As a public speaker, you want to spend the majority of your time giving amazing talks, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a public speaker. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a public speaker and make your CRM work for you.
As a public speaker, it will be especially important to collect details on the events you are speaking at so that each event is a success.
•🎤Audience Size (number field containing the estimated audience size)
•🗣️Speaking Topics (checkbox field to check off topics you are discussing at each event)
•💸Speaking Fee (currency field listing your rate for each speaking engagement)
•📅Event Date (date field listing the date this event is going to take place)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a public speaker, you can use a pipeline to track your entire process. From the moment someone asks you to speak at their event to when you hear the crowd's applause after another successful speech—store all of that information in your pipeline. Take a look at an example pipeline for public speakers below.
As a public speaker, you can use groups to easily categorize the different types of venues you speak at. Take a look at a couple example groups that are perfect for public speakers below.
•🏫Schools
•🏢Businesses
•🗂️Conferences
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
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