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Speaking Request Intake Form

Preparation Series: #1 What you need to ask


These are the EXACT same steps I used to position myself as an expert and profit from speaking in less than 6 months.

Speaker Request Intake Form


If you’re a public speaker, do you have a speaking request intake form? If you do, use this list to see if you have everything.

If not, you can make your own form using the 8 areas I have identified for intake that will help you shine as a speaker. Be sure to gather this information (ask the host/organizer) when you receive your request to speak:

  1. Event Host Info. Host/organizer name, email, cell phone, and if there is a secondary contact.
  2. Presentation Info.
    • Date (if it conflicts with your schedule and there’s no moving things around, you can stop here.)
    • Topic
    • Length of Talk
    • Q&A Length
    • Compensation (if a paid presentation, collect 1/2 in advance and invoice now – don’t prepare until you have received 1/2 up front. Then collect the rest the day of the event before you speak.)
    • Amenities such as a meal and/or a display table for your products. Is the display table your own or shared?
    • Ability to make an offer at the end of your presentation?
    • Ability have a feedback from ad prize drawing at the end?
    • Can they video your presentation and take photos? If not, is it ok for you to arrange recording it and taking photos?
    • Can someone help you with your handouts? If not, you’ll arrange.
  3. Event Info. 
    • Name of event.
    • Event purpose.
    • Start and end time of event and of your talk.
    • Start and end time of networking time before your talk.
    • Is meal served before, during, or after your talk?
    • What is agenda for the day (get a copy either by email or online)?
    • Will they have/need a microphone for you and what type?
    • Does the host have a PowerPoint for the event? If so, send a slide about you with photo, talk title, phone number, email, social media, etc. Find out who to send it to.
    • Anyone speaking before or after you or same day? If yes, who are they and are their topics?
    • Any other particulars or info about the event?
  4. Attendees.
    • How many are expected?
    • Arrange to get a copy of the registration list and the attendee list either by email or online.
    • Complete a thorough audience analysis to understand who they are, why they are there, what their needs are, and what they are expecting from you.
  5. Person Introducing You. Get their name, email, and cell number.
  6. Bio, Head Shot, Speech Title, & Benefits.
    • Find out word limit for bio and if they need one for advertising and for introducing you.
    • Send a head shot of you that is at least 600 dpi and 1 Mb in size.
    • Speech title.
    • Benefits for your audience – ask the host what the audience wants and create 3 powerful things they will get out of your talk that meets their needs.
    • Speaker One Sheet – send this also so that the host/organizer knows more about you.
  7. Location/Venue Info.
    • What is the address?
    • Anything peculiar or in particular about this venue? Is it hard to find? Does it have a name, etc.?
    • Will there be any other events, distractions, or issues to contend with the day of the event?
    • What will be the room layout (theater style, table rounds, etc.)?
    • Will you need a microphone?
    • What is the parking situation? Garage? Parking Lot, Street Parking? Is there valet or a fee for parking?
    • Be sure to add to your calendar. 🙂
  8. Marketing of Event.
    • How will the event be marketed?
    • Suggest how you can help and be sure to follow through.

There is much more to do after you get the above information:Preparation is Key

  • Audience Analysis
  • Event preparation
  • Speech preparation

Let me know if this first part has been helpful. The more you prepare, the more confident you will become. Not only will you feel confident, but preparation stokes the flames of passion for your speech and for providing valuable info for your audience!!


Pam Terry
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  1. Darlene DIonne says:

    This is a very concise and helpful review. I used most of the elements you suggest for a previous speech I presented, but the review of these tips was an excellent reminder of their importance. Thanks. Darlene

    1. Pam Terry says:

      Thank you for your kind words Darlene!

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These are the EXACT same steps I used to position myself as an expert and profit from speaking in less than 6 months.