Your Success Guaranteed
Our Proven Process
Every SpeakerFlow customer – regardless of which tier they purchase – has unrestricted access to our support team. From getting started to ongoing support to any tech project on your to-do list, we’re here to help you make it happen.
We know your success with any technology is hinged on the adoption of it. That’s why our customer experience team is committed to helping you implement and adopt the system so you can focus on the things that matter most – impacting and changing the world.
Taylorr & Austin – Founders of SpeakerFlow
Setting Up Your Tech Shouldn't Be Painful
It’s easy to feel overwhelmed, frustrated, or at a loss when it comes to your systems. Our goal is to rewrite that script. Here’s how 👇
Getting Started
We don’t believe in the “here’s some tech, good luck” approach. Our getting started tiers are done-for-you. From setup, to migrations, and automations. We got you covered.
Support
We guarantee that you won’t find a better support team for your systems. Our team is knowledgable, highly trained, and communicative. On top of that, we like to have a fun along the way.
Ongoing Implementation
Want more automations built? A new app set up? A new integration made? We’ve got you covered. If you don’t want to button-click, you don’t have to. We’ll do it for you!
Getting Started
Our 5-Step Flow Zone Process
If you’re a Flow Zone or Flow Zone+ customer, we’ll walk you through our proven 5-step process to ensure a perfect migration into our suite. Here’s what you can expect:
Assess
Before we begin our journey together, we'll have you take our Flow Zone Assessment. This will give us a ton of helpful information about you and your business, your current technology systems, and what you'd like to see moved to Zoho.
Timeline: 3-7 days
Investigate
Now it's time to do a thorough investigation of your existing systems to make sure we get the Develop phase right the first time. You may need to answer some questions and complete a few basic tasks, but we'll mostly handle this phase on our own.
Timeline: 1-2 weeks
Develop
We'll start building your account once we're both clear about the project details. This will include an initial round of set up, then migration from your current systems - all done for you.
Timeline: 2-4 weeks (depending on complexity)
Implement
It's time to start using your system! You'll regularly meet with your Client Success Manager for 1:1 check-in sessions, have unlimited implementation access to help you remove friction and build better systems, and use SpeakerFlow University to learn the ins and outs of the tools.
Timeline: 60 days
Graduate
Now that you're comfortable and confident using the essentials, you'll graduate from the Flow Zone process. From this point forward, you'll rely on SpeakerFlow University, our Support Center, and our Ongoing Implementation team to help you remove friction and continue improving your systems.
Start to Finish: 90-120 days
Support
Answers To Your Questions When You Need Them Most
SpeakerFlow University
Tap into a community of SpeakerFlow users for inspiration, ideas, and help along the way. Plus, get free access to our entire course library.
Lifetime Support
We’re always here for you. From the moment you join the SpeakerFlow world until an apocalypse comes, we’ll always answer whatever questions you have.
Live Webinars
Join us every month for a new webinar. We run webinars that help you build better systems, ask questions, and engage with the community.
Ongoing Implementation
Better Systems Built For You
Maintaining and iterating on your system probable isn’t your zone of genius. Delegate that to us. Here are just a few things we can do 👇
- Unlimited Data Imports
- Unlimited Troubleshooting
- Automatic CRM Backups
- Core System Updates
- Automation Maintenance
- Reports Dashboards & Analytics
- Quarterly Account Review
- User Management & Upgrades
- New Form Automations
- New Workflow Automations
- Task Automations
- Email Drip Campaigns
- CRM Customizations
- New Zoho App Implementation
- 3rd Party Integrations
- Custom Scripts
- Automation Maintenance
- Survey Builds & Automation
The Most Successful Thought Leaders Use SpeakerFlow
Learn Why 1,000+ Experts Use SpeakerFlow
Transitioning to a new platform is stressful… That did not happen this time. The team at SpeakerFlow made it simple for me. They took care of all the transfer and answered my questions promptly.
Lauren Ann Schieffer
Blown away! That’s how I would describe my experience with SpeakerFlow. Not only is their interface user-friendly but they thought of EVERYTHING a speaker needs to be successful.
Mimi Brown
SpeakerFlow is extraordinary in their quality, thoroughness, and assistance in setting up and guiding their clients to become comfortable… If you are looking for a CRM solution to grow and sustain your business, look no further!
Sean Glaze
SpeakerFlow has saved me countless hours – and that was in the first few weeks of working with them! Not only do they know their stuff. They are an absolute joy to work with, guides that really care about your business and you.
Erin O’Malley
SpeakerFlow is AMAZING! They helped me get my CRM up and running… I can already see the difference in my organization, my automation, and my business contacts. Looking forward to continued growth!
Robert Kennedy III
SpeakerFlow helped us migrate from a complicated and costly CRM… We will now save money, be better organized and for the first time, have an overview of opportunities and cash flow, which has already increased sales.
Penny Tremblay
I brought a lot of expectations to SpeakerFlow, and I was not disappointed… they not only migrated all my data, deals, contacts, and accounts from but also re-established my automations, mailing list and booking service as well.
Shawn Rhodes
Want To Learn More?
Schedule a demo with us! We’ll explore the operating system and how it can use it to run your business in one place.
Note: We’re not a coaching company, speaker agency, or bureau. If you’re not interested in systems, we’re probably not a fit yet.
