How I Secured a £1K+ Speaking Opportunity for My Client

An existing client I’d previously provided ad-hoc support for approached me feeling overwhelmed. They constantly felt behind and needed help tackling their inbox and To-Do list, as well as managing their training programme, sales pipeline (which was non-existent), and finances.

I organised a call to offer a listening ear and find out more about their business. 

I asked the training consultant about the systems and processes they had in place. 

In short, there weren’t any.

They had survived with nothing in place for a while, however, they were now unable to cope with the multiple demands of the business.

I started gathering more information about the different streams of the business to understand which areas I could improve and make more efficient.

I learned about their training offering, so I that I coordinate their learning programme. I then started responding to the backlog of emails in their inbox. I also set up a sales pipeline on Trello to track new and existing inquiries and manage their workload. 

I then created an online calendar to organise their appointments and ensure all the important details were captured, such as who they were meeting, what they were discussing, as well as travel and accommodation information.

I did a complete overhaul of their systems and processes to create autonomy for the client.

This allowed them to concentrate on their client work, find new clients, and work on future service offerings.

My client was in a super busy period with lots of on-site work scheduled as well as their training programme, so my ability to keep on top of things for them was essential.

A few days in, while continuing to tackle their overloaded inbox, I noticed a new enquiry had been missed.

As they were on-site for most of the week and only occasionally picking up WhatsApp messages, I quickly vetted the lead, having previously discussed the qualifying criteria with them.

I instantly recognised that the £1200 invitation to be a Keynote speaker at a national conference was a perfect fit for them.

I immediately messaged my client, who agreed that the speaking opportunity was ideal. I replied to the prospect with a canned response I'd created earlier, containing everything needed to onboard them promptly.

The prospect responded shortly after to confirm the speaking arrangement. 

I updated the Trello board ready for our catch-up on their return.

If this case study resonates with you, why not reach out for a complimentary call to see if I can help you?