This is a system on how to handle requests or enquiries for Dave to be a speaker.
Triggered by an incoming enquiry notified typically via Slack. Associated Asana task here.
RULES TO REMEMBER!
- Podcast guest requests (business related) will most likely be automatically approved.
- If it's an event that Dave has already been invited to in the past, ask Dave directly if he wants to do it again.
- Any new events, schedule a call with the CEO to check if it's a good fit.
- If it's a PAID engagement, an agreement must be signed and agreed between Dave & the requester. Use this template for the speaking agreement contract.
Once this form is filled out, the request comes through the paperform and through email notification.
Step 1: Add the request to the tracker and to Asana
Log the request in the tracker.
Go to Asana and duplicate this task.
Add details about the enquiry.
Step 2: Acknowledge receipt of email
A reply acknowledging the receipt of the enquiry should be sent 24-72 hours from submission date. (Use email template "acknowledging request" below)
Step 3: Review if it's a good fit
Review or research company/individual, date and time of event, is travel involved, topic, number of attendees, type of audience.
Setup a call with CEO to ensure if it's a good fit for Dave.
Good fit? YES (request is valid)
Confirm schedule and add to Dave's calendar.
Request presentation template and deadline to submit.
Good fit? NO (request not suitable for Dave)
Send a decline email. (Use email template "Declining the request")
Step 4: After the event
Send "Thank you" email for having Dave on their show and request recording for marketing.
Send a card through SendOutCards.
Update status in the asana task.
Move to archive.
Thank you for inviting Dave to your [podcast/event]. I'm sure he'll be glad to be given this opportunity.
To better understand this request, I'd like to schedule a call with you and our COO [name] to discuss the details of the event. What is the best time to schedule a meeting with you? Or do you have a booking link I can use?
Looking forward to hearing from you.
Many thanks,
Thank you so much for your kind request for an interview with Dave. We are super excited and would be thrilled to take part! To help with our preparations, please provide the following information at your earliest convenience.
1. Deadline
2. Topic
3. Any requests for Dave (eg. create videos)
I very much look forward to hearing from you and ask that should you require any further information about me in advance, please do let me know.
Kind regards,
Thanks so much for your interest in having me speak at your event. Unfortunately, due to my existing commitments, I am unable to take on any additional speaking engagements at this time.
I do hope my current unavailability will not deter you from extending similar invitations in the future.
Wishing you a successful event!
Kind regards,
[Signature]
Thanks for your interest in having David speak at your event... upon closer inspection we're going to have to politely decline. As you could imagine David is asked to speak at quite a few virtual summits and we typically only do not more than 2 per year. We have one scheduled > so we'll have to skip this one.
I wanted to wish you all the best for this event and I'm sure we'll bump into each other further down the line. Thanks again!
Cheers,
Just a quick note to say... Thank you for having Dave on your show today. We are grateful for the opportunity!
We'd be happy to get a copy of the recording so we can share it around.
Have a great day!
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