System 09

Speaking Event Management

Every speaking event is organized from the moment it's booked.

2 automationsLive in production
Book a call See all systems

What changes

Without it

Each speaking event has many moving parts, and tracking every booked event takes constant manual work.

With it

When a new speaking event is created, a case and an action plan are created for it automatically. One click builds a spreadsheet of every booked event with its full details.

How it works

  1. A new speaking event is created

  2. A case and an action plan are created for it automatically

  3. One click builds a spreadsheet of every booked event

    The report runs on demand and includes each event's full details.

Automations in this system

  1. Event setup

    Runs: when a new speaking event is createdAsk about pricing

    Automatically creates a case and an action plan for the event.

  2. One-click event report

    Runs: on demandAsk about pricing

    Builds a spreadsheet of every booked event with its full details.

Built with

  • Salesforce
  • Spreadsheets
  • Zapier

Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.

Related systems

Want to see what we'd automate
first in your practice?

Start with a CRM and operations audit, or bring the one process that slows your office down.

Book a call See all systems
Speaking Event Management Book a call