Partnership statuses help you organize your Gig Vault and track where each relationship stands in your sales pipeline. This guide explains each status and when to use them.
The Four Statuses #
Lead #
Use for: New prospects you have not contacted yet
Lead status is for partnerships in the earliest stage. These are venues or planners you have identified as potential opportunities but have not begun outreach with yet.
- Just added from prospecting
- Discovered through referral
- Not yet contacted
- In research phase
Engaged #
Use for: Active outreach in progress
Engaged status indicates you are actively communicating with this partner. They may be in a sales cadence or you are having ongoing conversations.
- Currently in a sales cadence
- Exchanging emails or calls
- Negotiating terms
- Scheduling meetings or demos
Active #
Use for: Established, booking relationships
Active partnerships are your established relationships. You have successfully converted these leads into recurring business opportunities.
- Have booked performances with you
- Regularly send inquiries
- Confirmed working relationship
- May have exclusive or preferred status
Paused #
Use for: Temporarily inactive relationships
Paused status is for partnerships that are on hold. This could be seasonal, due to staffing changes, or other temporary circumstances.
- Seasonal venues (closed for part of year)
- Contact person left the company
- Temporarily not booking entertainment
- Need to reconnect later
Typical Status Progression #
Most partnerships follow this progression:
- Lead – Newly identified prospect
- Engaged – Begin outreach and communication
- Active – Relationship established, bookings occurring
- Paused (if needed) – Temporary hold on relationship
Filtering by Status #
Use status filters in your Gig Vault to focus your work:
- Filter by Lead – Find new prospects to contact
- Filter by Engaged – See partnerships needing follow-up
- Filter by Active – Review your best relationships
- Filter by Paused – Find partnerships to potentially reactivate
Best Practices #
- Update statuses regularly – Keep your pipeline accurate
- Do not skip Engaged – Track your active outreach efforts
- Use Paused instead of deleting – Preserve history for future reference
- Review Leads weekly – Keep prospects moving through the pipeline
