Sales Team Operations

Showing 1-7 of 7.

Historical Tracking of Sponsorship Revenue and Cost

March 11, 2026

Quickly see how your sponsorship mix is performing year over year with a clear, event-ready revenue tracking workbook. Compare current sales to goal, visualize inventory, and spot where you’re leaving money on the table. Use…

New Sponsorship Evaluation Template for Team Members

March 11, 2026

Turn every “fun idea” into a structured business decision with this simple scoring tool for new sponsorship concepts. Your team can rate feasibility, attendee appeal, and perceived sponsor value on a 1-10 scale to prioritize…

Sample Cost Opportunity with Formulas Spreadsheet

March 11, 2026

This plug-and-play sheet helps you price branding and onsite assets with real math instead of guesswork, including production, labor, and venue fees. Automatically calculate true cost, margin, and recommended sponsor price for each opportunity. Hand…

Association Business Development Check-In Meetings Agenda

May 27, 2025

Regular and consistent 1:1 check-in meetings between association leaders and sales or business development staff are a way to show support, ensure ongoing success, and maintain accountability. These regular meetings also provide an opportunity to…

Buyer’s Journey Story Resource

May 12, 2025

This resource will help you map your association’s story journey to each stage of the buyer’s journey.

Standard Operating Procedure (SOP)

October 3, 2024

This guide uses the RACI method (Responsible, accountable, consulted informed) to develop a standard operating procedure (SOP).

Growth Guide for Association Leadership

October 3, 2024

This guide will help association leaders create a path of professional advancement for employees.