Guest Induction

This adds your guest to your CRM system.

Guest Induction

This adds your guest to your CRM system.

Within 24 hours (or the next business day if they sign up on a weekend or recognized holiday), can you please enter the data for each new Spotlight on Speaking Show Guest?

Be sure to:

  • Enter their first name, last name, and e-mail address as it is stated on the Calendly confirmation

  • Copy-paste both lines of the date and time of their interview, in THEIR time zone (not Bret’s), into the relevant field to the right – it’s listed on the Calendly receipt as “Customer time”

  • Paste their interview login link in the relevant field to the right

Completing this form will generate an e-mail to the guest, in Bret’s name, from with the data automatically populated, and will add them to the appropriate list in ActiveCampaign and send them the two follow-up emails.

Furthermore, it will send a receipt to confirming the entry is complete.

Once you submit the form, it will process the data and then return you to this page so you can add another guest – be careful to change any data in case the browser “remembers” field content.

Note: the e-mail that goes to the guest indicates the guest will receive a manual follow-up, 1-2 days before the interview, so can you please continue the manual followups?