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Company InfoCompany Point of ContactFirst Contact by TeamSecond Contact by TeamTeam Thank You InformationAdditional Notes
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Company NameStatusSponsorship InfoWebsiteAddressPhoneType of BusinessNameTitlePhoneEmailDateType of ContactTeam RepNotesFollow-up DateDateType of ContactTeam RepNotesFollow-up DateFirst Thank YouInvitation To Closest EventInvitation to Team Banquet
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Example 12014 Team SponsorDonated 40 hours of machining time- 2014 Sliver Sponsorwww.example.abc1234 University Street.555-555-5555Manufacturing ShopBob ContactCEO555-555-5555bob.contact@example.abcXX/XX/XXPhone/Email/VMStudent Left Voicemail about meeting.XX/XX/XXXX/XX/XXPhone/In-PersonStudent 1Met Bob, Asked for more Info, plans to sponsor the team.XX/XX/XXDateDateDatePlan to follow up with Bob about manufacturing sponsorship next week.
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Example 2Former 2012 & 2013 Silver Level Sponsor, 2014 Team SponsorDonated Team T-shirts and Sweaters- 2014 Gold Sponsorwww.example2.abc1243 University Street.555-555-5551Team ApparelJane ContactCOO555-555-5552jane.contact@example.abcXX/XX/XXPhone CallStudent 2Talked on the phone about coming in to do a demo, she is checking with her boss on a date.XX/XX/XXXX/XX/XXPhone CallStudent 2Set a time to do a team demo next Tuesday at 4pm.XX/XX/XXDateDateDateDemo went very well, Jane is following up with the team XX/XX/XX about sponsorship level. Call by XX/XX/XX if we don't hear back.
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Example 3Potential Sponsor- Follow UpNo Sponsorship - Try again in 2015www.example3.abc1324 University Street.555-555-5553Engineering FirmJim ContactDirector of Engineering555-555-5554jim.contact@example.abcXX/XX/XXVoice MailStudent 3Left Voicemail explaining about the team and that the team would like to come in for a demo and will be dropping off more information about the team this Thursday. XX/XX/XXXX/XX/XXIn-PersonStudnet 3Dropped off Sponsor Packet with Company. Asked for a date to follow up with them about a potential sponsorship and demo. They suggested XX/XX/XX, they aren't sure if they can donate this year, but the team should come demo.XX/XX/XXDateDateDateDemo went well, the contact is going to their corporate money to ask about sponsorship for this year, they may not be able to sponsor this year, but they might be interested in mentoring. Follow Up XX/XX/XX for a response.
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