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.

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40-50+
Appointments Booked
50%+
Confirmed at 1-week Out
20+
Actual Attendees
90%
Sale-Through Rate
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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.