Meeting Checklist

To help you ensure everything goes smoothly for your engagement with David Cottrell, we have provided the following checklist Ė so nothing gets overlooked, and you will look like a superstar!

  • Confirmed the exact time, date and location of Davidís presentation with his business manager, Michele Lucia.
  • Reviewed and sent back a signed copy of Letter of Agreement that outlines the scope of Davidís presentation and payment terms.
  • Completed and returned Davidís Pre-Meeting Questionnaire to provide him with background on your company and details of the event.
  • Sent David additional background information on your company (i.e., annual and quarterly reports, company brochures, new employee packages, etc.).
  • Submitted the meeting program/agenda to David. Are there any last-minute changes or additions he should be aware of (i.e., additional speakers, etc.)?
  • Obtained all of the logos, photos, bios and other information necessary to promote the event. (If you require something that is not found on our website, please contact us at
  • Reserved all of the Audio/Visual Equipment for the meeting. Refer to the Audio/Visual Requirements list.
  • Confirmed and forwarded accommodation and travel arrangements, including local ground transportation to and from your meeting venue.
  • Arranged for each attendee to receive a copy of Davidís book that complements your topic Ė discounted pricing may apply.
  • Selected someone, with strong speaking skills, to introduce David. Provided them with a copy of Davidís Introduction to rehearse prior to the date of the event.

We hope you find this checklist helpful. If you have any questions, please call us at 972-899-3411.