Are you are a speaker who wants to spend more time developing content, writing more books, and spending more time with family and friends? Do you want to spend less time on administrative, logistical, marketing, and sales duties? Do you need a partner to mastermind with? Is it important for you to have a team who will help you continue developing your skills and your impact? Then you could be a good fit for our management service.
Our combined retainer/commission business model for our management speakers allows us to provide the broadest scope of services possible.
If we choose you to become a part of our family, it is because we connect with your message and because we see the opportunity for mutual success.
Our on-boarding process is extremely robust. First, you'll receive a questionnaire and a link where you will upload your materials. Included in our initial evaluation process is a thorough vetting of your brand, website, marketing materials, and current sales process. Following this process, it is likely that you will need to make changes to some or all of your marketing materials and processes.
If you are not in a place in your career where you feel like our management program is the best fit, please visit our Speaker Development Program page. We also may start you off in our SDP if you are not far enough along to go straight into our management service (for example, if you don't have a website).
"Time and time again this woman saves me. She is ALWAYS looking out for me and making certain I have what I need when I need it. The AMAZING Kate Holgate, my Vice-President in Charge of Making Things Happen. I love and appreciate you SO much!! You are EXCEPTIONAL at what you do and who you are!!
-Linda Larsen, CSP, CPAE Speakers Hall of Fame
(And Kate's speaker since 2005)
All speakers must start out with a brand evaluation and strategy program. We work with some of the top branding experts in the speaking industry. This process begins with evaluating three aspects of your personal brand: Who You Are, What People See, and You as an Industry Leader. The process also includes the evaluation of your website, marketing materials, social media platforms, videos, and current sales processes. Following our strategy program, we will provide you with a plan of action which can be implemented by the AFS team or your own. During this process, we will handle incoming leads but we will not engage in outbound business development.
Use of the eSpeakers Software Platform
We have been using the eSpeakers software program since 2005. Originally, its primary function was the management of each individual event as well as providing a bureau-friendly website for subscribed speakers. The eSpeakers platform is now utilized by Meeting Professionals International to populate the MPI speaker directory used by all members of MPI to locate speakers. And if you are a member of the National Speakers Association, both National and most Chapters also use the eSpeakers directory as their "Find a Speaker" function on their websites.
Because we find that the eSpeakers platform provides the most effective way for us to track your events and share updates, all speakers entering into a management relationship with AFS must subscribe separately to eSpeakers. We also include a link to your eSpeakers profile on your personalized page on our website so that our bureau partners can easily share your information with their clients. Click here for more information about the eSpeakers service. We receive no compensation from eSpeakers; you would pay them directly. Whether we work together or not, I encourage you to become an eSpeakers subscriber.
WAYS WE CAN HELP YOU
As robust as this list is, do please let us know if you need help with something that isn't listed. We always say that "we have people and our people have people." We also know that you may already have a team in place that may handle some of these duties and that is perfectly fine with us; this overview just tells you about the services we can provide, but you aren’t required to work exclusively with us on any of these services.
Event and Client Management
- Management of your speaking schedule
- Respond in writing and/or by phone to requests for information/availability
- Negotiate the best agreement possible
- Generate agreement and send to client with fee invoices and W9
- Complete any vendor forms required by the client
- Research client’s company so you have information about them in advance
- Maintain on-going communication with client concerning event details and logistics
- Set up pre-event conference call between you and the client and/or client committee
- Make travel arrangements if requested; provide your itinerary to the client
- Distribute handouts and/or PowerPoint, if used, to client
- Thank you letter sent to the client at time of booking and following event
- Arrange for thank-you gift following event where appropriate
- Post-event telephone call for client’s feedback; request testimonial letter and referrals
- Evaluate your presence across bureau websites; work with bureaus to ensure accuracy
- Follow up on leads from your website, our website, referrals etc. or as a result of connections made during/after your presentations
- Maintain an accurate database of all of your leads and clients (past and current)
- Identification of meeting planners to include in our outbound marketing program
- Matching our speakers with meeting planners who come to our website
Presentation Preparation and Coaching
Whether you need help to fine-tune your presentation and platform skills or if you want to create new presentations, our presentation and branding coaches are some of the best in the country.
Certified Speaking Professional Application
Kate has submitted twenty-four successful CSP applications. We can process your application from start to finish or we can step in and consult after you have completed the initial input process to make certain your application meets NSA standards.
