How to Become a Motivational Speaker
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The Speaking Business Blueprint

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  1. Course Overview

  2. Module 1

    Career & Lifestyle Design
  3. Niche Selection
  4. The Niche Viability Cruncher
  5. Understanding Meeting Planners
  6. Critical Business Tools
  7. Preparing for Leads
  8. Lead Generation 101
  9. Career Foundations Recap
  10. Module 1 Webinar
  11. Your First Marketing Email Script
  12. 4 Pro Speaking Freedoms
  13. 20 Profitable Niches
  14. Joe Heaps from eSpeakers
  15. Finding Meeting Planners
  16. Niche Viability Hotseat
  17. M2: Locating & Appealing to Decision Makers
    Intro to Module 2
  18. Your Brand & Speaking Hook
  19. Create Compelling Solutions
  20. Bringing It All Together
  21. Your Lead Generation System
  22. Using Evercontact + Zapier
  23. Using Email Sourcer + Insightly
  24. Passive Lead Sources
  25. Module 2 Recap
  26. M2: Webinar
  27. M2: Hotseat - Lead Finding
  28. Reddit AMAs for Branding & Content
  29. M3: How to Romance Meeting Planners
    Intro to Module 3
  30. Relationship Marketing Campaigns
  31. Your Marketing Arsenal
  32. Marketing With Activity Series
  33. Opportunities, Contacts, & Pipelines
  34. Your Jackpot Marketing Campaign
  35. Handling Speaking Requests
  36. Module 3 Recap
  37. M3: Webinar
  38. Tags, Categories, & CRM Setup
  39. Benji Bruce Interview
  40. M3: Hotseat
  41. M4: Creating High-Quality Marketing Materials
    Intro to Module 4
  42. Your Copywriting Skills
  43. Your Graphic Design Process
  44. Your Logo, Email, Business Card
  45. Your Social Media Presence
  46. Your eSpeakers Profile
  47. Your Website & Demo Video
  48. Your Email Campaigns
  49. Your Postcards
  50. Your Speaker 1-Sheet
  51. Your Speaking Brochure
  52. Your Wikipedia Page
  53. Your Bulky Direct Mail
  54. Your Book
  55. Module 4 Recap
  56. M4: Hotseat
  57. M4: Webinar
  58. M5: Booking Gigs and Awesome Negotiating
    Intro to Module 5
  59. The Client Activation Sequence
  60. Forcing Investment Using Interest
  61. Your Irresistible Offer
  62. Pricing Strategy & Quoting Fees
  63. Scripts for Securing the Booking
  64. The ‘Save the Gig’ Sequence
  65. Opportunity State Reasons
  66. Your Contract
  67. Your Contract Packet
  68. Booking Gigs Recap
  69. M6: Pre-Event Maximization & Communication
    Intro to Module 6
  70. Delighting Clients with Pipelines
  71. Pre-Event Communication Sequence
  72. Publicity & Profit Maximizer
  73. Efficient Travel Arrangements
  74. Bling Your Travel Experience
  75. Module 6 Recap
  76. M7: At-Event & Post-Event Maximization
    Intro to Module 7
  77. At-Event Optimization Checklist
  78. Looking and Acting Like a Pro
  79. BOR Setup & Sales Maximization
  80. Engineering Celebrity
  81. Post-Event Awesomeness & 2-Step Thanks
  82. Securing Repeat Business
  83. At-Event & Post-Event Recap
  84. M8: Next-Level Awesomeness
    Intro to Module 8
  85. The 3xAnnual Bucket
  86. Generating Frequent Passive Leads
  87. Building Your Product Empire
  88. Email Marketing Systems
  89. Automating Business, Hiring Help
  90. Staying Human, Humble, & Happy
  91. Module Recap & Course Conclusion
  92. Launch Videos
    Launch Video #1
  93. Launch Video #2
  94. Launch Video #3
  95. Sales Video

Participants 1

  • speakercareer
The Speaking Business Blueprint Tags, Categories, & CRM Setup
Lesson 38 of 95
In Progress

Tags, Categories, & CRM Setup

Tags, Categories, & CRM Setup

Article giving definitions and overview of tags, categories, and custom fields:

Tags vs. Categories vs. Custom Fields

List of the tags I use in my CRM

Association

Corporate

Canadian Event

College

Corporate

Education

Highly Desired

International

Las Vegas Event

Multiple Events

Digital Campaign – No Address

No budget

Past client

Speaking Colleague

Thematic Fit

Client

Youth Conference

School

Custom Fields
List of the custom fields I use in Insightly (for leads)


Group: Social Media

Twitter Url Field
LinkedIn Url Field
Facebook Url Field

Group: Event Details

Event Title Text Field
Event Month(s) Text Field
Event Start Date Date Field
Event City, State Text Field

Group: Contact Information

Photo URL Text Field
Contact Form URL Url Field

Opportunity States
Complete this checklist prior to moving forward to the next lesson.
Abandoned
Turned down, not good fit

Abandoned
Turned down, no budget

Abandoned
Turned down, date unavailable

Lost
Unknown/Lost Contact

Lost
Chose other speaker

Lost
Doesn’t have budget

Won
Passive Source

Won
1st prong

Won
2nd prong

Won
3rd prong

Won
4th prong

Won
5th prong

Won
6th prong

Won
7th prong

(*Prong denotes which step of the 7-step marketing campaign the client came from)