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A guide for actors who want their check-ins to count

Prep For Your
Agent Check-In

Walk in with an agenda,
walk out with next steps

SKILL

Zero

TIME

15 mins

OUTPUT

1 agenda

Your progress
0 / 0
💡
What you'll get
🧭
Before you dial inGet your bearings
Five minutes with your own records means you're not scrambling to remember dates mid-call.

Check what you're waiting to hear back on

Pull up outstanding self-tapes, recalls and avails so you're not caught off guard if your agent asks.

Skim your recent submission activity

A quick look at Spotlight or Casting Networks means you can speak to specifics, not just a general feeling.

Note anything admin-related

Expenses, invoices, contracts — if it needs raising, now's the moment, not three weeks later over email.

Open your diary

Have your availability up so you can lock in the next check-in date before you hang up.

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Self-reviewSince we last spoke
Your version of events, in your own words — this is what you bring to the table, not just what your agent reports back.

What auditions, self-tapes or recalls have I done since our last check-in?

What have I booked — and what am I still waiting to hear on?

What feedback have I actually received — and where have I noticed I'm not getting any?

🌱
Your side of itWhat you've been doing for yourself
Your agent can only report on what comes through them. This is where your own momentum — the stuff you've made happen without being asked — goes on the record.

What training, classes or workshops have I done or started?

Any industry nights, networking events, panels or screenings I've been to?

Any self-generated work — practice self-tapes, showreel updates, a play or short I've made happen myself?

Anything I'm proud of that had nothing to do with my agent at all?

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MaterialsYour kit
The things that go out on your behalf before you're even in the room.

Are my headshots, showreel and CV overdue an update? What specifically needs changing?

Is my Spotlight / Casting Networks profile current — credits, skills, playing age, availability?

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DirectionWhere you want to go next
Your agent can only pitch you for what they know you want.

What roles, genres or mediums do I want to be put forward for more?

Any specific productions, casting directors or projects on my radar?

Is there type-casting I want to push against, or lean into further?

❓
For your agentQuestions to ask
The ones that are easy to forget once the small talk starts.

How many submissions have I had this period, and for what kind of roles?

Is there any casting feedback I haven't heard about yet?

How am I currently being pitched — does that still feel accurate?

What's the market doing right now for someone at my stage and type?

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Two-way streetFeedback you want to give
A check-in works both directions — this is your chance to say so.

Anything about communication — frequency, updates, tape turnaround — I want to raise?

Anything that's working really well that's worth saying out loud?

🤝
Before you hang upLocking in next steps
Leave with something concrete, not just a good feeling about the call.

What 2–3 things are we both committing to before the next check-in?

Date of next check-in

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Copy + pasteTake it with you
However you've filled this in, here's how to get it out of the page — into an email, your Notes app, or a Google Doc.
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You're ready.

    
Show up with an agenda, not just hope for a good chat. Whatever you agree, you'll walk out with next steps — not just a nice conversation.

  


  
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made for actors who'd rather leave with an action plan than just a nice chat 🤝