Event Playbook
The Full Playbook
Meet the Designer / Trunk Show Marketing Plan
The complete 11-step, 9-week, VIP-first cascade Andy uses at Gazal Eyecare. Targets 40-50+ booked appointments, 50%+ confirmed at one week out, 20+ actual attendees, and a 90% sale-through rate.
40-50+
Appointments Booked
50%+
Confirmed at 1-week Out
20+
Actual Attendees
90%
Sale-Through Rate
Your Progress
0 / 0
Tick action items below as you complete them. Progress saves in this browser.
Heads up: This checklist saves to this browser only — not synced across devices or staff. Use one device per event. A per-account multi-event version is on the roadmap.
01
Top VIP Personal Calls
0 / 4 done
When2.25 months out (9 weeks before)
Goal2.5 appointments · cumulative target: 2.5
Action Items
Script Example
"Hi [Name], this is [Your Name] from Gazal Eyecare. I wanted to personally reach out because we have an exclusive [Designer Name] trunk show coming up on [Date], and I wanted you to know about it first before anyone else. We have limited edition frames that will sell out quickly. Would you like me to reserve a private appointment time for you?"
Key Notes
- These are your highest-value clients.
- Personal touch is critical.
- Track preferences and purchase history.
02
VIP Email Campaign
0 / 5 done
When2 months out (8 weeks before)
Goal2.5 appointments · cumulative: 5
Action Items
Email Subject Line Examples
"VIP Early Access: [Designer] Trunk Show on [Date]"
"[Name], You're Invited: Exclusive First Look at [Collection]"
Key Notes
- Personalize with first name.
- Mention any past purchases from this designer if applicable.
- Create sense of exclusivity and urgency.
03
Top 100 VIP Text Follow-Up
0 / 4 done
When1.75 months out (7 weeks before)
Goal5 appointments · cumulative: 10
Action Items
Text Message Template
"Hello [Name], this is Andy from Gazal Eyecare. How are you? We have the [Event/Designer Name] trunk show coming up on [Date] and wanted to make sure you knew about it before anyone else, so I am reaching out personally to see if you would like to reserve a time? Thanks so much and can't wait to see you there!"
Key Notes
- Ask a question to encourage response.
- Keep it conversational and warm.
- Track who responds vs. who needs follow-up.
04
First Email Blast to All Clients
0 / 4 done
When1.5 months out (6 weeks before)
Goal5 appointments · cumulative: 15
Action Items
Email Elements
- Eye-catching subject line.
- High-quality images of frames / designer collection.
- Clear date, time, location.
- Benefits of attending (limited edition, see full collection, expert styling).
- Easy booking button / link.
- Social proof (if available from past events).
Key Notes
- This is the first time general clients hear about the event.
- Segment by past event attendees vs. new prospects if possible.
05
Social Media & Free Event Promotion
0 / 9 done
When1.25 months out (5 weeks) — ONGOING through event day
Goal5 appointments · cumulative: 20
Action Items
Content Ideas
- Designer spotlight videos.
- Frame close-ups and try-ons.
- Behind-the-scenes prep.
- Countdown posts ("2 weeks until trunk show!").
- Client testimonials from past events.
- "Sneak peek" of collection.
Key Notes
- NO PAID ADS unless absolutely necessary as last resort. Paid ad appointments have <20% show rate.
- Consistent posting schedule through event day.
06
In-Store Daily Bookings
0 / 5 done
WhenStarts 2 months out — intensifies at 1-month mark
Goal20 appointments · cumulative: 40
Action Items
Staff Talking Points
"By the way, we have an exciting [Designer] trunk show coming up on [Date]. It's a great opportunity to see limited edition frames and our full collection before pieces sell out. Would you like me to reserve an appointment time for you?"
Key Notes
- Track which staff members are booking appointments.
- Create friendly competition or incentive.
- Ensure event doesn't cannibalize current sales.
- Use at checkout / dispensing, NOT during exam.
07
VIP Phone/Text Follow-Up
0 / 4 done
When3 weeks before event
Goal5 appointments · cumulative: 45
Action Items
Text Follow-Up Template
"Hi [Name], this is Andy again, following up on my last message. Hope all is well! Please let me know if you wanted a spot — we still have some space available if you wanted to get in? Thank you!"
Key Notes
- Be respectful of non-response (don't over-pursue).
- Note who needs future reminders.
- Update preferences in CRM.
08
Second Email Blast to All Clients
0 / 5 done
When3 weeks before event (immediately after Step 7)
Goal5 appointments · cumulative: 50
Action Items
Email Elements
- Subject line with urgency: "3 Weeks Left: Reserve Your Spot."
- Reiterate event value and exclusivity.
- Show popular frames or bestsellers.
- Testimonial or quote from past attendee.
- Multiple booking options (click, call, text).
Key Notes
- Different angle than first email blast.
- Create sense of momentum and FOMO.
09
Maintain Momentum & Team Alignment
0 / 5 done
When2 weeks before event
GoalContinue bookings · target 35-65 total appointments
Action Items
Team Meeting Agenda
- Current appointment count.
- Which time slots need filling.
- Who hasn't responded from VIP list.
- Strategy for final push.
- Confirm all team members know event details.
Key Notes
- This is the critical consolidation phase.
- Ensure all channels are still active.
- Begin preparing for confirmation phase.
10
Appointment Confirmations
0 / 5 done
When1 week before event
GoalConfirm all appointments · expect 5-10 cancellations · minimum 50% confirmed
Action Items
Confirmation Text Template
"Hi [Name], this is [Your Name] from Gazal Eyecare. Just confirming your appointment for the [Designer] trunk show on [Day], [Date] at [Time]. Please reply YES to confirm or call us if you need to reschedule. Looking forward to seeing you!"
Key Notes — Do not skip this step
- Expect 10-20% no-show / cancellation rate even with confirmation. Plan for overbooking.
- Confirmed appointments show at much higher rate than unconfirmed.
- Fill gaps immediately.
- Only resort to PAID social ads if significantly under-booked. Paid ad appointments have <20% show rate.
11
Final Email Reminder
0 / 4 done
When3 days before event
GoalFinal conversions and top-of-mind awareness
Action Items
Email Subject Examples
"3 Days Away: [Designer] Trunk Show This [Day]!"
"Final Reminder: Limited Spots Left for [Event]"
"This Weekend: Don't Miss [Designer] Exclusive Collection"
Key Notes
- Many people book last-minute.
- Creates final urgency push.
- Reminds confirmed attendees.
⚡
Final Push — Event Week
0 / 10 done
WhenEvent week — ongoing through event day
GoalMaximize show rate · capture future leads
Appointment Confirmations
Social Media
In-Store
Success Metrics
What success looks like.
Track these four numbers per event to see whether the playbook is working — and where to invest more time next round.
40–50+
Total Appointments Booked
50%+
Confirmed (1 week out)
20+
Actual Attendees
90%
Sale-Through Rate
Checklist reset — fresh event run started.