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How to run podcast guest booking without a spreadsheet

5 min read

Every show that books guests runs the same process, whether or not anyone has written it down. It works fine for five guests and falls apart somewhere around fifteen — usually not because anything is hard, but because it all depends on somebody remembering.

The seven steps, in order

  • Someone applies, or you invite them.
  • You decide whether they are right for the show.
  • They pick a time that works for both of you.
  • They send what you need — bio, photo, links, talking points.
  • You prepare: their background, your questions, the running order.
  • You record.
  • Afterwards: the thank-you, the notes, the promo, the publish date.

Nothing on that list is difficult. The failure is always the gaps between the steps, and the gaps are always the same three.

Where it actually breaks

The chase. Somebody said yes three weeks ago and nothing has happened since, because following up was nobody's specific job on any particular day.

The missing bio. You are two days from recording and you still do not have their photo, and the request is buried in a thread you cannot find.

The afterwards. The recording is done, so the pressure is off, and the thank-you and the promo quietly never happen — which is the part that actually grows the show.

What to fix first

Not the calendar. Almost everyone starts by automating booking, because that part is easy to automate — but double bookings are rarely what is costing you. Fix the chase first: a single place where every guest sits in a named stage, so the question is never “where did that one get to”.

Then make the follow-ups automatic rather than remembered. If somebody moves to Confirmed, the confirmation goes out and the prep task appears, without anyone deciding to do it. Then collect what you need with a form instead of a conversation, so the bio, photo and links arrive in one go and land on the guest's record rather than in an inbox.

A rule worth keeping whatever you use

If anyone else puts guests forward — a PR firm, a booking agency, a co-host — hold those submissions until a human approves them. Nothing should be emailed, scheduled or run through an AI on the strength of a form somebody else filled in. It is one gate, and it is the difference between a pipeline and an open door.

On keeping files

Recordings and raw audio are large and they add up. Decide how long you keep them, and make sure something warns you before anything is deleted. Ours keeps files for thirty days by default, warns about each specific file, and waits a week after the warning before removing it.

The Production runs this whole process — one board, a public application form, and rules that do the follow-ups.

See The Production