Guest Screening
As soon as the Contact submits the Intake Form / Application, an email is sent to Stage 6 Assigned User with instructions to review the answers on the intake form and tag the contact either "guest application approved" or "guest application rejected."
If approved, the contact sequence asks the contact to schedule the podcast interview.
If rejected, a polite rejection email is sent to the contact.
Guest Bios
Sometimes guests send incomplete answers on their Intake Form. The Production Assistant should use care to obtain full bios (and edit if needed), photos, and other details for the guest.
Document and Communicate Your Process
Clear processes for Guest Screening and Intake Form Audits and following up when needed will save a lot of time and frustration when you get behind the mic and start the interview.
The Assigned User responsible for tagging applicants should have a clear process for determining which guests are right for your podcast AND quickly tagging contacts.
If no action is taken within 16 days of an Intake Form / Application submission, the contact is removed from the automation and the Opportunity is deleted.