Working form

Sponsor Tracker

Track sponsor prospects, status, benefits and renewal.

This worksheet produces

  • Prospect list
  • Warm intro source
  • Ask amount
  • Status
  • Benefits promised
  • Next follow up
  • Renewal date

Not sure what to write?

Do not guess or enter “no idea”. The guided planner breaks every field into smaller questions, saves your progress and transfers draft answers back into this worksheet.

Open the sponsor pipeline planner

Fill, save locally and print

Answers save automatically in this browser.

See a useful example

Harbour Health — Priya Rao — family health fit BuildRight — Tom Ng — facility and trades fit Local Bank — community manager unknown

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Harbour Health: introduced by committee member Ana. BuildRight: parent contact. Local Bank: branch manager meeting required.

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$10,000 plus GST

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Proposal sent — follow-up meeting booked

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Event naming, two signs, four social posts, staff volunteer day and quarterly impact update.

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22 August 2026 — Ana to send revised package and confirm September meeting.

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Partnership ends 30 June 2027; renewal review begins 1 April 2027.

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This static form saves answers in your browser only. Connect to a form handler or database if you need central submission.