- Consult with you throughout the process to discuss best practices and answer any questions
- If you have already completed the input, we will evaluate it to make certain it meets all of NSA's criteria
- If needed, we can handle input of past events into eSpeakers or on to NSA-approved template
- We will help you with the on-line portion of the application and help you with the necessary business model narrative
- Gather all documentation and spreadsheets and submit final application to NSA
- Continue with you until you receive status of your application so that we can answer any questions you or NSA may have
Website and Marketing Services
AFS is delighted to have partnered with Deckard and Company. Brian Deckard and his web design team can handle everything from creating a new, custom website (like this one they did for AFS!) to a major re-design as well as performing ongoing maintenance, updates and providing website security. Brian is a WordPress developer and creates custom templates for all of his clients. And if you need a new domain for that book you are writing (or for any other reason), Brian can handle that for you as well.
All management speakers joining our family will have their website evaluated. If we determine that yours does not offer a smooth interface for meeting planners, it will need to be updated and we can provide you with guidance during that project. If you currently have a relationship with a website designer you are not required to work with ours; we’re always happy to work with your team. The AFS team can assist with inbound marketing and Brian is also our SEO strategist and he can also assist you with Google AdWords and PayPerClick functions.
Social Media Management
A strong presence across the broad range of social media platforms is a crucial component in your overall success. Our team can handle any aspect of your social media including setup (if necessary), graphics, daily activity, strategic connections, analytics, and monitoring.
Evaluating your current social media activity is a part of the AFS onboarding process for our management speakers.
Evaluating speaker's internal systems; make recommendations for implementation of most effective systems to help speaker scale and create efficiencies. Reviewing current CRM (and/or determining which CRM best suits speaker's needs). Creating a plan to cut inefficiencies to achieve most effective work flow process.
Newsletter / Blog
We can help you create and/or distribute your blog and/or newsletter. We can also assist with creating content as well as registering your blog.
Our team of video editors can take raw footage from your presentations and create individual clips as well as a complete demo video. We also work with a nationwide team of videographers who can record your presentation throughout the US.
New Product Development and Creation
Whether you want to write more books, create webinars, virtual training programs, or develop additional products, our experienced staff and allies can take these ideas and turn them into useful tools.
We can help you take your book from your brain through rough manuscript through completion of a finished book published via traditional, self-publishing, E-book and print-on-demand methods. We provide support for all areas of book publishing including research; fact checking; ghostwriting; book shepherding; editing and proofreading; as well as securing ISBN, copyright, and permissions. If you need a printer, we work closely with a book printer that not only provides book warehousing and fulfillment, they deliver a top quality product for a very reasonable price. We have developed a program that utilizes electronic media (blog book tours, reviewers, directories, etc.) to promote your books and we also have relationships with PR firms and book distributors who can coordinate activities surrounding your book release. We can create a video book trailer and our professional voiceover artists can create audio books for you as well. We provide eBook conversion services and we can set you up on Amazon and Barnes & Noble. We also have our own in-house HeartBridge Press publishing imprint which you may use, at no charge, if you would like.
Publicity and Public Relations
In addition to using your social media platforms, we use our own social media outlets to promote our speakers’ activities. AFS team members can handle article and press release distribution, set up interviews on internet and broadcast radio, broadcast TV, and print media.
Graphic Design & Printing
We can design your logo and business papers, one-sheet, PowerPoint/Keynote slide templates, specialty items and other print projects. We also work directly with printers and can produce your printed materials including business cards, brochures, and display signage.
We can set up a standard or toll-free number for you that rings into multiple locations, e.g. your office, cell phone and/or the AFS offices.
With the exception of generating client invoices, these accounting services will require access to your bank account information and credit card statements. We use QuickBooks Premiere for our speakers’ accounting services. QuickBooks is resident on our secure server and I send out financial reports on a regular schedule. We do have speakers who use QuickBooks Online and we are familiar with using that software as well if you prefer having 24/7 access to your accounting reports.
- Generate client invoices for fee, travel reimbursements and product pre-sell
- Accounts Receivable/Accounts Payable Aging reports
- Maintain and reconcile checking accounts and credit card statements
- If applicable, calculate and process payments for payroll taxes; process quarterly and/or annual payroll and/or sales tax reports
- Process weekly/month/quarterly and/or annual Income Statements, Balance Sheets and other financial reports as requested
- Provide year-end reports for you or your CPA to use to complete your annual tax return
"It was was a wonderful experience working with Kate Holgate - she made it so easy for me to plan Citizens Bank's three events with her speaker. Not only was Kate accommodating but she was professional and responsive with our communication. It's always great to have a counterpart that can relate to details when planning an event."
-Irene Juarez, Executive Administrative Assistant; Citizens Bank of Las Cruces