Facebook Prospecting Request

With the world starting to open up, prospecting for new clients in person is possible once more. Meeting prospects in person or virtually is up to you and your regional considerations. But no matter the type of event, the most successful prospecting starts with Facebook, where you can target a very specific demographic for the event and topic of your choosing.

A minimum of 6 WEEKS to process your request before the DATE OF THE FIRST SCHEDULED EVENT is REQUIRED for all submissions.

If you are using the BIG MARKER platform and plan to tape your presentation ahead of time, a minimum of 7 WEEKS to process your request before the DATE OF THE FIRST SCHEDULED EVENT is REQUIRED for all submissions.

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Advisor's Name
Address
Registered Rep
Does This Campaign Need to be Approved by Your Compliance?
Do you use Calendly or another scheduling platform?
Are You a Member of Engage One?

Type of Event

Choose Your Event

Preferred Dates

Preferred Event Date #1
Preferred Event Date #2
Preferred Event Date #3
Preferred Event Date #4

Topic Details

Call Service?

Items We Need

If we do not already have your Headshot, Logo or Advisor Bio, please attach below
Please provide in .jpg format at the largest size you have available.
Please provide in .jpg format at the largest size you have available.
Please include a short biography. (1000 characters max)

Table Bay will contact you to confirm availability of dates/times requested.

An invoice will be sent separately. No work will begin on any Facebook requests until payment is received in full.

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