Title: Monthly CRM Update – New Leads & Partnership Details
Managed by: SayPro Strategic Partnerships Office
Reporting Period: June 2025
📌 New Lead Entries (Sample Template)
| # | Organization Name | Contact Person | Sector | Country | Lead Source | Status | Next Action | |
|---|---|---|---|---|---|---|---|---|
| 1 | Africa Youth Connect | Lindiwe Mahlangu | lindiwe@ayconnect.org | NGO/Youth Dev | South Africa | SayPro Webinar | Contacted | Send MoU draft |
| 2 | eLearn4Africa | Dr. Musa Keita | musa@elearn4africa.org | EdTech | Ghana | Partner Referral | New | Book intro call (21 June) |
| 3 | CivicBridge Foundation | Joseph Ncube | joseph.n@civicbridge.org | Governance | Zimbabwe | Conference Expo | Qualified | Submit partnership concept note |
| 4 | TechSavvy Girls | Anita Mbatha | anita@tsgirls.org.za | STEM/Education | South Africa | Interested | Schedule pilot project demo | |
| 5 | AgriConnect Group | Bongani Thwala | bongani@agriconnect.com | Agriculture | Namibia | SayPro Roundtable | Engaged | Draft funding proposal |
🧩 New Partnership Records (to be added to CRM modules)
1. Partnership: SayPro x eLearn4Africa
- Date Initiated: 10 June 2025
- Contact Person: Dr. Musa Keita
- Focus Area: Digital Learning & Resilience Education
- Region: West Africa
- Stage: Negotiation
- Documents: MoU (in draft), Proposal in review
- Responsible Officer: SayPro Director of Virtual Training
2. Partnership: SayPro x CivicBridge Foundation
- Date Initiated: 5 June 2025
- Contact Person: Joseph Ncube
- Focus Area: Civic Education & Public Sector Youth Engagement
- Region: Southern Africa
- Stage: Conceptualization
- Documents: Partner Interest Form submitted
- Next Step: Prepare Royal Partnership Dossier
⚙️ CRM Tasks & Notes (June 2025)
- Upload signed MoUs from May partners.
- Add “SayPro Royal Endorsement” status label to high-level prospects.
- Tag all youth-focused leads with #YouthLab.
- Schedule automatic monthly partner engagement email.
- Create follow-up reminders for 15 new contacts by 25 June.
📁 Attachments for CRM Upload
- ✔️ MoU Drafts (.pdf)
- ✔️ Contact Database (.xlsx)
- ✔️ Partner Intake Forms (.docx)
- ✔️ Meeting Notes (.txt)
Would you like this:
- Formatted in Excel/CSV for import?
- Integrated into a CRM system like Airtable, HubSpot, or Zoho?
- Prepared as a Google Sheet template?
Let me know your preferred format, and I’ll generate the files accordingly.
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