How to Use ClickUp Sponsorship Form Templates

ClickUp helps you turn sponsorship form templates into a complete workflow for planning, tracking, and reporting on sponsorships for any event or campaign.

This how-to guide walks you step-by-step through choosing the right template, setting it up, and customizing it so your team can manage sponsors consistently and efficiently.

1. Understand What a Sponsorship Form Needs

Before you start working in ClickUp, clarify what information your sponsorship form must capture and how you plan to use it.

Most sponsorship forms need to collect:

• Sponsor contact details (organization, main contact, email, phone)
• Event or campaign name and dates
• Sponsorship level or package type
• Deliverables you promise to the sponsor
• Benefits sponsors receive at each level
• Financial details (fees, due dates, payment method)
• Branding and media requirements (logo files, links, ad copy)
• Legal terms and signatures if applicable

Having this list ready makes it faster to customize any sponsorship template in your workspace.

2. Open the Sponsorship Templates in ClickUp

Use the article on sponsorship templates as your reference for available layouts and ideas. You can find it here: sponsorship form templates.

Then, in your ClickUp workspace:

1. Log in to your ClickUp account or create one if you are new.

2. Create a Space dedicated to events, partnerships, or marketing.

3. Add a Folder for the specific event or sponsorship program.

4. Within that Folder, create a List that will hold all sponsorship forms and related tasks.

This structure helps you keep every sponsor, document, and communication organized under one roof.

3. Add a ClickUp Sponsorship Form Template

Once your List is ready, you can add a sponsorship form template directly inside ClickUp to standardize how you collect and store sponsor data.

1. In your List, click the option to add a new Doc or Form view.

2. Search available templates and look for sponsorship or event request styles that match your needs.

3. Choose a template that most closely resembles your ideal sponsorship form layout.

4. Add it to your List so your team can start editing and using it.

Using a template instead of building from scratch keeps formatting consistent and reduces setup time.

4. Customize Your ClickUp Sponsorship Form

Now refine the template so it matches your sponsorship program, branding, and internal process.

4.1 Adjust Fields and Sections in ClickUp

Edit the template to reflect your real data requirements:

• Rename headings to match your terminology (e.g., “Sponsor Package” instead of “Tier”).
• Add fields for additional contacts or departments, such as finance or legal.
• Include sections for marketing assets like logos, taglines, and social handles.
• Insert tables for sponsorship level comparison or payment schedules.

Make sure every question in the form connects to information you will actually use in reporting or execution.

4.2 Apply Your Branding in ClickUp

Even inside your internal workspace, brand alignment matters for clarity and professionalism.

• Use your event or organization name in the form title.
• Reference your standard sponsorship packages by their official names.
• Add links to your media kit, brand guidelines, or rate cards.
• Standardize language for benefits, deliverables, and timelines.

These details make it easy for anyone in your team to reuse the form without confusion.

5. Turn the Form into a ClickUp Workflow

A sponsorship form by itself is only the starting point. The real power of ClickUp comes from turning that form into a workflow that tracks every sponsor from interest to fulfillment.

5.1 Create Custom Fields in ClickUp

Use task-level custom fields so data from each form can be filtered and reported later.

Helpful custom fields for sponsorship management include:

• Sponsorship level (dropdown: Gold, Silver, Bronze, etc.)
• Contract status (draft, sent, signed)
• Invoice status (pending, paid, overdue)
• Key dates (contract signed, payment due, activation start)
• Deliverables status (not started, in progress, complete)

These fields let you sort and group sponsors by revenue, status, or upcoming deadlines.

5.2 Build Statuses in ClickUp

Customize your List statuses to reflect how a sponsor moves through your process.

A simple sponsorship pipeline could include:

• New lead
• Qualified
• Proposal sent
• Negotiation
• Won / Signed
• Active sponsorship
• Completed / Closed

Each task in the List represents one sponsor, and each status shows where that sponsor stands at any time.

6. Collect Sponsor Requests with ClickUp Forms

Use a Form view linked to your List so sponsor submissions automatically create new tasks in ClickUp.

1. Create a new Form view within the sponsorship List.

2. Map each question on the Form to a task field or custom field.

3. Set a default status for newly submitted sponsors, such as “New lead”.

4. Customize the Form design and confirmation message.

5. Share the public Form link on your website, email campaigns, or event page.

Whenever a sponsor completes the Form, ClickUp creates a task with all details attached, ready for your team to review and approve.

7. Collaborate with Your Team in ClickUp

Use native collaboration tools to keep sponsorship communication centralized.

• Assign owners for each sponsor task so responsibilities are clear.
• Use comments to track conversations with sponsors or internal notes.
• Mention team members with @ to request approvals or information.
• Attach contracts, invoices, and creative assets directly to the sponsor task.

This keeps your inbox from becoming the sole record of sponsor communication.

8. Track Performance and Deliverables in ClickUp

Once sponsorships are active, use different views to monitor commitments and results.

8.1 Use Task Views in ClickUp

Switch among List, Board, and Calendar views to track sponsor activity.

• List view to see all sponsors and key data in one table.
• Board view to visualize the pipeline from lead to closed.
• Calendar view to track deadlines like payments and activation dates.

Filter by sponsorship level, status, or account owner to prepare quick updates or reports.

8.2 Report on Sponsorships in ClickUp

Use custom fields and filters to generate insight into sponsorship performance.

• Group sponsors by level to see how many are at each tier.
• Filter by “Invoice status” to chase overdue payments.
• Sort by activation date to plan upcoming deliverables.

This structured data makes it easier to analyze which packages perform best and where you may need to adjust your offerings.

9. Reuse and Improve Your ClickUp Sponsorship Template

After your first campaign, review what worked and refine your template for the next event.

1. Duplicate your sponsorship List or template for the next project.

2. Update fields or statuses based on feedback from your team.

3. Streamline the Form by removing questions that sponsors often skip.

4. Add new sections for metrics or deliverables you want to measure going forward.

Continuous improvement ensures your ClickUp sponsorship system becomes more efficient with every event.

10. Combine ClickUp with Expert Support

For complex event operations or multi-channel sponsorship programs, consider pairing your setup with expert advice. A specialist agency like Consultevo can help you design scalable workflows and automation on top of your existing workspace.

By using structured sponsorship templates, mapped fields, and automated Forms, ClickUp can serve as your central hub for every sponsor relationship—from first contact to long-term partnership.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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