Inquiry & Lead Management

This guide explains how speakers and Speakers Bureau of Canada manage direct inquiries, bureau leads, agency outreach, co-broker opportunities, fee discussions, client relationships, and lead conflicts. It sets clear responsibilities, protects client relationships, maintains fee consistency, and reduces confusion when multiple parties are involved. This guide supports applicable speaker agreements, engagement agreements, portal terms, website terms, and related procedures. Each inquiry is reviewed case by case by an assigned agent based on the lead source, communication history, client relationship, event details, speaker status, and applicable agreement.

Inquiry & Lead Management Lead Types & Agency Coordination Lead Policy & Relationships Relationship & Fee Integrity Bureau or Agency Requests Sustainable Lead Collaboration

Inquiry & Lead Management

To forward a lead to our team, please send to our lead dispatch inbox at: events@speakerscanada.com

Lead Qualification
- Source: Inquiry origin, path of discovery
- Contact: Organizer, organization, phone, email
- Event: Name, date, location, format
- Goals: Purpose, priorities, outcomes
- Budget: Range, approval, flexibility
- Audience: Size, roles, sector, seniority
- Timing: Decision date, availability, schedule
- Logistics: Travel, venue, production requirements
- Fit: Topic, audience, goals, budget
- Management: Send any inquiry to SBC for qualification
Source & Ownership
- Direct Lead: Speaker website, referral, outreach, network
- Bureau Lead: SBC website, referral, outreach, client
- Agency Lead: Bureau, marketplace, intermediary, co-broker
- Spin-Off: Lead connected to a previous event or introduction
- History: Prior contact, proposal, booking, referral
- Relationship: Client, organizer, committee, event overlap
- Position: Speaker, SBC, agency, co-broker involvement
- Hold: First contact, active hold, representation
- Disclosure: Share unclear or overlapping sources
- Ownership: Confirm managing party before pricing
Fees & Client Communication
- Fees: Use current approved rates
- Consistency: Keep pricing aligned across channels
- Timing: Confirm source before quoting
- Control: Route SBC-managed pricing through SBC
- Changes: Submit fee updates before use
- Clients: Protect SBC-introduced relationships
- Introduction: Copy SBC as booking partner
- Communication: Keep the managing party included
- Campaigns: Exclude SBC clients without approval
- Bypass: Maintain agreed management, pricing, commission
Conflicts & Resolution
- Notice: Report duplicate or competing outreach
- Pause: Stop pricing, promises, independent action
- Details: Share contacts, dates, messages, event details
- History: Compare sources, history, proposals, dates
- Position: Confirm speaker, SBC, agency, co-broker roles
- Hold: Confirm first contact or active hold
- Choice: Respect the client’s booking channel
- Coordination: Include all required parties
- Roles: Confirm ownership,approach, pricing, next steps
- Record: Document the resolution in writing

Lead Types & Agency Coordination

Speaker-Sourced Leads
- Digital: Website, social, profile contact
- Spin-Off: New opportunity from past engagement
- Repeat: Returning speaker-managed organization
- Referral: Speaker, organizer, audience, personal network
- Career: Media appearance, contribution, professional network
- Affiliation: Association, academy, alumni, speaker group
- Marketplace: Directory, job board, booking platform
- Promotion: Campaign, newsletter, advertising, prospecting
SBC-Sourced Leads
- Digital: Website, social, profile contact
- Single: Topic, type, format, budget, draw, location
- Conference: Multi-speaker event request
- Spin-Off: New opportunity from SBC booking
- Repeat: SBC-managed organization event
- Referral: Client, organizer, speaker, partner network
- Network: Association, sponsor, conference, venue, production
- Promotion: Campaign, newsletter, advertising, prospecting
Agency-Sourced Leads
- Repeat: Returning organization relationship
- Digital: Website, social, profile contact
- Conference: Multi-speaker event request
- Spin-Off: New opportunity from agency booking
- Repeat: Returning agency-managed organization
- Referral: Client, organizer, speaker, partner network
- Affiliation: Bureau network, association, partner agency
- Marketplace: Directory, platform, intermediary
- Co-Broker: Shared agency booking
Ownership & Resolutions
- Review: Inquiry, hold, dates, contacts, context
- Source: Lead path, introduction, referral, relationship
- History: Proposals, bookings, outreach, client records
- Communication: Channel, frequency, latest contact, parties
- Position: Speaker, SBC, agency, co-broker involvement
- Conflict: Duplicate outreach, overlap, pricing, bypass
- Choice: Client-selected booking channel
- Record: Ownership, management, pricing, next steps

