Embedded Files
What
What
Here you'll find all the information on how we send Engagement Review invites to our clients after a speaking engagement.
Who
Who
Operations team
Admin Assistant - EYO
When
When
Day-to-day operations
Where
Where
Gmail/SMS
Why
Why
It is important for us to nurture our relationship with our clients, especially after an engagement.
STEPS TO FOLLOW
STEPS TO FOLLOW
Sending Review Invites
Sending Review Invites
Send the review invite 2–3 days after the engagement.
This ensures the experience is still fresh while keeping momentum from the event.
Check the MAG Buyer Analysis to see who the POC is.
Check the post-conference debrief notes to see if we should send the invite to the client.
Use the template below and address it to the initial point of contact or client on file.
Always CC James on the email.
Update the status on the Invoices sheet once the email is sent.
Regularly check Google Reviews to confirm whether the client has posted feedback.
**NOTE: For engagements coming from Bureaus, ask James if it's worth sending an invite.
EMAIL TEMPLATE
EMAIL TEMPLATE
James’ POV
Hi [Name],
Hope you are well.
It was such a pleasure to present at the/your [Conference Name] on [Date]. I hope your [audience/ team] not only enjoyed my session, but took some valuable takeaways from it.
Can I ask a small favour? If you could spare a few minutes, please can you write a google review about your experience working with me? It would mean so much.
It was a pleasure working with you and I look forward to staying in touch.
Cheers
James
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Eyo’s POV
SUBJECT LINE: We'd love your feedback on James' keynote/workshop!
Hi [Name],
Hope you’re well.
I’m reaching out on behalf of James to say thank you for having him as your keynote speaker at the/your [Conference Name] on [Date], and it was an honour for him to be your keynote speaker.
Can I ask a small favour? If you could spare a few minutes, could you please write a Google review about your experience working with James? It would mean so much.
It was a pleasure working with you and we look forward to staying in touch.
Best Regards,
Eyo Soledad
Administrative Assistant
INVOICES SHEET
INVOICES SHEET
This sheet need to be updated regularly after sending out the invites.
Last Update Date: 27/08/25
Updated By: Eyo Faithe
Page updated
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