Your CRM Should Be More Than A Glorified Spreadsheet.
This Is An Ecosystem.
Built By Experts, For Experts.

SpeakerFlow empowers experts like you to take full control over your business. Ditch the countless apps that don’t work together, and get an ecosystem of tools that will transform your business – all in one place.

Used By The Best

Bill Stainton
CSP, CPAE

Marilyn Sherman
CSP, CPAE

Stephen Shapiro
CSP, CPAE

Sam Richter
CSP, CPAE

Sunjay Nath
CSP, HoF

Let's Not Overcomplicate This

Your systems are meant to assist you in three ways

1. Manage Relationships At Scale

You’ll develop hundreds, if not thousands of relationships as you grow your business.

How can you expect to keep track of all of them without a system to help you do it?

You need a tool to track every interaction across every channel, create follow-ups and reminders to keep things from slipping through the cracks and capture important details that make every relationship feel special.

2. Deliver An Awesome Client Experience

As important as it is to blow your audience’s mind, it’s more important to blow your decision-maker’s mind. 

This makes you easy to work with, differentiates you, and will help you go from one-off to one-stop-shop.

Your systems are meant to make this seamless.

3. Make Data-Driven Decisions

The most successful figures in this space don’t make decisions with their gut.

They use data to determine what’s working and what’s not so they can make the decisions that’ll grow their business.

If you’re intimidated by this idea, you don’t need to be. We’ve taken care of this for you. 

Want a Visual? 👀

Whether it's speaking, consulting, products or something else entirely,
you can manage it with SpeakerFlow.

Ensure there’s always a next-step in place. Don’t let your leads slip through the cracks. 🙅‍♀️

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Manage your lists like a pro. If there’s a field for it, there’s a filter for it. 💪

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No matter if it’s speaking, consulting, training or something else entirely, you can manage every revenue stream for your business. 💰

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Effortlessly keep track of each of your events. No more traveling with a three-ring binder. 💻

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Finding information shouldn’t be a struggle. With search, you can find any detail – no matter how small. 🔬

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Manage the different types of relationships you need to keep track of in your business. 🤝

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View the information that matters most to you at a glance. 👀

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But Here's the Thing...

You need an ecosystem. One place to run your entire business.

Here's what you'll be able to do 👇

You need an ecosystem. One place to run your entire business.

Here's what you'll be able to do 👉

Manage your relationships seamlessly with our custom CRM
Nurture your audience with newsletter and automated campaigns
Automatically generate and send your contracts for digital signatures
Send surveys for feedback, research, and lead generation
Invoice your clients and stay on top of your bookkeeping
Manage your social media and schedule posts quickly and easily
Easily schedule appointments with your leads and clients

The list goes on and on...

Welcome to the SpeakerFlow Ecosystem 🎉

You'll have

40+ Apps and Tools

to help you run your business

In Reality, the Tech is Only Half of the Equation

The other half is how you use it.
Here's how we guarantee your success 👇

1. Onboarding

Don’t stress about getting started. The entire process is handled for you without needing to lift a finger.

2. Training

Your business is unique and the technology will need to be adjusted to suit you. We’re here to help you do it.

3. Community

Plug into a community of power-users to get your questions answered and collaborate with other experts.

Plus, Access To Our Mastery Course

9 Chapters • 40 Lessons • Constantly Updated
SpeakerFlow CRM Master Course Screenshot
SpeakerFlow CRM Master Course Screenshot

