eSpeakers: Screen-by-Screen Walkthrough
June 22, 2010 |
Last week, I posted “Ten Things I Wish I Knew When I Started As a Professional Speaker.” Truth is, there are eleven things I wish I knew when I started, and the eleventh was that I wish I’d started using an organizational system from day one.
I used to keep my speech resources (contracts, notes from client calls, links to web resources, research, slides, etc.) in a bunch of different folders on my hard disk. Then, I’d change the system mid-way through the year because I thought I’d come up with a better way. Inevitably, I’d lose important stuff along the way.
I switched over to eSpeakers [free trial link here] several years ago and won’t ever go back.
eSpeakers is a powerful database made especially for professional speakers. It manages everything from travel details (hooks into Tripit.com via API), scheduling, details on your topic, number of attendees, contact info, package tracking (if you’re shipping books), expenses reporting, and tonnes more. If you have a number of common jokes or stories you tend to use in many of your gigs, this can even keep track of which ones you’ve told!
Here is a screen-by-screen walkthrough of the program.
This is the main screen, which contains the barebones information. The Status pulldown menu contains Lead, Hold, and Confirmed. Once you’ve put a date on hold, a secondary pulldown menu appears, letting you indicate how strong a hold is — a nice touch, if you have several potential clients interested in the same date.
The Bureau pulldown menu contains hundreds of speakers’ bureaus, and the list grows all the time. If you get presentations from a number of agencies, this will help you keep track of which ones give you the most business.
The Notes section below automatically references every change you make in the database, and you can also add notes manually, like each contact you have with the client.
The Contacts page is pretty straight-forward. You can have it automatically populate the field from your computer’s existing address book, and there’s a place for the details of your pre-event client call.
The Travel tab is very detailed, letting you input both air and ground transportation details. One very nice touch is that if you use TripIt.com for your business travel, eSpeakers will automatically import all your details in from that site. Very handy indeed.
The Action list is, essentially, a to-do list for the event. You can create different action lists for each stage of the pipeline. For instance, when a date is listed as a “Lead” in my database, my action list is pretty small — contact the prospect, forward their contact info to my agent, then follow up periodically. When you convert an engagement from Hold to Confirmed, different actions are required. eSpeakers comes with a set of pretty standard actions, but they are easily customizable (as I have done, above).
When an action becomes due, you get an email that morning.
The lists generate action dates based on the event date itself. So rather than entering due dates automatically, it will set them based on proximity to the event date — for instance, one week prior to the event, my system will prompt me to email my bio to the person introducing me. Two months after the event, I double-check to be sure I’ve been paid.
Unfortunately, for now the action list only lives in the database and can’t update any of the popular online task managers like Toodeloo or Remember The Milk.
There is, of course, a place to track the fee, the agency commission, and taxes. If you sell books, CDs, or other products at the event, there’s a place for you to record how many sales you made, and a spot for you to track the shipment of those items to the venue.
If you speak a lot and sell a lot of products, you could export this data to an Excel spreadsheet, then run any kind of calculations, such as which bureaus book you at events which generate the most number of product sales. Lots of number-crunching possibilities here.
The Custom tab comes pretty much empty, with ten short (one-line) fields and four longer entry fields. You can customize the field names to your own needs. This is how I’ve customized mine: The name of the agent who booked the event, the contract number, and so on.
I like to track the industry name (e.g., Human Resources) to be able to provide me with a simple year-end look at revenues generated from each industry. This can help me know which areas industries it might be more profitable for me to focus on in the future.
It’s also helpful for me to know who the keynote sponsor is so that if it’s Microsoft, I can avoid telling Bill Gates jokes. 
The Library tab is where your documents live. In the top section, you can upload the contract, notes, conference graphic images, or really any small document. (Unless your slide deck is pretty small, I’ve found those files to be a little too large to be handled in this area.) Like the rest of the data, this lives online in eSpeakers’ database.
The real power, though, lies in the bottom templates section. You create a mail-merge Word document and it will fill in all the information it needs from the fields in your database — even your customized short and long fields from the Custom tab.
As you can see above, I have a Word template for the first time I contact them (“I’m glad to hear we’ll be working together…” then a few other templates. When you click “Merge For This Event,” Microsoft Word (and, sadly, only Word for now) opens and fills in the details. I then just copy the letter to my clipboard and paste it into an email. (Kind of wish it could open up in a simple text editor, since Word is overkill for an email.)
Finally, the Misc tab contains the name of the presentation, how you should dress, audience size, whether the general public can attend, and whether this presentation would qualify for your Certified Speaking Professional designation.
My favourite section in the whole database, though, lives at the bottom of the Misc. tab. If there are certain stories or jokes or case studies you tend to re-use in different presentations, this will let you tick those off to indicate you used it. That way, when you’re invited back to speak three years later, you’ll know not to repeat the same material!
eSpeakers is a great program which has totally helped me keep my speaking engagements organized. It’s not cheap, coming in at $74.95 per month (or $809 annually), but for many professional speakers, this is a fraction of a single event and more than pays itself off in the long run.
You can get more information from the site by signing up for a free 30-day trial account.
* Disclosure: The link above will give you a special discounted rate and me an affiliate commission.
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