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Keap Speaker & Guest Presenter Onboarding Checklist

The ultimate automated checklist for gathering speaker assets, bios, and presentation files directly into Keap and Tixified.

Keap Speaker Onboarding Automation Checklist

Stop chasing speakers for their headshots and bio. Use this checklist to build a self-service onboarding system in Keap.

Phase 1: Initial Agreement (Keap Campaign)

  • [ ] Build Keap Web Form for Speaker Contact Info
  • [ ] Automate Digital Signature request via Keap Integration
  • [ ] Apply 'Speaker: Confirmed' tag to trigger onboarding sequence

Phase 2: Asset Collection (The Automation Loop)

  • [ ] Create custom Keap fields for Bio, Headshot URL, and Technical Needs
  • [ ] Set up a 'Wait' timer in Keap: If Bio field is empty, send reminder every 3 days
  • [ ] Create 'Upload Complete' notification for event manager

Phase 3: Marketing Sync

  • [ ] Trigger 'Speaker Promotion' social graphics email once assets are approved
  • [ ] Sync Speaker status to Tixified to update public-facing landing pages

Pro Tip: Tixified's Speaker Promotion Feature

Combine Keap's automation with Tixified's flat-rate pricing. Tixified starts from $49/mo (0% fees), allowing you to create unlimited speaker-specific discount codes for your presenters to share with their audience without worrying about rising costs.

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