Streamline speaker communications, assets, and schedule updates using automated Keap campaigns and custom fields.
Managing multiple speakers can be a logistical nightmare. This blueprint provides a step-by-step framework to automate the collection of bios, headshots, and slide decks while ensuring your talent is prepared for the stage.
Use a Keap-hosted web form or a Tixified-integrated form to collect initial interest. Use custom fields for topics, website links, and past experience.
Once selected, change the tag to "Event - Confirmed Speaker". This should trigger a campaign that requests:
| Asset Needed | Deadline | Automation Trigger |
|---|---|---|
| High-Res Headshot | 90 Days Prior | Confirmation Tag |
| Final Presentation Deck | 14 Days Prior | Date-based Milestone |
| Travel Logistics | 30 Days Prior | Task creation for team |
Configure Keap to send SMS reminders through an integration (like Twilio) to speakers 30 minutes before they are due on stage. This ensures they are in the green room on time.
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