Purpose
1. Automate sponsorship deal tracking, communications, renewals, and timely reminders for sponsors at a private golf course.
2. Ensures automatable oversight of contract milestones, deliverables, and follow-ups, maximizing revenue and minimizing manual errors.
3. Automates coordination across sales, event, and accounts teams, centralizing all sponsorship deal activity for reliable compliance and accountability.
Trigger Conditions
1. New sponsorship deal signed or updated in the CRM.
2. Upcoming deal milestone or renewal deadline approaching (e.g., 30/60/90-days).
3. Sponsor deliverable completed (e.g., logo placement, VIP access).
4. Communication automator triggers (email/SMS reminders) on preset intervals.
5. Inactivity or missing status update triggers an escalation notification.
Platform Variants
1. Salesforce
• Feature: Flow Builder; API Trigger/event automation for "New Deal Created" and scheduled milestone reminders.
2. HubSpot
• Feature: Workflow Automator; use "Deal Stage Changed" automation, auto-remind via integrated email actions.
3. Microsoft Power Automate
• Feature: Automated Flows; use "When a record is updated in Dynamics/SharePoint" triggers, combined with Outlook reminders.
4. Monday.com
• Feature: Automations Center; set up "date arrives" + "status changes" automatable alerts, Slack/email notifications.
5. Zoho CRM
• Feature: Blueprint & Workflow Rules; configure automator to trigger on deal creation, send automated WhatsApp/Email notices.
6. Asana
• Feature: Rule automation for tasks; use "due date approaching" + custom fields for sponsor reminders.
7. Trello
• Feature: Butler Power-Up automation; "card moved to sponsor-deal list" triggers multi-channel reminders.
8. Airtable
• Feature: Automations; "when record matches conditions – send email/SMS with Twilio integration."
9. Google Calendar
• API: Calendar Events API, set automated reminders for each sponsorship contract milestone.
10. Slack
• Feature: Workflow Builder/API; direct-message sponsors or internal teams when automating contract reminders.
11. Gmail API
• Feature: Automated email scheduling, send sponsorship deal notifications and follow-up requests at set intervals.
12. Twilio
• API: Programmable SMS; automated SMS reminders for sponsorship deliverables and deadlines.
13. SendGrid
• API: Transactional Email; automate personalized reminder and update emails to sponsors.
14. DocuSign
• Feature: PowerForms; automates electronic sponsor contract management, reminders for unsigned contacts.
15. Google Sheets
• API: On-change triggers; when a sponsorship spreadsheet row is edited, run automator to alert stakeholders.
16. Typeform
• Feature: Webhook integrations; automate survey/feedback requests to sponsors post-event.
17. Pipedrive
• Feature: Workflow Automations; automate follow-ups and update sponsor records based on deal stage.
18. Notion
• Feature: Database automations; reminders via automator for contract expiry or required touchpoints.
19. Outlook
• API: Calendar and Email automation; send automatable calendar invites/reminders to sponsors.
20. Intercom
• Feature: Automated chat reminders, campaign sequences for ongoing sponsor communications.
Benefits
1. Automates tracking and reminders for 100% of sponsorship deals, ensuring no missed renewals.
2. Centralizes automatable workflow, reducing manual oversight and increasing sponsor satisfaction.
3. Scales efficiently, allowing golf course staff to manage more sponsors with less administrative workload.
4. Ensures timely communication, automatedly nurturing sponsor relationships and driving repeat business.
5. Reduces human error and maintains audit trails for all automatable activity in the sponsorship lifecycle.
Event Management Automation