Sponsee Creator Deal Pipeline Setup (Onboarding)

Sponsee Creator Deal Pipeline Setup (Onboarding)

1. 01

   Create the client workspace and confirm the plan tier against deal volume

   Starter caps at 5 active deals and 20 invoices/mo, so any streamer already fielding more than five concurrent brand conversations needs Creator at $29/mo for unlimited deals and invoices. Log the tier choice in the agency's client record before touching the pipeline.

2. 02

   Build the six-stage deal pipeline and name each stage to match the client's sales language

   Default stages run from initial contact through payment. Rename them to the terms the streamer actually uses on calls so the client updates the board without asking what a stage means.

3. 03

   Enter the client's concurrent viewer count (CCV) so the CPVH rate calculator returns usable benchmarks

   The calculator prices deals off cost per viewer-hour. Sponsee is built for streamers in the 100 to 5,000 CCV band, so pull a 30-day average per platform (Twitch, YouTube Live, TikTok Live, Kick) rather than a peak number.

4. 04

   Configure payout details for invoice generation

   Add the client's PayPal, Wise, or bank details. Sponsee does not hold or process funds, so every invoice routes the brand to pay the streamer directly. Verify the payout string once, because it prints on every invoice the agency generates.

5. 05

   Load the deliverable calendar with contracted dates per deal

   Calendar sync is a Creator-tier feature. Map each signed deliverable (stream mention, dedicated video, social post) to a date so the client sees obligations before the chase sequence ever needs to fire.

6. 06

   Write the chase sequence in the client's tone and set the follow-up intervals

   Starter includes one chase template set; Creator and Pro include full chase sequences. Draft the first nudge, the escalation, and the final notice, then have the client approve the wording in writing before activation.

7. 07

   Turn on custom invoice branding if the client is on Pro

   Pro at $39/mo adds custom branding on invoices plus multi-platform analytics. For creator clients who pitch larger brands, branded invoices reduce the back-and-forth that stalls payment.

8. 08

   Run a test deal end to end and export the pipeline data

   Push a dummy deal through all six stages, generate one invoice, and trigger the chase sequence manually. Then export the data to confirm the client can leave with their records intact, which matters when an agency handoff happens.