You'll Be Saying Things Like This 👇

Taylorr and the rest of the folks at SpeakerFlow have been unfailingly responsive and unfailingly helpful to me in my speaking business. They know both the industry and the tech tools — a rare combination. As icing on the cake, I find their thorough and insightful blog articles to be enormously helpful as well.
Bill Stainton Headshot - SpeakerFlow
Bill Stainton
CSP, CPAE
Irvine Nugent Reviews SpeakerFlow Thumbnail
Irvine Nugent Headshot - SpeakerFlow
Irvine Nugent, Ph.D
Keynote Speaker
How do you succeed in business? YOU CARE. The folks at SpeakerFlow not only care about their customers, they care about what it takes for them to succeed. Personally, they have helped me overcome my angst with a CRM. They've provided me the tools I need, and took the time to hold my hand through the processes. SpeakerFlow rocks!​
Marc Haine Headshot - SpeakerFlow
Marc Haine
Keynote Speaker
Roger Wolkoff Reviews SpeakerFlow
Roger Wolkoff Headshot - SpeakerFlow
Roger Wolkoff
Keynote Speaker
Merit Kahn Reviews SpeakerFlow Thumbnail
Merit Kahn Headshot - SpeakerFlow
Merit Kahn
CSP
I originally signed up for SpeakerFlow and was stunned by how knowledgeable and helpful the SpeakerFlow team was. I subsequently joined SpeakerFlow University which has drastically impacted every element of my business. As a speaker, I am passionate about speaking and I am passionate about my area of expertise... I am not so passionate about the sales, marketing, and operations of my business - Thankfully the team are. This team puts the same work and passion into helping me operate a profitable business as I put into helping my clients succeed! I highly recommend joining SpeakerFlow - the experience will transform your business!
David Shar Headshot - SpeakerFlow
David Shar
Keynote Speaker
SpeakerFlow is AMAZING! They helped me get my CRM up and running (which is amazing by itself). But, then they also checked back in and did some consulting about not just the technical end but the processes my speaker business uses. I've loved working with Taylorr, Austin and the team at SpeakerFlow. I can already see the difference in my organization, my automation and my business contacts. Looking forward to continued growth.
Robert Kennedy III
Communications Consultant
Not only do we refer clients consistently because of the caliber and expertise of SpeakerFlow, but this past year we asked them to consult with our team to build our systems, business operations, CRM, automations and more. They are exceptional. I cannot recommend SpeakerFlow enough for any thought-leader or organization seeking to build the systems they need to scale their business.
Chris West Headshot - SpeakerFlow
Chris West
Founder of Video Narrative
Beverly Beuermann-King SpeakerFlow CRM Review Thumbnail
Beverly Beuermann-King Headshot - SpeakerFlow
Beverly Beuermann-King
Keynote Speaker, CAPS Board
SpeakerFlow is the CRM I’ve been looking for!! This tool has helped me to completely organize business development processes for my coaching and speaking business. The team is incredibly supportive and responsive, ramping me up in no time. If you are a professional speaker or coach, get this tool!
Shelli Hendricks Headshot - SpeakerFlow
Shelli Hendricks
Keynote Speaker
Dave Rosenberg Review Thumbnail
Dave Rosenberg
Keynote Speaker

Schedule A Strategy Session

Interested In Having One Place To Run Your Entire Business?

Schedule a 60-minute strategy session with us. In our call, we’ll talk about where there’s friction or opportunity in your business, demo our operating system, and talk about how we work with our clients.

Note: We’re not an agency, bureau, or specialize in helping you get on stages or sell other offerings. Our operating system is a suite of over 45 different apps that we help you implement to run your business in one place. If you’re not interested in systems, that’s okay – we’re probably just not a fit yet.

Questions You Might Be Asking

Definitely. You’ll be able to keep track of literally every revenue stream your business has to offer – guaranteed.

Not only that, but most of our clients aren’t “just speakers”. We work with anyone who wants to leverage the stage. Either as a primary revenue stream or as a marketing vehicle.

Possibly! If you’re someone who acknowledges the need for systems to help you stay organized and grow more quickly, you would be a great fit for our system.

The thing to know about SpeakerFlow is that we don’t help launch brands, develop keynotes, or figure out what you sell. We’re a software company that’s designed an operating system to run your whole business under one roof. We’re not specialists in speaker coaching.

No, it’s not. Rather than surcharging on Zoho’s price (which we could do as partners), we’re passing those savings on to you. In fact, we have you go straight through Zoho for your monthly payment. We only make money on the one-time fee – aside from a small commission on your monthly payment to Zoho.

You can go to zoho.com/one and sign up for a free trial if you’d like, but it won’t have any of our customizations applied to it. You can only experience those customizations by reading through our site or scheduling a strategy session with us.

We can’t offer free access to our customizations within Zoho One since there’s a ton of work that goes into setting up each account on our end.

Fear not, though! You can still get a feel for Zoho and all they have to offer through their free 30-day trial.

You sure can – but you won’t have access to our customizations, the community, the course, or any of the training around using the Zoho One ecosystem.

You also won’t have access to us for support. You’d have to go through Zoho instead. This is a big deal because we have context for your business model being in the thought-leadership space. Zoho doesn’t.

That context is valuable for solving super specific problems and for customizing your account.

Zoho One is the most extensive and feature-rich platform we’ve ever discovered. By building on Zoho One, we’re able to pass savings on to our users rather than creating a ground-up solution. On top of that, Zoho One comes with 45+ other apps free of charge with your subscription. It’s simply the best “bang for the buck” and we’re all about providing value.

Plus, we needed a platform where we could build custom solutions for this industry. Zoho’s unmatched in its ability to be developed into.

Also, finding help is SO easy outside of SpeakerFlow. If you head to Fiverr or Upwork there are tens of thousands of people ready and able to help you with Zoho.

Great question! After you purchase, we’ll get to work creating the Zoho account and applying all of our customizations. We’ll then move on to developing the account and integrating all the Flow Stack apps listed above. Then, we’ll hand the account off to you to take it and run with it. There’s no live training but you’ll have access to our support email and mastery courses. From start to finish, it’s 10-14 days for you to be using the account.

