Assign
Attachments
Due
Label
ProspectBookedDeclinedDate PendingRequest Pending
Status
Guest Wish List
Hi JR,
This Description area is where I'll store the Zoom Invite link, Guest bio, and text-excerpts from relevant press and notes from initial contact.
We can then attach any relevant URLS from the above including ZOOM invite, guest websites, press articles, tweets, etc. to their Trelllo card.
Checklist includes both guest info on top and to do list for each episode below that, which I'll fill out as each progresses.
One last note: on each item on checklist, text in parentheses (i.e. add date) can be overwritten with new data per note there as we check each off.
Info/Roles
Title/Position:
Company/Organization:
Industry/Field of Expertise:
Episode Topic:
Associations:
Primary Contact: (Agent/Publicist/Guest Name)
Phone:
Email:
Website:
Skype:
Twitter:
Facebook:
LinkedIn:
Instagram:
Gender ID:
Contacted? (Y/N add date)
Replied? (Y/N-accepted/declined & add date)
Booked? (Y/N add recording date)
Confirmation Letter Sent? (Y/N add date)
Recording Format: (add Audio or Video)
Copy Zoom Invite to Description above
Raw Edit Interview
Record Monologue Open/Close
Final Edit w/ Branded Imagery & Monologue
Design Cover Image
Write Article/Essay
Upload to YouTube (add date)
Publish Online (add date)
Share URL via Twitter/FB
Send URL to guest & agent/rep
Attach Episode URLs to Card