Lead Policy & Relationships

For further information regarding relationship types, please visit: www.speakerscanada.com/roster/relationships

Exclusive Speakers
- Management: SBC manages leads, bookings, client contact
- Referral: Send direct leads to SBC
- Notice: Share agency, bureau, client outreach
- Conflict: Stop direct action on overlap
- Rates: Keep fees, terms, offers aligned
- Support: Booking, contracts, travel, production
- Marketing: Coordinate campaigns, lists, outreach
- Representation: Use SBC as booking partner
- Clients: Protect SBC-managed relationships
- Terms: Follow exclusive contract, role, commission
Non-Exclusive Speakers
- Sources: Multiple channels, same event, competing holds
- Direct: Manage direct leads unless terms state otherwise
- Referral: Send any lead to SBC for support
- Records: Source, dates, contacts, event details
- Rates: Keep fees aligned across channels
- Holds: First contact, active hold, clear status
- Notice: Share overlap, agency contact, conflicts
- Choice: Respect client booking channel
- Coordination: Include SBC where support applies
- Terms: Follow non-exclusive contract, roles, limits
Lead & Client Terms
- Bureau: SBC manages SBC-sourced leads
- Spin-Offs: Leads from SBC bookings, referrals, introductions
- Speaker: Forwarded leads stay tied to speaker
- Source: Confirm lead path before rates, promises
- Clients: Protect SBC ties, history, direct contact
- Period: Twelve months from latest contact, engagement
- Campaigns: Exclude SBC clients without approval
- Bypass: Protect management, rates, commission
- Contact: Route bureau-client contact through SBC
- Ownership: Confirm managing party before action
Contracts, Records & Review
- Priority: Signed contract governs
- Review: Source, history, client, event, speaker status
- Speaker Records: Source, organizer, event, dates, messages
- SBC Records: Leads, proposals, clients, bookings, decisions
- Updates: Rates, profile, availability, relationship changes
- Checks: Review records before quotes, holds, ownership
- Outcomes: Confirm roles, rates, next steps in writing
- Standards: Relationship, booking, portal, website terms
- Retention: Keep records for future checks, conflicts
- Approval: Complete SBC review before client use

Relationship & Fee Integrity

For further information regarding fees, please visit: www.speakerscanada.com/roster/fees/

Fee Structure
- Rates: Use current approved fees
- Types: Keynote, workshop, panel, virtual, hybrid
- Duration: Short, half-day, full-day, multi-day
- Travel: Local, regional, national, international
- Minimums: Booking thresholds, travel limits
- Inclusions: Standard services, preparation, materials
- Add-Ons: Workshops, books, networking, follow-up
- Conditions: Discounts, holds, cancellations, changes
- Updates: Submit fee changes before quoting
- Records: Save rates, terms, approvals

Pricing Consistency
- Mandatory: Identical speaker and agency pricing
- Source: Confirm lead origin before quoting
- Control: Route SBC-managed pricing through SBC
- Quotes: Use approved rates, terms, currency
- Changes: Align revised fees across active channels
- Discounts: Confirm authority before offering
- Packages: Keep inclusions, add-ons, travel clear
- Records: Save quotes, revisions, approvals
Client Protection
- Clients: Protect SBC-introduced relationships
- Spin-Offs: Disclose leads from SBC bookings
- Campaigns: Exclude SBC clients without approval
- Contact: Avoid duplicate or conflicting outreach
- History: Check proposals, bookings, communication
- Bypass: Protect management, pricing, commission
- Privacy: Limit client information sharing
- Records: Maintain client source, activity, status

Communication Control
- Introduction: Copy SBC agent as inquiry support
- Roles: Confirm speaker, SBC, agency responsibilities
- Channel: Use agreed communication path
- Updates: Share decisions, changes, client responses
- Pricing: Keep managing party included
- Negotiation: Aligned goals, terms, offers, limitations
- Commitments: Avoid unapproved promises
- Conflicts: Pause contact when overlap appears
- Approvals: Confirm final fees, terms, responsibilities
- Record: Document communication, pricing, next steps

