Portfolio / Sponsor & Partner Research CRM
Sponsor & Partner Research CRM
Finds potential sponsors and partners, scores how well each one fits, and tracks every conversation on one board.
1,000+ organizations tracked
The problem
The team needed a sourced list of 1,000 or more potential sponsors and partners, and one place to track who had been contacted and what came next.
What I built
I built a research pipeline that collects organizations from public directories, keeps the source for every detail, and scores each one against a fit rubric. The results feed a dashboard with a pipeline board, follow-ups, outreach templates and a map of institutions. A missing detail is left blank and marked for review, never guessed.
Results
What it includes
- Research pipeline with a source on every record
- Weighted fit scoring
- Pipeline board with follow-ups
- Outreach templates
- Institution map by region
- Sign-in and access rules
What you see here
The demo runs on made-up sample data. Real records, internal methods and anything confidential are left out.
Want something like this?
Tell me about the process you want off your plate. The brief takes about three minutes, and the project is priced before I start.
Start a Brief