How to Push a Client

Introduction

Casting Directors are freelance like us (apart from BBC/ITV). They bid for jobs same as we do. They are part of the structure that allows the Industry to function. They are not deities.  You are contacting them as an agent representing your client. They need to see your client. It will help them do their job better. DO NOT APOLOGISE for contacting them.

What to do

  1. Follow up a Spotlight submission, with a particularly suitable client, directly to the person responsible for casting.
  2. Use TagMin, Spotlight and Google to research the person responsible for casting.
  3. Use TagMin, Spotlight and speak to the client to be specific on why you’re pushing them.
  4. Plan the push
  5. Make the push!
  6. Log the push
    • As a Submission Push on the client’s TagMin.
    • As an Agency Comment on both Client and Contact’s TagMin if not linked to a Submission.
    • On the Weekly Journal in Communications and Push Table.
  7. If you need to follow up at a later date, set a task, making sure the notes on the person responsible for casting’s page are clear and with your initials and the date.

How to do it

4. Plan the push

  1. Thoroughly read the submission, making a note of any salient details.
  2. Plan your conversation:
    • Look at the relevant client’s CV, making a note of skills or experience that makes them perfect for the role.
    • If you’d like even more support, speak to the client. They will know their own skillset and history better than anyone.
    • Does the client have an existing relationship with anyone important on the project (CD, Director, Theatre Company)?
  3. Research the person or company responsible for casting.
  4. Based on what you’ve read on the contact responsible for casting, decide whether a phone call or an email is the best port of call.

5. Make the push

  1. This is like a sales contact and the techniques are similar – however you are not cold calling, nor are you trying to sell them anything, you are trying to help them do their job better!  It is a totally standard industry practise. 
  2. If this is a phone call and you are nervous
    • Make some SIMPLE notes with the essential details (including your phone number or the Yay phone details, in case they need to call back).
    • You could try standing up to make the call – you breathe better and will feel more confident.
    • Have a pen and paper handy to take a note of who you spoke to and what they said.
  3. If you’re calling a big casting company and you’re not sure who is specifically looking after the project, ask!
  4. Remember to be passionate about why our client is ideal for the role and needs to be seen.
  5. If you manage to get through, ask for the best email address to send CV links to and follow up with an email straight away.
  6. If you don’t get through, leave a clear, concise message with the name of the project, the role and the client you are flagging, letting them know you’ll send through an email with links and more information.

If sending an email

  1. Find the best email for the contact responsible for casting. This may not be the one we have on Tagmin, so do some research and find the best contact for the specific job, then be sure to add this information to TagMin.
  2. In the subject, include the project name and the name(s) of the client(s) you are pushing.
  3. Keep the tone friendly and professional. Strike the balance between being concise and to the point, but still warm and approachable.
  4. Refer to any previous phone conversations/messages that have gone before.
  5. Detail the role and the client you are pushing. Be sure to include
    • A link to their Spotlight
    • Highlight relevant skills/experience
    • Highlight any previous, positive interactions they’ve had with this CD
  6. Keep it short!
  7. Sign off with your name and send.

6. Log the push

As a Submission Push on the client’s TagMin.

  • If the push is off the back of a Spotlight Submission, you will need to log the push in ‘Submissions’ on TagMin.
    • Go to the relevant Client’s page.
    • Go to the Submissions section to find the relevant sub
      • If the sub was made that day you will need to import it by clicking the ‘+’ button on the submissions column.
      • Find the ‘Spotlight’ icon in the top right of the page and click on it.
      • Search for the name of the project.
      • Select the relevant role and important the submission.
  • If it’s connected to a submission made through any means other than Spotlight, you will need to manually create the submission.
  • Make sure the ‘To’ box has linked to the contact responsible for casting.
    • If they’re already on TagMin as a contact, press the ‘link’ icon and link the Sub
    • If they’re not on TagMin as a contact, press the ‘+’ button and create them as a contact.
  • Once the submission has been imported or input, scroll down until you see the ‘Pushes’ box.
    • Press the plus button and fill in the box with as much information as you can, making sure to include how you contacted, how you contacted them and what specific things your flagged.
    • Ignore the Tags below and press ‘Add Push’.

As an Agency Comment on both Client and Contact’s TagMin if not linked to a Submission.

  • We need this bit here!

On the Weekly Journal in Communications and Push Table.

  • Log the push on the Weekly Journal in the Communication section with the date and your initials and a short summary of the push
  • Scroll to the bottom of the Weekly Journal and log in the Push Chart.