Sales Team Operations
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You know the pattern: exhibitors arrive with high expectations. They leave with incomplete leads, fragmented data, and difficulty justifying next year’s budget. Swapcard asked exhibitors directly what was holding them back. The answers clustered around…
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…
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…
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…
To use this kickoff plan worksheet, gather your team and use the template to collaboratively outline the key details-such as stakeholders, timelines, deliverables, and coordination strategies-for any new initiative, project, or program your organization is…
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…
This resource will help you map your association’s story journey to each stage of the buyer’s journey.
This guide uses the RACI method (Responsible, accountable, consulted informed) to develop a standard operating procedure (SOP).
This guide will help association leaders create a path of professional advancement for employees.