We never want you to be unhappy. But if you’re unhappy with our process and you’ve completed our conditions listed in our guarantee above, we’ll give you a full refund.

You can cancel your subscription with Zoho at any point as well.

Yes, if you sign up under our Flow Zone+ tier. Landing page rebuilds, ecommerce set up, multi-brand setup, and a few other items aren’t included in either Power Up or Flow Zone.

Generally speaking, yes. There are a few exceptions, however.

We don’t migrate your accounting system (we’re not financial experts), learning management systems, or membership platforms.

Definitely! Zoho has an inbuilt competitor to Zapier called Flow and an open API. There are many ways to get your tech to talk to Zoho.

If you’re in our Flow Zone+ tier, yes. Often, we need to set up tools like Zoho Landing Page, Zoho Commerce, Zoho Forms, and others outside of the Flow Stack.

Great question!

Flow Zone+ is designed for folks with either sophisticated systems or with a lot of different systems they want brought under one roof. 

If you have any of the following that you want us to translate to Zoho, you need Flow Zone+:

  • Landing Pages
  • eCommerce
  • Multiple Brands Integrated
  • Email Drip Sequences
  • Zapier Automation Rebuilds
  • Custom Development

This is only for folks who are in our Unlimited ongoing plan.

This plan is optional and our clients generally sign up for this after our initial implementation.

Unlimited implementation means anything you need fixed, built, customized, or set up in Zoho, you can consider done.

Your time isn’t valuably spent monkeying with tech. We created our unlimited plan so you could have a partner to build out anything you can verbalize.

Regardless of the tier you choose, you have lifetime support access to us.

You’ll also always have access to our training content and community. 

One thing to note: 

Support is different than implementation. 

Support is designed to point you in the right direction or solve technical problems.

Implementation is us actively building new things in your account. 

If you want implementation after our work together, that’s what our ongoing options are for (see the toggle above the pricing table).

We sure do! It’s an awesome integration, too. Here’s a link to learn more: https://speakerflow.com/espeakers-integration/

Wow, where to start?

At this point, we have over 5000 hours of research and development into Zoho for this industry. We’ve perfected all the fields our clients need to keep track of relationships, the analytics, and the way all the Zoho apps need to be set up to work flawlessly with one another.

The long and short of it is when you sign up for Zoho One out of the box, it’s a completely blank slate. You have to customize the living daylights out of it to be tailored to your business.

We’ve done that for you and help you iterate on it.

For Power Up, since we’re only building the account out, not running migrations, and not doing live training, 10-14 days.

For Flow Zone and Flow Zone+, since this is our white-glove migration and delivery, you’ll be fully up to speed in 60-90 days, though you’ll be using the account well before then.

Yes! We designed our Ongoing Implementation tiers for people who want our implementation after our initial work together.

You can select from one-off, a-la-carte orders, maintenance, or unlimited implementation.

Note: Don’t confuse our Ongoing Implementation tiers with the monthly Zoho fee. You’ll always have to pay the monthly user fee for Zoho. 

This depends on if you’re a Power Up or Flow Zone/Flow Zone + client.

With Power Up, you’re able to make use of the Zoho trial, which is 30 days.

With Flow Zone and Flow Zone+, it’s usually 2-4 weeks before you start paying Zoho.

Zoho has limitations while in the free trial that make it difficult for us to migrate your data in and unlock core features.

So, after our Assessment and Investigation phase we’ll have you complete initial set up tasks which include moving to the paid Zoho tier so we can migrate your systems flawlessly.

Fair question!

Ultimately, the goal of using systems is that you’re saving more time than you previously were.

However, there’s a level of investment you should account for before you get there.

With Power Up, you won’t have to lift a finger to get your account set up. The only time investment to consider is the training and learning curve.

With Flow Zone and Flow Zone+, we find our clients spend about 3 hours between the Assessment and Investigate phase. Then, after that, it’s hands-free and we handle the build.

But, like Power Up, there’s a learning curve and training you’ll want to go through after you’re in the system.

If you take all of our training and work through the learning curve, we find that things really start to click for our clients around the 20-hour mark. 

Don’t let that scare you because that’s spread out over 90 days!

Power Up

  • This is our DIY tier. We’ll set the account up, apply our customizations, install all the Flow Stack apps listed above, and configure your email settings for you. Past that point, it’s up to you to use it and optionally, migrate data into it. There’s no live training but, you have access to our email support.

Flow Zone

  • This is for folks who want the hand-holding and done-for-you approach to setting up the system. We’ll handle all your migrations and work with you over 90 days to speed up the learning curve.
  • This has live training and elevated support.

Flow Zone+

  • This is for folks who want everything in Flow Zone plus, want to move their intricate and/or complex systems over. If you’re using things like landing pages, have eCommerce, email drip sequences, or custom automation via Zapier, this is the tier for you.

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