Bureau or Agency Requests

Agency Outreach
- Notice: Agencies contact speakers directly
- Intent: Inquiry, booking, representation
- Campaigns: Recruitment, promotion, competitive
- Inquiries: Event, client, availability requests
- Exclusive: Refer and cc SBC agent directly
- Non-Exclusive: Manage direct, SBC support
- Source: Agency, client, event, opportunity
- History: Prior contact, proposal, booking
- Overlap: SBC, speaker, client involvement
- Records: Messages, dates, terms

Inquiry Qualification
- Fit: Speaker, topic, audience, format
- Source: Client, agency, referral, marketplace
- Position: Relationship, hold, representation
- Budget: Fee, commission, travel, currency
- Terms: Scope, exclusivity, usage, cancellation
- Timeline: Decision, contract, event dates
- Risk: Pricing conflict, overlap, bypass
- Decision: Accept, decline, refer, co-broker
Co-Broker Terms
- Roles: Lead agency, partner agency, speaker
- Fees: Speaker fee, commission, currency
- Split: Agency commission allocation
- Incentive: Higher commission to booking agency
- Agent Share: Higher commission for booking agency
- Client: Communication, invoicing, relationship
- Contract: Agreement owner, signer, terms
- Payment: Deposit, balance, taxes, deadlines
Review & Guidance
- Review: Agency, bureau, marketplace contact
- Pause: Hold response, pricing, commitments
- Purpose: Booking, representation, roster, partnership
- Details: Client, event, budget, timeline
- Background: Agency history, reputation, relationship
- Intent: Opportunity scope, expectations, next steps
- Overlap: SBC, speaker, client, event involvement
- Guidance: Risks, response, coordination, direction
Representation & Communication
- Position: Confirm speaker representation
- Introduction: Identify agent as partner
- Channel: Set communication path, parties
- Pricing: Include managing agencies in fees, offers
- Negotiation: Route changes, concessions, approvals
- Contracts: Coordinate terms, signatures, revisions
- Logistics: Assign travel, production, client updates
- Record: Confirm roles, conflicts, decisions, next steps

Sustainable Lead Collaboration

Shared Partnership Standards
- Partnership: Support, flexibility, value, growth
- Events: Fit, planning, delivery, follow-up
- Relationships: Clients, agencies, partners, referrals
- Communication: Timely, roles, updates, urgency
- Transparency: Leads, fees, risks, changes
- Integrity: Accountability, honesty, fairness, trust
- Ethics: Respect, care, integrity, empathy, kindness
- Professionalism: Preparation, conduct, quality, response
- Compliance: Agreements, terms, policies, records
- Support: Advice, guidance, problem solving, event delivery
Shared Responsibilities
- Alignment: Goals, roles, priorities, limits
- Leads: Source, history, overlap, ownership
- Availability: Dates, holds, conflicts, travel
- Fees: Rates, terms, limits, changes
- Events: Fit, scope, timing, delivery
- Planning: Audience, travel, production, support
- Communication: Contacts, updates, decisions, follow-up
- Approvals: Pricing, terms, promises, changes
- Records: Leads, quotes, agreements, outcomes
- Conflicts: Disclosure, pause, review, resolution
Speaker Responsibilities
- Qualification: Source, type, agency requests, fit
- Disclosure: Direct leads, agency leads, overlaps, holds
- Profile: Bios, topics, media, contact
- Availability: Dates, holds, travel limits, changes
- Coordination: Managed leads, agency contact, event changes
- Events: Planning, travel, production, delivery
- Updates: Rates, profile, career, availability
- Conduct: Quality, trust, commitments, reputation
- Relationships: Clients, agencies, partners, referrals
- Compliance: Contracts, agency terms, bureau terms, records
SBC Responsibilities
- Qualification: Assess source, fit, budget, potential
- Representation: Position speakers across clients, agencies, markets
- Promotion: Build reach, visibility, demand
- Pricing: Manage quotes, terms, offers, deposits
- Bookings: Manage agreements, approvals, timelines
- Events: Coordinate client, travel, production details
- Agencies: Manage outreach, partnerships, co-brokers
- Guidance: Provide context, options, risks, direction
- Protection: Safeguard clients, fees, ownership, commission
- Reporting: Share leads, status, bookings, activity

Inquiry & Lead Management