Provide comprehensive details about the event and sponsorship opportunity. This information will be used to evaluate strategic fit and resource allocation.
Event Name
Event Type
Industry Conference
Enterprise Roundtable
Trade Show
Executive Summit
Other
Please specify event type
Event Organizer/Host Organization
Event Start Date
Event End Date
Event Venue Name
Event City & Country
Event Website URL
Expected Total Attendance
Event Format
In-Person Only
Virtual Only
Hybrid (In-Person + Virtual)
Sponsorship Tier Requested
Title Sponsor
Platinum
Gold
Silver
Bronze
Custom Package
Exhibitor Only
Describe Custom Package Components
Has our organization sponsored or attended this event in previous years?
Provide historical context: year(s) attended, previous sponsorship tier, ROI achieved, lessons learned
Will key competitors be sponsoring or exhibiting at this event?
List competitor names and their expected sponsorship levels
Event Description & Agenda Highlights
Demonstrate strategic alignment with target audience and quantify expected impact on sales pipeline. Provide data-driven rationale for budget allocation.
Percentage of Attendees Matching Our ICP (Ideal Customer Profile)
Target Audience Seniority Levels (Select All That Apply)
C-Level (CEO, CFO, CIO, etc.)
VP/Director Level
Manager Level
Technical Practitioners
Procurement/Finance
Other
Primary Industry Verticals Represented (Select All That Apply)
Financial Services
Healthcare & Life Sciences
Technology & Software
Manufacturing
Retail & E-commerce
Energy & Utilities
Government & Public Sector
Other
Is this event part of a specific Account-Based Marketing (ABM) campaign?
List specific target account names and engagement strategy
Target Number of New Qualified Leads
Target Number of Existing Pipeline Accelerations
Expected Influenced Pipeline Revenue ($USD)
Expected Closed-Won Revenue from Event ($USD)
Sales Team Engagement Level
High - Multiple sales executives attending
Medium - Regional sales lead attending
Low - Marketing team only
None - Pure brand awareness play
Will customer case studies or testimonials be featured?
Describe customer participation plan
Strategic Alignment with QBR Goals
Not Aligned
Slightly Aligned
Moderately Aligned
Highly Aligned
Critical to QBR Success
Competitive Intelligence & Market Research Objectives
Confidence Level in Achieving ROI Targets (1-10 scale)
Provide detailed budget breakdown and specifications for branding rights, booth space, and related expenses. All figures should be in USD.
Total Budget Requested (USD)
Detailed Budget Breakdown
Budget Category | Description | Estimated Cost | Vendor/Supplier | Approved Vendor? | Justification Notes | ||
|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | ||
1 | Sponsorship Fee | Platinum Sponsorship Package | $25,000.00 | Event Organizer | Yes | Includes logo placement, speaking slot, booth space | |
2 | Booth Design & Production | Custom 20x20 booth with interactive displays | $15,000.00 | ABC Exhibits | Yes | Reusable for 3 events this quarter | |
3 | Travel & Accommodation | 5 team members, 3 nights | $8,000.00 | Corporate Travel | Yes | Early booking rates secured | |
4 | Promotional Materials | Brochures, giveaways, signage | $3,000.00 | Marketing Print Co | Yes | Quantity: 500 units each | |
5 | Catering & Entertainment | Client dinner, hospitality suite | $5,000.00 | Venue Catering | Requires Finance approval | ||
6 | Technology & AV | Lead retrieval, demo equipment rental | $2,500.00 | Tech Rentals Inc | Yes | Includes insurance | |
7 | Contingency | Unexpected expenses buffer | $6,500.00 | N/A | Yes | Standard 10% buffer | |
8 | |||||||
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Booth Space Dimensions (if applicable)
Booth Location Preference/Number
Branding Rights Included (Select All)
Logo on event website
Logo on printed materials
Email marketing mentions
Social media promotion
On-site signage
Mobile app branding
VIP lounge branding
Lanyard branding
Bag insert
Other
Will additional sponsorship assets be purchased?
List additional assets and costs (e.g., cocktail reception, private meeting room)
Will external agencies or contractors be used?
External Vendor Details
Vendor Name | Services Provided | Contract Value | Vendor Onboarding Complete? | ||
|---|---|---|---|---|---|
A | B | C | D | ||
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Payment Due Date for Sponsorship Fee
Budget Source
Field Marketing Q Budget
Regional Marketing Pool
Corporate Events Budget
Partner Co-Marketing Funds
Other
Detail speaking opportunities, executive participation, and strategic engagement plans. This section is critical for assessing brand positioning and thought leadership value.
Is a speaking slot included in the sponsorship package?
Speaking Session Title
If yes, is the speaking slot confirmed?
Confirmed Speaking Date/Time
Application/Pitch Status
Speaking Topic Abstract & Key Messages
Proposed Speaker Name & Title
Has the proposed speaker presented at similar events before?
List recent speaking engagements and audience feedback
Number of Company Executives Attending
Executive Attendee Names, Titles & Strategic Objectives
Will private meetings with prospects/customers be scheduled?
Number of Private Meetings Planned
Will press/media interviews be conducted?
List targeted publications and interview angles
Content Assets to be Produced (Select All)
Live social media coverage
Blog post recap
Video interviews
Customer testimonial capture
Product demo recordings
Competitive battle cards
Post-event webinar
None
Will competitors be demoing similar products/solutions?
Describe competitive differentiation strategy
Executive Engagement Risk Assessment
Very Low Risk | Low Risk | Medium Risk | High Risk | Very High Risk | |
|---|---|---|---|---|---|
Schedule conflicts with QBR | |||||
Travel disruption risks | |||||
Competitive intelligence leakage | |||||
Brand reputation exposure |
Final authorization and risk assessment. All requests must be reviewed and approved by both Head of Field Marketing and Corporate Finance Director.
Requestor Name
Requestor Title
Submission Date & Time
Has this event been pre-approved in the annual marketing plan?
Explain rationale for unplanned request and impact on existing budget
Upload Supporting Documents (Event prospectus, historical ROI data, competitive analysis, etc.)
Does this request comply with all corporate spending policies?
Describe policy deviations and mitigation plans
Risk Assessment Matrix (Rate 1-5, where 5 is highest risk)
Budget overrun risk | |
ROI underperformance risk | |
Brand reputation risk | |
Competitive disadvantage if we don't attend | |
Executive time investment ROI |
Is this request urgent (less than 30 days to event)?
Explain urgency and why this was not submitted earlier
Head of Field Marketing - Approver Name
Head of Field Marketing - Digital Signature
Field Marketing Approval Date
Corporate Finance Director - Approver Name
Corporate Finance Director - Digital Signature
Finance Approval Date
Final Approver Comments & Conditions
To configure an element, select it on the form.