Event Volunteer Management Checklist

Volunteers are the backbone of live events. Use this checklist to build a robust GHL pipeline that recruits, screens, and manages your team without manual intervention.

Phase 1: Recruitment & Intake

• Create a GHL Form for volunteer applications (Include: T-shirt size, availability, skills).
• Set up an automated 'Thank You' email with a link to book a screening interview via GHL Calendar.
• Create custom tags: Volunteer: Applied, Volunteer: Interviewed, Volunteer: Confirmed.

Phase 2: Onboarding & Training

• Build a GHL Membership area specifically for volunteer training videos.
• Automate access to the training portal once the 'Volunteer: Confirmed' tag is applied.
• Use GHL Quizzes to ensure volunteers have understood the safety and logistics protocols.

Phase 3: Shift Coordination

• Send SMS shift reminders 24 hours and 2 hours before their start time.
• Provide a link to a digital 'Volunteer Handbook' in the reminder SMS.

Phase 4: Post-Event Gratitude

• Automatically send a 'Certificate of Appreciation' via email 24 hours after the event concludes.
• Request feedback via a GHL survey link to improve the volunteer experience for next year.