Initial Set Up Call Scheduled πŸŽ‰

Don't Leave This Page Until You've Read This!πŸ‘‡

Thank you for scheduling your Initial Set Up Meeting! In this call, we’ll set up your users, emails, and calendars. We need to have all this set up so we can finalize the account build.

Please note, this is NOT when you’ll start using the account. This is for us to make sure we have all the right users set up so we can develop the rest of the account out.

We’re officially in the Develop & Migrate Phase. πŸ™Œ

If you have any questions, please don’t hesitate to reach out: [email protected].

1. Assess βœ…

Here, we ask you to dream big. We'll find out what you want migrated, set up, and what your wishlist is to build the perfect system for you.

Timeline: 3-7 days

2. Investigate βœ…

Next, we'll take what we've learned and dig deep into your current tech. This helps us plan the migration so we don't miss any automations, forms, or customization your account needs.

Timeline: 5-10 days

3. Develop & Migrate

Then, we'll build your account custom to you. Once done, we'll decide on a migration date and move all your data over.

Timeline: 2-6 weeks (depending on complexity)

4. Launch & Train

Now that you're in the system and using it everyday, you'll find things you want to change or improve. You might also want additional training to improve your workflow. We're here for all of it!

Timeline: 30 days

5. Send Off

At about the 90 day mark, we'll have a send off call with all the resources and next steps you need to continuously be successful.

Start to Finish: 60-90 days

SpeakerFlow Superfans πŸ₯³

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 β€” a rare combination. As icing on the cake, I find their thorough and insightful blog articles to be enormously helpful as well.
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Bill Stainton
CSP, CPAE
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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!​
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Marc Haine
Keynote Speaker
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Merit Kahn
CSP
I originally signed up for Speakerflow's CRM 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 SFU 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!
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David Shar
Keynote Speaker
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Roger Wolkoff
Keynote Speaker
Not only do we refer clients consistently because of the caliber and expertise of Speaker Flow, 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 Speaker Flow enough for any thought-leader or organization seeking to build the systems they need to scale their business.
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Chris West
Founder of Video Narrative
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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!
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Shelli Hendricks
Keynote Speaker