Enrichment can suggest a sponsor contact's missing company, title, socials, or bio for you to approve, and Smart Search lets you find the people behind a sponsor by meaning — it's semantic search scoped to people in your directory, not across every record. Everything the AI proposes is a suggestion a human confirms — nothing is auto-applied, and no AI decides who you accept.

Questions

Asked about sponsor management, answered.

Q.01 What is sponsor management in an event platform?

Sponsor management is collecting interested sponsors, deciding who's a fit, and tracking each accepted sponsor's tier, tasks, and conversations through the event. In AgendaForge it runs on a branded intake form, an approve/reject pipeline, and records in the same CRM as your speakers and registrants.

Q.02 Does AgendaForge process sponsorship payments?

No. AgendaForge handles sponsor intake, qualification, and records — not billing. There's no paid-sponsorship checkout or payment processing here; it's a pipeline and a CRM for your sponsors, so invoicing and payment still happen in your own finance tools.

Q.03 Can I assign sponsor tiers?

Yes. As you accept prospects through the approve/reject pipeline, you assign each sponsor a tier. Those tiers live on the sponsor record in the shared directory, alongside the sponsor's tasks and comms for the event.

Q.04 Does AgendaForge include a booth or exhibitor marketplace?

No. AgendaForge covers sponsor intake, an approve/reject pipeline, and sponsor records — it isn't a deep exhibitor or booth marketplace. If you need a full expo-floor booth-buying experience, that lives outside AgendaForge; we focus on the pipeline and the CRM.

Q.05 Can I sync sponsors to other tools?

Yes. Sponsor changes can fire triggers to Google Sheets, Slack, and ClickUp on sponsor.added, sponsor.updated, and sponsor.removed, so a new or updated sponsor can post to a channel, update a sheet row, or drive a task in your existing stack.

More use cases

Abstract & peer review Agenda building Call for papers Event registration Speaker management All use cases →

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