How to Uplevel Your Client’s Guest Management Process

Welcome back to another episode of the podcast. I’m so happy that you’re here. 

Today we’re chatting all about upleveling your client’s guest management process so that your process is more streamlined and you’re not having to constantly reach out to your client’s guests asking for more information because that can be a total time suck. 

Before we dive in, I wanted to share my free Airtable content calendar template with you which you can use for your clients and it also has a guest submission tab that includes all of the necessities that you will need to have on hand to create your shownotes and promo materials for your clients. 

You can grab the content calendar here.

Make sure your client uses a scheduler – This will eliminate back and forth between your client and their guest trying to figure out availability. As their podcast manager, you might even be involved in this process if you are booking guests for them so a scheduler is 100% a necessity so you’re not having to coordinate with two people on their schedules. All you’ll need to do is send the potential guest their booking link and call it a day. 

Create a guest intake form for each client (or use theirs if they already have one) – Having a  guest intake form for your clients also helps eliminate the back and forth and allows you to have everything you need for graphics, shownotes, etc. from this one form. 

Bare minimum to include in your intake form 

  • Guest name 
  • Email address
  • Headshot 
  • Bio 
  • Freebie links 
  • Social links 

Some other things you can include are questions like – Do you plan to promote your episode once it’s live, a section for them to ask any questions they may have, etc.

If you don’t want to create your own and want to use Airtable for your podcast management process, head grab your free Airtable content calendar today. 

Don’t forget to send the guest graphics + links once the episode is live – This will make the guest more likely to promote the episode to their audience because they have the assets to help promote it. We can’t expect guests to promote if they aren’t provided with the assets to do so. 

I’d love to know, do you have a really solid guest process for your clients? If not, is this something you want to implement soon? Let me know over on Instagram. My handle is @jenny.suneson.

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